# Data engineering diagnostic and roadmap for a B2B switching service

> A B2B switching service for energy, telecoms and insurance · SaaS & Tech

A fast-growing B2B switching service needed an objective assessment of its data engineering stack to reduce key-person risk and support a shift to real-time, personalised customer experiences.

## What was the problem?

The client needed an objective assessment of its data engineering stack to mitigate the risks of staff turnover, improve institutional knowledge, embed best practice into a rebuild of its data architecture and scope future phases of work. Its data strategy depended on real-time personalisation that anticipates customer needs and lifts conversion, which in turn required a clear roadmap for cloud-based data engineering across people, processes and tooling.

## What did QuantSpark do?

We produced comprehensive, commercially focused documentation of the current-state architecture, data pipelines and reporting views, drawn from data analysis and workshops with the client team, and used it to assess readiness for a real-time data strategy and to pinpoint the technical constraints that would throttle further growth. We then set out a prioritised roadmap with implementation plans and expected return for each deliverable, covering role profiles for future hiring and training, process recommendations to encode business logic consistently across the sales and marketing funnel, and technology selections grounded in best practice and the availability of skills in the market.

## What changed?

Standardised documentation of the client's data engineering systems and processes allowed new joiners to be onboarded smoothly and reduced key-person risk in a high-attrition labour market. On a forward-looking basis, the prioritised roadmap is expected to move the client to a data-led operating model built on real-time personalisation and to reduce the risk that mounting technical debt constrains further growth.

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