The assessment of process effectiveness is in line with the functioning of contemporary public institutions. Practice shows that the analysis of business processes and their optimi-zation affect the efficiency of operation of the entire institution. The aim of the work is to present the methodology for the evaluation of the organization's functioning. The article presents important aspects of business unit assessment. The analysis covers one of the areas of the Social Insurance Institution's assessment system. For this purpose, the case study method was used. Based on the obtained research results, a data warehouse was proposed with the simultaneous implementation of the business intelligence method.