Ref 17CriticalStrategicCore change budget

Project Lumen — unified data platform

Summary

Implement a unified data platform so that data from every source system is consolidated into a single source of truth. Part of the wider data transformation programme.

Score breakdown

Category score is the share of that category's criteria answered yes. Contribution is that score times the category weighting.

Areas of focus0/1×5%0.0
Clients2/3×10%6.7
Expansion & global footprint3/3×25%25.0
Increasing revenue & profitability1/2×25%12.5
People & culture0/2×10%0.0
Innovation & service delivery2/2×10%10.0
Operational infrastructure3/3×15%15.0

Weighted score69.2

Criteria

Areas of focus

Improves growth in the areas of focus: no

Clients

Improves client satisfaction scores: yes
Improves client retention rate: yes
Improves net promoter score: no

Expansion & global footprint

Supports expansion of regional offices: yes
Supports expansion into new countries: yes
Increases revenue from international markets: yes

Increasing revenue & profitability

Improves fee earner revenue: no
Improves utilisation rate: yes

People & culture

Improves employee engagement scores: no
Improves staff retention: no

Innovation & service delivery

Improves efficiency through adoption of legal technology: yes
Improves processes through automation: yes

Operational infrastructure

Reduces operational footprint through optimisation and automation: yes
Allows for risk mitigation: yes
Aligns with the technology roadmap and future plans: yes

Benefits

Improved operational efficiency from removing the manual effort to produce reports; IT operating cost reductions from rationalising the reporting technology stack; reduced regulatory and reputational risk. Improved forecasting, strategic planning and performance tracking; increased data transparency; future cloud readiness; better user experience.

Resources required

Finance team subject matter experts; project manager; business intelligence specialist; business analyst; data analyst; IT solution delivery; IT application systems; IT testing; change management and communications; external vendors

Review note

The dependency on the wider data programme is already flagged. A dedicated project manager should work with the data lead to complete the analysis and the plan.

Position

69.2

Weighted score out of 100

of 28

Scores 50 or above: on the shortlist for a business case.

Facts

Sponsor: Eleanor Hartley — Chief Financial Officer
Sponsor identified: Yes
Cost band: >£500Kmidpoint £750k
Benefits: High tangible benefitsscore 3
Complexity: Highscore 3
Strategic alignment: 60%
Schedule: Sep 2026 — Oct 202714 months
Delivery team: Alice Whitfield, Sophie Marchant, Emily Rutherford