DATA STRATEGY & ROADMAPPING
Most businesses don't have a data problem — they have a prioritization problem. You're collecting more information than ever, but nobody's decided what to measure, what to ignore, and what to build toward. A data strategy answers those questions before you spend a dollar on tools or dashboards. I help you define the metrics that actually drive your business, map out where your data lives and where the gaps are, and build a roadmap that turns scattered information into a competitive advantage.
What you get
Data maturity assessment
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 of what you're working with and what's realistic to build toward.
KPI framework
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 — revenue, retention, efficiency, growth — and retire the vanity metrics that create noise without informing decisions.
Technology & tooling recommendations
Should you invest in a BI platform or is a well-built spreadsheet the right answer for now? I evaluate your needs against your budget and team size and recommend tools you'll actually use — not the most expensive option, but the right one.
Implementation roadmap
A phased plan that sequences your data initiatives in the right order. What to clean up first, what to automate, where AI can genuinely save you time versus where it's just hype, and what to defer. Each phase has clear deliverables, timelines, and dependencies so you're never guessing what comes next.
For businesses at a turning point
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 need a system before the cracks become crises.
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 need a plan, not a pitch for expensive software.
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.
From "we should be doing something with data" to a concrete plan
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, where I define your KPIs and map your data landscape. Weeks three and four are roadmap delivery — a documented, prioritized plan that your team can execute with or without ongoing support from me.
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.