Orchestrating data in a global transformation: privacy, governance & analytics

Category:

PMO

Context

A global insurance player launched a transformation program for its Assistance & Services business unit, which operates B2B2C services in Motor, Home, and Health lines. The program aimed to enhance customer experience and reduce financial leakage by automating processes and standardizing operations across six countries. Data played a transversal role from system design to analytics implementation.

Approach and methodology

Cross-functional coordination through structured governance (steering committees, operational and data boards), agile development of analytical assets (data lake, datawarehouse, dashboards). Weekly data governance workshops, centralized documentation, creation of tools to manage reference data (List of Lists), and implementation of digital and operations analytics.

Objective

  • Ensure privacy, security, and data quality compliance from system design onward
  • Coordinate reference data and master data management across the program
  • Build an end-to-end analytics platform aligned with group-level standards

Results Achieved

  • Full privacy assessments approved across all systems
  • Central and local classification of all sensitive data (FR, UK, BE, DE)
  • Documented quality rules applied to system data
  • Reference data management tools designed and deployed
  • Digital and operational dashboards delivered; analytics platform operational
  • Stronger data ownership and governance embedded into the program