Services

Every engagement earns the next.

The ladder runs diagnostic → foundation → AI systems → standing counsel. You can enter at any rung your environment honestly supports — the audit tells you which one that is.

6 engagements·one retainer·fixed-price entry point

Starter

AI Analytics Readiness Audit

$9,500

2 weeks · fixed fee

Build

Governed AI Analytics Foundation

from $40K

4–6 weeks

Scale

AI Analytics Copilot + Enablement

from $60K

8–12 weeks

Ongoing

Fractional AI Analytics Architect

$7,500/mo · part-time fractional seat

retainer

Starting points, honestly stated — the final quote follows the discovery conversation, not the other way around. Delivered in your stack: Snowflake/BigQuery, dbt, Power BI/Tableau, Salesforce, Slack/Teams.

01

AI Analytics Readiness Audit

We'll show you exactly why your analytics environment is or is not ready for AI.

For — Leaders who want AI but suspect the foundation isn't ready — and want proof either way.

  • Dashboard inventory and usage census
  • Metric definition gap analysis
  • Scored data-trust assessment
  • AI use-case map
  • Risks and controls review
  • Prioritized roadmap: where AI can help now vs. where it will hallucinate — executable by your team, another firm, or us

Investment

$9,500 · fixed fee

Timeline

2 weeks

02

Governed Metrics & Knowledge Layer

Scattered business definitions become a trusted analytics knowledge base that both humans and AI can use.

For — Teams where sales, marketing, product, and finance each define the same numbers differently. Scoped to the 15–40 metrics that actually drive your decisions. Delivered as code in your stack — dbt-compatible definitions, certified dashboards, lineage in your catalog — not a binder.

  • Metric registry
  • Business glossary
  • Data dictionary
  • KPI ownership model
  • Data lineage map
  • Semantic-layer blueprint — the spec your data team implements so every tool reads the same definitions
  • Definitions-as-code in your repo
  • Dashboard and documentation cleanup
  • Trust scoring / certification framework

Investment

from $40K

Timeline

4–6 weeks

03

AI Analyst Copilot

Ask trusted business questions against governed knowledge. Not “ask your data anything.”

For — Organizations with governed foundations — or fresh from the Foundation engagement — ready for grounded AI answers. The pilot is deliberately bounded: one channel (Slack or Teams), approved question domains, human review mandatory, evaluation baseline included. The full build adds breadth, hardening, and team enablement.

  • Retrieval system over approved analytics knowledge
  • Guardrails and approved-answer patterns
  • Human-in-the-loop workflow with analyst escalation
  • Slack/Teams interface
  • Role-based access model
  • Evaluation set with LLM-as-judge test harness

Investment

pilot from $25K · full from $60K

Timeline

4–6 weeks pilot · 8–12 weeks full

04

Analyst Workflow Automation & Executive Briefings

Repetitive analyst workflows automated — your data team gets its time back, and your executives get a Monday brief they can trust.

For — Data teams drowning in ad-hoc requests, repetitive QA, and report narration — and the CFOs, COOs, and PE operating partners who ask the same questions every week. Scoped per workflow: a typical engagement ships one or two items from this menu, and the flagship weekly brief is often the entire engagement.

  • Data request intake and auto-triage
  • Dashboard QA assistant
  • Metric discrepancy detector
  • BI documentation assistant
  • Flagship: the weekly executive brief — KPI change explanations with anomaly detection, source links, human review, board-ready format

Investment

from $10K

Timeline

2–6 weeks

05

AI Enablement for Data Teams

Your analysts trained on AI patterns that hold up in production.

For — Analytics teams that want to use AI safely, effectively, and consistently — not just experimentally.

  • AI analytics playbook
  • Prompt patterns for analysts
  • Governance rules and tooling recommendations
  • Use-case workshops and office hours
  • Internal curriculum

Investment

$5K–$25K

Timeline

workshops or monthly

06

Fractional AI Analytics Architect

A standing senior architect across roadmap, governance, builds, and executive advisory. Artifacts shipped, not hours logged.

For — Companies that need senior AI/data architecture judgment on a part-time cadence — a few days a week, not a full-time hire. Two to three retainer seats at any time — so committed timelines are real ones.

  • Architecture and roadmap review
  • AI/data governance
  • Workflow automation oversight
  • Executive advisory
  • Analyst enablement
  • Vendor and tool evaluation

Investment

$7,500/mo · part-time fractional seat

Timeline

Ongoing · part-time

A note on sequence: we won’t build a copilot on an ungoverned layer — that engagement begins with governance or it doesn’t begin. It’s the difference between an AI system your executives trust and one they quietly stop using.

What the work looks like

Judge the thinking before you pay for it.

Two excerpts from the deliverable formats, with illustrative rows — shown so you can judge the thinking before you pay for it. Real engagements produce these against your metrics, in your repos.

