A major utilities provider needed a trusted, centralised view of its core performance metrics to power commercial decision-making and future growth. Data was scattered across multiple systems, creating inconsistencies and undermining confidence. Optima partnered with the organisation to design and deliver a unified data solution that improved accuracy, enabled real-time reporting, and established a foundation for scalable analytics.
Context:
The absence of a single source of truth meant the provider could not reliably track sales funnel performance or make informed trading decisions. Data gaps, quality issues, and fragmented reporting structures held back the company’s ability to align on strategy and adapt to market needs.
The business required an enterprise-grade solution that consolidated its data assets and provided actionable insights.
Outcome:
Provided accurate, real-time trading data and funnel analytics to support growth strategy
Enabled stronger, data-driven decision-making across commercial, product, and customer teams
Restored trust in reporting by resolving long-standing data quality issues
Established a scalable foundation for future analytics and performance optimisation
What we delivered:
Designed and implemented a unified data architecture to consolidate core data assets
Built a centralised analytics suite and performance dashboards, providing the first end-to-end view of sales funnel performance
Conducted extensive data discovery and remediation to improve data quality and reporting accuracy
Continued enhancement of dashboards with new dimensions, stages, and channels to extend insight
Testimonial: “For us, the challenge wasn’t just about consolidating data — it was about creating a single source of truth the business could trust. By delivering a unified architecture and dashboards tailored to their needs, we helped move from fragmented reporting to real-time insights that fuel better commercial decisions.”
— Sophie Waring, Optima Partners – Principal Consultant
