Examples
Data Strategy Diagnostics
Illustrative examples showing how our enterprise data advisory works in practice. These are example scenarios demonstrating data assessments, big data analytics initiatives, data product sprints, and governance engagements—not case studies from specific clients.
Illustrative Work & Reference Material
Most AI projects and data products fail because insufficient resources are allocated to the planning phase. Without a solid foundation, even sophisticated solutions cannot deliver value. Too often, foundational work is rushed or driven by political considerations rather than technical requirements and proper risk assessment.
The examples below are provided to help leadership teams understand the type of thinking, structure, and output typically produced during advisory engagements. They illustrate our governance strategy in practice.
PDF Reports
Coffee Roaster: Production and Financial Data Insights
Demonstrates how production and financial data can be analyzed together using big data analytics to uncover operational insights and improve decision-making.
Logistics: Integrated Data & Automation Platform
Presents a practical strategy for introducing an integrated data and automation platform to a privately owned logistics business currently relying on manual, paper-based, and legacy workflows—connecting operations, finance, and analytics to improve efficiency, visibility, and profitability.
Fuel Retail: From Reactive Spreadsheets to Automated Finance
Illustrates a fuel retail business transitioning from reactive spreadsheet accounting into a proactive, automated finance function where the team gains hours back each week, the owner has real-time visibility into every station's performance, and AI handles routine tasks while humans focus on insight and control.
Law Firm: Accounting Automation Assessment
Explores how an accounting automation assessment can guide attorneys and finance leaders in a mid-to-large law firm through their finance and billing data flows. The objective is to identify risk, leakage, and governance gaps without disrupting operations or requiring system changes.
Accounting Firm: Tool Selection and Evaluation
Examines how an accounting firm can choose the right automation tool to manage hundreds of clients without hiring additional staff—assessing current bottlenecks, modelling different solution options, and weighing cost, control, and scalability before making any recommendation.
Asset Manager: Compliance & Governance Assessment
Examines how an asset manager can assess and strengthen compliance and governance across investment data, reporting workflows, and regulatory obligations—identifying gaps before they become exposure.
Bread Manufacturing: Capital Investment & Data Governance
Illustrates how a bread manufacturer can evaluate capital investment decisions and data governance readiness—connecting production, cost, and quality data to support expansion or modernisation choices.
Wealth & Investment: Data Lineage Assessment
Demonstrates how a wealth or investment firm can map data lineage across portfolio, pricing, and reporting systems—ensuring traceability from source to report for regulatory and audit purposes.
Food Manufacturing: Smart Factory Analytics Scope
Outlines how a food manufacturer can scope a smart factory or Industry 4.0 analytics initiative—assessing data availability, integration readiness, and decision priorities before committing to sensor networks or analytics platforms.
Automotive Dealership: Website Migration Assessment
Assesses how an automotive dealership can evaluate a website migration—considering data migration, integration with CRM and inventory systems, and governance of customer and vehicle data during the transition.
Cosmetic Manufacturing & Retail: Data Fragmentation Assessment
Examines how a cosmetic manufacturer and retail business can assess and address data fragmentation across production, inventory, sales, and e-commerce systems—identifying governance gaps and integration priorities.
Property Rental Management: Automation & Governance Assessment
Illustrates how a property rental management business can evaluate automation and governance across tenant data, lease management, rent collection, and maintenance workflows—ensuring data quality and process accountability.
Multi-Hospital Enterprise: Analytics & Data Governance Assessment
Demonstrates how a multi-hospital enterprise can assess analytics readiness and data governance across facilities—evaluating cross-site data consolidation, clinical and operational reporting, and regulatory compliance.
Digital Referral Platform: Analytics & AI Assessment
Outlines how a digital referral platform can assess analytics and AI readiness—evaluating data foundations for referral tracking, attribution, partner performance, and decision support before investing in advanced analytics or automation.
Brick & Cement Manufacturing: Production Analytics Assessment
Demonstrates how a brick and cement manufacturer can assess production analytics readiness—connecting plant data, quality metrics, and operational performance to support yield optimisation and capacity decisions.
High Earner Rental: Automation Assessment
Explores how a high-earner or premium rental portfolio can evaluate automation across tenant onboarding, rent collection, compliance, and reporting—reducing manual work while maintaining governance and control.
Cold Chain Logistics: Data Governance & Operational Intelligence Assessment
Illustrates how a cold chain logistics operator can assess data governance and operational intelligence—connecting temperature monitoring, inventory, delivery, and compliance data to support traceability, visibility, and decision-making.
Articles
Logistics Data Strategy: From Operational Chaos to Decision Clarity
Explores how freight, warehousing, and last-mile logistics companies use data governance, AI readiness, and decision frameworks to improve time savings, customer service levels, and advanced analytics outcomes.
Read Logistics Example →After the Data Platform Failed — Restoring Decision Confidence Without Another Build
How independent advisory helped an organisation understand why a multi-million rand data platform failed — and restored leadership confidence before any rebuild was considered.
Read Article →Investor Due Diligence — Separating Data Reality from the Investment Narrative
How an independent data strategy assessment helped an investor distinguish between presentation-level data strategy and operational reality during late-stage due diligence.
Read Article →Logistics Data Strategy: Illustrative Examples and Diagnostic Findings
Illustrative examples of data strategy diagnostics in logistics and supply chain organisations. Covers freight, warehousing, cold logistics, shipment margin leakage, TMS integration failure, governance breakdown, and what structured advisory produces.
Read Article →Manufacturing Plant with PLC–ERP Gaps
An example scenario of how we would help a manufacturing plant connect PLC data to ERP, fix inventory variances, and give finance reliable production insights—using our data product lifecycle.
Read Article →Interested in How This Works for Your Organisation?
These examples illustrate typical data strategy engagements—from diagnostic assessments and big data analytics projects to ongoing governance oversight. If you're facing similar data decisions, let's discuss how independent advisory can help.
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