case study

Empowering Stakeholders with Instant Ad-Hoc Answers at PolicyGenius

Daniel Gremmell

Head of Data at Policygenius

“We use Narrator as our first stop for any ad-hoc exploratory analysis. We’re able to go back and forth with requests and follow-up questions a lot faster. Whenever we have an inkling of something that could be interesting to look into, the team will open Narrator, build a quick dataset, and analyze the influence of that variable to see if it’s worth spending any time on it.”

Tool Stack:

  • Warehouse: Google Cloud Platform
  • Data Integration and Management: Narrator
  • Business Intelligence (BI) and Analytics: Tableau, Heap, BigQuery (for presenting data)

Overview:

Policygenius, a leading insurance comparison platform, faced challenges in efficiently exploring and making sense of its vast data landscape. With a deeply technical background and a modern data stack, the company sought a solution to streamline data exploration and enable non-technical stakeholders to derive insights without SQL expertise. Narrator emerged as the pivotal tool in transforming Policygenius’s approach to data analysis and decision-making.

Challenges:

  1. Inflexible Data Tools: Existing BI tools lacked the flexibility needed for ad-hoc analysis, making it difficult to quickly answer new questions.
  2. High Demand for Data Exploration: The data team was overwhelmed with stakeholder requests, especially for data not readily available in dashboards.
  3. Limited Access for Non-SQL Users: Stakeholders without SQL skills had limited ability to explore data or validate hypotheses directly.

Solution:

Policygenius implemented Narrator to address these challenges, achieving significant improvements in data exploration and analysis:

  • Rapid Data Exploration: Enabled quick exploration of any data within the warehouse, filling the gap between rigid BI tools and complex SQL queries.
  • Ad-hoc Analysis Capabilities: Provided a flexible, ad-hoc exploratory layer allowing for dynamic data investigation without extensive development time.
  • Comprehensive Data Insights: Offered a more powerful alternative to consumer data platforms by including all customer interactions across every tool in the technology stack.

Impact:

Adopting Narrator had a profound impact on Policygenius’s data analysis capabilities:

  • Enhanced Data Team Velocity: The data team can now instantly answer one-off questions and allocate more time to core data infrastructure tasks.
  • Empowered Stakeholders: Non-technical users gained the ability to generate granular datasets and perform exploratory analysis on their own.
  • Real-time Decision Making: Enabled live, in-meeting analysis of data questions, impressing co-founders and highlighting the need for broader access to Narrator.

Future Outlook:

Policygenius continues to leverage Narrator as an essential tool for data exploration and analysis. The company aims to expand access to Narrator across the organization, empowering more stakeholders to engage in data-driven exploration and decision-making.

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