“At that time, Evaxyx had worked alongside us to deliver an architecture and business case for putting us on the path to a Single Customer View. So when this larger challenge presented itself, we knew immediately where to turn for assistance.”


Scottish Widows has been working to help people plan their financial futures since it was founded as Scotland’s first mutual life office in 1815. Today, the company is one of the most recognised brands in the life, pensions and investment industry and a member of the Lloyds Banking Group.

The Challenge

As a result of the Lloyds TSB and HBOS merger in January 2009, the Scottish Widows IT team was tasked with managing the merger of its business systems with HBOS’ Clerical Medical and other life, pensions and  investment organisations as a part of the overall integration programme.

The key to the long-term success of the new organisation is the company’s ability to establish a Single Customer View (SCV) across the business. The SCV will allow the business to see a customer’s total portfolio of products using a single web-based platform.

“Historically, our customer information had resided in silos across the organisation,” explained Rhona MacLennan, Principal Data and Services Architect at Scottish Widows.

The Approach

Evaxyx assisted the Scottish Widows team to first understand the scope of the customer data integration project and to then establish an architecture and successful roadmap to their goal of a Single Customer View. Evaxyx then guided the team in putting together the business case for the funding of the project and helped to identify the technology vendor best placed to implement the programme once the project had been given the go-ahead.

“The upfront work is absolutely key to the success of this type of major customer data integration project,” explained Rhona. “The major benefit of having Evaxyx working alongside us throughout this process has been the experience they bring in undertaking a business change programme of this size. They were very quickly able to transfer a huge amount of knowledge to our team and advise us on exactly what was achievable.”

“Due to the hard work and flexibility of Evaxyx, I think we are now in as strong a position as possible to move ahead with the scheme.” The business case for funding the customer data integration programme isnow being considered by the group’s management.”

The Benefits

By working with Evaxyx, Scottish Widows was able to:

• Quickly understand the scope of their Customer Data Integration challenge

• Establish an architecture and roadmap to an enterprise-wide Single Customer View

• Assist the IT team with critical knowledge transfer

• Deliver a complete business case for funding in the fastest possible time

• Select the MDM vendor technology best suited to meet the requirements of the functional architecture