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CASE STUDY — FINANCIAL SERVICES COMPLIANCE
Data Mastery enable fscom's strategic growth with a Microsoft Fabric data and AI platform
fscom, the UK and Ireland's leading governance, risk and compliance consultancy, needed a data foundation capable of supporting ambitious private equity backed growth. Data Mastery built a Microsoft Fabric platform that unified their business data and gave leadership the visibility to scale with confidence.
100% Automation
Automated reporting, all manual data consolidation eliminated
Single Source of Truth
Source of truth unifying data from HubSpot, CMap and Excel
Ready to scale
Data platform built to scale with fscom's Bridgepoint 2x growth target
"Data Mastery understood what we were trying to build as a business — not just the technical problem. The platform they delivered gives us a genuine foundation to grow from, with the data confidence our leadership needs to make good decisions."
Jamie Cooke, Chief Executive Officer — fscom, Compliance Maturity Specialists
About fscom
fscom are the UK and Ireland's leading governance, risk and compliance consultancy.
Founded in Belfast in 2011, fscom has grown into the most trusted name in governance, risk and compliance consulting across the UK and Ireland — serving clients in payments, retail banking, asset management, capital markets and trading. In 2022 the business secured a significant growth investment from Bridgepoint private equity, with a mandate to double in size over three years.
Founded 2011
HQ in Belfast, with offices in London and Dublin
Financial services focus
Payments, retail banking, capital markets and asset management.
Award-winning consultancy
Best Consultancy for Regulatory Compliance 2022 & 2019; Boutique Firm of the Year 2021 & 2020
Private Equity backed growth
Bridgepoint investment secured in 2022 to double headcount and revenue.
Disconnected systems blocking strategic visibility at a critical growth moment
THE CHALLENGE
With private equity investment secured and an ambitious growth plan in motion, fscom's leadership needed accurate visibility of business performance — revenue pipelines, consultant utilisation, sales activity and people metrics. The problem: that data lived across three entirely separate systems with no automated bridge between them.
HubSpot
CMap
Excel
CRM Software - captures sales pipeline & client data
Project Management Software — Utilisation & Revenue data
People, marketing & GPTW data
No single source of truth
HubSpot, CMap and Excel each held a different piece of the picture. Reconciling them demanded significant manual effort from senior staff every reporting cycle.
No foundation to scale from
The existing approach couldn't grow with the business. As headcount and practices expanded, the manual reporting burden would grow with it — directly at odds with the 2× ambition.
Reporting was slow and manual
By the time data was consolidated and reviewed, it was already out of date. Leadership had no self-service way to interrogate performance between reporting cycles.
No granular visibility by practice
Practice heads had no easy way to drill into their own area — by employee, month or practice — without someone building a bespoke data extract each time.
A Microsoft Fabric data and AI platform built for strategic growth
WHAT DATA MASTERY BUILT
Data Mastery designed, built and delivered a Microsoft Fabric data platform that automatically ingests and consolidates data from all three of fscom's source systems — HubSpot, CMap and Excel — into a single governed source of truth. No manual exports. No reconciliation. Just clean, consistent business data, always up to date.
On top of this foundation, Data Mastery delivered a Power BI KPI dashboard giving leadership and practice heads self-service visibility across Revenue, Sales, Utilisation, Marketing, People and GPTW metrics. The platform is also architected as the foundation for future AI capabilities as fscom's data maturity grows alongside the business.
Delivered end-to-end by Data Mastery
From platform architecture and data engineering through to the Power BI dashboard layer, Data Mastery led the full engagement — working closely with fscom's leadership team to ensure the solution matched both their immediate reporting needs and their longer-term ambition to be a data-driven, AI-ready business.
Self-service KPI visibility across every corner of the business
THE DASHBOARD
The Power BI KPI dashboard brings together key metric areas in one place, covering commercial, operational and people performance. Team leads can explore their own slice of the business without raising a reporting request, and leadership gets a business-wide view at any time.
Strategic impact delivered by Data Mastery
KEY OUTCOMES
100% Automation
Manual data consolidation across HubSpot, CMap and Excel completely eliminated — reporting now runs without human intervention
Single Source of Truth
Leadership and practice heads work from a single, consistent view of the business — no more conflicting figures from different systems
2X Growth Ready
The Fabric platform is built to scale seamlessly as fscom doubles in headcount, practice areas and client volume
