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Investor Data Platform
BACK
IQ-EQ

INVESTOR DATA PLATFORM

Strategic programme leadership to integrate legacy systems and build a next-generation Investor Data Platform. Aligned 20+ stakeholder groups and established governance for a £3M+ platform investment.

THE CHALLENGE

IQ-EQ needed to integrate multiple legacy systems and build a next-gen Investor Data Platform (IDP) to serve global clients. They lacked a clear delivery roadmap, struggled with complex stakeholder alignment, and faced internal change resistance.

KEY CHALLENGES

  • Integration of multiple legacy systems into unified platform
  • Lack of clear delivery roadmap and business case
  • Complex stakeholder alignment across 20+ groups
  • Internal change resistance and adoption challenges
  • Coordinating product, operations, IT, and legal teams
  • Managing £3M+ platform investment with stakeholder buy-in

SOLUTION

Sans Souci provided strategic programme leadership to define the transformation roadmap, align stakeholders, and establish governance structures for successful platform delivery.

Defined the transformation roadmap and business case
Aligned 20+ stakeholder groups across product, ops, IT, and legal
Established governance, product rituals, and agile delivery models
Facilitated workshops, playback sessions, and adoption planning
Created unified platform vision and delivery strategy
Implemented stakeholder engagement and change management frameworks

RESULTS

The strategic programme leadership delivered significant results, creating alignment across stakeholders and establishing the foundation for successful platform delivery while accelerating development timelines.

Created a unified roadmap and aligned platform vision
De-risked £3M+ in platform investment through stakeholder buy-in
Accelerated MVP delivery and validated with real client use cases
Improved team alignment and delivery cadence
Established scalable governance and agile delivery frameworks