From the audit: the scored metric-trust inventory

Illustrative sample — deliverable format, not client data.

Every core metric, every definition found, an owner verdict, and a trust score with the reason attached. The roadmap is prioritized from this table.

MetricDefinitions foundOwnerTrustFinding
Net revenue retention3 (BI tool, finance model, board deck)None namedSeriousThree formulas disagree by up to 4 points; the board sees a different number than RevOps
Active customers2 (product vs. billing)DisputedConditionalTrial accounts counted in one source; safe for trend, unsafe for AI answers
Gross margin1, versionedControllerCertifiedSingle definition, documented lineage — safe grounding for AI today

From the copilot build: the evaluation report

Report structure

No AI system leaves without one. The report answers a single question your executives will ask anyway: how do we know it answers correctly?

Evaluation set

Built from your stakeholders' real questions — pulled from ticket queues, Slack threads, and analyst interviews — plus adversarial cases designed to tempt wrong answers (ambiguous metrics, out-of-scope questions, stale periods).

Scoring method

Every answer scored on grounding (did it cite an approved definition?), correctness against the certified value, and refusal behavior — did it decline what it couldn't answer safely? LLM-as-judge scoring is calibrated against human review before we trust it.

Refusal behavior

“Cannot answer safely” is a designed, tested behavior — the report shows exactly which question classes the system declines and why. A copilot that never refuses is the one to worry about.

The baseline

You leave with a scored baseline and a re-runnable harness — so when a definition changes or a model is swapped, you re-run the suite and see what moved. Evaluation is the deliverable, not a demo.

Straight answers

The questions worth asking before you email.

Snowflake Cortex Analyst or Databricks Genie can answer questions natively. Why pay a consultancy?

Those tools are only as good as the semantic model underneath them — and by the platform vendors' own admission, building and maintaining that model is the accuracy bottleneck. Someone still has to define the metrics, assign owners, wire the lineage, and prove the answers are right. We build and certify that layer, cross-tool, and leave you an evaluation baseline the platforms don't produce. If your environment is already governed, the audit will tell you so — and we'll say the platform tools may be all you need.

Why not hire a full-time data leader instead?

Often you should — and if that's the right answer, we'll say it on the first call. An engagement isn't a substitute for the hire; it's the sequencing that makes the hire succeed. The governed layer gets built now, at fixed scope, documented in your repos, and when the time comes to bring in a full-time leader, the handover is part of the work — so they inherit a working system instead of an archaeology project.

What's the difference between the copilot pilot and the full build?

The pilot (from $25K, 4–6 weeks) is deliberately bounded: one channel — Slack or Teams — a defined set of approved question domains, mandatory human review, and an evaluation baseline that scores every answer. The full build (from $60K, 8–12 weeks) extends coverage, hardens the access model, and adds team enablement. Most organizations should start with the pilot; the evaluation results tell you whether to go further.

You're one person. What happens if you're unavailable?

The practice is built for that question. Every engagement is documentation-first: definitions, decisions, and code live in your repositories from week one, not on our laptop. Concurrent engagements are capped — two to three retainer seats, one build at a time — so committed timelines are real ones. If we can't start when you need, we'll say so before you sign, not after.

How do you handle access and data security?

NDA before anything else, as standard. Work happens inside your tenant, on credentials you provision and can revoke — read-only wherever the work allows it. Deliverables live in your systems; no client data leaves your environment. For regulated contexts we'll walk your security team through the access model before an engagement starts.

What do we own after the audit?

Everything. The roadmap is written to be executable by your team, another firm, or us — whichever you choose. If the audit is the only engagement we ever do together, it should still have paid for itself.

How does the copilot actually retrieve answers?

Not by pointing an embedding search at your document pile. Governed metric questions resolve by structured lookup against the certified registry and semantic layer — the copilot fetches the approved definition and value, it doesn't paraphrase a PDF. Embedding retrieval is used only over approved narrative knowledge (documented caveats, glossary context), never as the source of numbers. Guardrails sit at three layers: retrieval scope (only certified content is reachable), answer patterns (approved templates that cite their sources), and human review before anything reaches a decision-maker.

What stack do you deliver in?

Yours. The practice runs deepest in Snowflake and BigQuery, dbt, Power BI and Tableau, Salesforce, and Slack or Teams. Definitions ship as code in your repo — dbt-compatible YAML — and dashboards get certified in the BI tool you already run, not migrated to one we prefer.

Is “governed” a compliance thing?

No — it's an analytics outcome. Governed here means one definition per metric, a named owner for each, lineage you can trace, and an evaluation harness that proves your AI's answers match them. If you need an AI-ethics or regulatory-compliance audit, that's a different discipline and we'll happily say so.

Not sure which rung you're on?

The scorecard gives you a fast, honest read. The audit turns it into a roadmap.