Case study · Healthcare

From scattered data to a mutual insurer ready for AI

A single truth about every member. Decisions on evidence, not on intuition. And the foundations that leave the organization ready for AI.

Data governance

Single Customer View

AI-ready foundation

Where it all started

Everyone talked about the member; no one looked at the same data

A health mutual wanted to serve its members better. But to decide with judgment it needed something it did not have: a single, reliable picture of each person.

The data lived spread across systems that did not talk to each other. Each area looked at its own version, and none of them fully matched. Decisions were made late, based on reports that never added up.

And underneath, a silent ceiling: without organized, governed data, any AI project was doomed before it began.

The challenge

Member data scattered across isolated systems, with no single view.

Each area with its own version of the truth: reports did not match each other.

Late decisions, based on intuition and manual spreadsheets.

No data governance: no one guaranteed quality, traceability or consistency.

An underlying barrier: without organized data, AI was out of reach.

What we proposed

Build the foundations: a unified, governed data layer that brings together all the member's information into a single source of truth. A real Single Customer View, with quality and traceability, on which the mutual decides with evidence. And, by design, the foundation that leaves the organization ready for AI.

The shift

A single truth, and an open door to AI

The chaos of versions becomes a single reliable source. Intuition gives way to evidence. And what used to be impossible (applying AI) becomes within reach.

Before

Member data spread across isolated systems

Each area with its own version of the numbers

Late decisions based on intuition

AI out of reach for lack of a foundation

Now

A single source of truth about every member

Every area looking at the same data, governed and reliable

Fast decisions backed by evidence

An AI-ready foundation set for the first AI use cases

Unified and governed data layer

Member Single Customer View

1 º

Governed, with quality and traceability

0 %

The value generated

What changes when the data finally tells the same story

A single truth

Every area decides on the same data, governed and reliable. No more reports that do not add up.

Decisions on evidence

Intuition is removed, giving way to consistent data available in time.

A single view of the member

All the information on each person, brought together and accessible: a real Single Customer View.

Reliable data

Data governance: quality, traceability and consistency by design, not as a patch.

On top of what you already have

It is built on the existing systems, without throwing anything overboard.

Ready for AI

The foundation is left AI-ready: artificial intelligence projects stop being a promise and become the next step.

What the client says

For the first time we all look at the same data and we believe it. We stopped arguing over figures and started deciding with them, and now AI is within our reach.

Digital Transformation Management

Health mutual / Healthcare sector

F&Q

Frequently asked questions

What does it mean for an organization to be AI-ready?

It means its data is unified, with quality and governance, so an AI project can be built on top of it without starting by fixing the chaos. At BertIA, an AI and data consultancy based in Barcelona, we treat this foundation as the prerequisite for any serious AI.

What is a Single Customer View?

It is a unified view of all of a person’s information (in this case, the member) brought together from every system into a single reliable place. It is the difference between guessing who your member is and knowing it.

Why start with the data and not straight with AI?

Because AI built on scattered, ungoverned data fails. Organizing and governing first is what separates an AI project that reaches production from a promise that never takes off.

What is data governance and why does it matter in healthcare?

It is the set of rules that guarantees quality, traceability and access control over the data. In healthcare it is not optional: it is the foundation of trust everything else rests on.

Do the current systems need to be replaced?

No. It builds on the existing sources without duplicating systems, connecting to them and integrating them without interrupting operations.