Despite being a technologically forward manufacturer, KOEL was facing growing pains when it came to internal data management. With data scattered across legacy systems, ERPs, flat files, and department-specific tools, extracting meaningful insights was time-consuming, inefficient, and error-prone.

Key challenges included:

a. Siloed Data Landscape

KOEL’s business-critical data resided in multiple systems, including Oracle ERP, Siebel CRM, flat files, and manual Excel-based reports. As a result, departments struggled to align on performance metrics, and decision-makers lacked a holistic view.

b. Delayed Reporting

The existing reporting process was highly manual. Business analysts spent hours—and sometimes days—consolidating, cleaning, and analyzing data for periodic reporting. This not only wasted valuable time but also delayed critical decisions.

c. No Real-Time Visibility

Most reports were generated weekly or monthly, meaning real-time decision-making was nearly impossible. Operational leaders couldn’t react quickly to market changes, supply chain disruptions, or campaign performance.

d. Limited Accessibility for Non-Technical Users

While data existed, it was not easily accessible to business users. Functional heads had to rely on IT or analytics teams for even simple queries, leading to communication lags and bottlenecks.

e. Forecasting and Planning Gaps

Inaccurate or outdated data meant that demand forecasts and supply planning were often reactive. KOEL wanted to empower its teams with proactive insights using predictive analytics.

The Solution: INSIA’s Guided Data Experience

KOEL partnered with INSIA to bring data-driven agility across the organization by deploying INSIA AI-enabled, search-powered analytics platform. The goal was simple: make data access intuitive, fast, and actionable for everyone.

Business Impact  

✅ End-to-End Business Visibility

Dashboards were created across sales, service, supply chain, procurement, quality and HR  functions, allowing KOEL to track business health across regions, product lines, and departments—all in real time.

✅ Service & Complaint Management Intelligence

INSIA introduced a centralized view of customer complaints, service issues, and resolution timelines, helping KOEL track delays, root causes, and team-level performance. This significantly improved customer responsiveness and internal accountability.

✅ Dealer & Channel Partner Performance

Dealer KPIs were digitized and visualized—from service requests  volume and fulfillment time to customer feedback—enabling KOEL to improve partner engagement and optimize regional performance.

✅ Inventory and Lead Time Optimization

Supply chain teams now had instant visibility into procurement delays, aging stock, and vendor-wise lead time trends. This enabled proactive intervention to reduce bottlenecks and cost overruns.

INSIA Capabilities That Made It Possible

✅ Hybrid Deployment for Security and Speed

INSIA was deployed in a hybrid setup, allowing KOEL to maintain full control of its data on cloud while benefiting from cloud-level scalability and performance. A secure VPN connection was established to integrate KOEL’s AWS and OCI infrastructure seamlessly with INSIA’s platform.

✅ Rapid Data Integration

INSIA connected to KOEL’s core data sources, including:

• Oracle ERP for sales, procurement  and supply chain data
  
• Siebel CRM for distributor  interaction and service  insights
  
• Flat files, Google Sheets and Excel reports for supplementary data and lookups
  
• Product Lifecycle Management tools
  

✅ Data Modelling Without Coding

INSIA’s no-code connectors and semantic modelling layer simplified this integration, removing the need for extensive IT development.

Using INSIA’s intuitive interface, KOEL’s business analysts and business  users were able to model data relationships, define KPIs, and create dashboards without writing a single line of code. This empowered functional departments to self-serve their analytics needs.

✅ Unified KPI Framework

Over 500  KPIs were activated and visualized across departments, providing real-time visibility into:

• Sales performance
  
• After-sales service metrics
  
• Dealer performance and location insights
  
• Customer complaints and resolution rates
  
• Inventory levels and lead times
  

These KPIs were visualized using a mix of dashboards, guided search prompts, and alert-based notifications.

✅ Search-Powered Data Access

Perhaps the biggest game-changer was INSIA’s guided search interface. Business users could now simply type “Sales by region last quarter” and instantly access accurate, visual insights—without waiting for an analyst or digging into complex tools.

✅ Personalized Dashboards for Every Role

From CXOs and BU heads to analysts and sales officers, INSIA delivered role-based views tailored to the priorities of each stakeholder—minimizing cognitive overload and surfacing only what mattered most. KOEL extended standard dashboards access to their service dealers to ensure that they have accurate live data access.

✅ Alerting, Subscriptions, and Report Automation

Automated alerts were set for issues like delayed procurement, SLA breaches, or inventory mismatches. Teams also scheduled weekly/monthly summary reports, eliminating dependency on manual Excel routines.

Technology Stack

• ERP Integration: Oracle ERP
• CRM Integration: Siebel
• Database Connectivity: Oracle DB, Excel-based Trackers

INSIA Capabilities Used:

• AI-Powered Search & Natural Language Querying
• No-Code Data Modelling & KPI Creation
• Custom Dashboard Builder
• Scheduled Reports & Smart Alerts
• Secure Role-Based Access

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Implementation Approach

The first phase of the  solution was rolled out in less than 8 weeks from the date, data access was given. INSIA was deployed with a phased implementation model:

INSIA – KOEL Implementation Plan

Phase 1: Infrastructure & Connectivity

• Objective: Enable secure data transfer and platform access
  
• Activities:
  
  • VPN connection established between INSIA and KOEL infrastructure
    
  • Authentication protocols and access control set up
    
    

Phase 2: Function-wise Rollout Plan

Rollout across key business functions in a phased approach:

Phase 3: Implementation Methodology (Per Function)

1. Requirement Understanding
   
   • Joint workshops with KOEL stakeholders
     
   • Business goals translated into data requirements
     
     
2. Data Modeling & Schema Design
   
   • Mapping of source systems
     
   • Logical model and schema setup for analytics
     
     
3. KPI Framework Definition
   
   • Definition of business KPIs
     
   • Alignment with function-specific goals
     
     
4. Dashboard & Analysis Development
   
   • Interactive dashboards tailored per user persona
     
   • Drilldowns, alerts, and filters enabled
     
     
5. UAT (User Acceptance Testing)
   
   • End-user testing and feedback collection
     
   • Iterative improvements based on input
     
     
6. Go-Live
   
   • Final validation and rollout
     
   • Function made live with documentation and training
     
     

Phase 4: Delivery Structure

• First Function:
  
  • Approach: Collaborative
    
  • INSIA team embedded with KOEL team to deliver end-to-end
    
  • Joint execution ensured smooth knowledge transfer and contextual alignment
    
    
• Subsequent Functions:
  
  • Approach: Supportive
    
  • KOEL team leads execution
    
  • INSIA team provides architectural guidance, troubleshooting, and enhancements on-demand

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