The Challenge

For OCA, data was identified as a critical enabler to deliver their strategy. Data and intelligent use of it is key to both evidencing their impact and driving their fundraising.

However, OCA needed to understand what this means in practice, specifically they were and where they needed to get to in order to deliver the strategy. This was a key piece of work to ensure that OCA were able to make important decisions based on facts and evidence rather than opinion and judgement. OCA asked Equantiis to help them develop a Data Strategy and 18-month roadmap.


What we did

Equantiis engaged with the OCA senior team to understand their data challenges and opportunities, using a data maturity assessment model to identify the key themes, issues and gaps to developing a strategic data capability. From this Equantiis and OCA identified the critical capabilities where data would enable the organisation’s strategy and they undertook a series of workshops to scope out these capability areas against a strategic data framework to identify in detail what needed to be addressed.

Green Dot

Particular consensus was given to developing an information asset register, information management principles, and a target data model to enable supporter journeys. Within 8 weeks, Equantiis were able to deliver to OCA a data strategy along with a roadmap and detailed action plan.


Long lasting results

Armed with the Data Strategy, OCA were able to immediately adopt the roadmap and action plan and set up a data steering group to own the strategy and oversee its delivery. For the first time there was a clear path to developing the strategic data capability required to enable the corporate strategy and confidence in knowing where the priority gaps were. ​

A series of projects were established using the new project management methodology Equantiis led. In addition to this, Equantiis also helped OCA develop their thinking for a new Data and Insight Manager role and supported the recruitment for this critical position.

“It’s been a pleasure to work with Equantiis, who’ve expertly guided us through every step in developing our data strategy roadmap. It’s already transforming all aspects of our work and creating strong foundations to help us grow and achieve our ambitions.”

Nick WrightHead of Marketing & Communications