"There is nothing so terrible as activity without insight" Johann Wolfgang von Goethe

At A Glance

Industry

Financial Services

Services

Strategy

Assessment

Education

This financial services organisation sought to create a shared vision for its data and analytics ambition and to align investment with the highest value organisational outcomes.

Background

With a strong focus on supporting its customers across a range of their lifestyle needs, this business needed a fresh look at how to leverage insight to achieve its goals.

While making significant investments in talent and cloud insights technologies that enabled access to a range of emerging capability, this organisation was struggling to align processes, practices and governance to maximise value.

They were unsure how to navigate forward to get the most value, to build insight that enabled action from trusted data, analytics and AI.

Our approach

We designed an organisation-wide survey to give staff a voice, collect feedback, evaluate maturity and capability, and undertake detailed research.

Over two months, an extensive series of engaging and immersive workshops were hosted to:

  • build knowledge and alignment on data, analytics and the value of AI
  • share pain points, evaluate where they are, and where they need to be
  • explore industry insights to examine opportunities and ignite creativity
  • prioritise which capabilities to activate for buy-in and to help close the gap.

Using survey and workshop insights, a strategy and 36-month roadmap was prepared for socialisation and refinement.

The strategy articulated the vision, mapped current and future state maturity, required capabilities and a plan for the business.

Impact

The organisation walked away with:

  • awareness, excitement and the desire to embrace the potential of AI
  • a clear ambition for data, analytics and AI
  • a well-articulated aspiration, and
  • a roadmap of initiatives to confidently navigate forward.

“The workshops that you ran with the business blew my mind. I have never seen such a broad range of people from right across this business so engaged in workshops like that. The feedback afterwards was equally amazing.”

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