Data Strategy & Advisory

Define the architecture, priorities, and roadmap for data and AI that support your business goals.

Leaders know data and AI matter, but priorities conflict, architecture choices feel risky, and nobody owns the next phase.

We help you assess maturity, map sources and stakeholders, prioritize use cases, and produce an actionable roadmap—with ownership, governance planning, and explicit assumptions. A strategy deck alone is not enough; the next phase must be clear.

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How this work looks

Strategy work starts with how sources, ownership, and a shared semantic model connect—see the Connect stage below.

Connect → Understand → Apply AI → Act
Interactive demo · Sample data · Simulated AI
1/4

Step 4 · Shared semantic model

Shared semantic model

One dictionary for dashboards, AI, and workflows

Revenue

$1.25M

Open Pipeline

$420k

Conversion Rate

28%

  • Revenue
  • Open Pipeline
  • Conversion Rate

Ready for interactive analytics →

Connected sources. One trusted data foundation.

What’s included

Data Strategy & Roadmap

Prioritized use cases, ownership, and sequenced next steps—so strategy ends with an actionable phase, not a shelf deck.

Data Architecture

Current-state maps and target architecture options with recorded tradeoffs for Power BI, Fabric, Databricks, Foundry, or hybrid paths.

Data & analytics maturity assessments

Honest current-state review of sources, skills, ownership, and decision use—so you know where you actually stand.

Stakeholder discovery & use-case prioritization

Facilitate discovery across finance, sales, HR, ops, and IT/data so the backlog reflects real decisions—not the loudest request.

Governance, ownership & metric-definition planning

Decide who owns definitions, quality, and access before you scale reporting or AI.

AI readiness & feasibility assessments

Evaluate data readiness, permissions, evaluation owners, and cost assumptions before building assistants or models.

Business case development

Scope, effort assumptions, and decision criteria recorded explicitly—no invented ROI claims.

Example use cases

Hypothetical patterns · Not customer claims

Analytics modernization roadmap

Replace conflicting reports with a sequenced plan: sources, semantic model, dashboards, and ownership.

AI feasibility for a defined workflow

Assess whether document search or forecasting is ready—data, permissions, and evaluation included.

Platform decision support

Compare Fabric, warehouse, or Foundry paths against your systems and delivery capacity.

What engagement includes

  • Discovery workshops with named stakeholders
  • Current-state map and prioritized backlog
  • Architecture options with recorded tradeoffs
  • Recommended roadmap and ownership matrix
  • Implementation scope for the next phase

What we ask from you

  • Access to systems inventories and key stakeholders
  • A decision owner for priorities and tradeoffs
  • Examples of reports, workflows, or pain points that matter

Sample deliverables

  • Current-state map
  • Prioritized backlog
  • Architecture options
  • Recommended roadmap
  • Ownership matrix
  • Implementation scope

Engagement boundaries

  • Governance planning covers data ownership, metrics, and access for your data solutions.

Relevant platforms: Power BI · Microsoft Fabric · Palantir Foundry

Technologies we work with

Confirmed capabilities only — not certifications or partnership badges.

  • Power BI
  • Microsoft Fabric
  • Palantir Foundry
  • SQL
  • dbt
  • Python
  • Power Apps
  • Power Automate
  • Azure Data services
  • Databricks

FAQs

No. Completion means stakeholders understand the recommendation, tradeoffs are recorded, dependencies are named, and the next phase is actionable.

Ready to talk through this capability?

Tell us about your situation. We will help you define a practical next step.

Discuss Your Project