Case Study: Global Investment Firm achieves reduced data fragmentation and outsourcing readiness with Protiviti

Protiviti helps global investment management firm unlock outsourcing opportunities through effective data governance

Protiviti worked with Global Investment Firm to develop a data governance model and data management program after the firm identified significant data management deficiencies. Fragmented data across locations and stand‑alone applications threatened the firm’s competitive advantage and its ability to pursue outsourcing and new products, so Protiviti was engaged to design an end‑to‑end governance solution.

Protiviti implemented a three‑stage approach: assessing the data entity architecture and interviewing teams (identifying 30 data types and creating a glossary), running six data governance workshops to build role/CRUD matrices, creating a single “golden record,” and designing a target operating model with assigned data owners and a roadmap. As a result, Protiviti significantly reduced fragmentation of data ownership, established a common organizational understanding of data stewardship, and unlocked previously unavailable outsourcing opportunities along with related cost and operational efficiencies that helped restore the firm’s competitive position.