A map everyone can follow
People, systems, files, handoffs and checks in one view. Validated with the people who do the work.
For growing insurance brokers
Has reporting
outgrown the
spreadsheet?
When the monthly pack means days of exports, adjustments and chasing, it is time to understand the process and decide what to change.
£3,500 fixed fee · 10 working days · One reporting workflow
Start with the real problem
You need a decision
you can act on.
You may already have a capable broker management system. The difficulty often sits between its exports, your reporting requirements and the adjustments people make by hand.
We examine one agreed reporting cycle, including its inputs, people, systems and checks. That gives you a shared view of the current work and a reasoned recommendation for the next improvement.
Your operations team owns the process. Where reporting supports regulatory obligations, your compliance lead validates the requirements and proposed controls.
The starting point
Clarity before
you commission software.
Our Workflow Review & Implementation Blueprint examines one priority process and turns it into an informed, practical investment decision.
A clear baseline
Current staff-hours, volumes and rework, with observed figures separated from estimates and assumptions.
Weaknesses made visible
Manual copying, undocumented rules and unclear ownership, with practical controls and remaining risks.
The right software options
Improve what you have, buy a suitable product or build a focused solution. Compare effort, fit and ongoing costs.
An implementation brief
Recommended requirements, dependencies, acceptance checks and indicative costs to support your next decision.
A phased roadmap
A concrete first 90 days, followed by a twelve-month direction that adapts to results and changing priorities.
Included: up to three stakeholder interviews, a process walkthrough, an agreed set of files and systems, a management presentation and one consolidated revision.
Yours to use: take the blueprint to another provider or ask us to implement it. Development is separately scoped and priced.
View sample blueprint (PDF)
Illustrative fictional example · PDF · 14 pages · 2 MB
What the review makes visible
The work behind
the finished report.
We follow a recent example with your team. The aim is to establish what happens in practice, including exceptions and workarounds.
Time and effort
Preparation, adjustments, chasing, checking and rework. Annualise the effort using your actual reporting frequency.
Dependencies and checks
Who knows the calculation rules? Who checks the totals? What happens if the usual person is away?
A sensible first improvement
Configuration, repeatable imports, validation, exception handling or a focused application—chosen after discovery.
See what the output looks like.
Explore a fictional broker’s monthly reporting process, sample calculations and implementation plan. This is an illustrative example of the deliverable, not a client result.
View sample blueprint (PDF)PDF · 14 pages · 2 MB
A good fit
A recurring problem.
A person ready to own it.
The review works best when the reporting process is established, someone can demonstrate it, and a manager is ready to decide what should happen next.
- Your team can walk through a recent reporting cycle.
- Manual assembly, adjustments or chasing create a real burden.
- You can involve the process owner and relevant staff.
- You want options before committing to software.
- You can make time for discovery and a management readout.
Once the direction is clear
One owner for
the implementation.
Choose Data Operatives to design, build and introduce the agreed solution.
We scope the first delivery phase around measurable acceptance checks, with testing, deployment and handover included in the implementation plan. Ongoing support can be agreed separately.
You are also free to use another provider. The review is useful whichever route you choose.
A few specifics
Before you enquire.
Will you replace our broker management system?
Only if the evidence supports that recommendation. We start with your existing tools and supplier capabilities. A better export, configuration change or small integration may be the most useful first step.
Is this an FCA or Consumer Duty audit?
No. This is an operational and software review. Your compliance specialist defines the requirements that apply. We help map the workflow and identify how controls, traceability and software can support it.
Can you prove the savings before development?
We can establish the current baseline and estimate future effort using explicit assumptions. Released staff capacity is separate from cash savings. Actual improvements need to be measured after implementation.
What is included in the fixed fee?
One agreed reporting workflow, up to three stakeholder interviews, a walkthrough, review of agreed examples, the blueprint and roadmap, a management presentation and one consolidated revision. Implementation is separately scoped and priced.
How do we arrange the first meeting?
Use the form or email info@dataoperatives.com. We will agree a suitable time for a free 20-minute discussion on Teams, Zoom or by phone. No detailed preparation is needed for that initial conversation.
Start with a conversation
Tell us where
the work gets stuck.
Describe the process you want to improve. We’ll arrange a free 20-minute discussion to understand the problem and check whether the review is a good fit.
Prefer email? Write to info@dataoperatives.com.
Your meeting, your choice
Teams, Zoom or a phone call. We’ll agree a suitable time by email.