Scenario

Discovery call with Helvia Insurance Services

You offer data analytics consulting. Helvia Insurance Services, a fictional regional insurer, has agreed to a 45-minute video call. Joining are Marc, head of claims, and Sofia, a data analyst. Your objective: understand their reporting problems and agree whether a deeper workshop makes sense.

All people and companies in scenarios are fictional.

1. 1. The call starts. Marc says: "We only have 45 minutes — what can you do for us?" How do you open?

   Present your company and three case studies for 15 minutes.

   Confirm the objective and agenda, then ask Marc what prompted the meeting.

   Ask them to describe their full IT landscape.