Case studies

A flavour of the types of problems I solve. Details are anonymised, but the challenges and outcomes are representative of real work in financial services and insurance.

1. Redesigning executive reporting for an insurance brand

A large insurance provider had multiple overlapping reports for digital performance – none of which leadership trusted. I worked with stakeholders to define a clear KPI framework and designed an executive Power BI dashboard that combined acquisition, on-site engagement and sales outcomes.

The result was a single, trusted view that reduced meeting preparation time and focused discussion on action, not data wrangling.

Highlights

Sector: Insurance
Scope: KPI framework, dashboard design, training
Outcome: Consolidated 6+ reports into one trusted view.

2. CRO & experimentation programme uplift

A digital team wanted to move from ad-hoc testing to a structured experimentation programme. I helped them define a hypothesis library, opportunity sizing model and regular reporting cadence that told a clear story about the value of testing.

This included GA4-based funnel analysis, test readouts and roll-up views for senior stakeholders.

Highlights

Sector: Financial services
Scope: Funnel analysis, test design, readouts
Outcome: Sustainable programme with clear pipeline and governance.