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Five data consulting engagement models: advisory, an assessment, training, projects or an embedded data team

Advisory or an assessment first, training where needed, then implementation projects or an embedded data team when you are ready. Choose the model that fits your goal, budget and in-house capacity.

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Where each engagement model fits: advise first, train if required, implement when readyStrategic advisory and the AI readiness assessment are the entry points. AI and data training follows if required. A fit and readiness check comes before implementation projects or an embedded data team. If the organization is not ready, the work continues with advisory or training.How the five engagement models fit togetherAdvice first, training where needed, implementation when you are ready1 · START HERE2 · IF REQUIRED3 · WHEN READYStrategic advisoryDecisions, data and teamAI readiness assessmentWhat to fix firstTraining not requiredAI and data trainingYour team owns the workReady?Fit andreadinesscheckProjectsDefined implementationEmbedded teamMonthly data capacityNot ready yet: we continue with advisory or trainingEach model has a defined scope and a price agreed before work startsIf implementation is premature, or another provider fits better, we say soWhere each engagement model fitsMobile view: start with advisory or an assessment, add training if required, pass a fit and readiness check, then move to projects or an embedded team; if not ready, continue with advisory or training.How the five models fit together1 · START HEREStrategic advisoryDecisions, data, teamAssessmentAI readiness: what to fix2 · IF REQUIREDAI and data trainingYour team owns the workReady?Fit and readiness checkNoYesNot ready yetContinue with advisoryor trainingProjectsDefined implementationEmbedded teamMonthly data capacityScope and price agreed before work starts

Every company comes to data work from a different starting point. Some need to know where they stand before spending anything. Some need senior guidance on priorities, platforms and governance. Some need their people trained. And some are ready for a defined build or for ongoing analytics capacity without hiring.

So we offer five engagement models, in a deliberate order. Advisory and the AI readiness assessment are the entry points: we understand your decisions, data and team, and confirm that we can genuinely help. Training follows where your team needs it. Implementation projects and an embedded data team come once the scope is clear and your organization is ready. Each model has a defined scope, clear deliverables and pricing agreed in advance.

Engagement models

Pick the engagement model that fits where you are today

Each model below links to a page with its scope, deliverables, process and pricing approach. They are listed in the order most engagements follow: start with advisory or an assessment, add training where required, and move to implementation when you are ready.

Five models, two entry points, one orderMatrix of five engagement models with when to use each, its pricing basis and what you leave with; the first two are marked as entry points.Five models, two entry points, one orderIn the order most engagements followModelWhenPricingYou leave withStrategic planningadvisoryEntry pointMonthly feePriorities, platform andgovernance adviceAI readinessassessmentEntry point, 2to 3 weeksFixed scopeScored readiness and a rankedroadmapAI and datatrainingIf requiredAgreed inadvanceA team that can own the workStrategy andimplementationprojectsWhen readyFixed scopeA defined goal delivered, such asa faster closeAnalytics as aserviceWhen readyMonthly feeDashboards, integrations andanalysis each monthStarthereFive models, two entry points, one orderMobile view: Matrix of five engagement models with when to use each, its pricing basis and what you leave with; the first two are marked as entry points.Five models, two entry points, oneorderIn the order most engagements followStrategic planning advisoryWhenEntry pointPricingMonthly feeYou leave withPriorities, platform and governance adviceAI readiness assessmentWhenEntry point, 2 to 3 weeksPricingFixed scopeYou leave withScored readiness and a ranked roadmapAI and data trainingWhenIf requiredPricingAgreed in advanceYou leave withA team that can own the workStrategy and implementation projectsWhenWhen readyPricingFixed scopeYou leave withA defined goal delivered, such as a faster closeAnalytics as a serviceWhenWhen readyPricingMonthly feeYou leave withDashboards, integrations and analysis each monthStart here: gold-edged cards

Build skills in-house, if required: AI and data training

Team training, workshops and keynotes teach your people to use data and AI tools safely and well, tailored to their roles, so they can own the work.

Reach a defined goal when ready: strategy and implementation projects

Once the scope is clear and your organization is ready, we design and implement it on a fixed scope, from data pipelines to dashboards, toward a goal such as a faster close.

Engagement finder

Find the engagement model that fits

3 questions. We suggest one engagement model. Nothing is sent anywhere.

Illustrative
1. What do you need most right now?
2. Who will do most of the build?
3. How would you like to pay?
0 of 3 answered
How we work

Every engagement follows the same order: advise first, train where needed, implement when ready

Whichever model you start with, the work follows the same order. We advise first: we start with the problem in your terms, such as month-end taking too long or margin falling without a clear cause, and review your decisions, data and team. Where your people need new skills, we train them, so they can own and use the work. Before any implementation, we run a fit and readiness check. If your organization is not ready, we continue with advisory or training, and if another provider would serve you better, we say so.

Every engagement follows the same order

Select a stage, use Next or the arrow keys

Advisory. We start with the problem in your terms and review your decisions, data and team, to confirm that we can genuinely help.

Step 1 of 5

Three principles apply to every engagement. First, advice comes before implementation, because we measure our work by the results you achieve, not by the size of the engagement. Second, we are platform-neutral and sell no software, so advice is about fit. Third, your team owns the result. Every engagement ends with documentation and handover, and a named team stays accountable through adoption.

We deliver remotely to teams in the US, the UAE and elsewhere, across time zones, with on-site workshops where they add value. Pricing is agreed before work starts: fixed scope for projects and assessments, a set monthly fee for advisory and embedded teams.

Advice before implementation

We confirm fit and readiness before we propose any build, and we say so when it is premature.

Advice without vendor ties

We sell no licenses, so recommendations follow fit, cost and your team's skills.

Results your team owns

Documentation and handover mean the work keeps running after we step back.

Not sure which model fits? Start with a consultation

Tell us your goal and your current setup. In a first consultation we will recommend where to start, usually advisory or an assessment, and explain scope and pricing. If implementation would be premature, we will say so. There is no obligation. Book a consultation to start.

A first consultation moves from your goal to a clear scopeThree chevron steps: your goal, our recommendation of the engagement model, and a clear scope with pricing explained.1Your goalTell us the outcome2Our recommendationThe model that fits3A clear scopeScope and pricing explainedOne consultation, no obligationA first consultation goes from your goal to a clear scopeMobile view: three steps, your goal, our recommendation and a clear scope.1Your goalTell us the outcome2Our recommendationThe model that fits3A clear scopeScope and pricing explainedOne consultation, no obligation