About
- 150+ year-old, independently owned insurance firm working with individuals, families and businesses
Opportunity Areas
- Despite having a formal data governance (DG) structure, the client knew the organizational maturity of the structure could be improved
- A legacy workflow tool was being retired, and a new cross-department tool was in development which made the need for better internal reporting a priority
- Ultimately, reports needed to be certified before they could migrate to the new tool; this included:
- Identifying data lineage and data definitions
- Proposing a more consistent data architecture
- Establishing consistencies across all reports
- Identifying business owners
Engagement Snapshot
- This firm engaged First San Francisco Partners to do a maturity assessment and gap analysis.
- We worked with the firm’s business strategy leadership to demonstrate how FSFP’s proprietary data-centric methodology could address its reporting issues
- Client adopted the methodology to drive the reporting project deliverables
- Governance best practices and goals were integrated into the project, including gaining active participation from the DG manager, data stewards, et al
Impact
- Clear data requirements now enable better re-use of data in a new reporting environment
- Reporting tool went live with certified reports, documented lineage, approved business definitions/glossary and documented data quality expectations
- Client has cross-functional agreement on data definitions and concepts and business ownership of data is more clear
- Governance team is better-positioned for long-term success
