Southbridge Insurance Company
December 2019 - present
Developed a Power Apps application for expense reporting with an approval flow in Power Automate, to digitalize the company, centralize information, and eliminate paper reports. Created dashboards in various company areas. Implemented a BI requirements request procedure and automation for all company areas to maintain tracking and control progress times. Automated the BI requirements request process by developing a registration application for tracking, traceability, and SLA generation. Supported the RPA Area, automating the Claims process where files sent to email inboxes are automatically saved in a SharePoint repository. Developed a Power Apps application for Purchase Orders to record and control requests, quantifying and tracking P.O.s. Developed a data model for company expenses, generating dashboards and KPIs for decision-making. Maintained BI Dashboards: All BI reports were organized by areas in Power BI Premium, keeping the different dashboards updated and monitored. Developed a data model in Google Cloud Platform Dataprep by Trifacta for the Coinsurance area. Conducted Southbridge Institute courses to introduce technological tools (Power BI, Power Query) and motivate their use across company areas to automate processes and move away from manual practices. Developed a data model for Collections to unify databases and obtain outstanding premiums and payments by broker, generating KPIs (payments received, overdue, advanced, Top Brokers).