Bruhati Wealth Management Case Study

Who are Bruhati?

Bruhati is a consultancy that specialises in implementing effective Enterprise Architecture (EA) and bespoke digital solutions. Using industry standard and Bruhati owned EA frameworks and methodologies, we help organisations seamlessly align their Business operations, IT systems, and data for maximum efficiency.

About working with Bruhati, the Principal Data Architect at the UK's largest wealth management company says:

“Without Bruhati, I would've struggled considerably more than I have done. What we gained was a dedicated resource to give us that initial walkthrough of "This is where you click, this is what you do", and then constant consultancy support.”

About working with Bruhati, the Principal Data Architect at the UK's largest wealth management company says:

“Without Bruhati, I would've struggled considerably more than I have done. What we gained was a dedicated resource to give us that initial walkthrough of "This is where you click, this is what you do", and then constant consultancy support.”

For more details, watch the video below,
and see the following case study:

For more details, watch the video below, and see the following case study:

What was the company's
pain point?

The UK's largest wealth management company had a clear vision of enabling a time-based view of changes in the their Data Architecture so they could talk through the data changes both present and future, to senior stakeholders. The issue was that the Architecture team were having to use Visio (standard diagram modelling tool) to achieve this, which

The UK's largest wealth management company had a clear vision of enabling a time-based view of changes in the their Data Architecture so they could talk through the data changes both present and future, to senior stakeholders. The issue was that the Architecture team were having to use Visio (standard diagram modelling tool) to achieve this, which necessitated the time consuming task of maintaining all the changes manually.

The wealth management firm needed a faster, more efficient way to track and communicate data architecture changes to senior stakeholders. Relying on Visio for manual updates wasted countless hours and increased the risk of human error. This inefficient process was holding the team back from focusing on higher-priority strategic initiatives.

necessitated the time consuming task of maintaining all the changes manually.

The wealth management firm needed a faster, more efficient way to track and communicate data architecture changes to senior stakeholders. Relying on Visio for manual updates wasted

countless hours and increased the risk of human error. This inefficient process was holding the team back from focusing on higher-priority strategic initiatives.

From left to right: The wealth management firm’s Principal Data Architect and Bruhati Executive Director, Manuel Di Toma.

What did we solve together?

The company reached out to Bruhati for help in achieving their vision, after they selected Software AG's Alfabet EA tool, a data-driven platform that can provide viewpoints for different timelines, and automates the creation of self-generating diagrams. The company found that the tool was powerful, and could drive a lot of things, though it required effort and dedication to set it up and use it effectively.

Bruhati were chosen to implement the tool, which enabled the architecture team to move away from manually updating diagrams and focus on more strategic tasks. Self-generating diagrams were set up to automatically export into the

The company reached out to Bruhati for help in achieving their vision, after they selected Software AG's Alfabet EA tool, a data-driven platform that can provide viewpoints for different timelines, and automates the creation of self-generating diagrams. The company found that the tool was powerful, and could drive a lot of things, though it required effort and dedication to set it up and use it effectively.

Bruhati were chosen to implement the tool, which enabled the architecture team to move away from manually updating diagrams and focus on more strategic tasks. Self-generating diagrams were set up to automatically export into the company's template and be emailed to key stakeholders so they were notified of the changes in a similar format to their existing process.

Automated updates were integrated seamlessly into the company’s workflow, saving the team hours each month and ensuring stakeholders stayed informed in real-time.

According to the company's Principal Data Architect, people within the company needed to be aware that they were moving from a picture to a model, moving from static diagrams to a dynamic model was, in his words, a "quantum leap". Faced with manual, time-consuming processes, the wealth management firm's architecture team found themselves bogged down with repetitive tasks—until they partnered with Bruhati.

company's template and be emailed to key stakeholders so they were notified of the changes in a similar format to their existing process.

Automated updates were integrated seamlessly into the company’s workflow, saving the team hours each month and ensuring stakeholders stayed informed in real-time.

According to the company's Principal Data Architect, people within the company needed to be aware that they were moving from a picture to a model, moving from static diagrams to a dynamic model was, in his words, a "quantum leap". Faced with manual, time-consuming processes, the wealth management firm's architecture team found themselves bogged down with repetitive tasks—until they partnered with Bruhati.

