Customer Feedback
Building a Group-Wide Data Strategy
Aligning business needs, technology choices, and governance into a common roadmap.
The Mission at a Glance
The Company
A banking group
The Context of the Project
A banking group was managing data through several teams: business units, platforms, solutions, and architecture. It wanted to formalize a coherent data strategy and develop a summary report for its executive committee.
The Challenge
Data initiatives led by multiple teams needed to be aligned into a common strategy that could be presented to the executive committee.
Our Approach
The Process, Step by Step
Identifying Key Issues and Organizing the Work
PALMER identified the strategic needs related to data management and organized workshops with the relevant entities.
This approach facilitated the articulation of business and IT requirements. Tight project oversight ensured progress remained on schedule while allowing the work to be adjusted as needed based on progress.
Aligning Strategic Directions
These discussions helped define the key pillars of the data strategy and bring together contributions that were initially scattered.
This collaborative process aimed to foster stakeholder buy-in. The strategic directions were designed to link data utilization to the group’s objectives and the concrete needs of its business units.
Defining Governance and Architecture
The task force worked on the governance framework necessary to align business functions with IT.
It also incorporated the principles of a target architecture, as well as platforms and solutions tailored to the organization’s needs. This integrated approach avoided treating business objectives and the technical requirements for their implementation as separate issues.
Prioritizing and Preparing for Decision-Making
Initiatives were prioritized based on their impact and feasibility.
The action plan translated the strategic directions into implementation steps. PALMER synthesized the key elements of the proposal to facilitate its presentation to the executive committee, providing a shared vision of the choices and the path forward.
Work Completed
What the “
” initiative has implemented
- 01
A group data strategy document summarizing the key directions.
- 02
A governance framework between business units and IT.
- 03
Target architecture principles and prioritized initiatives.
- 04
A roadmap and summary for the executive committee.
The Firm’s Support
PALMER’s Contribution
PALMER structured the work and brought together the contributions of the various entities. This framework provided an overview of the decisions to be made and their implementation.
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