Valiotti Analytics

At Valiotti Analytics, I lead a team that builds powerful, modern analytics stacks for companies ranging from Fortune 500s to fast-growing startups across EdTech, FinTech, GameDev, eCom, and mobile.
We’ve delivered 40+ data-driven solutions that have:

* Cut infrastructure costs by up to 40%
* Accelerated reporting by 70%
* Boosted client revenue up to 25x

Our end-to-end services cover everything from data warehousing and pipeline engineering to BI dashboards and machine learning.

Tech Stack: AWS, GCP, Snowflake, dbt, Airflow, Kafka, ClickHouse, BigQuery, Redshift, Looker, Tableau, Power BI, and more.

What we do:
✓ Data Strategy
✓ Data Engineering
✓ Data Analytics
✓ Advanced Analytics 

Need to scale your data capabilities? Let’s build something powerful.

CEO & Founder

Founder & CEO, Valiotti Analytics | Better Data Analytics for Data-Driven Companies

🚀 Founded valiotti.com — the go-to data agency for fixing messy marketing analytics.
Top-rated on Upwork & Clutch. Trusted by growth-stage teams to build dashboards, clean up data chaos, and drive faster decisions. Partnered with AWS, Google Cloud, and Salesforce.

Ex-Head of Consumer Marketing at the largest eastern retail company.
I’ve been the one chasing targets with thousand-row tables, slow reports, and siloed data — I know the pain.

Since 2019, I’ve helped marketing and sales teams:
→ Scale revenue up to 25x
→ Save hundreds of hours on reporting
→ Get insights that actually drive action

Let’s talk: https://calendly.com/nick-valiotti

Nikolay Valiotti

The hill I’ll die on:
“Natural language → SQL” will never — I said NEVER — replace analysts.

Every few months someone announces the same miracle:
“We cracked it — business users can query data in plain English now!”

And every time I think:
Great. We solved the part of analytics that was never the problem.

SQL was never the bottleneck, and typing isn’t the job — thinking is.
Most companies don’t struggle because nobody knows how to write a JOIN.
They struggle because nobody knows what question actually matters, or how to connect it to the business reality they’re living in.

Give someone a “natural language → SQL” tool and here’s what happens:

→ They ask vague questions.
→ The model confidently answers the wrong thing.
→ And everyone walks away thinking the data is broken.

The truth is that if analytics fails, it fails long before the query — at the decision, the framing, the context, AKA the part AI can’t do for you.

This tech won’t replace analysts. It just exposes how much of analytics depends on real judgment, not syntax. If anything, AI is about to make analysts more valuable — because someone still has to think clearly.

→ Follow Nick Valiotti, PhD for the data takes that won’t waste your time.
♻️ Repost if you’re tired of seeing “natural language SQL” demos pretending to solve a thinking problem with a typing feature.

Nick Valiotti, PhD

Author of Your Fractional CDO — Order on Amazon | Founder @ Valiotti Analytics | Data Strategy & Consulting for Modern Teams | PhD & MA in Analytics

Hard pill to swallow:

Excel was never the problem.
Dependence on Excel was.

Excel is brilliant.
It’s flexible, familiar, and absurdly powerful for its size.
But here’s the trap: the better Excel works, the more you rely on it. And the more you rely on it, the harder it is to grow beyond it.

Every company reaches that moment:
→ one file becomes 12
→ 12 becomes 40
→ 40 becomes a folder called “final_v7_really_final.xlsx”
and suddenly nobody knows which version is the truth

This isn’t a tooling problem. This is an infrastructure debt problem. And it compounds silently.

In my book “Your Fractional CDO” (Amazon: https://lnkd.in/dtvr7Y9Y) I break down exactly why spreadsheets become dangerous at scale — and what to do before your dashboards, KPIs, and decisions start contradicting each other.

Because the solution isn’t to “ditch Excel.” The solution is to stop using it as your entire data strategy.

Here’s where companies should shift their focus:

1 — Centralize your sources. Stop exporting CSVs like you’re throwing confetti. Put your data in one place — Sheets, a small warehouse, whatever. One source of truth beats ten perfect reports.

2 — Assign ownership. If everyone is responsible for the data, no one is responsible for the data. Quality only scales when accountability does.

3 — Automate the pipes, not the panic. Connect tools directly. Even Excel works beautifully as the front end if the plumbing behind it isn’t a disaster.

4 — Measure less, decide more. 50 KPIs don’t make you data-driven. A small set of metrics that the business actually uses — does. Excel absolutely has a place in a modern stack. Just not as the backbone of an entire company.

Tools don’t create clarity. Frameworks do. Excel should absolutely stay in your stack — just not at the center of it.

So fix foundations before foundations fail you.
And get your copy of Your Fractional CDO — unless you truly enjoy living dangerously with formulas that break when a butterfly sneezes.

Hot take we need to normalize in 2026:

Data engineering is not a one-time project.

Because here’s the truth nobody wants to admit:
Pipelines will break.
Schemas will drift.
APIs will betray you.

That’s not incompetence, that’s the nature of living, breathing systems.
The job isn’t to build a perfect stack and vanish into a Jira ticket sunset.
The job is to own it, watch it, and fix it before the business even knows a fire existed.

Great data engineers understand:
→ Code will fail — your detection speed is the real skill.
→ Models will drift — your adaptability is the differentiator.
→ Requirements will change — your shipping velocity decides your career.

This is why “set and forget” always becomes “set and regret.”

If you want trustworthy data, you need:
1 — Monitoring that screams before Slack does
2 — Engineers who debug like surgeons
3 — A real process for data contracts, not a Notion wish

Because data is infrastructure.
You’d never build a bridge and say, “ok, good forever 👍”
Don’t do that with your pipelines either.

Repost if a schema change has personally victimized you at 2am.
Follow me Nick for unfiltered takes on data engineering, data strategy, and keeping your pipelines from spontaneously combusting.

This is the best dashboard I’ve seen this week.
Not because it’s perfect — it’s not.

But because someone clearly gave a damn.
Most dashboards feel like spreadsheets that went to design school and dropped out.

This one by Alice McKnight, MPH one actually tries to communicate.

1 — The layout breathes
No clutter. No panic. Every KPI has space to exist — to be seen, not shouted.
That’s rare. Most dashboards feel like PowerPoints after a bender.

2 — The hierarchy makes sense
Big picture up top. Details below. You can tell Alice actually thought about how someone reads, not just what they read.

3 — The numbers talk, not mumble
They’re big enough, clean enough, and balanced enough to be noticed without screaming “LOOK AT ME.” That’s confidence.

4 — Context lives where it should.
There’s a data source, update date, and even the developer’s name.
That’s how trust is built — through quiet transparency, not endless disclaimers.

5 — It’s not flawless — and that’s fine.
Some visuals take a second to decode.
A table assumes you know what you’re looking at.
But that’s the good kind of friction — the kind that says “almost there,” not “run away.”

6 — It tells a story, not a status.
You don’t stare at numbers — you read them.
Every element works toward one message: clarity.

Great BI design isn’t about decoration. It’s about earning trust.
Every chart, number, and title whispering the same story, in the same tone, to the same person.

If your dashboards can’t explain themselves to a stranger, they’re not finished yet.
Save this for your next design review

Fractional CDO | Founder @ Valiotti Analytics | Data Strategy & Consulting for Modern Teams | PhD & MA in Analytics

Best dashboard I’ve seen this week.

For one simple reason — it doesn’t scream, it breathes.

This one by Anastasiya Kuznetsova is one of those rare Tableau projects that feels considered instead of stitched together at 2AM.
Here’s what stood out to me:

1 — The layout is clean. Ruthlessly so.
KPI block on top, two neatly separated tables at the bottom — nothing fights for attention.
There’s air. Space. Respect for the reader’s eyes.
(You’d be surprised how rare that is.)

2 — The first KPI section is genuinely clever.
The distribution visual is tidy, intuitive, and lands the message fast.
Only gripe: red numbers on a red background = Where’s Waldo: Dashboard Edition.
Easy fix for an otherwise strong idea.

3 — The remaining KPIs? Thoughtful as hell.
Side-by-side visuals make the comparisons stupidly easy.

4 — The left table is the star of the show.
Not your typical range chart — more informative, more intentional.
Switchable dimension, clean values, no useless axes cluttering the view.
Honestly: love it.

5 — The right table is simple, pretty, and functional.
Bars inside rows always look good when done right.
Switchers add flexibility without blowing up the layout.

And here’s why dashboards like this actually matter:

A while ago, inside one company, we ran a deep-dive attrition study. Months of surveys, HRIS exports, interviews, features, models… everything. And the biggest predictor of someone quitting?

A sudden, unusually long vacation.

Not salary. Not performance. Not even manager relationships. Just a long break — the classic “I need to clear my head” PTO that HR loves to ignore.

Dashboards like this help you see those signals before they turn into resignations on your desk.

Overall? It’s polished, structured, and built with care.
A dashboard that respects logic, not just decoration.
Every element feels like it belongs — and that’s the kind of design that scales, teaches, and actually gets used.

→ Follow me for more breakdwons like this.

A very important message — and some of you need to hear it twice:
Stop downgrading data analysts into IT interns.

If your analyst is fixing printers, resetting passwords, or babysitting dashboards nobody opens… congratulations: you’ve just burned the most strategic hire in your business. Because analysts aren’t “report people”, neither are they back-office technicians, nor support staff for whatever broke today.

They are business operators — and if they’re not sitting with marketing, product, and ops, you’re wasting their entire potential.

When analysts are isolated under IT, here’s what you get:
→ Numbers with no story
→ Dashboards with no decisions
→ “Insights” nobody uses

But put an analyst in the room where decisions are made, and the whole machine shifts:

Marketing: “We’re launching a new campaign.”
Analyst: “Perfect. Here’s what worked, what failed, and where your budget will disappear if you’re not careful.”

That’s what an analyst is for: not maintenance, not admin — but IMPACT.
If your analysts don’t understand the business, they don’t produce value. And that’s on leadership, not them.

—

♻️ Repost if you’ve ever seen analytics trapped where they don’t belong.
→ Follow Nick Valiotti, PhD for more hard truths on building data teams that actually move revenue.

Author of Your Fractional CDO — Order on Amazon | Fractional CDO | Founder @ Valiotti Analytics | Data Strategy & Consulting for Modern Teams | PhD & MA in Analytics

“Data analytics is so difficult”

No it’s not, you just need to know these basics:

1 — ETL (aka “just move the damn data”)
Fivetran — Free up to 500K rows. Unless you’re Google, you’re fine.
Python script — For people who are either clever… or broke.
Goal: one place for your data. Not duct tape. Not Excel exports.

