𝐂𝐥𝐨𝐮𝐝𝐚𝐥𝐲𝐭𝐢𝐱 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐅𝐚𝐛𝐫𝐢𝐜 and 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 (2 𝐖𝐞𝐞𝐤𝐬): 𝐑𝐞𝐚𝐝𝐢𝐧𝐞𝐬𝐬 & 𝐑𝐨𝐚𝐝𝐦𝐚𝐩

Modernize your data estate with 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐅𝐚𝐛𝐫𝐢𝐜 and prepare for 𝐂𝐨𝐩𝐢𝐥𝐨𝐭-𝐞𝐧𝐚𝐛𝐥𝐞𝐝 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 with a focused, outcome-driven 2-week assessment. Cloudalytix helps you align business priorities to a Fabric-first target design, validate security and governance guardrails, and define a pragmatic path to 𝐫𝐞𝐚𝐥-𝐭𝐢𝐦𝐞 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬, 𝐀𝐈/𝐌𝐋 𝐫𝐞𝐚𝐝𝐢𝐧𝐞𝐬𝐬, 𝐚𝐧𝐝 𝐬𝐜𝐚𝐥𝐚𝐛𝐥𝐞 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 - before you commit to a larger program.

𝐂𝐥𝐨𝐮𝐝𝐚𝐥𝐲𝐭𝐢𝐱 𝐛𝐫𝐢𝐧𝐠𝐬 c𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐅𝐚𝐛𝐫𝐢𝐜 𝐩𝐫𝐚𝐜𝐭𝐢𝐭𝐢𝐨𝐧𝐞𝐫𝐬 𝐭𝐨 𝐚𝐬𝐬𝐞𝐬𝐬 𝐲𝐨𝐮𝐫 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐝𝐚𝐭𝐚 𝐞𝐬𝐭𝐚𝐭𝐞 𝐚𝐧𝐝 𝐩𝐫𝐨𝐝𝐮𝐜𝐞 𝐚 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐚𝐥, 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩-𝐫𝐞𝐚𝐝𝐲 𝐫𝐨𝐚𝐝𝐦𝐚𝐩 𝐟𝐨𝐫 𝐅𝐚𝐛𝐫𝐢𝐜 𝐦𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 𝐫𝐞𝐚𝐝𝐢𝐧𝐞𝐬𝐬.

𝐃𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐦𝐚𝐤𝐞 𝐚𝐟𝐭𝐞𝐫 𝐭𝐡𝐢𝐬 𝐞𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 By the end of this 2-week engagement, leadership can confidently decide: • 𝐖𝐡𝐚𝐭 𝐭𝐨 𝐦𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐞 𝐟𝐢𝐫𝐬𝐭 (and what to keep) across data ingestion, modeling, reporting, and real-time needs • 𝐖𝐡𝐢𝐜𝐡 𝐅𝐚𝐛𝐫𝐢𝐜 𝐰𝐨𝐫𝐤𝐥𝐨𝐚𝐝𝐬 𝐭𝐨 𝐚𝐝𝐨𝐩𝐭 (Lakehouse vs Warehouse vs Eventhouse/Real-Time) and the target-state architecture • 𝐖𝐡𝐢𝐜𝐡 2–3 𝐮𝐬𝐞 𝐜𝐚𝐬𝐞𝐬 𝐭𝐨 𝐩𝐢𝐥𝐨𝐭 𝐟𝐢𝐫𝐬𝐭 (with KPIs, owners, and measurable success criteria) • H𝐨𝐰 𝐭𝐨 𝐞𝐧𝐚𝐛𝐥𝐞 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 𝐬𝐚𝐟𝐞𝐥𝐲 (permissions model, governance controls, semantic/metadata readiness, guardrails) • 𝐇𝐨𝐰 𝐭𝐨 𝐬𝐢𝐳𝐞 𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐥𝐚𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 (key cost drivers, rollout sequencing, resourcing approach)

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬 𝐚𝐝𝐝𝐫𝐞𝐬𝐬𝐞𝐝 • Limited visibility and delayed time-to-insight • Disconnected data across systems, teams, and tools (no consistent “single source of truth”) • Unclear path to a modern lakehouse/warehouse strategy and real-time analytics • Rising cost and complexity from duplicate pipelines, overlapping tools, and manual operations • AI/ML ambitions without data readiness • Copilot interest without foundations (security, governance, semantic layer, and adoption plan) • Governance and compliance risk from inconsistent policies and auditability gaps

