Case Studies

Discover how Data Concierge has supercharged data projects for our clients with these compelling case studies.

Data Maturity Assessment

User Story​

A leading UK retailer engaged us to perform a Data Maturity Assessment to understand how well they managed, used and protected their data assets. Our client needed to establish a benchmark, measure progress, find issues and create a strategic plan to achieve data excellence.​

Our Solution

• Data Maturity Assessment questionnaire in Microsoft Forms based on DAMA and industry best practices, optimised for our client​
• Communication with pro-active follow-ups to cross-functional audience
• Automated analytics via Microsoft Power Automate & Power Query​
• Dynamic dashboard in Microsoft Power BI
• Detailed analysis, report and recommendations

Value Added

• 360° assessment of Data Maturity across functions and job levels​
• Data-driven benchmarks over time, Before / After Change, across Business Units, Countries and Departments​
• Uncovered insights from people’s true feelings, hidden internal experts and critical friends​

Who is it for?

• Organisations undergoing change or transformations (e.g. Systems Implementations, restructuring)
• Organisations troubleshooting problems (e.g. failures in Customer Order Process)​
• Organisations looking for efficiencies / cost savings (e.g. Shared Services)​
• Looking to exploit AI / Data Science innovations

RPA for Project Deliverables​

User Story​

The PMO for a multi-national Technology company undergoing a SAP S/4HANA Implementation Programme engaged us to stand up an automated and robust process for tracking, reviewing & signing off Project Deliverables.​ Our client wanted to minimise manual effort, increase efficiency, accelerate delivery & create a robust audit trail​.

Our Solution

• Robot Process Automation (RPA) for issuing, tracking, reviewing, reporting, notifying, approving and signing off Deliverables using Microsoft Power Automate and Microsoft Forms
• Instant notifications via Outlook and Teams
• Automated real-time reporting in Microsoft Power BI

Value Added

• Saved 1,000s of hours of manual paperwork and wasted labour cost (i.e. ~1 hour for each Deliverable for emailing, logging, chasing x Number of Versions x Number of Reviewers x Hourly Rate)
• Robust audit trail, self-documenting process map
• Easy UI accessible to all (Microsoft Forms available to all employees, no software installation needed)​

Who is it for?

• PMO Organisations
• ERP & Systems Implementation Programmes
• Finance departments looking to optimise month-end close process​
• Onshore / Offshore / Shared Services

Data Analytics for Financial Planning & Analysis

User Story​

One of the world's largest tea companies engaged us to implement an intelligent Data Analytics solution to empower the Finance, Sales and Executive Leadership Teams with data-driven insights. Our client challenged us with generating actionable insights from an overwhelming volume of data originating from diverse and inconsistent sources. ​

Our Solution

• Robust, scalable & performant SQLite database​
• Powerful and intelligent ETL via SQL, Python, BASH, Microsoft Power Query​
• Robot Process Automation via Microsoft Power Automate​
• Automated analysis and visualisation via Microsoft Power BI​

Value Added

• Extremely cost effective vs hiring major consulting firms + buying extra proprietary tools​
• Rapid and repeatable execution of battle-tested scripts
• Easy to train and Knowledge Transfer to Business-As-Usual staff and citizen developers​
• Scalable with ability to plug in to existing IT infrastructure​

Who is it for?

• Organisations with massive amounts of structured, semi-structured or unstrucured data
• Organisations facing problems with poor data quality​
• Organisations rich in data, poor in insights & analytics
• Looking to exploit AI / Data Science innovations