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Data Strategy & Architecture Assessment

A 1 to 2 week engagement. I review how your data flows today, find what's broken or missing, and deliver a clear plan to fix it.

  • A plain-language report on what's working and what isn't
  • A step-by-step plan with timeline and known risks
  • Security and access requirements addressed up front
  • An honest assessment of what you do and don't need

A fixed-fee, 1 to 2 week engagement covering your source systems and entities, data volumes, security and access requirements (including HIPAA or SOC 2 where they apply), and team capabilities.

  • Written target-state architecture
  • Tooling recommendation with rationale
  • Governance and access model outline
  • Phased build plan and risk register
  • Honest assessment of what you do and don't need

The flagship

Analytics Foundation Build

I build the data foundation your team needs (automated pipelines, organized data, proper security) and walk your team through it. Typically 4 to 8 weeks. Fixed scope, fixed price, clear handoff.

  • Automated data pipelines from every ERP and system you run, with no migration required
  • One consistent view across entities: shared customer, item, and account definitions
  • A secure, organized data warehouse
  • Access controls that keep payroll, pricing, and other sensitive data limited to the right people
  • Documentation and a recorded walkthrough so your analyst, finance team, or IT partner is self-sufficient
  • Clean, analysis-ready data your analysts can use right away

A production-grade analytics stack deployed with infrastructure as code, in two modules: Warehouse Foundation and Transformation & Enablement. Typically 4 to 8 weeks. Fixed scope, fixed price, clear handoff.

  • ERP and operational database ingestion across entities (incremental or CDC), connectors for SaaS sources
  • Warehouse provisioned via IaC, with dev, staging, and prod environments and core monitoring
  • dbt transformation layer: tested, documented staging and mart models
  • Conformed dimensions and an entity dimension for multi-ERP consolidation
  • RBAC role hierarchy, PII tagging and masking, audit-ready access controls (HIPAA-capable when required)
  • Enablement handoff: architecture docs, runbook, recorded walkthrough, and full stack access for your team

Ongoing

Fractional Data Engineering Lead

Ongoing data leadership without a full-time hire. I watch your data systems, fix problems during business hours, and improve them as your needs change.

  • Monitoring and business-hours fixes, so problems get caught early
  • Ongoing improvements as your data needs grow
  • A monthly report on platform health and work completed
  • Advice on new data projects and tools

I stay on as the accountable owner of your data platform, month to month, without a full-time hire. Issue resolution covers business hours; there is no after-hours on-call.

  • Pipeline monitoring and issue resolution during business hours
  • Schema drift and data integrity management
  • Model evolution as your business needs grow
  • Advisory on new data needs, tooling, and architecture
  • Monthly status report: platform health, work completed, recommendations

As needed

Expansion & Add-Ons

Once your foundation is in place, I can extend it. Each add-on is its own fixed-price project.

  • Bring a newly acquired company onto the same foundation
  • Connect additional systems and data sources
  • Expand into new business areas and departments
  • Shared metric definitions, so every report calculates key numbers the same way

Extends an existing foundation (mine or an equivalent) through discrete, fixed-price add-ons, each with its own defined deliverable.

  • Add-on onboarding: a new entity's ERP mapped into the shared definitions
  • New source system integrations
  • Additional data domain and mart modeling
  • Semantic layer: metric definitions and semantic views
  • Additional environment and tenant provisioning
  • Deeper modeling: advanced business logic, cross-domain joins, slowly changing dimensions

Start with the free guide

What keeps analytics stuck, what a sound data foundation includes, and what an engagement looks like, in about 7 minutes.

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