2 — Data Storage
BigQuery. That’s it.
Cheap. Scales forever. Doesn’t cry when you throw SQL at it.
Storage = pocket change.
Queries = fine unless you go full goblin mode.

3 — Dashboards That Don’t Suck
Make it visual. Make it clear. Make it clickable.
Tool doesn’t matter.
That’s how you get decisions, not headaches.

That’s the starter pack.
No enterprise fluff. No shiny $10K toys.
Just a stack that works.

Now, this has been a mega short rundown. If you want details, foundations, and basics, my book “Your Fractional CDO” is for you.

Order on Amazon: https://lnkd.in/dDzQC3MJ

It shows you how to:
→ choose metrics that won’t betray you 
→ build a stack you won’t rebuild in 6 months 
→ think about data the way operators think about business

If this post was the appetizer, the book is the full meal — without the enterprise-priced bill.

Most “dashboard problems” I get hired to fix,

have nothing to do with dashboards.

They start with a CEO wondering why Stripe says one thing, their BI tool says another, and the cohort table sits in the corner pretending nothing is wrong.
Then someone quietly admits they’ve been “double-checking everything in Excel… just to be safe.”

That was exactly the case with one of our clients at Valiotti Analytics. They were not fighting the dashboard. They were fighting the system underneath it.

Broken foundations.
KPIs built on guesswork.
Two databases that didn’t speak the same language.
Refund logic that erased churn.
ETL scripts nobody remembered writing.

By the time dashboards started disagreeing, the real damage already happened months earlier — inside the pipelines, definitions, and identity logic that nobody had time to untangle.

This week’s Datapreneur is about how we fixed it and why it mattered.
If you’ve ever found yourself reconciling metrics manually… or trusting your gut more than your dashboards… you’ll want to read this one.

→ Issue 24 — “What Really Happens When You Skip Data Foundations”: https://lnkd.in/dSm8Ydud

I’ve just released a book that will save you a lot of money.
It’s called Your Fractional CDO.

It’s a sort of 101 to data analytics for founders, CXOs, and anyone who participates in decision-making.

And while it explains technical concepts in plain language, the book also includes a separate section on data roles — for a reason.

Your first data hire can either accelerate your business or quietly waste months and money. Not because they lack skill, but because every role solves a different layer of the system — and there’s a natural order to building your team.

So here’s a quick rundown:

Data Engineer — pipelines, integrations, storage, identity stitching. They create the foundation everything else relies on.

Data Analyst — insight generation, investigations, decision support. They tell you what changed — and why it matters.

Analytics Engineer — models, transformations, metric definitions. This is where CAC, ROAS, LTV, retention, and other numbers become trustworthy.

Data Scientist — forecasts, experiments, advanced modeling. Only useful when the basics above are stable.

CDO / Head of Data — strategy, architecture, prioritization. The role that ensures data work drives ROI, not noise.

In the book, I break down each role in detail — what they actually do, when they’re needed, what problems they solve, and the risks of hiring them too early or too late.

And I also share a simple formula for assembling your first data team, based on the stage of your business and the kind of decisions you’re trying to make.

So if you’re hiring your first (or next) data person, read this book first.
Your Fractional CDO is out now on Amazon: https://lnkd.in/dh7xP34x

You hired a CDO and nothing changed,

because one person can’t fix an 8-person problem.

Most data disasters don’t come from bad talent.
They come from asking one person to do eight different jobs.

Here’s what it looks like when roles are wrong:
Your “data scientist” is building pipelines. Your analyst suddenly owns AI because “they’re good with numbers.” Your BI dev is trying to architect a warehouse.

Each department has its own dashboards, none of which reconcile.
Everything is busy… and nothing is reliable.

Here’s what it should look like:

Data Engineers move data from your sources into your database/warehouse — clean, accurate, automated. If they do their job well, you never think about pipelines again.

Data Architects decide how all systems connect, where data lives, and how everything scales.

BI Developers build the interfaces: dashboards, reports, visuals — they’re the ones who turn tables into something teams can actually use.

Data Analysts provide meaning. They look at the numbers, explain what’s driving them, and tell you what decisions those numbers support.

ML Engineers turn patterns into predictions. Churn risk, lead scoring, recommendations — anything that forecasts the future lives here.

This is the basic setup. AI adds a couple more roles in the mix like AI Engineers for LLM integrations, Prompt/LLM Engineers for optimizing the use if AI, and AI Product Minds to decide where to add AI at all, but that’s a whole new level.

Think of it like a relay:

One role prepares the data, another structures it, another presents it, another explains it, another automates it, another embeds it into product.

When each team carries the right baton at the right time, everything works.

And this is exactly where a Chief Data Officer comes in. A CDO creates the system: who owns what, what gets built first, and how every part ladders up to revenue, product, and growth.

Without that leadership, you get activity. With it, you get outcomes.
If your team is scaling and you want this system built properly, let’s talk → https://lnkd.in/dzGjJgWM

This is how you do dark mode —

without turning your dashboard into a rave.

Most “dark mode dashboards” just go black = done and call it innovation.
This one? Actually built for low-light decision-making.

Here’s why it works:

→ Strong visual hierarchy — clean cards, deliberate contrast
→ Red as the accent — great for night use (yes, your eyes love red light)
→ KPI cards feel alive — that legend toggle is chef’s kiss
→ Filters + toggles speak the same UI language — no drift, no noise
→ Waterfall on tab two — intuitive, readable, fast
→ Tooltips — finally doing something useful instead of restating labels

In short: dark theme done right.
Subtle. Functional. Designed to be used — not just admired.

Amazing work, Pradeep Kumar G!

Nobody’s using your dashboards.

And it’s your fault.

Here’s why it happens — and how to fix it fast (read on for a free cheatsheet):

1 — Trust isn’t there (your numbers ≠ their numbers)

They’ve been making calls off a hand-rolled sheet for years. You ship a shiny dashboard, skip real QA/reconciliation, and it doesn’t match their file. Trust drops to zero.

Fix: reverse-engineer their sheet. Document every calc, filter, and caveat. Run the dashboard side-by-side for a few cycles, show a reconciliation tab, and agree on a single source of truth. If their sheet is wrong, prove it with traceable logic — politely.

2 — It’s usable… for you, not for them

Excel/Sheets let them scribble notes, add helper columns, and drop quick charts. Your dashboard stripped those workflows away.

Fix: interview them. What questions do they answer daily? What shortcuts do they use? Recreate the flow: default filters that mirror how they think, prebuilt “answers,” and fast paths for the 3 decisions they make most.
And if they want a table... just do the damn table. 

3 — You ignored the stakeholder journey

That report doesn’t live in a vacuum. It’s forwarded to investors, pasted into decks, compared with finance, exported for ops.

Fix: map the journey (inputs → decisions → outputs). Who touches it, when, and why? Build for the full loop: export formats that survive copy/paste, drill paths for board slides, and snapshots that audit clean.

Do these three and adoption stops being a prayer and starts being process. Otherwise, you didn’t build a tool, you shipped art.

And if you want the exact template I use to run dashboard discovery sessions with clients — it’s yours, free → https://gum.co/u/nrnjlnqa
🤠 Save now, thank me later!

Data isn’t magic.
But if LinkedIn is Hogwarts… a lot of wizards walk among us.

Every day on LinkedIn, someone breaks down a concept, simplifies a workflow, or explains a tool in a way that suddenly makes everything click.

It’s collaborative, generous, and strangely close to what a modern Hogwarts would look like — minus the robes and floating candles.

Here’s how I see today’s Hogwarts Faculty of Data:

Transfiguration — Data Engineering
The ancient art of turning raw chaos into clean, structured data.
Professor: José Siles
He’s been posting DE spells for so long that half of our pipeline discipline is basically his homework.

Flying — Pipeline Optimization
Airflow, but make it aerodynamic.
Professor: Benjamin Rogojan
His content is basically: “Here’s how to keep your broom from crashing mid-air.”

Charms — Data Analytics
SQL, dashboards, insights — the everyday spells.
Professor: Donabel Santos
Her posts are the closest thing we have to Wingardium Levio-SQL.

Defense Against the Dark Arts — Data Governance
Keeping your company safe from metric inconsistencies, rogue definitions, and shadow spreadsheets.
Professors: Charlotte Ledoux & John Wernfeldt
Blocking curses like:
→ KPIs that contradict each other
→ Definitions that shapeshift every quarter
→ “We thought Finance owned this metric?”

Care of Magical Creatures — Data Leadership
Where analysts learn how to survive messy data, stranger decisions, unclear ownership… and the occasional fire-breathing timeline.
Professor: John Cook
His content is basically a field guide to keeping analysts alive:
how to ask the hard questions, push back gently, spot bad logic early, and protect your team from the kinds of “creatures” that wander into meetings pretending to be business requirements.

Muggle Studies — Explaining Data to Non-Data People
The noble work of translating dashboards into human language.
Professors: Morgan Depenbusch, PhD & Andy Kriebel
Their content is the bridge between:
“I don’t get this chart” → “Oh… THAT’S what it means.”
The Muggles absolutely love them for it.

If you were hiring at Hogwarts…
Who else belongs on the list? Tag them in the comments!

I wrote a book.

Unlike AI, it might actually replace me.

A few years ago I realized something obvious but uncomfortable:
There wasn’t a single book that explains analytics to business people in a way that actually makes sense to business people.

There were tons of technical books — great ones, even. But for a founder, a CMO, a COO, someone running a real business, most of that material was unusable.

So I wrote “Your Fractional CDO”.

It’s not a technical manual. It’s a decision-making manual.
Because most people still think a CDO is the person who “knows how to count things correctly.” While CDO is actually the one who:
→ Knows when a metric is lying
→ Understands the cost of fixing vs. the cost of ignoring
→ Picks the system that gets you to ROI fastest — not someday
→ Connects marketing, product, ops, finance, and sales into one coherent story
→ Prevents decisions that look smart in dashboards but kill you in reality

And this is exactly what this book helps you see: context, judgement, trade-offs; how business reality collides with data, and how to actually make decisions with the thing you worked so hard to measure.

It won’t promise you a “data culture.” It will help you solve the one problem slowing your business down right now. And honestly, that’s what most leaders actually want.

