Most businesses don't have a data problem — they have a prioritization problem. A data strategy answers those questions before you spend a dollar on tools or dashboards.
Where are you today? I evaluate your current data sources, tools, processes, and team capabilities to establish a clear baseline — no assumptions, just an honest picture.
Not every number deserves a dashboard. I work with you to identify the 5–10 metrics that genuinely correlate with the outcomes you care about and retire the vanity metrics.
Should you invest in a BI platform or is a well-built spreadsheet the right answer for now? I recommend tools you'll actually use — not the most expensive option, but the right one.
A phased plan that sequences your data initiatives in the right order. What to clean up first, what to automate, where AI genuinely saves time vs. where it's hype.
You're scaling and your current setup can't keep up. What worked at your previous size — manual tracking, tribal knowledge, one person who knows where everything lives — is starting to break.
You know you need "data" but don't know where to start. Everyone says you should be data-driven, but nobody's told you what that actually looks like for a business your size with your budget.
You're preparing for a major business event. Seeking funding, exploring an acquisition, onboarding a new partner, or entering a new market. You need your numbers organized, defensible, and telling a clear story.
A strategy engagement typically runs 3–4 weeks. The first week is discovery — interviews with key stakeholders, an inventory of existing data sources and tools, and an assessment of what's working and what isn't. Week two is analysis and framework development. Weeks three and four are roadmap delivery.
The deliverable is a strategy document you own. Not a slide deck that collects dust — a working roadmap with phases, timelines, and decision criteria for each stage.