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Case Studies
Developing a Single Data Asset for Broker Business at Aviva

Aviva underwrites c £3bn in premiums through Brokers. An opportunity was identified to enhance performance reporting by streamlining multiple data sources. By consolidating these sources, Aviva aimed to create a more consistent, efficient, and aligned approach across Sales, Distribution, and Finance teams, benefiting over 1,500 employees.
Key Opportunities
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Enhanced efficiency by reducing time spent on data preparation, allowing teams to focus on performance analysis
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Streamlined data processes, minimising manual effort and accelerating insights
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Improved data reliability, fostering trust and reducing the need for alternative sources
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Greater clarity in decision making through a unified approach to data interpretation
To drive these improvements, Aviva launched a strategic project to develop a single, trusted data asset—enabling real-time insights, faster decision-making, and enhanced data governance.

From Data Transformation to Team Excellence
Results & Impact
1 day per month saved on report production, freeing up time for analysis and decision-making
A simplified data model driving efficiencies across teams
One version of the truth enabling teams to confidently assess broker performance and shape growth strategies
Improved data governance through automated reconciliation at multiple points in the data pipeline
Senior stakeholders welcomed the increased data granularity and enhanced reporting accuracy
Lessons Learned & Future Improvements
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Early Team Identification: Ensuring all project team members are engaged from day one is essential.
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Embracing a Non-Green RAG Status: A non-green status isn’t a failure - it creates focus, urgency, and ensures key issues receive attention.
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Valuing People: Recognising team strengths, saying thank you, and understanding personal circumstances create a stronger, more resilient team.
Conclusion
By fostering a culture of teamwork, structured communication, and proactive stakeholder engagement, Aviva successfully delivered a transformational data asset - laying the foundation for long-term broker business growth.
Struggling with disconnected data, inefficient reporting or stakeholder misalignment. Building a single source of the truth requires more than just technology - it demands strong teamwork, communication and strategic alignment.
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"Phil played a key role in the transformation of a key data asset for General Insurance. Coming into the project mid-way through the project lifecycle, he reshaped project scope securing funding and senior stakeholder approval for 2024-2025 implementation. Strategic thinking and an attention to detail enabled successful deployment across sensitive financial reporting periods.
Phil’s outstanding communication, a proactive approach and problem solving skills were crucial in turning the project around."
-Dan B, Head of Finance SME & Distribution
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