If you want to support me:

→ Grab the Kindle edition (it’s free if you’re on Kindle Unlimited): https://lnkd.in/dKbMg8fp
→ Or just repost this so more founders, CXOs and whoever might need it see it

And a quick note: print-on-demand edition goes live soon — hardcover + paperback, with reviews on the back from some of your favorite data creators: José Siles and John Cook. 

Designed to be highlighted, dog-eared, and carried around like a field manual.

Most dashboards fail for a simple reason:

They answer questions nobody asked.

We jump straight into charts, colors, and layouts… but skip the one step that actually makes a dashboard useful:
Understanding how people will use it.

Here’s the part so many teams miss:
A useful dashboard isn’t built around metrics. It’s built around decisions.
Before opening Figma, Tableau, Power BI, or anything else — ask your users:

→ What decision do you need to make faster?
→ What is the pain with your current process?
→ What do you consider a “good” or “bad” week?
→ Which slices, filters, or comparisons do you need every time?
→ Which metrics do you actually trust?

If you can get clear answers to these five things, the dashboard basically designs itself.
No more 12-widget monsters. No more “Can we add one more chart?” No more reports that look great… and get ignored.

Because the truth is simple:
Dashboards fail when they’re built for the tool, not the user. Dashboards succeed when they’re built for the decision.

If you want a shortcut:
I put together a Dashboard Interview Cheatsheet — the exact framework I use with clients to turn vague requests into dashboards that actually get used.

Happy to share it: https://lnkd.in/d_tq_kGb
Let’s make dashboards people actually use.

There’s just one difference between an AI product that fails and one that grows.
And it’s not the AI.

Right now we’re living through the noisiest tech bubble since crypto and dot-com.

Investment dollars are flying into AI companies not because they’ve built something groundbreaking, but because everyone hopes they might someday.

And in this environment, every founder eventually thinks: “Maybe I should build an AI product too.” So the market fills up with thousands of tools that all look identical. 

Some raise millions before they have a single real user. But here’s the part no one wants to admit: if you add AI without adding product discipline, your AI becomes a liability, not an advantage.

The products that survive this hype wave won’t be the ones shouting “AI” the loudest. They’ll be the ones that:

→ measure what actually drives acquisition & retention
→ understand real user behavior
→ iterate based on data, not vibes
→ know where AI helps — and where it breaks
→ build a feedback loop around the model, not treat it as a miracle

So AI doesn’t fix a weak product. AI exposes it.

This week’s Datapreneur issue dives into a real case where analytics didn’t just analyze an AI platform — it reshaped how the AI sells, behaves, and improves over time.

If you’re building AI right now (or funding it), this one is worth your time.
Full story → https://lnkd.in/dcNF3TWi

The hill I’ll die on:
Your company doesn’t need to be “data-driven”.

You need the one fix that removes today’s bottleneck. And make sure it doesn’t occur again.
Might be a report you rebuild every week, a KPI no one can calculate twice the same way, a funnel that breaks every time you need it, or a dashboard that looks great but tells you nothing. You name it.

You just want one thing: an exact solution to the exact problem setting everything on fire as you read this.

That’s why I wrote Your Fractional CDO. Not as a manifesto, but as a practical first step for founders who need clarity fast — and don’t have six months to waste wondering what they actually need.

Because once you peel back the noise, most “data problems” come down to a few simple truths: → Metrics break when no one agrees on their definitions. → Dashboards lie when systems don’t tell the same story. → Your first data hire can quietly save you a fortune — or quietly burn it.

The book exists to help you spot these traps before they cost you time, money, and momentum.

→ Get the book: https://lnkd.in/drHQsQgK
Because you don’t need a data revolution.
You just need your next decision to be right.

They say being a data analyst is about SQL and dashboards.
In reality, it looks more like this:

1. Drink a giant mug of coffee
2. Management asks to “fix something” in the dashboard
3. Spend 40 minutes decoding what they actually mean
4. Drink another coffee
5. Fix it
6. Hear: “It looked better before”
7. Inhale deeply, consider moving to a monastery
8. Three back-to-back standups that could’ve been one email
9. Breakfast at 4 PM — the most spiritual meal of the day

Data skills matter.
But caffeine and patience are the real tech stack.

Smash Repost if you’ve ever whispered “SELECT * FROM sanity” into your mug.

Some dashboards fight you.

This one actually wants you to understand it.

I spent a good half-hour playing with this insurance portfolio dashboard — and honestly, it’s one of the rare cases where you can feel the designer thinking.

Here’s what stood out immediately:

1 — The layout breathes.
Clear spacing, clean separators, nothing screaming for attention.
Just calm, intentional design — the kind that makes a CFO exhale.

2 — A tiny detail that changes everything:
The settings-style legend on the left. It’s subtle, elegant, and genuinely helpful.

And the wild part? Every chart using that arrow icon supports cross-filtering — and it takes exactly two seconds to figure out.
That’s good UX.

3 — KPIs with personality.
Each metric comes with its own deviation indicator — maybe slightly duplicated across the board, but it works.

Feels neat, approachable, almost “mobile-app clean.”

4 — Tooltips, source labels, developer credits.
This is what “designing for trust” looks like.
People forget that credibility is a UI element too.

5 — Benchmarking page? Thoughtful, but not perfect.
Some spacing inconsistency.
Sparklines don’t need Y-axes — they’re meant to whisper, not lecture.

But the idea of darkening the selected quarter? Love it. Not 100% intuitive, but intuitive enough.

6 — And then the BROKERS view hits you.
Super-light bars with subtle borders — aesthetically beautiful.
A different stylistic choice from the first sheet… but honestly, it works. Clean, airy, almost Scandinavian.

Overall? This dashboard has a soul. Simply because someone cared enough to make every interaction just a bit smoother than you expect.

If more dashboards were built this way, we'd have fewer “what am I looking at?” meetings and more actual decisions.

Great work, Ellen Blackburn!

Let’s be honest: running a marketing agency is like always being on trial. 
Every action and every dollar has to prove it wasn’t in vain. 

Good reporting can do that.
Bad reporting makes everybody look confused.

At Valiotti Analytics we worked with a marketing agency that was managing reports for 70 clients — all updated by hand.
Download. Paste. Fix. Repeat. By the end of each month, nobody trusted the numbers anymore.

They weren’t maintaining 70 reports, they were repeating one broken process 70 times.

So we tore it down and rebuilt it from the ground up:
→ automated data collection
→ standardized logic and definitions
→ one dashboard with secure, trackable client views

That’s when the magic happened: reports refreshed automatically, formulas never broke, and the team got 80% of their time back to actually think — not just maintain.

They didn’t just improve reporting — they improved how the whole agency learns.

If you’ve ever looked at a dashboard and thought,
“Cool… but what am I supposed to do with this?”
you’ll want to read this one.

Dive into the full story → https://lnkd.in/dyPVMC2M

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Founder & CEO

Savvy Social

Alignment of GTM departments for a +20% uplift in profitability, and decrease in cost due to data-driven initiatives. EMEA hit the highest month in terms of MRR. We hit over +278K in MRR in Summer which should be the toughest period. 

Projects 

- Building Revenue Operations in the Sales team for regional teams in EMEA, North America, and Asia
- Accurate reporting  across every touchpoint through the funnel
-  Automate & Operationalize  lead lifecycle for frictionless processes
-  Dashboard for sales, executives, and the marketing team
-  Automation, workflows, and operation for sales teams and fulfillment sites across the organization
- Sales projection, forecasting, and data analytics** for EMEA, NA, and Asia regions
- Aligning departments (marketing, sales, and CS)
- Implementing CRMs and integrating with other GTM tech tool

Head of Analytics

HYPCCCYCL

Member
HYPCCCYCL is an invite-only, professional community where top B2B revenue leaders cross-train their GTM skills with VCs.

Brand Ambassador

RevGenius

Member

Astela

< Open the vault >
< put quality in your pipeline >
< Revenue engine that lasts forever NewEra of GTM >

We are like your Outsourced CRO aka Revenue engine. 

•Market penetration
•GoToMarket strategy 
•Fastest way to Impact 
•Fixing the old way of doing outbound with  TheVault (Outbound2.0.0) which is customer centric overall aligning bot revenue engines sales and marketing. 

We created that demand so outbound feels like inbound. 

Revenue focused > Meetings.

Co-Founder

Spendesk

Account Executive

- Started seeing results after 2-3 months.
- Been for few months as full cycle rep. 
- 980k ARR sourced
- Shift happened after seeing that volume was not gone help 
- Started to pursue quality in targeting and picking accounts, personas & ICP. 
- As it was early, the company also went in marketing to understand things that could help me. 
- Been involved a lot with the marketing and CS team all the time. Also working closely with the manager.

Senior Sales Representative

Etiket Agency

- Establishing their and runing their paid advertisement performance campaigns for B2B clients.
- Managing their campaign budgets for B2B clients. 
- Running SEO and FB campaigns mostly. 
- Running marketing team full of 14 people at the end started only with 2.

Marketing Manager

- Researching for clients campaigns. 
- Managing CRM. 
- Working closely with marketing and sales and CEO. 
- Admin work.

Sales And Marketing Specialist

Head of RevOps | Recently helped SaaS organisation 19% faster growth, +10-20% sales productivity, and 30% lower GTM costs with Revenue Operations

My Name is Ali and I love building things. Whether that be data solutions, my business, or helping other organizations at the end what I'm doing is building myself into the person I want to become. 

Our thesis is that data is the lifeblood of any organization and will only work if it's made custom to your goals, needs and priorities at any stage of your growth.

Unfortunately, many businesses don't have that as they 

-  Rely on off-the-shelf solutions that are not custom to their needs and don't adapt 

- Their data is all over the place resulting in not able to make any data driven decisions.

- Can't rely on their data to make rational logical decisions. 

- They track surface-level KPIs and not actionable insights that would give them a competitive advantage 

- They don't know how to bridge the gap between business and data expertise.

Well at aztela we are that bridge that connects business and data together to develop a moat inside of your business resulting in: 

- One of our clients generated over 20x ROI since starting working with us resulting in over $10m in revenue attributed 

- Increasing profits due to seeing everything at one place which would normally take you 100h a month

- Decreased churn and increased LTV able to see bottlenecks, and root cause as opposed then spinning in circles 

- Fixing inefficient operations due to removing data silos 

We do that by utilizing data you already have and turning it into actionable insights. 

We implement custom analytics dashboards (BI) and advanced solutions to achieve business results just by utilizing data you already have.  

