90-Day Data Pilot
From Data Strategy to Working Capability
Many organizations know better data can improve performance, but broad data transformation can feel too large, risky, or undefined. The 90-Day Data Pilot creates a practical bridge from strategy to scale.
Data opportunities are identified, but teams struggle to decide which use case should move first.
Critical data may live in legacy systems, exports, spreadsheets, PDFs, or digital folders.
Availability, completeness, history, security, and system-of-record clarity need to be validated before scale.
AI-enabled workflows require governed data, semantic context, and safe access patterns.
Principles for a Pilot that can Scale
The goal is not a throwaway proof of concept. The goal is to prove value, validate the data, and create reusable assets that can become part of a broader data foundation.The pilot anchors to a real business problem, a defined user group, and measurable success criteria.
The pilot must deliver business value while creating reusable data assets for future use cases.
Access, quality, history, granularity, and security constraints are tested early using actual source data.
Ownership, access controls, semantic definitions, and AI boundaries are defined as part of the pilot foundation.
The pilot produces a working dashboard, data service, application output, document workflow, or AI-enabled experience.
The pilot closes with a practical implementation backlog and roadmap for a broader Data Foundation or Data Services Build.
90-Day Data Pilot Scope of Work
A focused implementation engagement designed to validate a business use case, access and assess the necessary data, build an initial governed foundation, and activate the data through a working business capability.
Confirm the pilot business objective, users, workflow, success metrics, and scope boundaries.
- Confirm the pilot use case and business sponsor
- Define users, workflows, decisions, and success metrics
- Establish the pilot backlog and delivery plan
Identify and connect the priority source systems, files, documents, exports, or APIs needed for the pilot.
- Map required data sources, owners, permissions, and access methods
- Connect to source systems or obtain approved exports and files
- Document access constraints, risks, and dependencies
Determine whether the data is fit for the business use case and what remediation is required.
- Assess completeness, accuracy, timeliness, history, and granularity
- Identify system-of-record, security, and lineage issues
- Prioritize gaps that affect pilot value or scale readiness
Create the reusable data foundation required to support the focused pilot use case.
- Build ingestion, transformation, and harmonization flows
- Model priority business entities and initial semantic definitions
- Create a governed dataset, data mart, data product, or data service
Turn the data foundation into a business-facing output that users can validate and use.
- Build a dashboard, report, analytical output, application feature, or AI-enabled workflow
- Validate outputs with business users and refine usability
- Capture adoption feedback and pilot validation findings
Evaluate pilot results and define the path toward a broader Data Foundation or Data Services Build.
- Identify reusable assets and next use cases
- Define architecture, governance, and operating model improvements
- Create an implementation backlog and next-phase scope recommendation
Focused Use Cases that Prove Value Quickly
The best pilot balances business value, data availability, feasibility, stakeholder support, reuse potential, and AI enablement.
Revenue Intelligence Pilot
Unify lead, account, pipeline, proposal, and outcome data to improve ICP clarity, conversion visibility, and sales prioritization.
Customer Retention / Attrition Pilot
Connect customer, billing, service, cancellation, and account history data to identify churn patterns and account risk.
Executive KPI Foundation Pilot
Create trusted metric definitions and a repeatable reporting foundation for leadership decision-making and operating cadence.
Document-to-Data Pilot
Use AI-assisted extraction and validation to turn PDFs, contracts, forms, folders, or emails into structured business records.
Customer / Account 360 Pilot
Build a unified customer/account entity across sales, billing, service, finance, operations, and documents.
Natural-Language Analytics Pilot
Create governed, semantic access to trusted data so business users can ask questions and receive explainable answers.
AI-Ready Data Services Pilot
Expose governed data services, semantic context, and access boundaries that can support grounded AI workflows and agents.
ERP / CRM Data Readiness Pilot
Validate master data, field mapping, quality issues, and migration readiness before larger modernization efforts.
Operational Performance Pilot
Connect work orders, tickets, schedules, assets, service events, and labor data to identify bottlenecks and performance opportunities.
"Our successful data pilot delivered business value through a focused use case while creating reusable data assets that will support future analytics, automation, and AI-enabled capabilities.”
90-Day Data Pilot Questions
The DevIQ Data Strategy Workshop is the starting point for aligning business value, data readiness, modern architecture, governance, and AI enablement into a practical roadmap. More questions? Ask Us ->
A focused implementation engagement that validates a high-value data use case, accesses and assesses the required data, builds an initial governed foundation, and activates the data through a working business capability.
The pilot is designed to create reusable data assets, governance patterns, semantic definitions, and a scale roadmap. It should not be a disconnected prototype that gets thrown away.
Business, technology, data, and operations leaders who have identified a data opportunity and need a practical first implementation step before committing to a larger platform or transformation effort.
A validated use case, data access plan, quality findings, initial governed data foundation, working business capability, user feedback, and a roadmap for scaling.
It can. Some pilots may focus on dashboards, analytics, or data services. Others may enable natural-language analytics, document intelligence, AI-ready context services, or agent readiness.
The pilot is platform-aware but vendor-neutral. Depending on the client environment, it may use or evaluate Databricks on AWS or Azure, Microsoft Fabric, Snowflake, AWS-native services, Azure-native services, or a lighter-weight data mart foundation.
Successful pilots can scale into a broader Data Foundation & Data Services Build, extending governed data, semantic definitions, analytics, automation, and AI-ready capabilities across additional use cases.