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Data Maturity Assessment

  • Why it matters

Data is your Most Valuable and Most Underused Asset

Every leadership team is being asked to move faster, prove ROI and adopt AI responsibly. Yet many organisations still run on disconnected systems, manual reporting and spreadsheets that erode trust in the numbers. A Data Maturity Assessment gives you an honest, independent view of where your data foundations sit today and a practical roadmap to become a genuinely insight-led business.
  • Value for the C-suite

One Assessment Answers for Every Seat at the Table

Our assessment is framed around the outcomes each leader is accountable for not just the technology.

CEO

A single view of performance across the business, with confidence that the numbers behind board decisions are accurate and consistent.

CFO

Faster, cleaner month-end. Stronger controls, less spreadsheet risk and a clear line of sight from operational data to financial outcomes.

COO

Reliable operational reporting, joined-up processes and the data quality needed to automate manual work without introducing new risk.

CIO

A prioritised, business-aligned data roadmap that rationalises your estate, reduces technical debt and aligns to your Microsoft investments.

CTO

A pragmatic view of AI and automation readiness, with the architectural building blocks needed to move from experiments to production.

Transformation Leader

A defensible baseline, clear priorities and a shared language between business and IT to accelerate your transformation programme.

  • Key challenges

The Signs your Data is Holding the Business Back

If any of these sound familiar, your data maturity is likely limiting decision-making, slowing transformation and adding risk to your AI ambitions.
  • Duplicated data spread across multiple systems and spreadsheets
  • Manual, time-consuming reporting that arrives too late to act on
  • Inconsistent numbers between finance, operations and sales
  • Limited visibility for leaders, with no single source of truth
  • Weak or undocumented data governance and ownership
  • AI and automation ambitions blocked by poor-quality data
  • Benefits

Outcomes Senior Leaders Can Measure

A Data Maturity Assessment isn’t a technical audit. It’s a board-level, evidence-based view of what your data can deliver and what it’s costing you today.
Better, faster decisions

Give leaders trusted data at the right time, so choices are made with evidence not gut feel or stale reports.

Reduced Data And Compliance Risk

Identify gaps in governance, security and data privacy and align to UK GDPR and industry standards.

AI-Ready Foundations

Prepare your data estate for Microsoft Copilot, Fabric and advanced analytics with quality inputs that produce trusted outputs.

Aligned Business And IT

A shared, prioritised roadmap that turns competing wish-lists into an executable transformation plan.

Meaningful reporting

Move beyond spreadsheets to interactive Power BI reporting that answers the questions leaders actually ask.

Measurable ROI

Focus investment on the initiatives that will move the numbers productivity, margin, cashflow and customer outcomes.

  • What we assess

Six pillars of a modern data-led organisation

Click any segment of the wheel to explore how we score your maturity from Initial through to Optimised.
Data Challenges Wheel - Pie Divs
Data quality
& architecture
Governance
&security
Reporting &
analytics
AI &
automation
People &
culture
Strategy &
operating model
Limited Visibility
Asset Integrity Risk
Heavy Manual Reporting
Missed Margin
Ageing Systems
Unplanned Downtime
DATA MATURITY

Data quality & architecture

We map your data sources, integrations and lineage, then score the trustworthiness of what flows into every report and decision.

Governance, security & privacy

Ownership, stewardship, access controls and UK GDPR alignment — assessed against a proven governance operating model.

Reporting & analytics

From executive dashboards to self-service, we review the reporting landscape, KPIs and your single version of the truth.

AI, automation & innovation

Copilot and AI readiness, automation opportunities and advanced analytics — grounded in what your data can actually support today.

People, skills & culture

Data literacy, roles and adoption across the business — because tooling only delivers value when your teams are ready to use it.

