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888.4LEANBI (453-2624)

Datasource partners with this credit union to perform a vendor neutral assessment and create a strategic roadmap to modernize its data warehouse.

Client Background

The fourth largest credit union in the US, this client provides a full range of consumer and business banking services, managing assets of over $14B. Headquartered in Washington State, the credit union’s membership extends across the U.S. and worldwide.

Business Focus

The client had a legacy data warehouse in place for many years, but leadership realized it was no longer sufficient to support analytics needs and the business going forward. They also needed to quickly implement a replacement for one of their largest data integration platforms (Sagent, a Pitney Bowes extract, transform, and load (ETL) and business intelligence (BI) tool) that was set to be retired and would no longer be supported.

The Datasource Solution

In Phase II, the Datasource consultants collaborated with the client’s team to create a Business Planning Matrix as a roadmap for releases over the lifespan of the legacy data warehouse conversion project.

The Matrix prioritizes subject areas and related data based on business value, complexity, and completion of predecessor tasks. It also lets business departments know when the value they are seeking in the data will be delivered.

Through bi-weekly planning, daily standups, and daily coach and review sessions, Datasource worked with the data architects to create data models for three more releases. Informatica resources worked with client administrators and developers to coach through administration and development skills.

The Results

The client has seen an increasing level of competency in the area of Production Informatica support, with multiple support personnel taking on these responsibilities. They are able to:

  • Install patches and updates
  • Interface with Informatica support
  • Deploy and install code packages
  • Execute daily job runs

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