Customer
The customer is a UK-based business advisory firm that manages high-volume client records and delivers tailored financial solutions to businesses, charities, and social enterprises.
Challenge
With 20+ systems in play, the firm faced growing inefficiencies in managing client data. Even small updates like address changes required multiple manual entries, causing duplication, delays, and compliance risks. The firm needed to modernize its data foundation to stay competitive in a fast-changing industry.
Solution
Partnering with Brimit, the company launched a digital transformation rooted in master data management. Starting with seven core systems, we helped the firm:
- Create a single source of truth for all client and counterparty data
- Integrate trusted external sources like GOV.UK to ensure real-time accuracy
- Deploy a data cleansing app that resolves mismatches automatically or via guided manager review
- Use Power BI dashboards to provide full visibility into data operations and trends
The system used an event-driven architecture, ensuring real-time sync across all platforms with the flexibility to scale to 20+ apps as the firm grows.
Results
- 100% of accounting data mismatches resolved. 90% auto, 10% manual review
- 7 key systems integrated ensuring smooth data transmission and cleansing
- Manual effort optimization freeing up employees for higher-value work
- Real-time visibility into data health, operations, and trends
- Scalable foundation to support tax automation, M&A, and future services
Project Highlights
100% of accounting data mismatches resolved
7 key systems integrated
Manual effort optimization
Real-time visibility
Scalable foundation
