PRUDENTIAL FINANCIAL
Challenges are inherent in any largescale transformation. And while Richard and the team have made remarkable progress across the organisation, already bringing tangible results, the large volumes of data Prudential Financial handles combined with the need to onboard 20 federated and global organisations were key considerations from the outset.
“ With spend visibility in transformation, it’ s less about flipping on a new application – you choose the right partner to do that, after all – and more about collating, handling and rationalising the massive volumes of data across the organisation. It’ s the absolute paramount mission,” Richard explains.
“ In terms of specific challenges, it was largely around data acquisition, working across teams and workflows and often having to dig deep into multiple layers of information to get the right data,” he adds.“ We implemented from line item detail at the bottom and built from there. This allowed us to connect artefacts like purchase orders, invoices, payments and more to create a well-governed data set that could be a reliable foundation our AI agents can feed from.”
As part of the implementation, the team built a category model to organise and group spending into logical categories and gain better visibility over spend.“ We also used external data sources including probabilistic matching natural language techniques to reconcile data and brought human review into that system, blending automation and stewardship to create one single trusted source.”
60 December 2025