Skip to content
Data Assessment & Roadmapping

You know something is wrong with your data. You do not know where to start fixing it.

We assess your data infrastructure, tools, team, and processes, then deliver a prioritized roadmap with specific recommendations, cost estimates, and a realistic timeline. The assessment has standalone value whether or not you engage us for the build.

Data Assessment & Roadmapping

Most organizations know they have a data problem. Few can articulate what it is, where it starts, or what fixing it would cost. That ambiguity keeps teams stuck, bouncing between vendor pitches, internal opinions, and the sense that they are falling behind. Assessments are for organizations that do not know what they do not know. They want to understand the full strategic and dependency context of every decision before committing to a path.

2-6 weeks

Assessment turnaround time

29+

SOWs originated from a single initial assessment

10+

Formal assessments delivered with 90%+ conversion to implementation

Use Cases

Engagements where this is the right work.

First-time data infrastructure planning

You have outgrown spreadsheets but have not built real data infrastructure. We map what you have, what you need, and the fastest path to get there without overbuilding.

Data infrastructure modernization

You want better data capabilities but are unsure what you need or how to get there. We evaluate your current stack against your goals and build the roadmap that connects the two.

Pre-investment technology due diligence

Before you sign a six-figure platform contract or hire a data team, get an independent assessment. We evaluate your requirements against the tools competing for your budget.

Post-acquisition or post-merger data audit

You just acquired a company and inherited their data stack. We audit what you got, identify risks, and build a plan to integrate or replace before the technical debt compounds.

Annual data maturity review

Your data stack is a year older. Is it still serving the business? We benchmark your infrastructure, processes, and team against what the business needs today.

Our Process

A structured approach that delivers results at every stage.

01

Review Your Current State

We review your current architecture, data flows, tooling, vendor contracts, team structure, and security posture. We interview the people who use the data and the people who build the infrastructure. The assessment is the first deliverable, not the sales pitch. We share preliminary findings throughout the engagement so you do not wait until the final report to start learning.

Output: Architecture map, risk register, and stakeholder findings

02

Deliver a Prioritized Roadmap

Every assessment produces a phased implementation plan. Phase 1 is quick wins: the changes that deliver the most value with the least disruption, typically achievable in 4-8 weeks. Subsequent phases address deeper structural work like warehouse redesigns, tool migrations, team hiring plans, and governance frameworks. Each phase includes cost estimates, timelines, and clear success criteria so you can make informed decisions about what to prioritize.

From our podcasts: Building Data Foundations with Jacob Oppenheim, People as Problem and Solution in Data Leadership with Nicole Radziwill, and Managing Data as a Biotech Start-up with Jesse Johnson.

Output: Phased roadmap with cost estimates and dependency graph

03

Build Trust Before Commitment

Our longest client relationship, 29+ statements of work over multiple years, started with a single assessment. The assessment built trust because it had standalone value: the client could have taken the roadmap and executed it without us. They chose not to. Some clients work with us to implement the roadmap immediately. Others take the plan, build internal capacity, and come back when they need specialized expertise. Over 80% of our business comes by referral, and most of those referrals begin with an assessment.

Output: Working POC that demonstrates value before a full roadmap implementation

Technologies

We pick the right tool for the problem, not the other way around.

Frequently Asked
Questions

What does a data assessment deliver?
You get a current state analysis of your architecture, data flows, tools, team, and security posture. A gap analysis that identifies what is broken, missing, or underperforming. A solution alternatives comparison evaluating platforms, tools, and approaches against your specific requirements. A prioritized implementation roadmap with phased timelines and cost estimates. And a final presentation and written document you can hand to leadership or use to brief vendors. We deliver each element along the way for your input, meet weekly to discuss findings and preliminary recommendations, and present the final as both a deck and a written report.
What if we decide not to move forward after the assessment?
That is fine. The assessment is designed to have standalone value. You get a clear picture of where you stand and what to prioritize. Many clients take the roadmap and execute it internally. Others come back months later when they are ready.
How is this different from your other services?
The assessment is how most of our engagements begin. It is a scoped, time-boxed evaluation that gives both sides clarity before committing to a larger project. We identify the problems and recommend treatments, then you decide which ones to pursue and with whom.
Can you assess our AI readiness as part of this?
Yes. We can include an AI readiness evaluation that assesses your data quality, infrastructure capacity, and team capabilities against what AI and ML projects require. This is especially useful for organizations being asked to "do something with AI" without a clear starting point.
How much does an assessment cost?
Most assessments fall in the $10K to $50K range depending on scope, complexity, and the number of stakeholders involved. A focused data infrastructure audit is different from a full technology strategy review covering security, compliance, and organizational readiness. Smaller organizations can start with a mini-assessment where we deliver the clearly low-hanging fruit while scoping the larger engagement.
Do you have vendor biases that affect your recommendations?
No. We have no reseller agreements, referral fees, or vendor partnerships that influence our recommendations. We recommend tools based on your requirements, team capabilities, and budget. If your current stack is the right answer, we will tell you.

Not sure where to start with your data?

Our assessment has standalone value. You’ll get a clear picture and a prioritized plan — no commitment required.

Book an Intro Call