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Consolidating Four Analytics Platforms After an Acquisition

A financial services group completing three acquisitions in two years inherited four separate BI platforms, each with its own semantic layer and refresh schedule.

Runs onSetu

How the work runs

The pressure that made this worth automating, the steps the system runs, and what came out the other side.

Pressure & Trigger Points

  • The same metric is defined four different ways, so group reporting requires manual reconciliation every month.
  • Four platform contracts, four administration teams, and four sets of access controls to audit.
  • No single view of which reports feed regulatory submissions and therefore cannot be broken.

The run · 5 operational steps

Click any step to inspect telemetry signals, model reasoning, and governance gates.

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1

Cross-Platform Inventory

All four estates are catalogued into one structure so overlap and contradiction become visible.

Input Signal:

Real-time operational telemetry & queue

Reasoning Pattern:

MCP grounded vector inference

Governance Gate:

Policy constrained with audit write-back

Verified Business Outcomes

  • Four platforms consolidated to one governed analytics environment.
  • One agreed definition per group metric, ending monthly reconciliation work.
  • Regulatory reporting migrated on a protected path with documented parity.

Capabilities this relies on

  • system connectors
  • document intelligence
  • parity validation
  • workflow orchestration
  • nl to query

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