1. Source systems
- ERPFinancial and operating records
- CRMPipeline, contacts, history
- Internal toolsWhere the work happens
- Files / ExcelAbsorbed into the record
- Third-party dataExternal feeds and portals
Your data already lives somewhere.
Capability · Data
Your data strategy is your AI strategy.
We design and build the data systems your business actually runs on. From source systems to executive reporting, everything is structured, governed, and tied to decisions.
What this covers
AI operating layerReads context, checks definitions, drafts actions, and runs agents against governed data.
human-approved2. Pipeline & integration
- Pull from the systems where the work lives
- ETL/ELT in Python and SQL
- State, retries, and observability built in
Data moves reliably.
Owned end to end.
Owned end to end.
3. Data modeling & warehouse
- Data warehouse design
- Modern lakehouse on Databricks, Snowflake, or Azure
- Modeled around the questions leadership asks
Structured. Modeled.
Built for decisions.
Built for decisions.
4. Semantic layer & governance
- Metrics & definitions
- Business logic
- Access & security
- Data quality
- Governed metrics in Power BI
- Definitions tied to the source record
- Validation, access control, and lineage
One definition.
Trusted by every team.
Trusted by every team.
5. End users
- ExecutivesDashboards that drive decisions
- AnalystsSelf-serve with trusted data
- OperationsAnswers in the flow of work
- AI agentsUse governed context to draft, check, and execute approved work
Trusted data.
Used by people and agents.
Used by people and agents.
SourceIntegrateModelGovernDeliver
Control · continuity · auditability
What changes
- One source of truth across the systems that matter.
- Reporting cycles compressed from days to hours.
- Manual reporting effort cut significantly.
- Executives see real performance, not snapshots that drift.
- Consistent metrics across teams — finance, ops, investors all reading the same numbers.
How it works
Discovery · Pilot · Cutover
01
Discovery
Map the current state — source systems, owners, the questions people are trying to answer, and where the answers fall apart.
02
Pilot
Build the new pipeline and reporting in parallel with what runs today. Compare outputs until they match.
03
Cutover
Switch when outputs match, with rollback in place. Hand off the runbook so your team owns it.
Map the current state. Build in parallel. Switch when outputs match.
Where this shows up
Investment reportingPortfolio dashboardsOperational reportingInvestor communications
Start with the question, not the tool.
We do not pick a warehouse and reverse-engineer the work. We start from the decisions you need to support and build back from there.