Group BI Strategy Review and Implementation

A National Financial Services Firm



A national financial services business was looking for a partner to support their move towards data driven decision making. They wanted to understand how they could develop their business intelligence capabilities to support effective management decision making while also providing BI insights to their network of financial analysts. 




WDScott was selected as the preferred partner to develop a BI strategy for selected companies within their Group of Companies. Following a successful Group BI Strategy review the client retained WDScott to support the rollout out of the first wave of BI services focused on the financial services business. The scope of the project included:

  • Strategy definition for new group-wide BI capabilities
  • Documenting the business and technical requirements for a new Enterprise Data warehouse (EDW)
  • Defining a benefits realisation plan with a supporting milestone program plan
  • Development of ‘As Is’ and ‘To Be’ capability definitions across people, process and technology
  • Outlining high level business and technical requirements for a phased BI roll-out
  • Development of a data quality approach for their Advisory business
  • Development of a roadmap for the successful implementation of a Group BI solution, and recommendations for key analytics and reports for measurement
  • Development of tactical dashboards to provide critical business information across the business. This provided a quick ‘time to value’ as the strategic solution will take some time to develop.
  • Implementation of a data quality remediation work-stream to provide reliable data for the dashboards




WDScott received significant buy-in from the entire Executive Leadership Team (ELT) for the development of a clear BI strategic vision and support for the development of a work stream approach to lead a successful BI system implementation. The strategy was acclaimed by the CEO and leadership team for its focus on re-use and initial quick wins to build acceptance. 

"The team at WDScott were very professional and easy to work with, quite engaging and also very adaptable to our changing environment. In terms of the deliverables, what was agreed was delivered on time, within budget and with a very high level of quality and we were very happy with the end result. I would be more than happy to recommend WDScott to any organisation wishing to leverage their external expertise to fast-track the development of their BI capabilities or strategy."


Brendan Tangney


Lewis Rentschler