Strategy & operating model

Alignment of data investment to business strategy, priorities and ROI — so every pound spent is tied to a measurable outcome.
  • Our process

A structured 5-stage journey

  • Stage 1 of 5

Discover

What we do
We align on your business objectives, stakeholders and the strategic questions the assessment must answer.
  • Executive kick-off and scoping
  • Stakeholder mapping
  • Success criteria agreed
Outcome
A clear scope and shared success criteria agreed with your leadership team.
  • Stage 2 of 5

Assess

What we do
Structured workshops and interviews across business and IT to review data, systems, governance and skills.
  • Business and IT workshops
  • Systems and data review
  • Governance and skills audit
Outcome
A rounded, evidence-based view of your current data landscape.
  • Stage 3 of 5

Score

What we do
We benchmark your organisation against our maturity framework and highlight strengths, gaps and quick wins.
  • Six-pillar maturity scoring
  • Peer benchmarking
  • Strengths, gaps and quick wins
Outcome
A defensible maturity score across six pillars with peer comparison.
  • Stage 4 of 5

Recommend

What we do
A prioritised, costed set of initiatives aligned to your Microsoft investments and business strategy.
  • Prioritised initiatives
  • Indicative costs and effort
  • Aligned to Microsoft stack
Outcome
A ranked backlog of initiatives with indicative cost, effort and value.
  • Stage 5 of 5

Roadmap

What we do
A board-ready roadmap with clear ownership, sequencing and expected value, ready to execute.
  • 12–24 month roadmap
  • Ownership and sequencing
  • Expected value and KPIs
Outcome
A 12–24 month plan your board can approve and your teams can deliver.

Why Choose Our Data Maturity Assessment?

A Data Maturity Assessment isn’t a ticket-in, report-out exercise. It’s a structured, board-ready engagement designed to protect performance today and unlock value over time with no surprises on cost or scope.

Evidence-Based Maturity Score

A clear score across all six pillars, benchmarked against industry good practice no vague RAG statuses, no opinion-led judgements.

90-day Quick Wins

A prioritised list of high-value actions you can start on within the next quarter sequenced by impact, effort and business risk.

PRIORITISED FOR IMPACT

12–24 Month Data And AI Roadmap

A sequenced transformation roadmap aligned to business strategy, investment cycles and the outcomes your leadership team actually cares about.

Board-Ready Executive Summary

A concise summary written for the board and leadership team findings, risks and recommendations, in the language of the business.

THE BUSINESS CASE

A Defensible Investment Case

A Defensible Investment Case

A shared language for business, IT and transformation teams with the numbers, narrative and roadmap you need to unlock funding and move with confidence.
  • Data & AI ecosystem

Built on the Microsoft Platform you Already Trust

As a Microsoft-aligned ERP partner, we align every recommendation to the Microsoft data, AI and business apps stack so your investment builds on what you already own and integrates with the tools your teams use every day.

Microsoft Fabric

Unified analytics platform

Azure Data Lake

Scalable data foundations

Azure Synapse

Enterprise data warehousing

Copilot and AI

Executive-ready reporting

Power BI

Executive-ready reporting

Dynamics 365

Connected business apps

  • FAQs

Frequently Asked Questions

How does data maturity support digital transformation?
Data maturity gives your transformation programme the reliable data foundations needed to modernise successfully. When information is accurate, accessible and well managed, you can improve reporting, connect systems, automate processes and make better decisions at every stage of your journey.
AI and automation only work as well as the data behind them. Strong data maturity ensures information is accurate, consistent and available across the organisation so you can safely introduce Copilot and AI tools, automate manual tasks and generate trusted insights that drive better business outcomes.
It gives you an independent, evidence-based view of where your data quality, reporting, governance and AI-readiness stand today, and a clear starting point for becoming a genuinely data-led business with prioritised actions rather than vague recommendations.
Common signs include duplicated data across systems, manual reporting, inconsistent numbers between teams, poor visibility for leaders, and heavy reliance on spreadsheets or disconnected tools. These issues slow decisions, add risk and undermine confidence in the business.
Start with a structured assessment to establish a baseline. From there, focus on improving data quality, connecting core systems, strengthening governance and modernising reporting sequenced by business value. The assessment tells you exactly where to start.
Most engagements run over two to four weeks depending on the size and complexity of your organisation. We work around your teams and keep the time commitment focused, so senior leaders are only involved where their input adds real value.

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