The challenge
A fast-growing digital lender had outgrown the tools it started with. Credit, finance and operations each ran their own reports on their own copies of the data, and the board had lost confidence in the numbers.
Our approach
Over eight weeks we interviewed stakeholders across the business, assessed data maturity and platform costs, and modelled the options with the finance team.
- Current-state review of data sources, tools, costs and skills
- Options analysis with a costed business case for each
- A prioritised three-year roadmap with quick wins in the first 90 days
The results
- $2.4M in annual savings identified through platform consolidation
- A single agreed definition for every board-level metric
- Roots Data retained to support delivery of the first phase