AI-Ready Data & Intelligence Advisory

Practical, decision-first advisory services to build your AI-ready data foundations, Business Intelligence roadmap, and operating model so analytics and AI translate into measurable business and policy outcomes.

Who This Advisory Is For

These services are designed for organizations that already have some data and analytics investments but feel they are not getting the value they expected. As an AI-Ready Data & Business Intelligence advisor, we work with leaders to define where AI and data can genuinely improve decisions, design a realistic data and architecture strategy, and implement Business Intelligence in a way that fits your culture, constraints, and existing tools. Typical clients include:

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Executives and Directors

Who want AI and data to support real decisions and outcomes, not just more reports and dashboards.

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Heads of Data, Analytics, or Digital

Who need a clear strategy and architecture to make their data platform AI-ready and business decision-centric.

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Policy and Program Leaders

In public or non-profit organizations who want more evidence-based, transparent, and accountable decisions.

You do not need to be an expert in AI or data to benefit. The advisory approach starts from your goals and decisions, then works backward into data, architecture, and technology.

Core Services

The AI-Ready Data & Intelligence Advisory is organized into five core services that can be combined depending on where you are in your journey.

AI and Data Maturity Assessment

A structured assessment of your current data assets, analytics capabilities, decision processes, and technology stack. We look at internal systems, external data usage, and potential open data to understand what is working, where the gaps are, and how ready you are to support Business Intelligence.

Data and Architecture Strategy

A practical roadmap for building an AI-ready data platform. This covers how to collect and integrate internal and external data; how to design pipelines for transformation and quality; how to model entities and metrics; and how to embed governance so your Agentic Business Intelligence platform can rely on trusted, well-managed data.

Agentic Business Intelligence Use Case Discovery

Guided workshops and interviews with business, policy, and technical stakeholders to identify and prioritize the business decisions where AI and analytics can create measurable value. We map each decision to required data, analytics stages (descriptive, diagnostic, predictive, prescriptive), and potential agent workflows, creating a clear pipeline of Agentic Business Intelligence use cases.

AI Ready Data Transformation

Hands-on support to turn your strategy into an AI-ready data foundation—focused on dbt and OpenMetadata to make your data trusted, discoverable, and consistently defined for Business Intelligence and AI-enabled decision support. We implement semantic modeling in dbt with consistent entities and metrics so teams measure the same KPIs everywhere, build standardized dbt transformation pipelines with reusable layers and deployment-ready workflows, and strengthen usability through clear model and column documentation. We also add annotation and ownership—business definitions, domain tags, owners, and stewardship—so accountability is clear, and integrate OpenMetadata for centralized cataloging, lineage visibility, and searchable context across your data assets. The result is an AI-ready semantic layer where analytics, dashboards, and BI agents can operate with confidence—built on governed definitions and reliable transformations.

Governance, Risk, and Operating Model for AI

Guidance on how to embed AI and Business Intelligence into your organization safely and sustainably. This includes decision policies for when AI is allowed to act, when human approval is required, how to manage data and model governance, and how to monitor and audit AI-supported decisions over time.

How the Advisory Engagement Works

Although every organization is different, most engagements follow a simple structure.

Clarify Goals and Decisions

We begin by clarifying what you are trying to achieve and which business decisions matter most. This might be about growth, efficiency, risk, customer experience, or social impact, depending on your context.

Understand Current State

We review your existing data, analytics, systems, and decision processes. This is informed by the AI and data maturity assessment and can usually be done through interviews, document review, and a light-touch technical assessment.

Design the AI-Ready Data & Agentic Business Intelligence Roadmap

Based on your goals and current state, we define a roadmap that connects specific Business Intelligence use cases to the data, architecture, and AI capabilities required. This roadmap is realistic about constraints such as budget, skills, and timing.

Pilot and Measure

We select one or two priority use cases for a focused pilot. The goal is to demonstrate value quickly, measure impact in financial or policy terms, and learn what works in your environment before scaling.

Scale and Embed

If the pilot is successful, we expand the approach to additional business decisions and teams, while refining governance, processes, and technical architecture so that Business Intelligence becomes part of how your organization operates, not a one-off project.

Why Work With an AI-Ready Data & Intelligence Advisor

There are many ways to approach AI and data. This advisory approach is centered on AI-ready data and Business Intelligence for several reasons:

Decision-First, Not Tool-First

The starting point is always decisions and outcomes, not a particular model or platform. This helps avoid expensive technology projects that do not change behavior.

Integrated View of Data, Analytics, and Agents

Experience building a real Business Intelligence platform means the strategy is grounded in what is technically feasible and maintainable, not just theoretical.

AI-Ready Data Foundations

We focus on the data architecture, quality, transformation and governance that make AI and Business Intelligence reliable, including the smart use of internal and external data.

Attention to Value and Risk

Every recommended use case is tied to clear value levers such as revenue, cost, margin, risk, or social outcomes, while also considering ethics, fairness, and governance.

Ready to Build Your AI-Ready Data & Business Intelligence Foundations?

If you are considering how to position your organization for AI in a way that is realistic, ethical, and focused on decisions, a short conversation is the best place to begin. In that discussion we can explore your current situation, potential Business Intelligence use cases, and how an AI-ready data strategy can support them.

Schedule a Consultation