Client Profitability Report
Mar
2020
Problem / Purpose
The Pricing Team had no way to holistically assess a client’s profitability when Account Managers escalated repricing requests. Without visibility into billing, claims, or insurance-related costs, repricing decisions lacked data-driven support.
Solution
Independently created a reporting solution using Microsoft SQL Server and SSRS that integrated billing data from HRP-Prism HRIS with state unemployment insurance (SUTA), workers’ comp (WC) claim data, and overhead costs for insurance and benefits. The report displayed client tenure, industry, service offering, plan details, revenue stream profitability, WC claims history, and worksite employee trends—accompanied by summary graphs for visual context.
Key Achievements / Impact
Data-enabled the Pricing Team to assess clients holistically and make informed, targeted repricing decisions. Introduced benchmarking and per-stream profitability analysis, improving precision and defensibility of pricing strategies.
Key Technologies / Tools Used
Microsoft SQL Server (MSSQL), SQL Server Reporting Services (SSRS), HRP-Prism HR Software, HRIS, SQL
Role
Manager, Insurance and Profitability (self-initiated)
ProService Hawaii