Trusted data for better insurance decisions
Integrating data from key systems – ERP, HR, customer portal and core operational platforms –…
Bank’s Data Culture Transformed by Data Governance Audit: From Fragmented Silos to Seamless Collaboration
OUTCOMES
Results of partnership
Cost
optimisation
Automated administrative processes reduced handling times and operational costs while minimising errors.
Improved
collaboration
Addressing interdepartmental challenges enhanced communication and teamwork across business units, enabling faster, data-driven decisions.
Access
Control
Defined data access policies strengthened security, streamlined permission management, and ensured compliance readiness.
PROJECT
Genesis and business expectations
A financial services organisation was facing serious challenges in data management – including a lack of clearly defined data ownership, inconsistent security policies, and fragmented decision-making across departments. These issues led to low data transparency and difficulties in reporting.
In response, the client’s IT department launched several initiatives to streamline and automate processes: standardising data sources, migrating to the cloud, implementing Power BI, and conducting internal and external audits. Despite these efforts, the organisation continued to face systemic obstacles – such as temporary file-based data warehousing, growing demand for self-service reporting, limitations of older Power BI versions and ongoing migration from legacy systems like SSRS.
The project aimed to address these challenges through data integration, improved information security and optimisation of reporting processes – ultimately increasing operational efficiency and enabling faster, data-driven business decisions.
PROJECT TIME
2 months
INDUSTRY
Banking
COUNTRY
Poland
SERVICES AND SOLUTIONS
The client
Who have we helped?
Our client is a financial services provider specialising in factoring and debt management. The company offers flexible financing solutions that help businesses improve liquidity by purchasing receivables and managing the debt collection process.
REQUIREMENTS
Business challenges
To enable secure, efficient and business-aligned data management, the project focused on:
- Identifying key friction points between departments – pinpointing areas where inconsistent rules, unclear responsibilities or lack of tools disrupted smooth data flow and informed decision-making.
- Analysing sources of misalignment and decentralised decision-making – understanding how uncoordinated collaboration increased operational risk, delayed reporting and reduced data quality.
- Gathering expectations and priorities from business and technical teams – identifying the actual needs of data users (e.g. Finance, Sales, Operations, IT) to propose solutions that support their objectives and streamline daily operations.
ACTIONS
Project execution process
A detailed review of organisational requirements and an understanding of specific data management needs.
Solution
Scope and delivery model
- Conducted a thorough assessment of the existing data infrastructure and information management systems.
- Identified key business needs and operational challenges.
- Developed recommendations for implementing new technologies and tools to support data governance.
- Delivered a final report summarising the activities and providing clear, actionable next steps.
As a result of the audit and recommendations, the organisation gained a solid foundation for further optimisation of data governance. This enabled improved control over data, enhanced cross-departmental collaboration and more efficient, evidence-based decision-making across the business.