If you want to create a moat, competitive edege in your market click on this link to speak to our team- > 
https://calendly.com/alizu/15-minute-meeting-aztela?month=2024-04I

Ali Z

Your data problem didn't start in your warehouse. It started in that free-text 'Region' in your ERP. Spending $1M modernizing your stack, won't fix your data. 

Everyone wants accurate data.
But when you dig you realize their processes were never built to produce good data.

They’re trying to analyze chaos.

A few months ago, we were talking to finance company. 
They’d just spent 14 months modernizing their stack.
They hired the data engineers.
Millions spent.
Hundreds of dashboards.

And yet:
“Revenue” in Salesforce included refunds.
“Customer” in Marketing meant prospects too.
Operations had 15 different “regions” spelled 8 different ways.

The tech wasn’t broken.
The process was.

Their CRM, ERP, and sales systems were designed for convenience, not for data.

Every time a sales rep skips a CRM field..
You create a leak in your data foundation.
Until your warehouse is garbage. 

If your processes weren’t designed with data in mind nothing will save you  

Here is how to go about stopping bad data

1. Design Every Process as if Data Were the End Goal

If you’re setting up a CRM, ERP, or even a Google Form, build it like a data engineer would.

Even if it's yet. Develop a process with data in mind. 
As down the line, you will need, and rather than waiting 3-5 months to get data. 

Replace free-text fields with controlled dropdowns.
Enforce mandatory fields that align with business-critical metrics.

Executives say they want clean data but approve workflows that guarantee mess.

In my opinion, data should be clean from the source. 
Becuse if it's not, managing pipelines, modelling becomes a nightmare. 
And even that can't save it 

2. Treat Metrics Like Products 

Agreeing on definitions is not easy at all. 
People change, leave. 
2 VPs can't agree on it so they create their own spreadsheet. 

Every metric you report on should have an owner, version history, use case and single definition across the company.

If found in a situation can't agree, ask "What finding this info enables you" 
If can't answer it, archive it. 
Or if can't agree on metric. 
Seperate and define clear use case where each. 

3. Asssign Owner & Build Feedback Loops

Bad data comes from the frontlines, reps skipping CRM fields, creating custom objects in Salesforce. 

Assign owners of the metrics.

Answer: 
Who owns the data?
Who manages the inputs?
Who's keeping operational systems clean? (Data stewards)

If no one is accountable or owns it, how do you thing it will get fixed.
Tie accuracy to incentives. 

4. Enforce Standards, Not Opinions 

Everyone uses their own definition of “good data” 
Define how data should look: formats, naming, validation rules.

If “Region” is free-text in CRM, you’ve built chaos by design. 

5. Data quality isn’t a project or a one-time thing  

Start where it's most important. 
Track exceptions, expose results, fix patterns.
Embed it in the system, so it's proactive rather than reactive.

Ali Šifrar

CEO @ aztela | Fractional data leader helping scaleups+ mid-market, gain control, value from their data to accelerate their data, digital & ai journey.

Everyone trying to 'become AI-driven.' But less than 10% of you actually are. You can't even trace where your data is coming from or what is difference between 2 metrics. 

Let’s call it what it is:
Most AI or ML initaitives fail because your data isn’t ready.

When we walk into mid-market organizations we see the same pattern every time:

Sales, finance, and ops each define metrics differently.
BI and AI pull from different data sources.
Data pipelines are built in silos, no lineage, no ownership.
80% of the data is still trapped in PDFs, or spreadsheets.
AI pilots stall in POCs 

Few months ago one firm came to use after burning through $400,000 on “AI enablement.” 

When they tried to build AI use cases (recommendation engines), the models failed.

Their models couldn’t differentiate between 'accounting-adjusted revenue' and 'store-reported sales'. There was no business meaning attached. 

Here’s the Data That Should Scare Every CIO

Over 55% of companies cite inconsistent data architecture as the #1 blocker to AI readiness. But only 14% invest in Data Strategy, the part that makes all investment pay off. 

Here is how to do it 

1. Impact over complexity  

Start with use cases, data products, not ML or AI. 
Don't due AI for sake of it. Don't skip foundational work.
Most use cases I saw are hidden logical statments.

Data products deliver business outcomes. 
Then design data products, curated, governed datasets aligned to those outcomes.

The smartest organizations aren’t moving data,  they’re federating it.

They build logical data products that query where data already lives, wrapped in a semantic consumption layer that abstracts complexity from the business. 

2. Semantic & Consumption layer 

A semantic layer starts by translating business concepts into reusable logic.

Instead of 20 “revenue” tables with different definitions, you get one trusted “Revenue” concept everyone agrees on defined once, reused everywhere. 

3. Add Business Context, Metadata & Lineage

Don't just add metadata. Add meaning. 
If not, AI will just assume. 

Column names like rev_net_v3_final don’t help at all. 
You need business metadata, written in the language your teams use.

You need business metadata, written in the language your teams use. 

Answer: What does each data point mean in business terms?  Where from? Where used etc?

This is not only for AI but also for trust and adoption. 

4. Don't need 99% data quality but 

The companies that are winning treat AI readiness like data hygiene.

Data doesn’t stay clean.
Set process ensuring data accurate in upstream. 
Freshness checks ensure data timeliness. 

5. Simplify to Scale.

Complexity kills agility.
If your data architecture diagram looks like a Gartner Expo, it’s already broken.
Every component should have a measurable purpose or be removed.

Start fixing the foundation that actually makes it work.
AI Readiness is a byproduct of good data enviroment.

You hired $200k engineers to clean your data. But a 3-year-old spreadsheet is more trusted than your $1M data warehouse. Here is why 99% accuracy doesn't matter 

“We can’t trust the data.” said every 'data-driven' org, so they

Buy another observability tool.
Hires two more data engineers.
Runs another “data cleaning” project.
Trys to change the logic in the warehouse. 

Six months later?

MD notices 2x higher revenue before the meeting.
Dashboards don’t match finance.
VPs trust his 4-year-old sheet more than the 1M warehouse. 

Here’s the truth 
80% of data problems have nothing to do with pipelines, tools, or code.

They start upstream, in the way your business creates the data.

We worked with a cement manufacturer running plants in multiple.
One plant was 100 years old. The other was new.

Different equipment, processes.

Everyone recorded data differently.
One used a shared Excel file.
Another logged reading in a legacy system.
A third called maintenance over the phone, logged in free text field in ERP.

By the time that data reached the warehouse, already broken.
Mismatched units, timestamps, duplicate entries.

The failure happened long before ingestion.

Most data quality mistakes are people, process, and trust issues. 

Most often that we see are: 
-No validation because “it looks fine.” 
-Treating quality standards as static.
-Ownership of IT.
-Logic scattered from BI to semantics.
-Long data lags not up to date. 

Data always fails, silently but that's to late.

Here’s How You Actually Fix Bad Data Forever

1. Map Where Data Is Born

Where does each data originate

Who enters it?
In which system?
How often?
You’ll find that half of it starts in Excel or free text fields in CRM.
Start where there is the highest impact, like regulatory etc. 

2. Standardize the Process.

Map out the process, ensuring that bad data is not possible to be entered. 

Standardize the process:
Define what, when, and how data is captured.
Document it.
Enforce it across.

Having a free text field in CRM is perfect for bad data, replace it.

3. Validate at the Source

Don’t wait until Snowflake to check for errors.
Build validation rules where the data starts. 
Catch mistakes before they hit the warehouse.

4. Assign Real Ownership

Every dataset, metric needs two people:
Owner: A business person who cares about accuracy.
Steward: A person who ensures reliability.

If no one owns it, it won’t get fixed.

5. Don't forget trust 

Accurcy ≠ Trust. 
Seen VPs trust old Excel file more than $1m warehouse. 
Most treat DQ as reactive play, fix it when it fails
But by then, trust is broken

Need to be always getting feedback from end users for trust.

Tip: Know important dates. This ensures specific QA done prior important meetings

Most data issues are reactive, when VP presents 3x higher revenue on board meeting.

Comment "DQ" and I'll sent you a detailed playbook on how to ensure to stop the bad data that results in trust and adoption in weeks

You promised to build source of truth, add predictive, dashboard annoying VP but in 12 months got 313 broken dashboards. If your Head of Data says "Yes" to every request, fire them

I can walk into any $20M, $1B org and I’ll find:

-89 dashboards nobody trusts.
-A “modern stack” that costs more than it saves.
-A data team is exhausted from chasing every request.
-CEO asking, “Why we still didn't fix this data mess?”

Most fail because leaders try to fix everything at once.

“Let’s rebuild the warehouse. Add AI. Roll out dashboards. VPs screaming "We need this...." 

When everything’s a priority, nothing is.

Most act as 'ad-hoc' service desks like. 
Trying to please everyone, say YES to all usless requests. 

After 6-months you spent 80% building usless things, that don't solve the problem.

You can’t modernize your architecture, add AI all at once.

12-month 
They care about whether something finally works and gets results.
And fast. 

Here is how to balance and prioritize accordingly 

1. Create clear priortization criteria

Revisit the business pain points identified in your earlier assessment

Pick one high-visibility, high-value problem 

Define Clear Scoring Criteria

Evaluate every initiative using these dimensions:
Business Value - Quantify the ROI or risk reduction.
Complexity - How mature is your current data environment?
Urgency / Risk - What happens if we don’t solve this?
Frequency - Are these data products used recurring daily or quarterly?
Reach - How many departments or users used by?
Time-to-Value - How fast can we deliver?

Additional Factors:

Staffing & Availability 
Budget & Capital Constraints 
Competing Current Projects
Upcoming Milestone 

You can use AI to help but need to feed a lot of context

2. Map it out, Rank, Communicate, and Confirm

Now score rank each use case
Validate this with your executive sponsor:

If it doesn’t meet the criteria, it doesn’t make the cut.

High impact, low complexity → Do now
High impact, high complexity → Plan next
Low/low → Park it
Low/high → Drop it 

3. Create a “Stop Doing” list.

Think in terms of data products.
If the 'quick thing' that VP asked doesn't have an end user, outcome, timeline, current way, definition of done assigned, don't do it. 

Thats why your data strategy or priortization roadmap needs to be reflected monthly. 

At the same time, you don't need to plan 12 months, Focus on now 3-6 months MAX

Things change fast 

4. Sequence, don’t scale

Your first few wins buy trust and set foundation for future strategic initiatives.

