Advisory Case Studies

For a deeper view of how leadership evaluates readiness for these kinds of decisions, see AI Readiness for Advanced Analytics. This work focuses on decision clarity and governance—not implementation or delivery.

Data Strategy

After the Data Platform Failed — Restoring Decision Confidence Without Another Build

A multi-million rand “modern data capability” delivered dashboards and automation, but not better decisions. This case shows how independent review reframed the problem as decision failure—clarifying ownership, governance, and risk before any rebuild was considered.

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Data Strategy

Investor Due Diligence — Separating Data Reality from the Investment Narrative

A private equity investor requested an independent view of a target’s “data capability” before closing. This case shows how data strategy due diligence tested whether reported performance, governance, and value creation assumptions were operationally real and defensible.

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For more illustrative scenarios, including PDF reports and example engagements, see the Examples page.

Data Strategy & Advisory Across Johannesburg

Independent data strategy and accounting automation advisory for organisations across Gauteng's major business districts.

Financial Services in Sandton & Rosebank

Johannesburg's Sandton CBD hosts the headquarters of South Africa's major banks, investment firms, and asset managers. From the JSE to the corporate towers along Rivonia Road, financial institutions here generate enormous volumes of transactional data daily. Data strategy advisory in Sandton focuses on governance frameworks, regulatory compliance, analytics, and decision support for risk management and client insights. Nearby Rosebank has emerged as a hub for fintech companies and professional services firms requiring data architecture guidance and accounting automation advisory.

Insurance & Healthcare in Parktown & Bryanston

Parktown remains home to several of South Africa's largest insurance companies and healthcare groups. These organisations manage complex claims data, actuarial models, and patient records that require careful governance and analytics oversight. In Bryanston, medical schemes and insurance administrators face similar data challenges—balancing regulatory requirements with the need for operational efficiency. Data strategy advisory in these sectors focuses on governance, risk assessment, and decision clarity around analytics investments and automation decisions.

Pharmaceutical & Manufacturing in Midrand & Kempton Park

Midrand's corporate parks house pharmaceutical distributors, logistics companies, and technology firms. The pharmaceutical sector in Johannesburg requires rigorous data governance for regulatory compliance, batch tracking, and supply chain visibility. Further east, Kempton Park and the East Rand industrial corridor host manufacturing plants, warehousing operations, and distribution centres. These environments generate operational data from production lines, inventory systems, and fleet management—requiring governance oversight and strategic clarity on how data supports decision-making.

Industrial Plants & Mining Services

Johannesburg's historical connection to mining extends to the engineering firms, equipment suppliers, and service companies that support operations across South Africa. Industrial plants in areas like Germiston, Boksburg, and the South of Johannesburg generate sensor data, maintenance records, and production metrics that require governance and strategic oversight. Independent advisory helps these organisations make decisions about data integration, platform choices, and how operational data supports leadership decisions.

Professional Services & Accounting Firms

Across Johannesburg—from Woodmead to Illovo to the Johannesburg CBD—accounting firms, law practices, and consultancies manage client data across multiple systems. These firms face unique challenges: high client volumes, diverse data sources, and the need to maintain confidentiality while improving operational efficiency. Accounting automation advisory helps these organisations evaluate automation options, assess risk, and make decisions about workflow changes without compromising control or client service quality.

Whether your organisation is based in Sandton, Rosebank, Midrand, or the industrial areas of the East Rand, independent data strategy advisory provides the governance oversight and analytical decision clarity needed to make confident choices about data investments and automation initiatives.

Data & Automation Diagnostic

A short, onsite diagnostic to understand how data and automation are actually working today — and where the real risks and opportunities sit.

Typically completed within 2–3 weeks, depending on organisational size, access to stakeholders, and scope.

For larger or more complex environments, the diagnostic may be staged while remaining tightly bounded.

Entails data strategy and capabilities assessment.

Outcome: a clear, written view of current-state reality, key risks, and practical options for what to address next — without committing to vendors, platforms, or delivery programmes.