A multi-business-unit retailer got one BI master plan instead of four disconnected ones.
Four business units were each adopting BI their own way. We built an enterprise BI master plan — one assessment, one architecture, one adoption path across wholesale/risk, C&I, mass markets, and home services.
Challenge
Business intelligence was being adopted four different ways across four business units — wholesale and risk, commercial and industrial, mass markets, and home and business services — spanning risk management, trading analytics, performance and portfolio management, customer analytics, market intelligence, and finance. Without a common plan, every unit was building its own version of the truth.
Approach
We assessed the business challenge across all four units and built one enterprise BI master plan — a shared infrastructure, architecture, and reporting approach with a sequenced adoption path — so BI could scale as a single program rather than four competing efforts.
Technology
An enterprise BI target architecture and adoption roadmap spanning risk management, trading analytics, performance and portfolio management, customer analytics, market intelligence, and finance across four business units.
Outcome
The four units share one BI foundation and one adoption path instead of four — a master plan leadership can fund and sequence, rather than four parallel builds converging on nothing.
We publish our case studies anonymized as a matter of policy. The engagement and every figure here are real — we describe the work, not the client’s name.