Case Study

Data Warehouse Democratization and Governance at Bankers Healthcare Group

Discover how BHG used Dataedo to build a secure, but easily accessible "single source of truth" that slashed onboarding times, streamlined internal and external audits, and democratized data understanding across the entire company without compromising system performance.

Industry

Financial Services / Fintech

Company size

500 - 1,000 employees

Location

United States

Deployment

On-premise

Use cases

Data Democratization, Onboarding & Knowledge Transfer, Audit & Compliance Readiness, Data Warehouse Documentation

About the customer

Bankers Healthcare Group (BHG) is a trusted financial partner focused primarily on providing innovative solutions to healthcare professionals. Recognizing the unique financing of their needs, BHG ownership created a vision to establish Bankers Healthcare Group in 2001. As the company has grown from three to over 600, Bankers Healthcare Group has remained committed to providing healthcare professionals with the most innovative financial solutions in the industry.

For three years, I have been responsible for designing and implementing the Data Warehouse at BHG. Following the rapid growth of the company and our data operations, it was immediately clear that in-depth and concise documentation was needed for the multiple fields and tables added each day. Dataedo has also improved productivity of both new hires and seasoned employees by reducing the likelihood of costly misunderstandings by providing a glossary of commonly used terms, naming conventions, and even commonly-used strategy patterns.

- Miguel Montesino, Data Warehouse Manager

Challenge

After creating a Data Warehouse for companywide use, the team sought a way to easily inform other employees about the data while providing consistent database documentation. They needed a solution that would make the data understandable for every data user, rather than just a few developers. Additionally, they required a method to grant access to the information within the Data Warehouse without giving too many users direct access to the system itself, thereby reducing the risk of performance issues and data corruption.

Solution

After extensive demos and trials with other solutions, Dataedo quickly proved to be the easiest and most functional tool available. Not only was the team able to create the descriptions necessary to understand the data, but they could also make this documentation available in an HTML format that is securely accessed via their SharePoint site. Furthermore, data users throughout the company have become more knowledgeable about table relationships, unique keys, and joins—all information that is easily configured and displayed within Dataedo.

Results

Dataedo has served as the perfect supplement to the Data Warehouse by acting as the single source of truth. It allowed BGH to achieve the following results:

  • The chances of making wrong decisions are diminished because the risk is easier to assess.
  • Dataedo has allowed the company to reduce training costs, by acting as a mediator between new hires and existing staff. For example, when a consultant or a new hire comes to the company, having up-to-date documentation reduces the time required from the existing staff to transfer knowledge.
  • Dataedo has also provided a professional solution to updating employees on the new tables, fields, and updates made in the Data warehouse. This has allowed the team to keep everyone on the same page and working in unison.
  • Dataedo has allowed the department, and the company as a whole, to be better prepared for multiple internal and external audits.

Dataedo is the perfect supplement to our Data Warehouse.

- Nate Grant, Sr. Technical Writer

The future

In the future, the company plans to expand its data documentation operations to other database environments across the organization. They will also be able to better support data governance requirements and functions with Dataedo as part of their arsenal.

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