Advisory& Leadership
You know data and AI matter but the landscape is overwhelming. Building without a strategy creates technical debt, siloed tools, and AI pilots that never ship.
We provide data and AI strategy, audits, roadmaps, and embedded fractional CDO leadership: senior expertise tied directly to the business outcomes that justify the investment.
Senior data strategy and fractional CDO leadership. Recommendations that are buildable. Accountability for outcomes, not just slides.
The problem with most data strategies
You know it matters but do not know where to start
Data and AI are clearly important to your business but the landscape is overwhelming and internal teams disagree on where to invest.
Building without a strategy
Internal teams build dashboards and pipelines without a coherent architecture. The result is technical debt, siloed tools, and duplicated effort.
A full-time CDO is too expensive
The business needs senior data leadership but a $300K CDO salary is not justified for the current stage. You need the thinking without the overhead.
AI initiatives are stalling
Pilots launch, enthusiasm builds, and then nothing ships. There is no clear roadmap connecting AI experiments to business outcomes.
What we deliver
Data & AI Strategy
3 to 5 year roadmap, capability gap analysis, and build vs buy decisions. A clear plan that aligns data investments to business priorities.
Data Audit & Diagnostic
Current state assessment covering data quality, integration architecture, tooling, and team capability. Quick wins identified in week one.
KPI & Metrics Framework Design
Define the metrics that actually matter, who owns them, and how they are calculated. One definition, one source of truth across the business.
AI Readiness Assessment
Evaluate data quality, talent, infrastructure, and governance to determine what AI investments are viable today and what needs to come first.
Fractional CDO / Head of Analytics
Ongoing senior data leadership embedded with your executive team. 1 to 3 days per week. Accountable for outcomes, not just recommendations.
Vendor Selection & RFP Support
Evaluate BI, ERP, CRM, and AI platforms objectively. We have no commissions or reseller relationships. The recommendation is yours, not ours.
How we deliver
Assess
We audit your data landscape, systems, and gaps to build a clear picture of where you are.
Design
Architecture, data model, and delivery plan scoped to your goals and timeline.
Build
Pipelines, dashboards, models, or applications built and tested in your environment.
Validate
Every output is verified against your business rules before it reaches a decision maker.
Operate
Monitoring, alerting, documentation, and ongoing support so nothing breaks silently.
Outcomes you can expect
Where this applies
PE firm: data audit across 6 portcos
A private equity firm preparing a value creation rollout needed a clear picture of data maturity across its six portfolio companies before committing to platform investments.
We ran a 3-week data audit across all six portcos. Each received a maturity score, a priority list, and a 12-month roadmap. The PE firm allocated rollout budget with confidence.
Engineering firm: fractional CDO engagement
A 400-person AEC firm had a strong analytics team but lacked senior leadership to define architecture, align stakeholders, and prioritize the roadmap.
We embedded as fractional CDO for 2 days per week. Within 6 months, the team shipped a unified data warehouse, a real-time executive dashboard, and an AI assistant used daily by project managers.
Manufacturer: AI readiness before $1M investment
A mid-market manufacturer was evaluating a major AI platform investment. Before committing, leadership wanted an honest assessment of whether their data was ready.
We ran a 4-week AI readiness assessment. The result: 3 of 6 required data inputs were not production-ready. We built a 90-day data remediation plan and saved them from a costly premature purchase.
Some of the platforms we evaluate and deploy
These are some of the platforms we connect. We integrate with almost any system. If you run it, we can likely work with it.
Frequently asked questions
Senior data leadership when you need it.
Book a free call and let us show you what a 90-day data roadmap looks like for your business.