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Data Stack Diagnostic
The Data Stack Diagnostic is the fixed-scope entry engagement: two to three weeks inside your actual stack — a full object inventory, a lineage and complexity audit, and a migration and AI-readiness roadmap — closed with a fixed-price, fixed-date quote for the rebuild.
How the Diagnostic Works
Before a global SaaS platform’s 45-day rebuild — the one that ended with 606% Year-1 ROI and revenue validated to 0.002% — there was a counting exercise. Every legacy object inventoried: 377 of them, traced, classified, and mapped to the 51 dbt models that would replace them. That inventory is what made a fixed-scope, fixed-date quote possible. The diagnostic is that exercise, productized.
What actually happens in the two to three weeks
We inventory the stack object by object: every dashboard, report, scheduled query, and pipeline — who consumes it, what feeds it, what breaks silently when it is wrong. Lineage gets traced to source systems. Complexity gets measured, not estimated. In most stacks we audit, a large share of the objects answer questions nobody is asking anymore — knowing which ones is where the rebuild’s economics come from.
Then we assess AI readiness: whether your metric definitions could support a semantic layer today, where the data quality gaps are, and what “LLM on our data” would actually require in your stack — a question most teams are being asked by their board right now and cannot answer with evidence.
What you walk away with
The findings document, the migration and AI-readiness roadmap, and a fixed-price, fixed-date quote for the rebuild. Every finding is verifiable against your own systems — this is the same evidence standard as our delivery work, applied to the assessment itself.
If you proceed to the build, the diagnostic’s inventory becomes the rebuild’s validation baseline: the list every migrated number gets reconciled against. Nothing is thrown away.
When to skip it
If your stack is small and your team already knows exactly what it needs, a diagnostic adds a step you may not need — we will say so on the strategy call. And if you have a dated trigger already burning (a license sunset in eight weeks), we fold the diagnostic into the build as its first milestone instead of running it standalone.
Three questions to ask yourself
Could anyone in your company say, today, how many reports and models your stack actually runs — and how many are still used? If the board asked “what would AI on our data take,” would the answer be evidence or a guess? When was the last time a migration estimate you received survived contact with the actual system?
Frequently asked questions
Why is the diagnostic a paid engagement?
What exactly do we get at the end?
How much of our team's time does it take?
What if we already know what we need?
Related case studies
- Cloud security platform (same engagement, anonymized) Analytics Platform Modernization: 377 Legacy Objects to 51 dbt Models in 45 Days 377 legacy objects to 51 automated models in 45 days — 606% Year 1 ROI, 86% complexity reduction, 24–48× faster deployments.
- Cloud security platform (Global SaaS, anonymized) Revenue Analytics Rebuilt: $84M Validated, 5 Years of Pricing Debt Resolved Rebuilt a cloud security platform’s revenue analytics — validating $84M to 0.002% accuracy, fixing 15 silent bugs, giving Finance direct control of pricing with no engineering tickets.
- Grupo AFAL (Carl’s Jr Mexico franchise, 100+ locations) Modern Data Foundation for Restaurant Franchise (Carl’s Jr / AFAL) Enterprise data infrastructure from scratch — single source of truth across 100+ Carl’s Jr locations with real-time supply chain visibility.
Related insights
- SaaS & Tech Why Your Analytics Migration Is an Investment, Not a Cost Analytics migration delivers 606% Year 1 ROI when treated as strategic investment. Learn the business case framework for modernizing legacy BI.
- Retail & eCommerce Why I Built Clarivant: The Mid-Market Analytics Gap After 15 years at P&G and eBay, I saw mid-market companies stuck on 60,000-row Excel files. Enterprise analytics shouldn't require enterprise budgets.
- SaaS & Tech AI in Analytics Engineering: What Actually Worked AI cut analytics engineering time 60% on a financial data migration. What worked, what failed, and the guardrail framework for financial systems.
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