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Experience atOmnicom Group

Driving financial systems and automation across global teams.

Builder ofEnterprise AI Systems

AI agents, audit workflows, and decision intelligence at scale.

Based inNew York City

Building systems for enterprises around the world.

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© 2026 · New York City
All enterprise work

Platform & data case study

Cognos reporting modernization.

A staged reporting upgrade centered on assessment, remediation, testing, and production-readiness evidence.

Cognos AnalyticsUATRelease controls
Ask the project copilotGrounded in this public-safe case study.

Business problem

What people needed to solve.

Reporting upgrades disrupt critical finance processes when report inventory, compatibility, remediation, and user testing are not managed as one delivery plan. Teams discover broken reports in production because no one scoped the blast radius or captured test evidence first.

Decision frame

Questions the work needed to answer.

  • Which reports are affected?
  • What has been tested and remediated?
  • Is the release ready for production use?
Interactive operating flowSelect any node for context or ask the AI guide.

Selected Operating layer

Remediate + validate + release

Planned and validated reporting upgrades through environment assessment, report inventory and impact analysis, coordinated test cycles, targeted remediation, and documented release-readiness evidence.

Implementation

From the business problem to a working operating model.

Planned and validated reporting upgrades through environment assessment, report inventory and impact analysis, coordinated test cycles, targeted remediation, and documented release-readiness evidence.

  1. 01

    Assessed the reporting landscape and upgrade impacts.

  2. 02

    Coordinated test cycles, report remediation, and user validation.

  3. 03

    Prepared production-readiness evidence and release communications.

Controls, approvals, and delivery constraints

The work around the work.

Enterprise systems change only when data, access, testing, ownership, and evidence move together.

  • UAT evidence is captured before release decisions.
  • Issue ownership and remediation status remain visible.
  • The public case excludes report content and platform configurations.

Prior art

How leading teams approach this.

Public references for the same class of problem, so this work can be read against how other organizations are building it.

DataTerrain

Fortune 10 insurer modernizes enterprise reporting with a phased, inventory-led migration

A large regulated enterprise began with a full report inventory and usage review, prioritized high-volume and compliance reports, then ran dataset testing, user acceptance testing, and gradual rollout with stakeholder sign-off to minimize disruption.

KPI Partners

Modernizing IBM Cognos reporting with a staged assessment-to-factory approach

Documents the standard pattern for Cognos modernization: readiness assessment and complexity scoring, a validated pilot subset, then large-scale execution with testing frameworks and governance standards, plus consolidating redundant reports before the move.

Dentsu

Dentsu rebuilds enterprise reporting on Power BI semantic models

Shows a peer advertising group retiring legacy reporting stacks in favor of governed Power BI semantic models on a modern platform, with identity and governance controls applied as part of the migration.

Public-safe outcome

A staged upgrade path where affected reports are known, remediation status is visible, and production release rests on captured user-acceptance evidence rather than hope.