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Our Engagement
Methodology

Three phases. Structured. Transparent. Designed to give your team clarity before a single line of code is written.

Phase 1: Discovery Phase 2: Assessment Phase 3: Kick-off
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Phase 01
Discovery Call

60-min structured session to understand your data landscape

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Phase 02
Architecture Assessment

Scored evaluation across 5 architecture domains

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Phase 03
Engagement Kick-off

Scoped roadmap, milestones, and delivery plan

01

Initial Discovery Call

A structured 60-minute conversation to understand where your data ecosystem is today, what's blocking intelligence, and where the highest-value opportunities lie. No selling — just listening and diagnosing.

📋 Pre-Call Intake (Sent in Advance)

1
Current Stack Overview

What platforms are in use? (Snowflake, Databricks, Azure, etc.) What BI tools? What orchestration?

2
Pain Points & Blockers

What's not working? Slow reports, data quality issues, cloud cost overruns, AI initiatives stalled?

3
Strategic Goals (12 Months)

What does success look like? AI deployment, executive dashboards, cost reduction, compliance?

🎯 Discovery Call Agenda (60 min)

A
0–10 min: Context Setting

Business model, org structure, data team size, key stakeholders. Who owns data decisions?

B
10–35 min: Architecture Audit

Walk through current data architecture, modeling patterns, governance maturity, and existing pipelines.

C
35–50 min: Priority Mapping

Identify the 3 highest-leverage opportunities. What would move the needle most in 90 days?

D
50–60 min: Next Steps

Alignment on whether an Architecture Assessment makes sense and what scope that would entail.

❓ Key Diagnostic Questions

Q
"Is there one version of truth?"

Do your finance, marketing, and ops teams run on the same numbers? Or do they argue in meetings?

Q
"What would AI unlock for you?"

What decisions would you make differently if you had reliable predictive intelligence at your fingertips?

Q
"What does your cloud bill look like?"

Cloud costs are often 40–60% reducible with proper architecture. Do you know where your spend goes?

📤 Discovery Call Output

Summary Brief (Within 48 hrs)

A 1-page written summary of findings, identified gaps, and recommended next steps — yours to keep regardless of engagement.

Architecture Assessment Proposal

If warranted, a scoped proposal for a deeper Architecture Assessment with timeline and fixed fee.

Quick-Win Recommendations

2–3 immediate actions your team can take today to improve data quality, cost, or governance — no engagement required.

02

Architecture Assessment

A structured 2-week deep-dive across five architecture domains. We score your current state, identify the highest-risk gaps, and produce a prioritised roadmap with a clear scoping proposal for the engagement.

🏗️ Data Architecture & Modeling

Schema DesignScored 1–5
Semantic Layer MaturityScored 1–5
Pipeline ArchitectureScored 1–5

🔒 Governance & Data Integrity

Data Quality FrameworkScored 1–5
Lineage & ObservabilityScored 1–5
Access Control & RBACScored 1–5

☁️ Cloud Infrastructure & Cost

Cloud Cost EfficiencyScored 1–5
Infrastructure ScalabilityScored 1–5
Disaster RecoveryScored 1–5

🤖 AI & Analytics Readiness

Feature Store / ML PipelineScored 1–5
Predictive Model InfrastructureScored 1–5

📊 BI & Reporting Maturity

Dashboard Coverage & TrustScored 1–5
Self-Service AdoptionScored 1–5

📤 Assessment Deliverables

Architecture Scorecard — Domain-by-domain scores with benchmark comparisons against Fortune 500 norms
Gap Analysis Report — Prioritised list of architecture gaps, risks, and quick wins with effort/impact ratings
Technology Stack Recommendations — Platform selection guidance based on your scale, budget, and roadmap
Scoping Proposal — Fixed-fee, phased engagement scope for the full architecture build with clear milestones
03

Engagement Kick-off & Roadmap

Once scope is agreed, we kick off with a structured 12-week delivery roadmap. Every milestone is tied to a measurable business outcome — so your stakeholders always know exactly what is being built, and why it matters.

Weeks 1–2

Foundation Sprint

Stakeholder alignment & sign-off Source system access & credentials Architecture design sessions Environment setup & tooling
Weeks 3–5

Data Architecture Build

Core data model design Pipeline engineering (ETL/ELT) Governance framework setup Data quality monitoring live
Weeks 6–8

Semantic Layer & Governance

Semantic model deployment Access control & RBAC Lineage documentation First stakeholder review
Weeks 9–10

Intelligence Layer

Executive dashboards (Power BI / Tableau) KPI framework deployed AI feature store foundations Performance optimisation
Weeks 11–12

Handoff & Enablement

Team training & documentation Runbook & maintenance guide Final stakeholder presentation Ongoing support plan
📐Architecture Blueprint
📊Executive Dashboards
🔒Governance Framework
📋Runbook & Docs
🤖AI-Ready Data Layer
🎓Team Enablement
Our Standards

What to Expect From Every OBT Engagement

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Weekly Status Updates

Every Friday: what was built, what's next, any blockers — communicated in plain language your executives can read.

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Outcome-Tied Milestones

Every milestone is tied to a measurable business outcome — not just a technical deliverable. You always know the "why".

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No Surprises Policy

Scope changes are flagged immediately with options. We never expand without discussion. Fixed fees stay fixed unless scope changes.

Book a Discovery Call.
Let's See What Your Data Can Become.

60 minutes. No obligation. A written summary is yours to keep.

Book a Discovery Call