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Solution

The data foundation

Sources, scope and calculation rules differ from one department to the next, and the figures they report differ with them. A governed foundation keeps the provenance, lets you review the definitions and reconciles the gaps, without declaring one database true by decree.

Verifiable definitions and provenance

In practice

  • Connectors to your existing systems: ERP, accounting, tills, timesheets, exports from line-of-business software
  • A central base sized to the need: for example PostgreSQL on a modest server, or a cloud warehouse when volume, workload and operations justify it
  • Transformations documented and versioned, reviewed like code rather than hidden in formulas
  • Sober orchestration: flows follow their schedule, replay expected failures and report the failures that require a decision
  • Quality checks at the door: duplicates, gaps and drifts caught before they reach a report
  • Hosting selected after reviewing constraints, operator, contract, locations, access, retention and exit

Systems involved

  • ERP, CRM and accounting software, over APIs or exchange files
  • Microsoft 365, Google Workspace and their exports
  • PostgreSQL, BigQuery and the cloud warehouses in place
  • dbt for transformations, Airflow for orchestration
  • Your existing dashboards and BI tools

Service lineData →

How it runs

  1. Inventory

    Who retypes what, where and how often. Duration depends on the sources, owners, exceptions and controls to reconcile.

  2. Foundations

    The central base and the first two connectors, on the sources that hurt most. Every figure arrives with its origin attached.

  3. Flows

    The remaining sources come in one at a time, each with its checks. A flow that fails is visible that morning, not at close.

  4. Handover

    Schema, transformations and procedures documented, so the base can be taken over without me. The foundation is yours, down to the code.

Test the fit: The data foundation

Describe the context, constraints and decision you need to make. The first conversation qualifies scope, boundaries and the next useful step.

Describe the situation