Client Situation

A large financial services organisation launched a programme to assess and strengthen how data retention obligations were managed across its technology estate.

The initiative involved multiple systems, regulatory requirements, and stakeholders across technology, data governance, and operational teams.

Challenge

The programme required a clear understanding of which systems were impacted by data retention obligations and how remediation activities should be prioritised.

Key challenges included:

• Assessing multiple systems across a complex technology landscape
• Translating policy and regulatory requirements into delivery activity
• Establishing governance and reporting structures for the programme
• Coordinating stakeholders across technology and data teams

Our Approach

A Senior Business Analyst was introduced to support the scoping and mobilisation of the programme.

Working across technology, data, and business stakeholders, the analyst helped structure early delivery activities and establish the foundations for the wider initiative.

Key activities included:

• Supporting the prioritisation of systems requiring assessment
• Defining requirements for early delivery waves
• Contributing to business case development for data initiatives
• Establishing governance and reporting processes

Impact

The programme was able to establish a structured plan for addressing data retention requirements across its technology estate while also creating the foundations for future data initiatives.

How We Help

Data governance initiatives often require experienced analysts who can operate across technical and regulatory domains.

We support organisations by providing senior Business Analysts who help translate governance objectives into practical delivery plans.