For example 
Start with a data product where the finance team spends 50+ hours manually reconciling data. Fixing this builds your pipelines, and a semantic layer,  this create foundation for next initiatve

For example can't do 'predictive' prior having a foundation set. Start with quick wins that enable that

→Comment "Matrix," and I'll send you a Priortization Matrix Playbook on how to balance short vs long term and setup data as growth function.

Your $1M 'modern data warehouse' is world's most expensive junkyard. Tracking 2TBs of usless data 'just in case' but still takes 2-weeks to answer simple question.

Every company says the same thing:
“Let’s capture everything, for down the line”

That sentence has quietly destroyed more ROI, Snowflake credits, and data trust than any bad tool ever has.

A few years ago, I met a retail data leader that proudly told me,
“We’re tracking everything. Every click, scroll, hover, API event.”

A billion events a day.
Storage bills through the roof.
And still, the FP&A didn’t trust a single revenue number. 
Irony right

Analysts couldn’t even tell if someone added or removed an item from a cart because every event stored the entire basket state.

So the engineers were drowning in data.
The business was starving for insight.
And leadership thought the solution was… to collect even more for 'in case'.

That’s not data maturity. That’s data garbage.

Most mid-market firms believe more data = more answers.
But that logic is backwards.

When you collect everything:

Your warehouse becomes a landfill.
Pipelines grow, meaning more debugging.
Your team spends 80% of time cleaning, 20% analyzing.
Governance dies because no one knows what matters.
Every metric becomes a debate, not a decision.

“Collect everything” doesn’t make you smart, it makes you slow, expensive, and untrusted.

Here's how to fix this

1. Start with the business question, not the data source

Before tracking another event, ask: “What question are we trying to answer and who needs it?”

If it doesn’t tie to a decision, action that enables the end user to achive their objective 
Don’t collect it.

Data only valuable if used, storing it it's worth $0. 

2. Move from data hoarding to event intent.

Stop dumping entire states  
Start tracking facts, atomic events one line that captures who, what, when, and why.

They represent a business action or customer intent.

For example:
- Don't “Full basket snapshot” → 200 useless fields.
- Do “Product_Added_to_Cart” → who, what, when, how much.

That’s where clarity starts.  
This is gone build foundation for it as AI needs context, not just more data.

3. Build a tracking plan that acts like a product spec.

Define which events are allowed, what’s mandatory, and who owns them.
If it’s not in the plan, it doesn’t get into your warehouse.

Most warehouse look 'modern' outside but 'legacy' inside. 
You didn't fix nothing, just made it worse. 

4. Kill the “just in case” mindset.

You don’t need another terabyte of noise.
You need confidence in the 1% of data that drives 99% of value.

One org had TBs of data, queries that cost  > $5,000 month, that they didn't need at all. 

If it takes three department, two weeks to answer “What’s our active customer count?” 

You’re not data-driven. 

Companies winning with AI and analytics aren’t hoarding petabytes.
They’re the ones who know exactly which 1% of their data actually matters.

Data Architecture is worthless. You just spent 12 months fighting with pipelines and $500k building data platform. But then VP announced move to HubSpot, and now all your work is useless. 

Most “modern data platforms” break the moment your business changes.

You spend 12 months modernizing, Snowflake, dbt, BI, governance, the works.
You spent hours on meetings aligning on definitions. 
You finally set processes in CRM so data gets accurate in the source. 

But then suddenly…
→ The CEO changes the pricing model.
→ VP says "We migrating to Hubspot" after you spent last 5-months combating with existing sources. 

Suddenly, everything you worked on became usless 

Half your dashboards are wrong.
Data models break.
Pipelines you built are usless.
New source + process needs to be redone.

You didn’t build a data architecture right way. 

Most companies build static systems in dynamic businesses.
You’ve got cloud storage and transformation pipelines…

But every change request still takes 6 weeks.
Every definition debate lasts 5 meetings.

You are communicating throught some 3rd persona that all value gets lost through translation. 

Building 'data architerture' in itself is not valuable. 
That's step 0. 
Step 1 is actually using it and generating ROI. 

Best data leaders and teams are building adaptive data architectures and evolve with the business. Not the other way around. 


Here is how to build data architerture that ensures trust, agility and long term ROI.

1. Map business capabilities, not systems

Forget the org chart,  map what your business actually does for each business area. 
From finance, sales and so on how do they work. 

This becomes the foundation of your data platform design.

2. Architect for change, destruction, not perfection.

Keep architecture modular.

Data Integration: Connect and standardise data
Data Layer: Raw → curated → business model
Smart Data Services: Reusable data products and APIs
Search & Consume: Self-service tools and governed access 
.
You should be able to change and add without breaking or rebuilding. 

3. Build data products, not pipelines.

Each product serves multiple teams,  with clear ownership and measurable value.

E.g., “Customer Revenue Product” used by Sales + Finance + Marketing = one truth, three users. 

Everyone can accsess lowest hanging data, aligned to their objectives, which allows agility, but remains control. 

4. Make governance adaptive

Governance that moves at the pace of business,  flexible, iterative, and owned by both data and business.

Governance = light guardrails, clear ownership, fast iteration

5. Build feedback loops

Your architerture should adapt to your business. 
Attack lowest hanging fruits, only build according to value. 

Identify a business outcome
Deliver a small, testable solution
Measure impact
Iterate

When you build adaptively, everything accelerates

Your business changes every quarter.
Your data architecture should adapt, scale with you

Your machines are collecting millions of data points. But PLC says “Pump_4A” while your ERP says “Equipment_1403.” Your market edge is trapped inside 20 year old machine and 2008 Excel file. 

Pumps. Sensors. PLCs.
They’re all generating thousands of data points every second.

The problem? 
No one’s listening.

Not because the data isn’t there, it’s everywhere.
It’s because your systems, teams, machines don’t speak the same language.

Machines OT are speaking MQTT or OPC-UA.
Corporate IT systems are speaking SQL and APIs. 
The business speaks “Excel and PowerPoint.”

So you’ve got noise.

I sat with a COO & CIO of a 300-person industrial manufactuing firm.
Their “digital transformation roadmap” - AI, predictive maintenance, digital twins,

But when asked:
“Can your systems tell you in real time when a batch is about to fail?”

Silence.

Here’s what was happening behind the scenes:
-Quality results took 6+ hours to show up in reports. 
-Each factory ran different generations of equipment and software. 
-Production systems (SCADA, MES) weren’t connected to corporate IT (ERP)
- Engineers couldn’t access business data, finance couldn’t trust operational numbers. 

Because here’s the truth:

Most industrial or heavy operational orgs already own the data they need.
They just can’t use it - because it’s locked inside 20-year-old machines, local servers, and 2008 Excel templates.

The result?

Every report was hours late, every meeting a data debate, and AI pilots stayed stuck on PowerPoint. 

All while you are losing $260,000-$2M per hour due inefficency

Here is how to combine OT and IT data into a single, trusted layer to create moat

1. Start with a Unified Namespace.

Stop wiring point-to-point systems.
Standardize how data talks MQTT, OPC UA and normalize it at ingestion.

If one site logs “pump_2B_temp” and another “Pump_2B_Temperature" its problem

If every new sensor needs a custom connector, your architecture is already broken. 
All pulled from UNS from there. 

2. Unify OT and IT data in one foundation.

Make finance, operations speak the same language.

If finance’s “efficiency” and operations’ “efficiency” don’t match, losing money.

3. Govern before you automate.

Everyone wants AI. No one wants accountability.
Assign data owners, document definitions, build lineage.

Every dataset without an owner becomes a liability.
Governance isn't seperate project its part of the architecture. 

4. Democratize, but with guardrails.

Give operators, analysts, and managers access to governed data through a portal or tool they like. Excel not enemy.

It's not giving them all data, but one aligned to their needs. Federate impact, give flexibility.

5. Prioritize by value, not hype.

Start with quality prediction, maintenance alerts, where value is visible and measurable.
If a project doesn’t have a impact, defintion of done, stop.

You have data worth millions

When your OT, IT, and finance speak one language,  you can create a moat

Everyone wants AI and predictive. But most of your data is locked in 1990s ERP system, 31 spreadsheets, and Joe shouting across the hallway. Moving from legacy ERP won't make you data-driven. 

Most mid-market run on systems older than their CEOs.

That “temporary” ERP you implemented in 2010? Still there.
The homegrown Access database that powers finance? Still critical.
Half your ops? Run on Excel, emails, and shouting to Joe 

You don’t need to replace your legacy systems to move forward.
Moving from legacy ERP won't make you data-driven. 
After 18-months gone be in bigger data mess but in cloud

You just need innovate around it. 

Was talking to CIO at huge industrial company facing this nightmare.

Their ERP was from the 1990s. 
Their factories ran on siloed systems.
Data lagged 6 hours behind reality.

Replacing the ERP wasn’t an option. 
So they built around it.

They built an integration “hub” so all systems could talk without touching core ops.

They normalized data at ingestion.
They governed every metric from the start.

And suddenly, they had real-time visibility, data to leverage a 24-month delay.
They led with value, not tech. 

Here is how to deal with legacy systems

1. Stop Thinking in Systems. 

Stop treating your ERP as your source of systems
Legacy record transactions. 
Build innovation around them, not inside them.

You don’t fix legacy by buying new tools.

You fix it by decoupling the old stack from the new.
Build a central data layer (lakehouse/warehouse) that real source of truth, and let your ERP, CRM, and OT systems feed into it. 

2. Introduce an Integration & Translation UNS Layer.

If your ERP, legacy, OT systems can’t talk API, don’t panic.

Add a lightweight API gateway or event-driven architerture 
Make every legacy system publish standardized events through that. 

If ERP calls it “Material ID", Iot some code and MES calls it “Product Code” you need apply consistent data model, naming conventions

That one layer eliminates point-to-point chaos, everyone speak same language  and gets data with context. 

3. Normalize Upstream, Not in Dashboards.

Most firms want AI but have "machine_21" in warehouse but "M12" in ERP. Not gone work

Standardize naming conventions, master data, use canonical schemas , validate

If we can't align on metrics, nothing will happen

4. Go Hybrid, Not All-In Cloud

Not every system needs to move or even can

Keep sensitive or legacy systems on-prem if that case
Send structured, validated data to your cloud lakehouse
Sync it in near real-time if have clear value there

5. Govern Before You Scale.

When someone pulls “Margin,” they need to know:
What it means
Where it came from
When it was last refreshed 

Assign data stewards per domain  
Define data flows between systems.
Establish business definitions for critical metrics

Don't let your legacy systems stop you

Comment “LEGACY” and I’ll send you the blueprint how to deal with legacy, without breaking the business

Most data teams are set up for failure. They create bureaucracy, not value. You can hire best engineers, buy best tools and still fail.

