Services

Scoped around outcomes.
Built to last.

Six core capability areas. Each one tied to a specific output — not a methodology deck. No phases named "Assess," "Design," or "Implement."

01

AI & ML Enablement

Design and deploy enterprise AI and machine learning capabilities — from strategy through production. Using OpenAI APIs, DataIKU, Python, and Snowflake to build predictive and prescriptive models that generate revenue and reduce cost. Not pilots that never reach production. Not dashboards that nobody uses. AI that touches the revenue line.

  • Production AI deployment
  • Revenue-generating ML models
  • Regulated-industry compliance built in
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02

Data Strategy & Roadmapping

Build the enterprise data roadmap from current state to future state. Aligns data strategy with CIO, CTO, and CFO priorities. Covers data architecture, tooling selection, cloud migration (Azure, AWS, Snowflake), and phased execution. The roadmap survives first contact with the board because it is built from operational reality, not vendor slides.

  • Board-ready strategy document
  • Prioritized initiative roadmap
  • Cloud migration path
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03

Data Governance & Operating Models

Establish data management functions, policies, and governance councils. Experience building Data Management Policy & Counsel from scratch. Operates within DAMA-DMBOK, CMMI-inspired capability models, and TOGAF architecture practices. Expertise in PII, GDPR, HIPAA, and compliance-heavy regulated industries. Governance your team runs without external support after engagement ends.

  • Operating governance model
  • GDPR/HIPAA compliance framework
  • Data council established
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04

BI & Analytics Architecture

Transform BI from a reporting function into a strategic asset. Built Tableau and Power BI Centers of Excellence at PNC. Delivered executive dashboards, board-level KPI standardization, and self-service analytics platforms that reduced time-to-insight dramatically. Stack does not matter — Snowflake, dbt, Tableau, Power BI, Microsoft Fabric. What matters is what the board does with the output.

  • Board-ready executive dashboards
  • Self-service analytics platform
  • KPI standardization
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05

Data Platform Advisory

Multi-platform experience: Snowflake, SAP S4/Hana (Evoqua), Oracle Fusion Cloud (Miami U), Azure, AWS. Design data platforms, lakehouse architectures, and integration pipelines that scale. Not a vendor recommendation deck — a decision framework grounded in your specific data volume, team capacity, and budget constraints.

  • Platform architecture decision
  • Lakehouse or data warehouse
  • Migration risk reduction
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06

Digital Transformation & Change Management

Lead enterprise transformation at the intersection of data, technology, and people. Track record of improving on-time/on-budget delivery from 6% to 70%. Trained 100+ staff through Data Democratization and Citizen Analyst programs. The organizational work that most advisors only describe — hiring, structuring, leading, and sustaining.

  • Data literacy program
  • Citizen analyst capability
  • Change management framework
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How an engagement works.

Scoping, initial output, ongoing work — three steps. Scoped fast, starting day one.

01

Scoping Call

Direct conversation about the problem, the stakes, and what a successful outcome looks like. Scoped Fast. Starting Day One. No questionnaire.

02

Initial Output (30 days)

First working output in 30 days. Something the board can see, the team can use, and the CFO can quantify.

03

Ongoing Engagement

Scoped around the specific outcome, not a retainer. Continued work is measured against what was agreed at the start.

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conversation.

Scoped Fast. Starting Day One. First working output in 30 days.