Goal

What the client needed to achieve

As HealthMarkets transitioned from a health insurance agency to a broker model, the organization needed a clearer, data-driven view of its customers and operations. With multiple homegrown applications but no unified data management strategy, the company set out to define analytics processes that would create clarity around performance, enhance decision-making, and enable long-term growth.

Results

The analytics roadmap delivered clear insights and direction

Key results:

Developed a tailored analytics strategy and roadmap in just 10 weeks
Assessed five key analytics pillars to identify opportunities for improvement
Outlined a two-year sequence of prioritized initiatives for execution
Created a unified roadmap aligning analytics with business strategy and future growth

Delivery

How Sendero delivered

Sendero partnered with HealthMarkets’ CIO and key business stakeholders to conduct a holistic, 10-week assessment of the company’s analytics capabilities. Through interviews, workshops, and collaborative working sessions, the team established a current-state view and developed a practical roadmap for transformation.

Highlights:

Conducted stakeholder interviews across executive, analyst, and developer groups
Assessed analytics maturity across five key pillars: focus, data, people, process, and technology
Defined governance models and analytics styles to align IT and business strategy
Created a detailed, two-year roadmap prioritizing actionable initiatives
Designed an attainable plan to transition HealthMarkets to a data-informed culture

Practice

Building a culture of insight

The analytics roadmap provided a foundation for more informed business decisions and sustainable growth. By aligning analytics goals with the company’s new broker model, HealthMarkets gained the clarity, structure, and tools needed to better understand customers, measure success, and guide future strategy.

Key Contacts