One mid-market company finally approves their “data investment.”
They hire their first data engineer. Maybe even head of data.

Spin up Snowflake. 
Maybe dbt.
Add 2 BI tools with an AI feature.

Six months later: same issues amplified

The engineer is buried in random Slack requests.
The CFO says, “We’re not getting ROI.”
Leadership starts whispering: “Maybe we just hired the wrong person.”

If your dashboards aren’t trusted and your data team looks “slow”
It’s because your operating model.

The truth is, 70% of data teams are set up to fail.

Seen this across our clients and 90% of the time, the problem wasn’t the stack or the people. 

It was how the team was positioned inside the business:

-No clear ownership model (who owns what data? who maintains it?)
-No definition of what success looks like beyond “more dashboards.”
-A data team buried under IT with 100 bosses and no mandate.
-Endless overengineering, copying Netflixs stack with a team of three.

By the time they realize it, the engineer’s burned out, adoption is low, fixes takes 12 months and the CEO’s lost trust data.

You can have every tool, hire the best engineer, and still have the same data problems. Tools and people just amplify an already good data team 

Most data teams create bureaucracy then value.  

Here is how to set up the data environment for succsess 

1. Start with problems, not roles.

Don’t hire anyone until you can name the 3–5 ways data can impact business directly. 
Most hire data scientists 

Otherwise, you’re building a reporting factory.

2. Define ownership before tools.

Map who owns what, by name. 
Every key domain (sales, finance, ops) has one accountable owner. 

No “shared responsibility.” 
That’s how data chaos starts.
The data team also decides and has the final word. 
No more hidden spreadsheets and so on. 

3. Set outcome-based goals.
Data teams shouldn’t be measured by tickets closed.

They should be measured by business impact.
That’s what executives actually care about.

4. Move Reporting to the Business.

This one is hard as I've seen working everything under the sun. 
If your Head of Data reports to IT, they’ll always optimize for infrastructure.
Move them under the people who actually care about ROI and impact. 

5. Centralize Data. Federate Execution.

Have one central team that defines rules, security, and data architecture 
but let embedded data partners execute inside the business units. 

They build one standardized data platform, then give teams freedom within that system with correct guidrails. In short, self-service right way. 

This way, you maintain speed, agility and control. 

The failure started in how you structured ownership, expectations, and accountability long before the first hire.

Your $1M data team is either your biggest edge or biggest cost center. Your $400k engineers are spending 80% time cleaning Excel files. Hiring won't fix data chaos, it just amplifies it. 

Your data people aren’t quitting because Google pays better.

No engineer wants to spend their days fixing pipelines held together by duct tape.
No analyst wants to reconcile “revenue” across six dashboards.
No data lead wants to explain, for the 50th time, why “the numbers don’t match.”

“We just can’t find or keep good data people.”
Most are set up to fail.

Here’s what they see:

Seven disconnected systems.
A dashboard graveyard no one trusts.
Constant firefighting and finger-pointing.
Zero clear ownership of data.

So they leave. 

Data team can be your biggest edge or biggest cost center. 
Great talents leaves for better environments, and where data actually aligns to business 

The best data teams can be your moat or cost center.

Here’s how to build and scale your data team.

1. Hiring is an amplifier 

You can’t fix chaos by hiring more.
Hiring is just amplification. 
It can be good or death. 

Start with this audit:

Do we have a single source of truth?
Do we know who owns each dataset?
Do we have consistent definitions for core metrics?

Rationalize your data stack.
Kill duplicate tools.
Unify your metrics in a semantic layer.
And for the love of ROI, document ownership.

Most new data hires are pushed into chaos and set up to fail with unrealistic expectations. 

2. Align it to Business Impact

Top talent wants to innovate, not babysit broken pipelines.
They want to solve business problems, not chase data discrepancies.

Reframe your projects to data products:
-“Build a new dashboard.” to "Reduce delivery time by 15%"

Measure the team on business outcomes. Not activity, maintenance. 

Where the data sit is important.
Is that CTO, CIO, CEO, it don't matter. I seen all the work. 
Make sure it sits where data has the biggest business impact 

If your data team spends 80% time cleaning, that's janitorial work.

3. Treat Data Like a Product

Your data team should own outcomes, not tickets.

Create data products with owners, roadmaps, and measurable ROI.
Stop letting random ad hoc requests drive your priorities.

4. Hire for Outcomes, Not Tools 

I've seen orgs hiring becuse someone knows Databricks. 
Then they wonder why they end up with 3124 dashboards. 

Hire not for titles as "Data Engineer" or tools. Hire for outcomes. 
Make sure each role owns responsibilities and clear succsess criteria.

4. Don't Turn Into Bureaucracy 

Most data teams, as scale turn into bureaucracy. 
Do more harm than good. 

The best data orgs are not choosing between federated and centralized they are choosing matrix. 

You centralize standards (platform), federate the impact. 
This way you get agility, speed while remaining control & impact

Comment “Team” and I’ll send you the playbook on how to build, scale your data team for max business impact.

Most data teams find out their data is wrong after the VP finds a $400k discrepancy 2-min prior meeting. You can have 99.9% uptime. But if the VP finds the error before you. Your data team failed 

The phrase "Data is accurate" has quietly cost companies millions and trust.

Because “fine” isn’t proof.
It’s an assumption.
And assumptions are where bad data hides best.

A mid-market data team told us proudly,

“Our dashboards are up. The data looks fine.”

Three weeks later, Finance caught a $400K “phantom revenue” error a few minutes prior most important meetings. 

Same dashboards. Same pipelines. Everything still looked fine.

The issue?
A small logic change in Salesforce never made it to dbt.
Every deal with a certain tag was double-counted.

Nobody noticed because:

-The data pipeline didn’t fail.
-The dashboard loaded.
-The metrics trended “normally.”

When they finally caught it, trust collapsed overnight.
Executives stopped using data.
The data team spent a month reconciling instead of delivering value.

The CFO said it bluntly:
“If we can’t trust the numbers, everything else is irrelevant.”

Most leaders think data breaks loudly.
It doesn’t.
It breaks quietly

Dashboards still work.
Queries still run.
The data just drifts, slightly wrong, every day, until it’s completely disconnected from reality.

Every “fine” assumption creates downstream waste:

-Finance reconciling numbers that don’t match.
-Ops running forecasts off incomplete data.
-Execs delaying decisions because they don’t trust dashboards.

Here’s what smart data teams to catch data issues proactivly, not reactive 

1. Validate, Don’t Assume

Don’t check if the pipeline ran; check if the numbers make sense
Run regular data profiling on key datasets: nulls, duplicates, and outliers.

Get important dates of VPs. Run proactive changes prior to that 

If something “feels fine,” challenge it.

2. Define What ‘Fine’ Actually Means 

“Fine” needs metrics, completeness %, timeliness, and consistency.


Set clear thresholds and treat them like SLAs.

3. Audit Business Logic Quarterly 

Your business changes every quarter.
Your metrics don’t, unless someone updates them.

Schedule recurring audits between Data + Finance + Ops to realign definitions and rules.

Don't be surprised if next month the VP says that doesn't trust the data. 

4. Build Trust Checks 

The most efficient place to fix data quality is upstream.

Examples:
Mandatory fields for pipeline-critical data.
Drop-downs instead of free text. 

Prevent upstream.

5. Make Data Quality Part of Business 

This isn’t IT’s job.
It’s an org-wide accountability problem.
Domains own data. 

By the time a dashboard is obviously broken, the real damage is already done:

Missed revenue, wrong decisions, lost confidence, and wasted months of work.

You don’t need more DQ tools.
You need validation, ownership, and accountability.

Because once trust is broken. It doesn't matter if your data is 99% accurate.

Everyone says they have "Single Source of Truth." But your Imaging data is in S3 buckets. Commercial in Snowflake. Genomic arrays across 6 other systems. You don’t win with more data, you win with usable data. 

Everyone says they are “data-driven.”

Here’s the reality:
12 systems. 6 clouds. Zero trust in data
Not an AI failure, an architecture failure 

Walk into any mid-sized biotech or pharma right now and you’ll see the same thing:

R&D runs on legacy genomics platforms
Clinical data lives in proprietary systems.
Imaging data sits in S3 folders with no metadata.
Commercial analytics lives in Snowflake or Databricks

Everything’s in silos but nothing talks. 

So when your head of research says, “Let’s run a cross-study model to predict responders,”

The data team goes silent

They know it’ll take three months just to merge datasets.
Half that time will be spent just defining what “sample” even means across systems.

That’s duct-tape engineering, it kills velocity 

Here’s the trap everyone falls into:

You “modernize” by adding another tool.
Each tool solves a local problem (ETL, storage, analytics).
Integration complexity doubles.

Everyone blames the data team, but it’s data architecture debt. 

The next generation of life sciences, pharma companies aren’t chasing “modern stacks.”

They’re building universal data architectures,  one foundation that handles every data type, every team, and every workflow.

That means:

Tables + images + genomics + vectors → one data structure.
Governance + lineage + access → one policy layer.
Analysis + AI → one compute engine.

Designed to work together from day one, that’s the universal model 

Here’s how top biotech and pharma teams are pulling this off:

1. Map the chaos.

Inventory every dataset, every format, every owner. 

Group them: 

Tabular 
Scientific arrays  
Imaging  
Text 
AI/Vector data 

Quantify what’s actually being used vs. what’s just rotting in cloud storage.

2. Standardize definitions

Most treat governance as a separate initiative. But it makes all work

“Sample,” “gene", all defined once, globally.
Centralized authentication across all datasets.
Version control, enabled by default
Unified access policies that span data types.

When an auditor asks, “Where did this result come from?” you can answer it instantly. 

3. Universal infrastructure

Move from “stacks per department” to one universal foundation that can store and query any data type.

With multidimensional arrays - a data structure that can represent any modality can be stored and processed

This eliminates the need to constantly convert between formats. 

4. Align to ROI

Once your data lives in a unified structure, you can query across modalities in seconds 

For example: 
Combine genomic data (arrays) with clinical trial data (tables) to identify responders
Or imaging + transcriptomics to accelerate biomarker discovery 

If dealing with multi-modal complex data, repost and check our newsletter on it

Your complex $1m data architecture is built in 2015 and looks like vendor expo at a Gartner event. You are spending more time maintaining it than driving impact. 

Tightly coupled. 
Over-engineered.
And allergic to change.

