Because you can’t make good decisions with bad data.
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Data foundation health check
Why This Health Check
If your dashboards don’t match, reports raise more questions than answers, and your teams are drowning in duplicate data and disconnected systems, you’re not alone.
Most mid-sized companies hit a point where the data stops serving the business and starts slowing it down.
This Health Check helps you:
- Uncover the hidden causes of inaccurate reporting
- Spot duplicate data and system silos before they derail growth
- Reclaim hours wasted reconciling conflicting data
- Identify compliance gaps and security risks
- Build a roadmap to modern, scalable, trusted data
👉 Let’s stop buying more tools and start making the ones you already have work together.
What you'll walk away with
This isn’t one of those “cool idea, now go figure it out” kind of workshops. You’ll leave with real clarity and concrete next steps.
Here’s what you’ll get:
Here’s what you’ll get:
Data Architecture Review
A mapped overview of how your data moves across systems and where it gets stuck, duplicated, or siloed.
Data Quality, Security & Compliance Assessment
We’ll assess accuracy, consistency, privacy risks, and the strength of your practices under regulatory scrutiny.
Process & Tech Stack Analysis
We audit how your team actually uses your tools—spotting inefficiencies, redundancies, and missed integration opportunities
Clear Remediation Plan
A prioritized, jargon-free action plan outlining what to fix now, what to deprecate, and what to build for scale.
Executive Summary Deck
A board- or leadership-ready briefing with highlights, risks, and strategic next steps. Included with every engagement.
What we need from you
We’ll do the heavy lifting—but we need your help to make this worth your time.
Here’s what we’ll ask for:
Your Tools & Data Sources
We’ll send you a custom checklist (not some generic template) for you to list the platforms, systems, and data sources your teams actually use across departments.
Access to the People Who Know Where the Data Lives
Short interviews with folks in IT, Ops, Finance, and other data-savvy roles. We want to understand where your data comes from—and where it gets lost.
A Bit of Your Time (Seriously, Just a Bit)
A kickoff call and one live workshop. No endless meetings, no trust falls, no 300-slide decks.
How the process works
We've got a proven process designed to get results fast. Let us know if you'd like to add implementation planning, coaching, or vendor handoff support.
Week 1: Kickoff and Discovery
- Stakeholder interviews
- Tools and systems inventory
- Goal alignment
Week 2: Audit & Analysis
- Data architecture map
- Process + integration evaluation
- Data health, risk, and compliance scoring
Week 3: Report & Remediation Plan
- Findings walkthrough
- Executive Summary Deck
- Prioritized remediation roadmap
Who this is for
This Health Check is built for:
- Companies with messy, inconsistent, or siloed data
- Leaders wasting time fixing reports instead of using them
- Teams paralyzed by tech debt or legacy systems
- Ops, Finance, or Product leaders making “data-driven” decisions without confidence in the data
If that’s you, this workshop cuts through the noise and shows you exactly where to start.
Templates that power the workshop
This isn’t a whiteboard-and-theory kind of session. It’s built on practical tools we’ve battle-tested with real clients, and tailored to your business.
You’ll get a complete toolkit of templates:
- Systems Inventory Checklist
- Data Flow Map Template
- Data Risk & Quality Scorecard
- Remediation Prioritization Matrix
- Executive Summary Deck
- Workshop Agenda Template
- Post-Assessment Feedback Form
Ready to trust your data again?
Let’s turn confusion into clarity—and turn your data into a true business asset.
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