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1. MDM Strategy & Roadmap

Best for: Organizations struggling with fragmented customer data across CRM, ERP, and downstream systems
What I deliver:

  • Current-state assessment of customer/party data across systems and processes

  • Target-state MDM architecture and operating model (business-led, tool-agnostic)

  • Party model design (HCP/HCO/B2B as applicable)

  • Match/merge rule requirements based on your business needs

  • Phased implementation roadmap aligned to business priorities

​​Typical duration: 6-8 weeks
Business outcomes:

  • Implementation ready plan

  • Clear, executable roadmap (not a theoretical strategy)

  • KPIs for measuring success

3. Rapid Data Assessment        (Executive Diagnostic)

Best for: Leaders who need a fast, objective view of their data maturity and risks

What I deliver:

  • 2–3 week diagnostic across MDM, governance, data quality, and architecture

  • Stakeholder interviews across business and IT

  • Maturity assessment and gap analysis

  • Executive-ready findings and recommendations

  • Prioritized action plan

​​Typical duration: 2-3 weeks

Business outcomes:

  • Clear understanding of current data risks and gaps

  • Executive alignment on priorities

  • Immediate next steps with defined ROI

  • Low-cost entry point before larger engagements

2. MDM / Data Platform Implementation Oversight*

Best for: Companies implementing MDM or data platforms that need strong business alignment and delivery leadership

What I deliver:

  • Product ownership / program leadership for MDM or data initiatives

  • Backlog definition (epics, features, user stories) aligned to business value

  • Vendor coordination and delivery oversight

  • KPI definition and value tracking

  • Risk and dependency management

​​Typical duration: 3-9 months (aligned to program phases)

Business outcomes:

  • Strong alignment between business goals and technical delivery

  • Avoid “over-engineered” or stalled implementations

  • Faster time-to-value from data investments

  • Reduced rework and wasted spend

 

* Requires "MDM Strategy & Roadmap" deliverable noted above or equivalent

4. Data Governance Assessment & Recommendations

Best for: Organizations that suspect gaps in data governance, quality, or accountability—but need a clear, objective path forward

What I deliver:

  • Current-state assessment of data governance across people, process, and technology

  • Review of existing policies, standards, and procedures (if available)

  • Evaluation of data ownership, stewardship, and accountability models

  • Assessment of data quality management and issue resolution processes

  • Maturity scoring across governance domains (aligned to industry best practices)

  • Identification of key risks (e.g., compliance, operational, reporting)

  • Prioritized recommendations with a practical, phased improvement plan

​​Typical duration: 4 weeks

Business outcomes:

  • Clear understanding of governance gaps and risks

  • Executive-ready view of current maturity and future state

  • Actionable, right-sized roadmap (not over-engineered)

  • Alignment across business and IT on governance priorities

  • Confidence to move forward with governance, MDM, or data initiatives

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