Doing litterly more harm than good. 

You built data foundation like it’s 2015.

Meanwhile, the defense sector, the one with more risk, regulation, and bureaucracy than anyone, is doing it differently.

They call it data flexibility and being agile. 

Was talking to the data leader of a big defense manufacturer and realized their operations were being slowed by 200+ systems. 
They didn’t buy more tools, created more pipelines. 
They stopped, looked at the mess, and asked one hard question:

“How can we move faster without rebuilding everything?”

Flexible scalable data architeriture.
They built a foundation that can absorb change,  not crumble under it.

What they did differently: 

1. Rationalized first.

They killed redundant systems before they modernized.
No more patchwork of “legacy + shiny new.”
One unified platform, one source of truth, one model.
Centrelize, Standradize data, but federate the use of it. 

Stop chasing perfection, and 'future tense'. Data only valuable if used.

2. Standardized everything.

Every pipeline, schema, and permission model followed the same rules.
No cowboy connectors. 
No hidden spreadsheets 
No redunded tables or pipelines ( like v3 or v3_realfinal)

Create a semantic and consumer layer where you centrelize all, but remain agility.

Most teams spent 80% time uplifting then providing impact. 

3. Built governance into the foundation.

I hate 'governance' documentation. 
Not as policy docs, but as code.
They automated trust: lineage, access, compliance.

Hits all from trust, adoption, scale and impact. 

4. Designed for agility.

They didn’t just centralize data, they made it modular.
Imagine like building legos. 
Thats how you should you think about data foundation. 

Add a new source, new data product, deploy an AI use case…
without ripping up the foundation each time.

Most teams spent more time fixing rather providing impact. 

5. Agility, People & Literalcy 

They invested in data literacy, not just data engineering.
Literlcy is not training or workshop. 
It's providing clear ideas, feedback on what is possible with data, ai etc. 
End users could  trust, and act data without anyone. 

Compared to others, and one one manufactuerer who recently audit said: 
“We have everything, but nothing works together.”

Their architecture looked like a vendor expo at Gartner event. 
Data team spends 80% time firefighting pipelines instead of delivering impact.

You’re slow because you’ve built rigid systems. 
You need fewer tools and scalable architecture.

Architeirture needs to adapt to business, not the other way around. 

→ Comment below "Scale"  and will sent you full playbook on building a scalable agile data architecture without risking never-ending rebuilds

You spent $1m on AI strategy. But your 'Revenue' number changes depending on which dashboard you open. AI readiness isn’t "We have a data lake". It's someting else

Every boardroom 
“We need to be AI-ready.”
“Let’s invest in data infrastructure.”

Yet 80% of AI pilots fail not from bad ai models or missing talent, but from broken data models. 

Most companies sit on terabytes of data that can’t answer a single question confidently.
Their “revenue” number changes depending on which dashboard you open.

So when someone says, “Let’s build an AI use case,” here’s what happens:

Data scientists clean 80% of the time.
Finance and Ops argue over numbers.
Leadership loses patience and priority. 

But it’s not the AI that failed, it’s the foundation.

A retail CIO told me they tracked over 1B events daily every click, basket change, and impression. 

On paper, it looked advanced.
In reality, users couldn’t even tell if a customer added or removed an item from the cart because the system tracked states, not actions.

That’s what bad data modeling looks like at scale.

How To Fix The Thing That Is Killing Your AI & ML Plans 

1. Redefine the Purpose of a Data Model

A data model isn’t a schema it’s a representation of your business logic.

If your teams can’t align on “what’s a customer, what’s an order, what’s revenue,” you’re not ready for AI.

You’re ready for rework.

2. Move from Raw Data to Modeled Information

Don’t dump “state snapshots” (like every cart update).
Model “facts”  real business actions: 

“Product Added to Basket.”
“Payment Completed.”
“Account Churned.”

Each event should represent a meaningful business action.

3. Build a Semantic Layer 

Your AI doesn’t understand tables, it understands meaning.

A semantic layer defines core business metrics once and enforces them everywhere, dashboards, APIs, AI models.

No more “marketing’s revenue” vs “finance’s revenue.” 

4. Make It Modular

AI thrives on flexibility. 
Domains evolve independently (customer, transaction, product). 

Your model should have:

Decoupled domains  
Version-controlled schemas (so changes are tracked).
Automated tests for data quality. 

When your data model is tightly coupled every change breaks everything

5. Ontology provides meaning 

This is where advanced companies pull ahead.
Your data model isn’t just tables and joins 

Do this

Define relationships explicitly: “A Customer places Orders,” “An Order contains Products.”
Translate this into your data model structure  
Document these relationships using dbt docs.
Start mapping these into knowledge graphs.

Your AI doesn't know what "final_21" means. 
It understands relationships, meaning, and context. 

AI readiness isn’t “we have a data lake.”
It’s when your execs can make decisions from trusted, modeled data without asking an analyst to debug the pipeline.

If you can’t define your key entities and metrics with confidence,
you’re not ready for AI, you’re barely ready for basic reporting

Moving to new ERP won’t fix your data. You can spend $500k on Odoo, SAP, or NetSuite. But if your plant manager "fixes" inventory in a spreadsheet. No "data cleaning" project will solve it. 

We worked with a manufacturing firm that had 15 years of data in Sage, Excel, and a few random Access databases.

They thought the new ERP would solve their data problems.
But they just migrated the same bad data, definitions, and processes they had before. 

Seen it across manufacturing, food, and ag. 
They were migrating to Odoo and thought:
“Let’s clean everything. New ERP will give us a new start; it will remove bad data.”

So they did what everyone does:
Froze the ERP for “data cleanup"
Built a dozen Excel trackers and migrated.

Six months later?

Operations slowed to a crawl.
Finance couldn’t close the month.
Nobody knew which version of truth was real.

The business was bleeding time and trust.

They treat 'data cleaning' as a one-time event.
They think moving to a new ERP will solve all their data issues

Bad ERP data isn’t a technical issue. 
It’s a behavioral one.

-It’s a sales rep skipping CRM fields.
-A plant manager “fixing” inventory manually.
-Finance entering workarounds to close on time (Excel file name '_finalv3')

So when you try to clean or migrate to a new ERP it all at once without fixing ownership or process you’re moving problems with you.

Here’s the Playbook We Use  

We’ve done this across manufacturing, agrifood, and logistics firms 10-year legacy data.

1. Audit What Matters, Not Everything

Don’t clean everything. Start where bad data costs money (risk vs value)

Ask:
“If this data were wrong, what would it cost us?”

If it doesn’t move P&L or decision-making, it doesn’t make the first round.
Clean the 20% of data that drives 80% of your business.

2. Assign Ownership at the Source

Bad data comes due to bad process. 
Ops uses the wrong codes. Skipped fields in ERPs. 

Your data won’t stay clean until someone owns it.
Assign data stewards. 
Create a process so that bad data is impossible to happen. 
Make data quality part of the goal in that domain. 

3. Clean in Iterations, Not in a Big Bang

Forget the “6-month cleanup project.”
All clean-up projects are band-aid fixes.

Start with the lowest-hanging fruit first 
Audit → Clean → Validate 

Each iteration delivers visible ROI, faster close, and cleaner SKUs.

Momentum matters more than perfection.

4. Automate the Guardrails

If the VP notices the error before you. You lost.
Set up automated checks to catch mistakes before they spread.

Duplicates? Missing values? Invalid ranges?

Flag them in real-time, notify.
Fix it at the source, not six reports later.

5. Build the “Semantic Layer”  

Chaos returns fast if definitions differ.
Build a semantic layer a unified model defining what metrics mean 
Your legacy ERP is not the source of truth.

You don’t fix 15 years of bad data by "cleaning up" one time.
You don't fix it by migrating to new ERP.

Your spent $1M "data modernization" for AI-readiness and market edge. But ended up with more then 898 dashboards than employees that nobody uses. Thats not a data problem, that's adoption problem. 

Perfect Databricks setup.dbt pipelines humming. BI dashboards polished. Models training.  

And yet
Revenue teams were back in spreadsheets.
Finance couldn’t reconcile bookings to actuals.
Executives said, “We don’t trust the dashboards.”

The CIO asked us why adoption never took off.

Our answer was simple:
“You built a data platform. You never built data products.”

This is the quiet failure happening across 80% of enterprises we walk into.

The pattern is always the same:

Leadership funds a “modern data stack" or "ai readiness" 
IT builds pipelines, warehouses, dashboards.

Adoption flatlines. Nobody opens nothing. ROI vanishes.

Then panic hits add tools, hire a Head of Data, run AI pilots. Nothing moves. 

Because the core problem never changed:
They confused infrastructure for outcomes.

Data lake, warehouses, modernizations don't equal 'business impact' 
It's what you do with data, what makes it valuable. 

One global hospitality brand engaged recently didn’t make that mistake.
They didn’t stop at “centralized data.”

They turned it into products:
Loyalty models that forecast guest retention.
Privacy filters that automatically enforce data laws by country.

They built data capabilities, not data.

If you want adoption, trust, and ROI, here’s the blunt playbook:

1. Stop Building Everything. Pick One Business Outcome.

Start with biggest problems. Don't glorify complexity. 

That’s your first product. Not your first dataset or you think is 'nice'
Start there. Kill the rest (for now).

2. Write a Product Brief, Not a Jira Ticket.

Every initiative needs a product brief, not “give me sales data.” 

Make sure have:
- End User 
- Timeline
- Problem 
- Outcome 
- Definition of Done (Most miss this) 

3. Deliver a Minimum & Fast  

Your goal is not perfect "data model" in 12-18 months 

Your goal is prove the value and impact.
Ship fast, in iterartive cycles 

Ship something tangible in weeks.
70% ready now beats 100% in 12 months. 

Adoption starts when your product generates results, not when delivered. 

4. Feedback Makes Adoption 

Adoption doesn’t happen from launch day. It happens from feedback loops.

Set up a 30-minute weekly sync with your end users.
Gain feedback, then iterate quickly.

Slowly, the team won't be able to live without it. 
That’s your adoption signal. 

5. Build For Reeuse.

Stop solving the same problem five times.

All three depend on the same foundational data: cust

Instead of building three separate pipelines, build a Customer Data Product clean, defined, and reusable across every use case.

Best data teams that win treat data like a portfolio of products, not a pile of assets.
They measure business outcomes not number of tables, pipelines, or dashboards.

Every company has that one custom pipeline that breaks right when VP looks at it. If your engineers are spending 70% of time fixing pipelines, you don't have a data team. 

