Board-Ready Data Strategy Tied to P&L Outcomes in 6-12 Weeks
Data Strategy & Roadmap
Most data strategies are technology roadmaps disguised as business strategy. We deliver board-ready strategy tied to specific business outcomes—revenue growth, cost reduction, risk mitigation—with implementation roadmaps your teams can execute.
Why Most Data Strategies Fail
The CFO asks: 'What's the ROI on our data platform investment?' Most CDOs answer with technology features and engineering metrics. The right answer connects data capabilities to specific P&L line items. A data strategy that doesn't quantify business impact isn't strategy—it's a wish list. We build strategies that connect technology investments to outcomes the board actually cares about.
Our Four-Phase Methodology
A structured approach refined through dozens of Fortune 500 data transformations, adapted for the pace and constraints of mid-market and growth companies.
Current State Assessment
We audit your existing data landscape—systems, governance, team capabilities—and identify the gaps preventing you from achieving specific business outcomes.
- •Capability maturity assessment across data management dimensions
- •Team skills inventory and organizational structure analysis
- •Technology stack audit with redundancy and gap analysis
- •Quick-win opportunities for immediate value creation
Opportunity Mapping
Working with business leaders, we identify high-impact opportunities where better data capabilities drive measurable business outcomes. Every initiative gets an ROI model.
- •Prioritized opportunity portfolio with ROI estimates
- •Business case templates for top 3-5 initiatives
- •Data monetization opportunities (internal and external)
- •Risk mitigation strategies tied to compliance and operational exposure
Strategy Development
We design your target state: the data platform architecture, governance model, and organizational structure needed to execute the opportunity portfolio. Vendor-agnostic recommendations based on your constraints.
- •3-year data strategy roadmap with phased milestones
- •Target architecture design (ingestion, storage, analytics, governance)
- •Operating model: team structure, roles, and decision rights
- •Data governance framework aligned to regulatory requirements
Roadmap & Governance
We deliver an executable implementation roadmap with sequenced initiatives, effort estimates, and success metrics. Plus the governance framework to keep it on track.
- •Quarterly implementation roadmap with dependencies and milestones
- •Vendor evaluation criteria and shortlist for key technology decisions
- •Financial model: capex, opex, and ROI projections
- •Governance playbook: decision-making processes and escalation paths
What You Own at the End
- Board-ready strategy presentation with executive summary
- 3-year implementation roadmap with effort and cost estimates
- ROI models connecting data initiatives to P&L outcomes
- Vendor evaluation framework and technology recommendations
- Data governance framework with policies and decision rights
- Organizational design: roles, responsibilities, and reporting structure
- Quick-win playbook for first 90 days of execution
- All working files, financial models, and diagrams in editable formats
Who This Is For
New CDO or CTO Inheriting Data Chaos
You've been hired to 'fix data' but inherited fragmented systems, unclear ownership, and no strategy. You need a roadmap the board will fund and your team can execute.
Post-Acquisition Integration
You've acquired companies with incompatible data platforms. You need a unified strategy that preserves what works, consolidates redundancy, and delivers synergies the deal promised.
Legacy Transformation Mandate
Your board mandated cloud migration or analytics modernization. You need a strategy that balances risk, cost, and business value—not just a technology lift-and-shift.
Board Mandate for Data-Driven Transformation
Your CEO committed to becoming 'data-driven' but no one defined what that means. You need a strategy that translates executive vision into executable initiatives with measurable outcomes.
Frequently Asked Questions
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Ready to Build a Board-Ready Strategy?
Let's discuss your data challenges and map a strategy that connects technology investments to measurable business outcomes.