Optima partnered with a large UK retail bank to design and implement the data strategy underpinning their Personalised Experiences & Communications Platform. The work focused on building a strong foundation for data governance, product readiness, and scalable adoption as the bank modernised its technology and migrated to GCP.
Context:
The bank asked Optima to work alongside colleagues to develop the data strategy for their ‘Personalised Experiences & Communications Platform’. This continued into developing the detailed design spec for the core data product – Perso Core.
Outcome:
Provided a clear roadmap and governance model, ensuring engineering teams could build with confidence and align to future tech strategy
Enabled personalisation use cases to be prioritised based on value realisation and data readiness
Ensured the effective management of data across PEC & CCO
Enabled the effective management of data governance from day one
What we delivered:
An articulated data strategy, aligned to PEC ambition and strategy, taking in key elements of group data strategy
Socialised best practices for data products including processes and governance frameworks
Built out the ‘pen portrait’ for Perso 360 including current and future use cases
Created attributed level design for c.9,000 data fields
Brought Perso 360 to life with customer use cases
Testimonial:
“Thank you so much for the amazing work. This will really help us drive the delivery of our data platform.”
— Head of Data Governance, Large UK Retail Bank