Every company has that one custom data pipeline.
Built by the smartest engineer on the team.
Works (most of the time).
And supposedly “saved” you hundreds of thousands in vendor fees.

The problem?
It’s a time bomb.

When I talk to mid-market firms, I always hear the same story:

“We built it ourselves because it was cheaper, needed something fast to work”

Six months later…

That “free” pipelines has turned into a full-time maintenance job.
Your data engineers spend nights fixing schema drift.
Your new hires waste weeks trying to understand undocumented code.
It breaks at times right when VP looking at the data, 2min ago worked fine.
And your CFO still doesn’t trust the numbers in the dashboard.

Let’s do the math:
Two engineers, three months of work.
$150K annualized salary.
You just spent ~$30k to “build” it. 

But here’s what you didn’t factor in:

30–40% of those engineers’ time now spent keeping it alive.
2–3 months of onboarding every time someone leaves.
Countless hours lost when it breaks right before an exec review.
Missed opportunities because your team’s firefighting instead of innovating.

That $75K build?
Turns into $1.2M+ in lost productivity and opportunity cost over three years.

Here is what to do rather. 

1. Audit the True Cost

What is your data team working on? 
What is the requests, and data initatives (data products) they are shipping? 
Calculate time spent of your data team

Most data teams 70% of time spent on maitainance rather then driving impact.

2. Kill the Zombie Tools

Every organization has 2–3 internal tools or legacy pipelines no one dares to touch.  

Archive, replace, or sunset anything that:
Has no clear business owner. Don't bring ROI. Was built to just have smth.  

Seen recent finance org running redundent pipelines, they didn't need. 
They took more time to maintain, for 0 impact. 

3. Buy the Plumbing, Build the Differentiation

Your engineers should be building the data products that drive growth - not re-inventing connectors to Salesforce.

Buy what’s solved. 
Build only what creates a business advantage.
Buy boring. Build brilliant.

4. Force ROI Discipline

Before any “custom build,” or "data product"  ask one question:

“What’s the measurable business outcome?”

If there’s no answer, it’s not a project, it’s aligning on wrong outcomes.

Can't start building nothing, if dont have outcome, data, problem solving, definition of done, why and sign off. 

5. Move From Maintenance Mode → Innovation Mode

If your engineers are spending more time fixing than delivering, you don’t have a data team  you have a repair crew

Automate the repeatable
Buy managed infrastructure
Let your team focus on data, AI, and decisions that move the business

Your “free” pipeline isn’t free
It’s costing you growth, talent, and trust

Everyone wants AI to talk with their data. But every meeting sounds the same: ‘Wait… where did that number come from? You have trust issues.

What they actually want is confidence in their numbers and forecasts.

But somewhere between the Snowflake bill, the dashboards, and the AI hype deck… that confidence disappears.

And every board meeting sounds the same:

“Wait… where did that number come from?”

At that point, everything breaks.
Your $250K data stack.
Your shiny new AI pilot.
Your data team’s credibility.

Because if no one believes the output, the input doesn’t matter.

AI isn’t your next frontier. Trust is.

Here’s the uncomfortable truth:
Most data programs don’t fail technically

We’ve seen this play out across dozens of mid-market firms:

Dashboards no one logs into.
AI models that contradict intuition.
Executives reverting to Excel, because it’s “more trustworthy.”

This isn’t about tools or pipelines.
It’s about belief.

When your team says, “We have a data quality issue,” what they really mean is:

“No one trusts the numbers.”

So how do you fix it?
Not with another tool.
Not with a new dashboard.
But by rebuilding organizational trust in your data.

Here is what to change. 

1. Shift the Mindset: Trust is an Output 

You don’t “implement trust.”
You earn it.

Stop running weekly “data quality reviews” and start assigning data ownership at the source.
If Sales owns sales data, and Finance owns finance data.  

2. Replace ‘Single Source of Truth’ with ‘Single Source of Trust’

Truth is technical. Trust is emotional.
You can have the perfect data model and still lose credibility.

Fix that by making transparency visible.
Add lineage, timestamps, and ownership right. 

Executives don’t need more tables. They need assurance.

3. Kill the Shadow Data Systems - Openly

Those private Excel sheets and “Finance’s version” of the truth?
They’re not harmless, they’re silent trust killers.

Don’t ban them.
Reconcile them live.

Compare, explain, document, and publish the aligned metric.
You’re not fixing a formula.
You’re fixing belief.

4. Assign a Name to Every Metric

Every data point should have a human next to it.

Business Owner → defines what it means
Data Owner → ensures it’s right.
A metric without an owner is an orphan - and orphans aren’t trusted.

5. Make Governance Invisible 
:
Governance shouldn’t feel like paperwork.
It should feel like safety.

Automate your data validation and lineage tracking.
Keep it out of sight — but never out of control.

If governance feels visible, it’s already slowing you down.

AI fails for the same reason any data product fails, no one believes it.

AI isn’t a tech problem.
It’s a credibility problem.

If leaders don’t trust the source data, they won’t trust the model.
Especilly as models like to agree on a lot of things. 

You don’t have a data problem.
You have a trust problem.
And AI won't fix that.

Your global data strategy failed. You have 200 different definitions of 'Revenue' and every regional team swears its version is correct.  

Every global company says they want to “be data-driven.”

Then reality hits:
20 countries.
More dashboards than FTEs
200 different definitions of “Revenue.”

Each regional team swears its version is correct.

Sound familiar?
That’s the governance agility trap.

You either centralize and kill innovation or decentralize and kill trust. 
Here’s what every global organization should copy today.

When you operate across 10, 20, or 30 markets, you hit the same wall.

Global wants consistency, governance, one version of truth.
Regions want speed, flexibility, control. 

If you standardize too much, you kill agility.
If you decentralize too much, you lose trust. 

Most companies end up bloated governance decks and Excel chaos.
That’s bureaucracy at scale.

One huge telecom org faced this exact problem.

20+ OpCos across Europe, Africa, and Asia each with its own data stack.
Revenue in Portugal didn’t match Germany.
Regional teams, were constrained. 

They launched a global data modernization to standardize without killing agility. 

Most companies fail right here.

Here’s why:
Don't start by standardizing tools.
Start by standardizing meaning.

Before migrating a single dataset, they built a Universal Semantic Layer 

It defined what core parts meant across every market.
Once those definitions were locked.

That became the single governed layer every market could build from.

Global = consistent.
Local/Regional = flexible.

Teams could finally speak the same language, while remaining flexible top to bottom.

Governance became invisible, built into the design, not enforced.

1. Build a Semantic Layer, Not Just a Cloud Layer,

Start with 10–15 global metrics every market must align on. 
Standardize parts on the Group level; you don't align on everything at a high level as impossible.

Define business logic once and reuse it everywhere.
That’s how you scale governance and self-service.

2. Automate Governance

Every metric definition, data transformation, and business rule needs to be version-controlled and reusable.

The result:
One governed layer.
20+ autonomous markets.
Zero manual governance overhead. 

3. Federate Ownership in Guidrails

Let markets own local regional extensions, products, and metrics as long as they build on the global foundation.

Have a regional/local consumption layer for their uniqe needs. 
That keeps truth, control, and flexibility aligned top to bottom.

This way, global and regional don't clash.

Create a shared foundation, not a shared dictatorship.
Let markets innovate on top.

4. Measure Adoption, Not Dashboards

Instead of forcing global "data" or "dashboards", focus on data consistency and transparency.
Every query is pulled from the same governed layer.
Every number was explainable, traceable, and identical all across.

Focus on trust, adoption before moving

Your 2026 data strategy will dictate whether your data is your competitive edge or a cost center. 

Most “modern” data teams aren’t modern. 

They’ve swapped SQL for dbt, on-prem for Snowflake, and reports for dashboards, but are experiencing the same issues as before.

We’ve seen this movie dozens of times:

A company finally “gets serious” about data.
They hire a Head of Data/CIO rebuild the stack, and buy another three tools to “modernize.”
By month 18, dashboards are broken, business trust is gone, and the data team is buried in requests.

The CFO’s asking why Snowflake costs more than AWS, and the COO is asking why decisions still take weeks.

CEO was expecting "AI-readiness" and a competitive edge, but got inaccurate data and dashboards.

So, they rebuild again.
New VP. New consultants. New stack. 
Same story.

80% of Mid-Market Firms Will Rebuild Their Data Teams by 2026
Not because technology failed, but because strategy did.

The pattern is brutally consistent:

No operating model.
Data teams are set up like IT help desks, not product teams.
They react. They don’t drive outcomes.

No ownership.
No one actually owns data quality, definitions, or adoption.
Everyone “uses data.” No one’s accountable for it.

No alignment.
Data priorities live in a vacuum, disconnected from revenue, margin, and growth metrics

The teams that win in 2026 will look nothing like this.

They’ll be lean, embedded, and outcome-driven.
They’ll measure business impact, not ticket volume.
They’ll be architected around decisions, not datasets.
And they’ll run like product lines, not projects.

They don’t rebuild every 18 months because their foundation is flexible, not fragile.
They can pivot tools, AI layers, or priorities without tearing the whole thing apart.

Every exec thinks they’re modernizing.
But what they’re really doing is re-platforming.

They’re buying tech to fix symptoms created by a broken strategy.
They’re automating chaos.
They’re integrating, hiring faster… into dysfunction.

This is why “Data Strategy 2026” matters,  because the fix isn’t another migration or AI tool.

It’s a full reset of how mid-market firms design their data strategy 

The high-performing data teams we work with share the same five traits:

1. Business ownership of outcomes.
Data exists to drive P&L impact, not dashboards.

2. Clear operating model.
Every function knows what data it owns, what it produces, and how it’s consumed.

3. Modular architecture.
Replaceable components. Reusable pipelines. Zero rebuild anxiety.

4. AI-ready foundations.
They focus on governance, semantics, and trust,  not LLM buzzwords.

5. Short-cycle delivery.
They show measurable wins in 90 days, not 9 months.

That’s the future. 

You don’t have a “data” problem.
You have a strategy problem to turn your data into a market edge.

Comment "2026" for our 2026 Data Strategy executive report on what next-generation, data-driven organizations are prioritizing in 2026.

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The Battle

Nikolay Valiotti

Ali Z

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Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Nikolay Valiotti's LinkedIn Performance

Performance ScoreAli Z's LinkedIn Performance

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Performance ScoreNikolay Valiotti's LinkedIn Performance