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Case Study

Punter Southall Analytics Builds Automated Data Warehouse for Every Client

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Fully documented client data warehouses delivered up to 12x faster.
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End-to-end lineage and auditability added in weeks, not months.
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Bespoke client warehouses scaled centrally using automated development.

Introduction

Punter Southall Analytics (PSA), part of the Punter Southall Group, delivers advanced analytics services to organisations operating in heavily regulated environments such as airlines, retail and gaming. Unlike most companies that maintain a single enterprise data warehouse, PSA’s business model requires building and managing a bespoke data warehouse for every client. To scale this approach while maintaining lineage, compliance and documentation, PSA partnered with WhereScape.

Pre-WhereScape Challenges

  • One-warehouse-per-client model: Each customer required a bespoke data mart or warehouse, multiplying delivery effort.
  • Manual lineage overhead: Adding audit trails and documentation could add three months to each project.
  • Complex regulatory demands: Compliance with PSR, PSD2, SEPA and GDPR required full traceability.
  • Bespoke architectures: Existing infrastructure had to be preserved, limiting off-the-shelf tooling options.

Why WhereScape?

PSA needed an automation platform that could generate infrastructure, lineage, documentation and change management automatically: without forcing a proprietary database or appliance. WhereScape RED provided platform-agnostic automation, while WhereScape 3D enabled rapid understanding and prototyping of complex systems before build, reducing risk and rework.

“We needed traceability and lineage, but we also needed to leverage the existing cloud infrastructure. It was important to see how a transaction got changed, and if something was changed we needed to know why the code changed to this versus this.”

Steven Lim, Head of Analytics, Punter Southall Analytics

The Solution

Automated Client Data Warehouses

WhereScape RED automated the creation of bespoke data warehouses for each client, generating code, lineage and documentation consistently and at scale.

Centralised Yet Bespoke Architecture

A central warehouse framework supports a network of client-specific data warehouses, balancing standardisation with flexibility.

Rapid Design With WhereScape 3D

WhereScape 3D enabled PSA to prototype architectures, explore source systems and validate designs with stakeholders before build.

Cloud-Native, Platform-Agnostic Delivery

The solution runs on existing SQL Server and Azure Data Warehouse infrastructure, avoiding costly platform lock-in.

“This is the only package that allows you to utilize existing infrastructure. It’s a code generator that doesn’t need you to buy its own appliance or database.”

Steven Lim, Head of Analytics, Punter Southall Analytics

Results

🚀 12x Faster Delivery

  • Fully documented warehouses delivered in one to two weeks.
  • Manual hand-coding virtually eliminated.
  • Faster onboarding of new clients.

🚀 Compliance-Ready by Default

  • Automated data lineage and audit trails.
  • Clear visibility into transformations and job execution.
  • Simplified regulatory reporting and governance.

🚀 Scalable, Low-Risk Growth

  • Consistent development standards across teams.
  • Reduced dependency on specialist developers.
  • Ability to scale client delivery without scaling headcount.

“With WhereScape I can get a data warehouse up and running with lineage and all the other good stuff in a week or two.”

Steven Lim, Head of Analytics, Punter Southall Analytics

Turning Compliance Into Capability

PSA operates in environments where auditability and traceability are not optional. WhereScape’s built-in metadata and lineage transformed compliance from a bottleneck into a competitive advantage.

Accelerating GDPR Readiness

WhereScape 3D proved invaluable when undocumented systems were placed under GDPR scrutiny. Full documentation and audit trails were generated in minutes, rather than weeks.

Designed for Transaction-Heavy Workloads

PSA processes large volumes of sensitive payment transactions. Automated change management ensures every transformation is tracked, explainable and reproducible.

Standardisation Without Constraint

By enforcing a consistent development methodology, WhereScape allows PSA’s teams to “speak the same language” while still delivering tailored solutions to each client.

Global financial services group providing analytics and advisory services across pensions, payments and wealth management.
www.psg.co.uk

Industry:
Financial Services
Location:
London, England
Employees:
900 staff
Solutions:
WhereScape 3D, WhereScape RED, SQL Server, Azure Data Warehouse
Data Sources:
Card payment data, transactional data, client systems, cloud data sources

Scale Client Data Warehouses Without Scaling Risk

See how WhereScape automation helps teams deliver compliant, fully documented data warehouses in weeks: no matter how many clients you support.