QlikView | Customer Success Story | Coface Ibérica

Decision Making at Coface Coface

Coface is dedicated to providing commercial

Ibérica Made Easier with information and company reports, credit

insurance, debt recovery and factoring, with
more than 60 years’ experience. Coface
Ibérica is its Spanish division.

QlikView Sector
Financial Services
Industry
“QlikView provides us with an overall view of all our information, Insurance

which helps us to update information on the basis of our Function

Executive, Finance
observations and experience. It means we can react in a way
Geography
which takes account of potential business risks.” Spain and Portugal

José Luis Soto, Information Systems Manager, Coface Ibérica

QlikView complements information
management
Coface is a French insurance company
which, for more than 60 years, has been
assisting and promoting the development of
companies worldwide. Thanks to its
technical capacity and because its teams are
close to the clients, it provides customers
with a high quality service based on its
The CreditAlliance network brings
together high quality partners in the four
areas of business in which Coface is
active: commercial information and
company reports, credit insurance, debt
recovery, and factoring.
The need for business intelligence
In 2006, when preparing for the action to
be taken in the next phase of the economic
crisis in Spain, Coface Ibérica, the Spanish
division of Coface, realised the need to
come up with business intelligence (BI)
solution at a local level. “We needed to
take better decisions quickly and to be able
to monitor certain critical activities within
the company, as a complement to the
corporate tools used by the group,”
explains José Luis Soto, Coface’s
Information Systems Manager.
Challenges
• To facilitate decision making for action
• To integrate a diversity of external data
sources including databases and Excel
spreadsheets for preparing reports and
control frameworks
• Monitoring business critical activities
Solution
Realisation of the Coface Ibérica project using
QlikView has made it possible to facilitate the
monitoring of key performance indicators
(KPIs) for improving rapid decision making.
Benefits
• Improved monitoring of KPIs and critical
factors including rates, ratios, premiums,
claims, and variations
• A more controlled environment with a
unified vision
• Flexibility in decision making
Data Source Systems
Database: Excel
QlikTech Partner
Broad Business Consulting

It was the systems department which

experience and reputation. That is why, in a
dynamic international context, Coface wants
to respond to the challenge of economic
globalisation and become a true partner of
the organisations involved, as it manages its
client account.
The company offers its services to 97
countries on five continents. Its 13 regional
platforms coordinate Coface’s overall offer
in high potential areas for the improvement
of the services it offers on an ongoing basis.
initiated a selection process in which
different manufacturers’ products could be
evaluated. QlikView was the solution
chosen because of its ability to permit a
gradual alignment with control
frameworks and the ease with which it
could be deployed and managed.
The systems department also took into
account the attractive quality/cost ratio it
provided, its low dependence on the IT
department, and the many sources of data
that were readily accessible.
QlikView | Customer Success Story | Coface Ibérica

Installation process A user-friendly tool

Coface Ibérica has a QlikView enterprise Coface currently has control frameworks for
licence, two professional licences, and a general management, the finance and cost
QlikView Server licence for eight users. control department, and for the claims area.
Initially the company introduced small It has extended its use to Coface Portugal
developments in response to more specific which has a QlikView Enterprise licence and
needs in the context of a long-term project. a QlikView Server licence for five users.

According to Coface’s information systems Soto says: ““The control frameworks set up
manager, the project was delivered in two so far are used more effectively each day and
stages. He says: “The first phase was to ideas for improving or expanding them can
install the licences for standalone use, with be readily devised. This supports our
QlikView documents divided up in the objective of gradually increasing the scope
server or users’ individual computers. In the of this solution as demand increases.”
second stage, we installed QlikView Server,
which significantly improved both reloading QlikView is also used to improve a number
and the control of licences and documents of reporting activities in various
centralised in the server.” departments, which has saved them a great
deal of time in consolidating information
Soto adds: “This is helping us to achieve a obtained from different data sources.
more controlled environment, providing an
overall view of individual or departmental Soto adds: “QlikView users now have at
work, where necessary, without preventing their disposal a user friendly tool which they
us from maintaining standalone licences for can use to monitor very specific activities in
more personal documents.” certain cases, or more general company
indicators in other cases, in accordance with
Turning to the business value of the solution the user’s profile.”
Soto says: “QlikView has made it possible to
replace complex, lengthy calculation sheets
which were difficult to feed into the system
and took a great deal of time to maintain.”

Various control frameworks were set up at

Coface Ibérica. They made it possible to
simplify the calculation of supplies. The
frameworks also help in monitoring different
ratios by comparing them on the basis of
sectors, regions, policies and their
development over time, in a way that would
have been difficult before. Soto adds: “One
of the most valued benefits is the possibility
of keeping track of policies and claims,
either in general or in detail, depending on
the appropriate level of analysis.”

“The needs we had defined were satisfactorily met with QlikView, given that
our present operations make speed of development and rapid deployment
critical factors. This is one of the great advantages of QlikView.”
José Luis Soto, Information Systems Manager, Coface

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