Products & Services

Six practice areas.
One progression.

Every product is sequenced by what the client is ready for — not what we can sell. The assessment is always the front door. Each layer produces the input the next layer needs.

"Every product we build is scoped against who will operate it on the Monday after handoff."

Four practice areas: Data Strategy & Advisory · Data Governance & Responsible Data · Analytics & Data Products · Modernization & AI Readiness
All Products & Services

What we build — and for whom.

Bronze · Stage 01 · Free to Take
📊

Data Maturity Assessment

46-question, self-guided evaluation across 7 domains. Organization-level maturity score on a five-band model. SSA-reviewed credential. Free for all organizations.

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Bronze · Stage 01–02
🗺️

Data Strategy & AI Readiness

Multi-phase data strategy roadmap and AI Readiness Assessment. Both built directly on your DMA results — not in the abstract. Frameworks and templates included in Bronze.

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Bronze / Silver · Stage 02
🏛️

Governance Council Design & Setup

Council structure, charter, RACI, decision rights, business glossary, data dictionary, and policy set. Templates at Bronze — facilitated implementation at Silver.

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Silver · Stage 02–03
📈

Analytics & KPI Framework

KPI design from discovery through definition. Templates at Bronze. Facilitated co-build and the Analytics Use Case Machine at Silver. BI dashboards delivered end-to-end.

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Silver · Stage 03
💰

Fundraising Intelligence Platform

Donor analytics across retention, campaign intelligence, monthly giving health, segmentation, and revenue trends. SSA-authored findings memo included at Advisory.

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Silver · Stage 03–04
🔧

Co-Build & Training

Requirements, training, and dashboard build run concurrently in one gated engagement. Your team builds version one alongside SSA — and owns it on the Monday after handoff.

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Product Dependency Map

What unlocks what.

Six layers, bottom to top. Each layer consumes the output of the layer beneath it.

01
Foundation · No Prerequisites
Self-serve floor — Bronze templates and DMA
Governance template library, analytics starter kit, KPI templates, data dictionary starters. A client can buy any of these on day one and get value without SSA involvement.
02
Diagnostic · The Pivot Point
Steward Data Maturity Assessment
Everything above this layer is scoped by what the assessment returns. The assessment is the front door, not an upsell. Maturity credential issued after independent SSA review.
03
Structure · Requires Assessment Result
Governance Framework Kit, Business Glossary, Data Dictionary
Governance is built against known gaps, not in the abstract. The assessment tells the client which of the seven domains is weakest — this layer fixes those first.
04
Measurement · Requires Glossary + Governance
KPI Scorecards, Analytics Use Case Machine, Metric Dictionary
Metrics can only be standardized once the words underneath them are agreed. Skipping Layer 03 to get here is the single most common cause of a dashboard the leadership team quietly stops opening.
05
Intelligence · Requires KPI Framework
Fundraising Intelligence Platform, Executive Dashboards, Findings Memo
The revenue-facing analytics products. Each one is built on the definitions and KPI framework established below it — which is what makes the numbers defensible to a board.
06
Scale · Requires Working Analytics
Platform Migration, AI Readiness Roadmap, Fractional Head of Data
Only worth doing once there is something worth migrating and a team that uses it. Infrastructure work ahead of adoption is expense without return.
The Front Door

Every product starts with the assessment.

46 questions · 7 domains · Free for all organizations · The score tells you which layer you're in and what to do next.

Begin the Free Assessment →