Bruhati helped the company to achieve their objectives by providing guidance and support on how to use the EA tool effectively, and through the use of the Bruhati Smart EA Delivery solution. This engagement ensured that the team was comfortable with this transformation, providing continuous support for data imports and EA tool usage, driving both efficiency and strategic alignment.

What solution did we provide?

Bruhati provided a way to effectively capture and represent Data, Applications, and Information Flows of the organisation, implementing a Minimum Viable Product of the Alfabet EA tool.

Using a Lean approach, Bruhati provided a fast return on investment with a solution specifically designed to meet the Enterprise Architecture team's needs, ensuring the right data reached the right people at the right time. While the tool

Bruhati provided a way to effectively capture and represent Data, Applications, and Information Flows of the organisation, implementing a Minimum Viable Product of the Alfabet EA tool.

Using a Lean approach, Bruhati provided a fast return on investment with a solution specifically designed to meet the Enterprise Architecture team's needs, ensuring the right data reached the right people at the right time. While the tool offered extensive capabilities, Bruhati's expertise simplified the adoption process and helped the company shorten the learning curve.

The company's vision was to mature their architecture practice and implement the right set of tools to support that, and working with Bruhati helped them achieve that goal.

offered extensive capabilities, Bruhati's expertise simplified the adoption process and helped the company shorten the learning curve.

The company's vision was to mature their architecture practice and implement the right set of tools to support that, and working with Bruhati helped them achieve that goal.

Having a central repository for EA roadmaps, with the ability to automatically publish them for various stakeholders, has provided an effective decision-making tool.

Establishing a standard approach for representing Data Architectures and successfully decommissioning the legacy modelling tool streamlined operations and lowered operating costs.

What benefits did the solution provide?

What benefits did the solution provide?

The implemented solution offered multiple key benefits to the stakeholders:

Enhanced Architecture Visualisation: As highlighted by Ian, Director of Business Change, the solution provided a crucial visualisation of both the current "as-is" architecture and its transformation into the proposed final state. This allowed for clearer strategic planning and decision-making.

Simplified System Dependencies Understanding: Jim, Director of Technology and Information, appreciated the non-technical visualisation that explained how key systems are interdependent, helping identify timing delays in data flow. The solution also presented both a target state and interim states, serving as a reference tool for decision-making.

Reduction of Technical Debt: According to Tony, Product Owner, the transition roadmap offered an essential guide for assessing the logical progression of developments, helping the team avoid unnecessary or avoidable technical debt in future architectural states.

Improved Data Lineage and Reporting: Nigel, Data Specialist, emphasised the benefit of using the Alfabet tool to visualize data source and lineage, aiding in decision-making and reporting. It clarified data flow across repositories and allowed the identification of potential data issues efficiently.

This section outlines how the solution streamlined processes, improved decision-making, reduced risks, and provided clear, non-technical insights into the system's structure.

What is the long-term impact of this engagement?

What is the
long-term impact of this engagement?

The engagement with Alfabet and Bruhati is expected to deliver several lasting benefits that will improve the organisation's capabilities over time:

Improved Quality and Completeness of Models by leveraging Alfabet's advanced functionality, the organisation will benefit from increased model quality across all architecture domains, leading to more accurate and reliable decision-making. This comprehensive functionality will also support continuous architectural improvements, ensuring that the organisation's systems evolve in a scalable and maintainable way.

Strategic Guidance from a Trusted Adviser throughout the engagement helped bridge the gap between the technical tools and the specific business needs of the organisation. This consultative approach ensures that solutions are not simply tied to the tools themselves but are focused on solving the underlying business problems, offering a sustainable, long-term advantage.

Adoption of Advanced Tools comes with challenges, such as a learning curve and additional data entry requirements, over the long term, the integration of these tools will streamline operations across various architecture domains. This means the organisation will have enhanced capabilities for managing and evolving their systems, resulting in reduced technical debt and greater operational efficiency.

Organisational Evolution through the successful deployment of these tools and methodologies, the organisation will be better equipped to adapt to future changes, fostering a culture of continuous improvement. As team members become more proficient with the new systems, the long-term impact will include increased agility and the ability to scale the solution to meet new business demands.

Want to streamline business and IT alignment for faster, data-driven decision-making?

If you’re ready to discover how to maximise the value of your technology investments, Bruhati’s experts can help you to unlock the full potential of effective Enterprise Architecture.

Contact us at info@bruhati.com for a complimentary Enterprise Architecture maturity assessment.