Data Strategy

What it is

Data Strategy is an optional first step for companies that don't yet know which numbers to run on. We start from the objectives leadership has already set — a revenue target, a margin target, the locations you plan to open — and work backward to the 10–15 numbers that tell you whether you're on track and what's driving it. Fixed scope, fixed price.

If you already know your metrics, skip this step and go straight to Managed Data Engineering.

What you get

A Data Strategy document. For each metric: a plain-English definition, the formula, the source system it comes from, who owns it, how often it refreshes, and its current status — available today, needs a fix, or not captured yet.

• One agreed definition per number, so finance, ops, and leadership stop reconciling three versions of the same figure
• The source, owner, and cadence behind every metric
• A clear read on what's available now, what needs a fix, and what nobody captures yet
• The build spec for Managed Data Engineering — the build starts the day you sign

What it is not

We don't set the goals, and we don't run strategy sessions. Leadership owns the objectives; we build the measurement system against them. The output is a document and a build spec, not a set of dashboards or reports.

How it works

• 01 · Intake. We read what you run the business on today — accounting, POS, CRM, payroll, spreadsheets — and how the current numbers get produced.
• 02 · Working sessions. One with each department head: the decisions they make, the number that would change each decision, and where that number lives today.
• 03 · The Data Strategy document. Every metric defined, sourced, owned, and scheduled, with its current status.
• 04 · Leadership readout. We walk leadership through the document and present the build proposal for Managed Data Engineering.

Where it starts

The free 30-minute Data Strategy Session is the introduction to this step. Bring the number you trust the least. We'll trace where it comes from and tell you whether Data Strategy or Managed Data Engineering is the right first move.

Who it's for

Companies doing $5–50M that are growing faster than their reporting — a multi-unit operator opening new locations, a brand adding channels, a firm whose partners each keep their own numbers. We did this for a 21-store multi-unit operator before consolidating its legal entities into one P&L. Companies that already have a defined metric set go straight to Managed Data Engineering.