Data Solutions

Data & Insights Function Build for Strategic Programs Division

Challenge

A global Tier 2 strategy consultancy partnered with Harmonic to design and implement a Data and Insights Function within its Clients, Industries & Markets (CI&M) Strategic Programs Division.

The CI&M team — responsible for overseeing client strategy, market alignment, and sector programs — faced significant challenges in linking its strategic objectives to measurable outcomes. Data reporting was fragmented, insights were lagging, and program success metrics lacked consistency across business units and regions.

The challenge was to create a data-driven decision-making framework capable of:

• Integrating data across financial, client, and operational sources.

• Enabling leadership visibility on ROI, strategic alignment, and execution health.

• Driving standardisation, efficiency, and insight-led reporting across all CI&M initiatives.

Solution

Harmonic Strategy acted as Lead Consultant in co-collaboration with the client’s global strategy office to establish a state-of-the-art Data & Insights Function, embedding analytics at the heart of CI&M strategic program delivery.

1. Data Operating Model Design

   • Designed a CI&M Data & Insights Operating Model integrating strategy, delivery, and reporting functions.

   • Defined cross-functional roles and governance for data collection, validation, and insight generation.

   • Established a federated model allowing regional teams to feed into a centralised reporting and analytics framework.

2. Strategic Data Integration Framework

   • Consolidated data from key sources — client accounts, sectors, and markets — into a unified reporting layer.

   • Developed data models linking financial KPIs, client performance, and program metrics.

   • Built ETL pipelines to ensure consistent ingestion and harmonisation of data across Australia and Asia-Pacific regions.

3. Insight-Driven Reporting Architecture

   • Developed an Insight Portal using Tableau and Power BI for real-time executive reporting.

   • Created dashboards for tracking strategic investment ROI, diversity programs, succession planning, and CI&M financial performance.

   • Implemented predictive analytics to forecast program outcomes based on leading indicators (e.g., client engagement and win-rates).

4. Program Governance & Performance Management

   • Introduced governance mechanisms to ensure alignment between CI&M initiatives and enterprise strategy.

   • Established annual planning and reporting cycles integrated with KPI dashboards.

   • Embedded performance tracking against both strategic and operational metrics — e.g., program efficiency, stakeholder engagement, and diversity ratios.

5. Change Enablement & Capability Uplift

   • Designed and delivered training programs for CI&M teams in data literacy, insight generation, and executive storytelling.

   • Mentored junior analysts to transition from manual reporting to automated insight delivery.

   • Created reusable templates for insight-driven board and partner presentations, enabling consistent messaging across the firm.

Key Deliverables

• CI&M Data & Insights Operating Model

• Strategic Program KPI Framework

• Unified Data Model (Financial, Client, and Operational Data)

• Tableau/Power BI Insight Portal for CI&M Reporting

• Data Governance and Quality Standards

• Capability Uplift Program for Data Literacy and Reporting Excellence

Client Benefits

• Enabled data-driven strategic decision-making across CI&M programs.

• Improved reporting efficiency and consistency, reducing manual effort by over 60%.

• Increased transparency into investment ROI and performance metrics across global portfolios.

• Enhanced collaboration between Australia and APAC markets through unified reporting workflows.

• Elevated internal data literacy, embedding analytics into strategic planning culture.