What is a data strategy?

A data strategy is a plan that links your business goals to the data, people, platforms and rules needed to reach them. It says which problems to solve first, what to build or buy, who owns what, and what it will cost.

What is a data maturity assessment?

It is a structured review of how well your organization uses data today, scored across areas such as strategy, skills, platform, data quality, governance and analytics. The score shows where you are strong, where gaps hold you back, and what to fix first.

Who is a data strategy for?

Leadership teams planning investment in data or AI, companies whose reporting has grown messy, firms choosing a new data platform, and businesses preparing for an AI program who need to know if their data is ready.

What do we receive at the end?

A maturity scorecard, current-state findings, a prioritized use case backlog, a target architecture, a phased roadmap with costs, an operating model, and a short board-ready summary.

Are you independent when recommending platforms?

Yes. We build on Snowflake, Databricks, Microsoft Fabric, BigQuery and others, so we compare them on your workloads, skills and costs. Sometimes the right answer is to improve what you already have.

How involved does our team need to be?

We need a sponsor, access to key people for interviews and workshops (usually an hour or two each), and read access to systems or documentation. Most of the analysis is done by our team.

Does the strategy cover AI?

Yes. We review which AI use cases make sense, what data they need, and whether that data is available, clean and governed well enough. The roadmap includes the data work AI depends on.

Can you deliver the roadmap afterwards?

Yes, if you want us to. Many clients use our data engineering team for the first phases. The roadmap is written so any capable team can deliver it.

How long does a data strategy engagement take?

A focused maturity assessment takes 2 to 4 weeks. A full strategy with roadmap, target architecture and business case usually takes 4 to 8 weeks.

How much does data strategy consulting cost?

It depends on the size of the organization and how many teams and systems are in scope. It is usually a fixed price agreed after a first call. As a guide, a data maturity assessment usually costs $5,000 to $15,000, and a full data strategy and roadmap costs $15,000 to $40,000 (USD).

How do we get started, and what do you need from us?

After a first call under NDA, we agree goals, scope and an interview plan. We need a sponsor, time with the people on the interview list, and read access to cost reports and an overview of your systems.

Data Strategy Consulting and Data Maturity Assessment

A clear, costed plan for what to fix in your data first and what it will return.

Book a Meeting Explore what we deliver

Stack we work in

Snowflake
Databricks
Microsoft Fabric
Azure Synapse Analytics
PostgreSQL
dbt
Apache Airflow
Apache Kafka

Projects delivered: 680+
Clients served: 310+
Client retention: 98%
Certified engineers: 20+
Building since: 2018

Figures as of Oct 2026

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Signs you need a data strategy

Data strategy consulting gives leadership a plain answer to three questions: where your data stands today, what to fix first, and what it will cost and return.

Read the full overview

We run a data maturity assessment across people, process, platform, data quality and governance, then turn the findings into a prioritized roadmap with a business case for each step. We give independent advice on platform choice (Snowflake, Databricks, Microsoft Fabric, BigQuery or staying where you are), operating model and team structure, and how to prepare your data for AI. The output is a short, costed plan your board can approve and your team can deliver, with or without us.

Projects without a plan
Data and AI projects start one at a time, each with its own tools, and none of them connect.
Spend without clear return
Platform and license costs grow, but nobody can say what value they bring.
Different numbers in every meeting
Teams use their own definitions for the same KPI and trust their own spreadsheets.
A platform decision on hold
You know the current setup will not last, but the choice of what comes next keeps slipping.
AI plans with no data behind them
Leadership wants AI, but nobody knows if the data is ready for it.

Outcomes

What you get

A scored view of where your data capabilities stand today
A prioritized roadmap that leadership can approve and fund
A business case with costs and expected benefits for each phase
A platform recommendation backed by your own workloads
Clear ownership of data and KPIs across the business

What we deliver

What you receive

Maturity scorecard
A scored view across strategy, people, platform, quality and governance, with evidence.
Use case backlog
Business use cases ranked by value, effort and risk, with quick wins called out.
Target architecture
The recommended platform and design, with the reasons and alternatives considered.
Phased roadmap
A 12 to 24 month plan broken into fundable phases with clear outcomes.
Business case
Costs, team needs and expected benefits for each phase.
Operating model
Roles, ownership, governance and the skills plan for your data team.

