Discovery
A short, structured look at the systems, people and constraints already in play.
1234 Carnegie Ave, Cleveland, OH 5678
A semantic layer where every metric has one definition, one owner and one place it is calculated.
Finance reports one revenue figure, the commercial team another, and the first half hour of the meeting goes on reconciling. The dashboards are not wrong. They were each built by a different team, at a different time, with a reasonable local decision about refunds or dates.
A semantic layer where each metric has one definition in plain language, one named owner, and one place it is calculated. Everything downstream references that rather than redefining it.
Then self-service on top, so analysts answer questions without filing a ticket with engineering.
Getting people in a room to agree what a metric means takes longer than implementing it. We run those sessions, write the decisions down, and put them where the pipeline reads them.
Disagreements become specific. Instead of “your number is wrong” it becomes “this definition excludes intercompany and it should not”, which is a five-minute conversation rather than a standing argument.
A short, structured look at the systems, people and constraints already in play.
An approach written in plain language, reviewed with your team before anyone writes code.
Built in your cloud and your repository, demonstrated weekly against working software.
Tests and measurement against the success criteria agreed at the start.
Runbooks and decision records written during the work, not reconstructed after.
Training for the people who will own it, scoped from the first week.

Ridgeline Bank · Financial services
Finance rebuilt the same figures by hand every cycle. We modelled the ledger in the warehouse, defined forty metrics once, and automated the reconciliation.
11 → 3 days to close

Hollis Logistics · Logistics
Nobody could see which queries cost what. We added cost attribution per team, rewrote the twelve worst models, and set a monthly budget alert.
-46% platform cost
Still unsure? Call (216) 123 45678 and ask for whoever is on the desk.
Ask a questionNo. Most engagements improve what you already run. We only recommend migration when the current platform cannot meet a requirement you have already committed to.
You do. Everything is written in your repository, under your cloud account, on open tooling. There is nothing to transfer at the end because it was never ours.
That is the normal arrangement. Your engineers review our pull requests and we review theirs. Teams that stay out of the work rarely take it over successfully.
First working increment usually lands inside three weeks. We demo weekly against running software, not plans.
Send one paragraph about the report that always starts an argument. A data lead, not a salesperson, replies within one business day.