CHALLENGE

A newly formed global insurance platform required immediate IT and operational independence following its carve-out from a larger parent organization. At project start, all IT functions, including infrastructure, compliance, and help desk, were still provided by the legacy entity. The company faced a compressed Transition Services Agreement (TSA) deadline and the pressure to establish a modern, scalable IT and finance foundation capable of supporting rapid international expansion and future M&A activity. The project also demanded continuity for employees and clients across multiple regions while ensuring regulatory compliance, cybersecurity, and uninterrupted audit readiness.

Our Role

ETONIEN was engaged to lead the IT carve-out and build the foundation for a fully independent global operations environment. The firm installed a seasoned CTO/CIO and former Deloitte IT Partner to direct the IT and Program Management Office (PMO) and oversee a multi-phase roadmap. ETONIEN provided program leadership across all IT and business workstreams, including TSA separation, infrastructure migration, compliance, change management, and future-state design. This included vendor selection, MSP launch, and recruitment of permanent technology leaders to secure long-term scalability.

SOLUTIONS

• Multi-phase IT roadmap guiding the transition from TSA dependency to independent operations
• Employee migration and licensing plan ensuring business continuity
• Launch of independent help desk and global support model
• Design and implementation of a scalable cybersecurity and compliance framework
• ERP and finance transformation blueprint to unify global systems
• Recruitment of key IT executives, including a CISO and data architect
• Implementation of intranet and communications infrastructure for HR and payroll

OUTCOME

The engagement positioned the company for full operational independence before the TSA expiration date, achieving a seamless transition with no business disruption. A scalable IT and finance foundation was established to support global M&A integration, cybersecurity readiness, and data transparency. ERP selection and finance transformation planning created a clear path toward FP&A optimization and future growth. The transition strengthened investor confidence, enhanced internal alignment, and gave leadership the structure needed to execute an ambitious global expansion strategy.