Data-driven insurance: How Helsana modernized its BI stack and elevated customer-first reporting

Helsana Versicherungen AG is Switzerland’s largest health and accident insurer, trusted by more than 2.1 million individuals for comprehensive coverage and care.

With 22 general agencies and 20 outlets nationwide, Helsana protects customers against illness, accidents, and more—providing peace of mind through every stage of life.

“We built a modern, cost-effective data analytics architecture—not just on paper but fully implemented with Strategy.”

Steffen Scheller
Head of Business Intelligence and Analytics

Building a Modern, Governed Data Analytics Ecosystem with Strategy

Helsana began its transformation by replacing Cognos and Qlik with Strategy’s modern BI platform—bringing every dashboard, report, and analytic workflow into one governed environment. With one consistent reporting layer, teams retired thousands of redundant legacy reports and aligned on shared definitions, metrics, and development standards.

Next, Helsana adopted Strategy’s powerful self-service capabilities. Instead of submitting SQL requests or relying on clones of operational systems, business users could filter, drill, and analyze data directly within interactive dashboards. This shift reduced turnaround time as teams used shared datasets and dashboards to create custom views, explore insights independently, and align on key decisions.

“We had nearly 2,000 reports scattered across tools. With Strategy, we’ve consolidated into meaningful reports and dashboards—reducing redundancy by 90% plus.”

Steffen Scheller 
Head of Business Intelligence and Analytics