Case Studies
Two engagements at EXL Service, told end-to-end: the problem walked in the door, the approach that shaped the work, and the result it produced. For the full portfolio, see all projects.
Winning $2.35M+ Through Strategic RFPs
How 20+ client proposals turned RFP responses from a paperwork exercise into a revenue engine — including a winning proposal for a major insurer's front-end claim UI touching 39M+ customer experiences.
The Challenge
In life & annuity services, RFP responses often read like feature checklists — technically complete but indistinguishable from every other vendor's. Winning required proposals that argued a business case, not just a capability list, and that could hold up in front of client executives making multi-million-dollar decisions.
The Approach
- Lead with the economics. Built cost-benefit analyses into each proposal so clients could see quantified value, not just scope — making the decision easy to defend internally.
- Position, don't just respond. Framed each response around go-to-market strategy: where the client was heading, and why the proposed solution moved them there faster.
- Build a repeatable engine. Producing 20+ proposals and RFP decks meant developing reusable structures, sharpened win themes, and faster turnaround with every cycle.
The Result
$2.35M+ in revenue contributed through won proposals. The flagship win: leading the proposal for a major insurer's front-end claim UI — a solution shaping 39M+ customer experiences.
From Weekly Reports to Real-Time Intelligence
How interactive Power BI dashboards and KPI frameworks cut executive data latency from a weekly reporting cycle to under one hour.
The Challenge
Executive decisions were running on week-old data. By the time reports were compiled, reviewed, and circulated, the numbers described last week's business — too slow for C-suite leaders who needed to react to operational shifts as they happened.
The Approach
- Design the KPIs before the dashboards. Established KPI frameworks with stakeholders first, so every visual answered a decision the executive team actually had to make.
- Automate the pipeline. Built Power Query data flows with auto-refresh, eliminating the manual compile-and-circulate cycle entirely.
- Make it self-serve. Interactive Power BI dashboards let leaders drill from headline KPIs into the underlying detail without waiting on an analyst.
The Result
Data latency dropped from a weekly cycle to under one hour. Executives went from reviewing history to steering with live numbers — and the reporting team got out of the manual-refresh business.
Facing a similar problem? If you need GenAI, automation, or BI work that ends in a measurable result, let's talk — or browse the full project list.