September 14, 2021
CHALLENGE
A global aircraft lessor wanted to automate the aggregation of fleet book values, maintenance appraisal values, third-party market values, and loan balances to determine the proper insurance coverages for in-fleet aircraft and engines.
Zeevo professionals worked with the lessor to implement a Power BI-driven report solution integrated with Leasepoint® to meet the insurance review reporting requirements.
APPROACH
- Sources for relevant insurance data identified and business process definitions and desktop procedures created to manage the drafting and delivery of the required data sets each month
- Insurance data sets uploaded to a data warehouse and integrated with the existing insurance policy, fleet, and contract summary data in Leasepoint
- Developed a suite of custom Power BI reports and data integrities to monitor for expired certificates, coverage, as well as certificate and value differences
OUTCOME
- The client benefited from the automated insurance review report containing the relevant insurance data values and making coverage information available on demand for consumption by the contracts and legal department
- The deployed data integrities notify the relevant resources when an insurance policy may require attention
- Repeatable desktop procedures made available for managing the different insurance datasets
ZEEVO’S VALUE ADD
- In-depth knowledge of Leasepoint, including the underlying data model
- Designed, developed, and implemented the insurance data integration solution and
- Drafted the required business process definitions and desktop procedures for the ongoing maintenance of the required insurance data sets
- Designed, developed, and implemented the insurance review, business intelligence reports, and data integrity checks per the requirements
DOWNLOAD CLIENT CASE STUDY (.pdf)
Related reads:
- Implementing the Integration Solution for Fleet and Contract Summary Data between Leasepoint and Microsoft Dynamics CRM
- Creating Master List of Overdue Terms and Remediating Applicable Payment Schedules and Invoice Templates in Leasepoint
- Deploying Power BI Dashboard to Automate Reporting of Contract Summary and Asset Data from Leasepoint
- Boosting Reporting Capabilities with a Power BI Business Intelligence Tool
- Deploying a Solution to Perform Repeatable Fleet Utilization Analysis
- Designing and Implementing a Technical Specification Report with an Optimized ADS Template
- Enhancing Aircraft Technical Project Management with Web Application Integrating Fleet and Contract Summary Data
- Automating Aircraft Transition Reporting to Ensure Compliance with Lease Obligations
- Maintaining Accurate Utilization and Technical Data for Aircraft Components
- Sourcing, Inputting, and Validating Technical and Contractual Data in Leasepoint
LET’S TALK
John McCartney
Phone: +1 760 933 8607
jmccartney@zeevogroup.com