Case Study

Data Governance Maturity Progression​



Fortune 50 Financial Services Institution


Data Quality & Lineage, Data Management & Governance​

Project Overview

The Client’s capital markets division was tasked with a variety of initiatives to help mature its data management program based on newly published enterprise and regulatory requirements. ​ The Client sought data management expertise to help drive recertification of mission critical data elements (MCDEs), expand data quality metrics reporting capabilities, and increase coverage of data sharing agreements.​ Reference Point deployed a team of data management experts focused on bringing right-sized data management and governance solutions to the client’s capital markets division.​


  • The RP team actively assessed ongoing procedures, methodologies, policies, and responsibilities to identify areas of improvement aligned to increasing regulatory and enterprise requirements.

  • Leveraging Extract, Transform, Load (ETL) and data visualization tools, the team was able to automate and expand existing data quality reporting to meet increased requirements.

  • Working with a variety of divisional stakeholders, RP recertified all capital markets Data Sharing Agreements (DSAs) and expanded required DSA components to meet industry requirements.

  • Finally, the team created turn-key processes for recertifying critical data elements, DSAs, and creating monthly/quarterly data quality metrics reporting.


  • Automated monthly reporting and cut down the operational run-time by ~90%, improving report integrity while expanding overall report coverage.
  • Re-certified all existing MCDEs and DSAs to meet newly published enterprise requirements.

  • Built multiple turn-key processes for recertification of sensitive information assets.

  • Remediated all outstanding data management and governance issues for mission critical assets and successfully synthesized results to Enterprise Data Office to validate that risks were sufficiently addressed.

End-to-End Services, Working Together

We approach every engagement with our client in mind—creating solutions that are tailored to fit the task at hand. Our interrelated services offerings address a wide range of client needs. Whether a company is looking to solve a problem or capitalize on an opportunity, we can help them to achieve and exceed their goals—effectively and efficiently.

See Services See More Cases