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Data platforms and warehouses

Business reporting, transaction reconciliation and application development depend on data with known definitions, sources and refresh dates. The service covers understanding these needs, designing the data models and building the connections between your sources and the tools that use the data.

Data that supports your business needs

The proposed engagement

Work starts with the intended uses and a review of the available sources. It then covers data modelling, matching and history rules, followed by connector and pipeline development. Tooling and hosting choices are discussed against your environment, data volumes and the people who will operate the platform.

An example scope

For monthly sales reporting, an initial scope could match ERP orders with accounting invoices. Deliveries would include matching rules, refresh processing and a dataset usable in the existing reporting tool.

An agreed scopeThe scope and acceptance criteria define the data to deliver, the supported uses and the refresh requirements.

What the delivery includes

  • Data models and metric definitions, including sources, matching rules and the history to retain.
  • Version-controlled connectors and processing, with checks on incoming data and produced datasets.
  • Tables, views or APIs for the agreed applications and reporting tools.
  • Deployment configuration, refresh monitoring and documentation for operating and extending the data flows.

Integration with your environment

  • Databases, APIs, files and software exports are reviewed alongside the access they provide.
  • Existing reporting tools and applications determine how data should be published.
  • Cloud or private infrastructure is selected against data volumes, access requirements and available operational resources.

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Getting started

Plan the first stage

The first discussion starts with a metric, a reconciliation task or an application that needs data. Sample records and an overview of the relevant systems help establish sources, rules and refresh requirements. An initial engagement can then define the scope, acceptance criteria and work needed to deliver a first usable data flow.

Related projects

The references below describe work with financial, energy or scientific data. Each project sets out its own context, the contributions made and the technologies used.

Discuss your project

A discussion of your project’s design, development and production deployment.