Data maturity assessment

Maturity scoring across strategy, people, platform, quality and governance
Stakeholder interviews and current-state review
Inventory of sources, reports, pipelines and costs
Gap analysis against your business goals

Strategy & roadmap

Data and analytics strategy tied to business objectives
Prioritized use case backlog with value and effort scores
12 to 24 month roadmap in deliverable phases
Business case and total cost of ownership
AI readiness review for planned AI projects

Platform & architecture choice

Independent comparison of Snowflake, Databricks, Fabric and BigQuery
Target architecture and integration approach
Build, buy or managed service decisions
Cloud cost estimates and license review

Built with

Snowflake
Databricks

Operating model & governance

Data team structure, roles and skills plan
Data ownership, stewardship and governance model
KPI definitions and a single source of truth
Data product and data mesh readiness
Policies for privacy, retention and access

Reference architectureHow the pieces fit, end to end

Why teams choose Equitysoft for data strategy

Advice tested in delivery
We build data platforms every day, so the roadmap reflects what is realistic to deliver, not slideware.
Independent platform advice
We work across Snowflake, Databricks, Microsoft Fabric and BigQuery, so the recommendation follows your workloads.
Costs from your own data
Business cases and cost estimates use your sources, volumes and workloads rather than industry averages.
Short, fixed price, plain language
A focused engagement at a fixed price agreed after a first call, with a board-ready summary. 50+ engineers, 20+ of them certified on cloud and data platforms, 680+ projects since 2018.

How we work

Kick-off
We agree the business goals, the questions the strategy must answer and who we will speak to.
You receive Goals, scope and interview plan
Discover
Interviews, workshops and a review of systems, pipelines, reports and costs.
You receive Current-state findings
Assess
We score maturity across each area and show the gaps that matter most to your goals.
You receive Data maturity scorecard
Prioritize
Use cases are scored on value, effort and risk, with early wins identified.
You receive Use case backlog and quick wins
Plan
A phased plan with costs, team needs and the platform recommendation.
You receive Roadmap, target architecture and business case
Present
We present to leadership and help you start the first phase.
You receive Board-ready summary and next steps

Tech stack

Technologies we use

AI and machine learning

Azure OpenAI
Amazon Bedrock

Data platforms

Snowflake
Databricks
Microsoft Fabric
Google BigQuery
Amazon Redshift
Azure Synapse Analytics
Apache Iceberg
Delta Lake
Unity Catalog
Microsoft Purview

Pipelines and orchestration

dbt
Fivetran
Airbyte
Apache Airflow
Apache Kafka
Great Expectations

Databases

PostgreSQL

BI and analytics

Power BI
Tableau
Looker

Languages

Python
SQL

Cloud and DevOps

Terraform

Other tools

Collibra
Atlan
Alation
Monte Carlo

Engagement models

How we can work together

Project-Based Delivery
A defined scope, timeline and deliverables, from design through go-live.
Fixed-Price Implementation Projects
An agreed price for a clearly scoped implementation, such as a migration or a new warehouse.
Contract and Subcontract Engineering
Our engineers work under your contract, or as a subcontractor to consulting firms and system integrators.
Dedicated Data and AI Engineers
Data engineers, data scientists and analysts who join your team and work in your tools and processes.
Remote Consulting and Development
Consultants and developers working remotely, with overlap in your working hours.
Architecture and Technical Advisory
Architecture reviews, platform choices and design guidance for your own team.
Production Support and Maintenance
Monitoring, incident handling and ongoing fixes for the pipelines, models and dashboards you run in production.
Proof of Concept and Assessments
A short, fixed-scope engagement to test an approach on your data, prove a model or plan a migration.

Questions, answered

More about our Data Strategy & Maturity Assessment

Working togetherHow we work with your team

Short and focused
Weeks, not months, with interviews scheduled around your team's diaries.
Plain language
Findings written for leadership, with technical detail in appendices for your engineers.
Built on your workloads
Recommendations come from your data, costs and goals, not generic templates.
Delivery-tested advice
Our consultants also build data platforms, so the plan is realistic to deliver.

Where data strategy matters most

Financial services
Regulatory reporting, risk data and customer analytics built on governed, auditable data.
Healthcare
Patient and operational data brought together under strict privacy and access rules.
Retail and ecommerce
One view of customers, stock and margin across channels.
Growing SaaS and mid-size companies
A plan for the move from spreadsheets and ad hoc reports to a proper data platform.

Talk to a data strategy consultant

Tell us what the business needs from its data and where it falls short today.

Email: business@equitysoft.in