Case Study

Enterprise Data Strategy

Financial Services • Mid‑Market Organization

The Challenge

Leadership lacked visibility into performance drivers. Each department defined metrics differently, resulting in conflicting reports and inconsistent narratives during executive reviews.

Without a unified data strategy, reporting cycles were slow, manual, and dependent on tribal knowledge. Executives could not rely on a single source of truth to guide strategic decisions.

What We Found

Through interviews, data reviews, and workflow analysis, we identified several root causes behind the organization’s reporting inconsistencies and operational bottlenecks.

  • No standardized KPI definitions across business units
  • Data models varied by team, creating conflicting metrics
  • Reporting processes were manual and time‑intensive
  • No governance framework to maintain data quality or ownership

Our Approach

We defined a unified KPI framework, established governance standards, and built enterprise‑wide data models to ensure consistent reporting and faster decision‑making.

KPI Framework

We aligned leadership on enterprise‑wide KPI definitions, ensuring every team measured performance using the same standards.

Governance Framework

We established data ownership, stewardship roles, and quality standards to maintain consistency and trust in reporting.

Unified Data Models

We designed standardized data models that eliminated conflicting metrics and accelerated reporting cycles.

The Outcomes

With a unified data strategy in place, reporting became faster, more consistent, and more reliable for executive decision‑making.





  • Reporting accelerated by 30% across the enterprise




  • Standardized KPIs adopted by all business units




  • Governance framework implemented and maintained by data stewards

Why It Mattered

With consistent metrics, faster reporting, and a governance framework in place, leadership finally had a reliable foundation for strategic planning. The organization moved from reactive reporting to proactive, data‑driven decision‑making.

Ready to Strengthen Your Data Foundation?

If you’re looking to standardize KPIs, improve reporting speed, or build a unified data strategy, let’s talk. Every engagement is founder‑led and tailored to your organization’s needs.

Talk With the Founder

All client details have been anonymized to protect confidentiality while preserving the integrity of the outcomes and approach.