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 • 𝐅𝐚𝐬𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬: reduce time-to-insight with an optimized Fabric workload design and operating model • 𝐔𝐧𝐢𝐟𝐢𝐞𝐝, 𝐠𝐨𝐯𝐞𝐫𝐧𝐞𝐝 𝐝𝐚𝐭𝐚 𝐟𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: establish a consistent data layer with clear ownership, access, and policies • 𝐀𝐈/𝐌𝐋-𝐫𝐞𝐚𝐝𝐲 𝐞𝐬𝐭𝐚𝐭𝐞: define the prerequisites to make data usable for predictive analytics and responsible AI • 𝐂𝐨𝐩𝐢𝐥𝐨𝐭-𝐫𝐞𝐚𝐝𝐲 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬: prepare the semantic/metadata and permission strategy to enable AI-assisted consumption (where enabled in your tenant) • 𝐋𝐨𝐰𝐞𝐫 𝐜𝐨𝐬𝐭 𝐚𝐧𝐝 𝐜𝐨𝐦𝐩𝐥𝐞𝐱𝐢𝐭𝐲: reduce duplication and tool sprawl through consolidation and prioritized modernization • 𝐀 𝐫𝐨𝐚𝐝𝐦𝐚𝐩 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐜𝐚𝐧 𝐞𝐱𝐞𝐜𝐮𝐭𝐞: a phased plan that de-risks delivery and accelerates measurable value

2-𝐖𝐞𝐞𝐤 𝐚𝐠𝐞𝐧𝐝𝐚 (𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞-𝐟𝐫𝐢𝐞𝐧𝐝𝐥𝐲) 𝐖𝐞𝐞𝐤 1 — 𝐀𝐥𝐢𝐠𝐧, 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫, 𝐃𝐢𝐚𝐠𝐧𝐨𝐬𝐞 • Envisioning workshop (goals, KPIs, decision points, success criteria) • Current-state assessment (data sources, pipelines, BI/reporting, semantic model approach, environments) • Governance & security review (access model, information protection needs, compliance constraints) • AI/ML & Copilot readiness checks • Identify quick wins + shortlist high-value use cases for pilot

𝐖𝐞𝐞𝐤 2 — 𝐃𝐞𝐬𝐢𝐠𝐧, 𝐏𝐫𝐢𝐨𝐫𝐢𝐭𝐢𝐳𝐞, 𝐑𝐨𝐚𝐝𝐦𝐚𝐩 • Target-state architecture blueprint for Microsoft Fabric (workload placement + patterns) • Copilot enablement plan (controls, semantic/metadata steps, adoption guardrails) • Prioritized roadmap (milestones, dependencies, rollout sequence, resourcing) • Capacity and investment guidance (practical sizing inputs and cost drivers) • Executive readout and recommendations

𝐊𝐞𝐲 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐚𝐛𝐥𝐞𝐬 • 𝐑𝐞𝐚𝐝𝐢𝐧𝐞𝐬𝐬 𝐬𝐜𝐨𝐫𝐞𝐜𝐚𝐫𝐝 (platform, governance, adoption, AI/ML + Copilot readiness) • 𝐓𝐚𝐫𝐠𝐞𝐭 𝐚𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞 𝐛𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭 𝐟𝐨𝐫 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐅𝐚𝐛𝐫𝐢𝐜 (standard diagram + narrative) • 𝐏𝐫𝐢𝐨𝐫𝐢𝐭𝐢𝐳𝐞𝐝 𝐮𝐬𝐞-𝐜𝐚𝐬𝐞 𝐛𝐚𝐜𝐤𝐥𝐨𝐠 (value rationale + complexity/effort view) • 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞 & 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐫𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬 (roles, policies, controls, operating rhythm) • 𝐂𝐚𝐩𝐚𝐜𝐢𝐭𝐲/𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞 (assumptions and key cost drivers) • 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐬𝐮𝐦𝐦𝐚𝐫𝐲 𝐝𝐞𝐜𝐤 for leadership and procurement alignment

Financial Services

Professional Services results for Financial Services