Architecting a resilient Tech Strategy —
and securing a €15 million shareholder investment

An aviation insurance specialist faced compounding difficulties modernizing its reinsurance systems. We delivered an end-to-end IT Master Plan that aligned operational realities with strategic ambitions, granting the parent company the confidence to greenlight a massive infrastructure overhaul.

Client Profile

A global insurance leader seeking oversight of a specialized aviation subsidiary

The ultimate client is a major Italian insurance company founded in Trieste in 1831, ranking as Italy’s largest insurer and a global leader by net premiums and assets. The engagement focused on its specialized subsidiary, which has provided bespoke aviation and space insurance solutions for 70 years.
Operating from underwriting platforms in Paris and London, this subsidiary manages highly specific risks for airlines, aerospace manufacturers, airports, and satellite operators. By the nature of its sector, the firm handles highly complex management workflows, including co-insurance and broker exchanges, alongside stringent financial and risk reporting requirements.

The Situation

Failed system implementations jeopardizing a five-year strategic vision

To secure its reinsurance management and data reporting capabilities, the subsidiary initially launched a project to implement a new reinsurance software package, but encountered severe difficulties. Despite this friction, the subsidiary had defined a bold five-year strategic vision focused on market positioning, ecosystem integration, end-to-end data mastery, and overhead control.
To fund this transformation, the subsidiary presented a business plan requiring nearly €15 million in investment over 24 months to its parent company. The parent company required a comprehensive IT Master Plan to define the target operating model, assess infrastructure impacts, and rigorously model the economic trajectory before releasing the funds.

“An IT Strategic Plan is a partnership between key managers of a Company. It clarifies and streamlines the ambitions and resources available to achieve its strategic objectives.”

Our Approach

Three phases, one accountable owner

We structured the engagement to deliver actionable architectural scenarios and economic models rather than theoretical frameworks.

01
Legacy Audit & Baseline Assessment — We analyzed the existing technological landscape against business challenges, evaluating application debt, infrastructure constraints, and IT process maturity. This established a factual baseline of current IT costs to ground future recommendations.
02
Scenario Modeling & Data Strategy — We evaluated multiple target operating models tailored to the subsidiary's specific needs, utilizing our proprietary reference models for P&C Insurance and IT management. A specific emphasis was placed on architecting a robust data management strategy.
03
Financial Trajectory & Solution Mapping — We defined macro-solutions to optimize the firm's IT landscape, structuring a concrete transformation roadmap. This included detailed program definitions, rigorous cost estimates, and clear investment trajectories.
Outcomes at a glance

What changed and how we measured it

The strategic alignment provided measurable clarity to both the subsidiary's operators and the parent company's executive board.

€15M

Investment Validated: The parent company approved the budget for a strategic application overhaul and a cloudified infrastructure designed to boost innovation and facilitate remote work.

8 Wks

Cross-Border Delivery: The comprehensive strategic evaluation was conducted rapidly, covering the subsidiary's operations across two countries in just eight weeks.

100%

Data Asset Conceptualization: All key entity data was mapped and conceptualized to seamlessly support future analytics and artificial intelligence use cases.

The trust payoff & deliverable

The final IT Master Plan, delivered in six weeks, established a resilient trajectory with clear, actionable priorities for the subsidiary across both operating countries. This definitive roadmap bridged the communication gap between the subsidiary’s technical reality and the parent company’s financial oversight.
Ultimately, this transparent alignment restored absolute trust at the highest level. The shareholders fully approved the comprehensive modernization plan and officially renewed the subsidiary CEO’s management mandate.

Go Deeper

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