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Modernizing and unifying BI practices to accelerate value delivery.

Case Study

2026.01.31
Business Intelligence and data
Industry
Finance & Insurance
Company size
5,500 employees
Localisation
Canada
Expertises
  • BI governance
  • Methodology and standards
  • Analytics and visualization
  • Change management
  • Process design
Technologies
  • Snowflake
  • Power BI
  • Cognos
  • SharePoint
  • PowerPoint
  • Excel
Key facts
  1. Harmonized BI practices and standards across the organization
  2. Significant productivity gains in BI and analytics development
  3. Improved collaboration and communication between teams
A group of people discussing a solution to modernize and unify their BI practices to accelerate value delivery.

An insurer sought to modernize and standardize its BI practices, which had evolved differently across teams over time. These divergent approaches were limiting productivity and creating collaboration challenges between BI and analytics teams. ADNia, powered by COFOMO, implemented a shared methodology, structured processes, and common standards to improve the quality, consistency, and speed of BI and analytics solution delivery. This unified approach strengthened the organization’s BI maturity and improved collaboration across teams.

A national insurance provider sought to modernize and standardize its business intelligence (BI) practices, which had evolved differently across teams over time. These variations limited productivity and created collaboration challenges between BI and analytics teams.

Context and challenges

Bringing structure and consistency to fragmented BI practices.

Over the years, different BI teams had developed their own tools, processes, and standards. This fragmentation led to inconsistent deliverable quality, uneven processes, limited visibility into best practices, slower delivery cycles, and complex onboarding for new employees.

The insurer wanted to modernize its BI practices, reinforce organizational consistency, and adopt a shared, sustainable BI methodology.

This project enabled the insurer to rely on more consistent and trustworthy information, strengthening decision-making and the teams’ ability to respond quickly to business challenges.

Myriam Blanchet | Business Intelligence Analyst | COFOMO
Myriam Blanchet
Business Intelligence Analyst

Solution

Deploy a common and sustainable BI methodology.

Working in close collaboration with the insurer’s BI Centre of Excellence, ADNia, powered by COFOMO, implemented a comprehensive methodology based on internal and external best practices. The approach included:

  • The ELIX methodology, adapted to the client’s context
  • A clear, documented, and shared data lifecycle
  • Standardized processes and unified templates
  • Common visualization standards
  • A centralized repository for BI solutions
  • Team training to ensure adoption and long-term sustainability

This co-built framework now ensures consistent quality and predictable delivery across all BI initiatives.

Results

A more coherent, efficient, and scalable BI practice.

  • Organization-wide alignment of BI standards and practices
  • Faster development enabled by clear, shared processes
  • Noticeable productivity improvements
  • Stronger collaboration through a common BI language
  • Improved onboarding experience for new employees

The insurer now benefits from a clear, reliable, and durable BI foundation that supports both current operations and future growth.

Anchoring long-term BI value.

By unifying its BI practices, the insurer now operates within a shared framework that supports quality, performance, and continuous evolution of its analytics capabilities.

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FAQ

Why harmonize BI practices across the organization? 
To ensure consistent quality, reduce differences between teams, and accelerate the delivery of analytics solutions.

What are the benefits of a structured BI methodology? 
Higher productivity, stronger collaboration, and faster onboarding for new employees.

How do you ensure adoption of a new BI methodology? 
Through co-building, team training, and embedding best practices into day-to-day operations.