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Enterprise Data & SaaS Platform Transformation

Client Profile

A leading global provider of wealth intelligence, relationship mapping, and data-driven insights for commercial, philanthropic, and institutional clients. The organisation embarked on a major transformation to modernise its data platforms, improve governance, and enable scalable SaaS delivery to a growing global user base.

Programme Overview

A global data and analytics organisation embarked on a major transformation programme to modernise its data platforms, improve governance, and enable scalable SaaS and Data-as-a-Service product delivery. The initiative supported a rapidly growing international user base and underpinned future product innovation.

  • Programme Type: Enterprise Data & SaaS Platform Transformation

  • Duration: Multi-year programme

  • Role: Programme / Delivery Lead

  • Users Impacted: 400+ global users

The Challenge

The organisation’s technology and data landscape had evolved organically, resulting in:

  • Multiple legacy data platforms operating in parallel

  • Fragmented data models and inconsistent reporting

  • Limited data governance and unclear ownership

  • Increasing complexity integrating data into customer-facing SaaS products

  • Change fatigue across globally distributed research and commercial teams

The business required a unified, scalable platform capable of supporting advanced analytics, new digital products, and confident executive decision-making without disrupting business-as-usual operations.

Objectives

The transformation programme aimed to:

  • Consolidate legacy data platforms into a single enterprise solution

  • Establish robust data governance, quality controls, and ownership models

  • Enable scalable SaaS and Data-as-a-Service product delivery

  • Improve reporting accuracy, speed of insight, and decision confidence

  • Drive adoption across global teams and functions

Role & Responsibilities

We were appointed as Programme Lead, responsible for end-to-end delivery, acting as the primary bridge between executive stakeholders, product teams, data engineering, and external partners.

Key responsibilities included:

  • Programme mobilisation, roadmap definition, and governance design

  • Senior stakeholder management up to executive level

  • Leadership of cross-functional product, data, and engineering teams

  • Vendor and partner coordination

  • Financial management, risk mitigation, and dependency tracking

  • Change management and business readiness across global teams

Solution & Delivery Approach

A hybrid Agile delivery model was implemented, combining structured programme governance with iterative product and platform delivery.

The approach included:

  • Delivery of a centralised, cloud-based enterprise data platform

  • Standardised data ingestion, modelling, and analytics frameworks

  • API-first integration to support SaaS and marketplace products

  • Clear ownership and accountability across data domains

  • Executive steering forums and transparent delivery reporting

This model enabled continuous delivery of value while modernising the organisation’s core data and product capabilities.

Data Governance & Analytics

Data governance was embedded as a foundational capability rather than a bolt-on.

Key elements delivered:

  • Enterprise data governance operating model

  • Defined data ownership, quality controls, and escalation forums

  • Real-time analytics and reporting frameworks

  • Improved trust and confidence in executive and customer-facing insights

Formal governance and data quality steering groups ensured sustainability beyond the programme lifecycle.

Change Management & Adoption

A global change and adoption strategy ran in parallel with the technical transformation.

This included:

  • Stakeholder mapping and readiness assessments

  • Structured communications and training programmes

  • Phased migration of users onto the new platform

  • Adoption tracking and continuous feedback loops

Over 400+ users were successfully migrated with minimal disruption, driving strong engagement and long-term adoption.

Outcomes & Business Impact

The programme delivered clear, measurable benefits:

  • 4 legacy platforms consolidated into a single enterprise solution

  • 400+ global users actively using the new platform

  • Significant improvement in data quality, consistency, and reporting confidence

  • Faster access to insights supporting strategic decision-making

  • A scalable foundation for future SaaS and analytics product growth

Capabilities Demonstrated

  • Enterprise Programme & Delivery Management

  • Data Platforms, Engineering & Governance

  • SaaS & Data-as-a-Service Delivery

  • Systems Integration across enterprise platforms

  • Agile & Hybrid Delivery Models

  • Change Management & Business Readiness

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