Services
Data & Financial Intelligence
Data and financial intelligence is achieved through intelligent information design—not simply by connecting systems or building dashboards. Carlton Brooke's Agile Information-Modeling Methodology turns fragmented operational data into trusted business information for management, analytics, and AI.
“Do you have the trusted information you need to understand what is happening, why it is happening, and what to do next?”
You gain predictable, repeatable results while your staff gains a proven methodology they can understand, apply, and extend as the business evolves.
The business problem
Information is spread across accounting systems, operational tools, and spreadsheets. Definitions conflict. Reports arrive late or disagree. Dashboards get built without shared meaning. AI should not be expected to infer critical business meaning from fragmented raw data.
Typical engagement
Typically 2–6 weeks.
The work begins with the decisions the information must support. You leave with both a useful solution and increased organizational capability.
What we examine
- The management questions and business decisions the information must support
- Accounting, CRM, POS, payroll, and other operational sources
- Spreadsheets, databases, and other places information actually lives
- Conflicting definitions, grain, and business rules
- Missing information, quality problems, and source-system limits
- What must be true before reporting, BI, or AI can be trusted
What you leave with
- A trusted information foundation designed around the decisions management actually makes
- Documented business definitions the organization can share and reuse
- Source data mapped to those definitions
- Analytical models on a governed constellation of facts and dimensions
- A practical methodology your staff can continue using as the business evolves
What we need from you
- The management questions that need to be answered
- Access to people who understand how the business actually works
- Appropriate access to relevant systems and information
Carlton Brooke's Agile Information-Modeling Methodology
CDM → LDM → Raw Data Mapping → Constellation → Agentic Consumption
CDM
Establish the durable concepts that matter to the business and how they relate—customers, vendors, employees, products, services, orders, accounts, and the rest—independent of any one application or database.
LDM
Define the information needed to represent those concepts consistently: attributes, grain, relationships, rules, history, and shared definitions. The goal is common business meaning, not exhaustive documentation.
Raw Data Mapping
Map actual operational data to the logical model. Connect accounting, CRM, POS, payroll, spreadsheets, databases, and APIs to the agreed definitions—and expose gaps, conflicts, quality problems, and source-system limits.
Constellation
Transform mapped information into a trusted analytical constellation of reusable facts and dimensions. This governed foundation supports financial intelligence, management reporting, metrics, BI, and later information products.
Agentic Consumption
Create purpose-built consumption models from that constellation for AI and agents. Where practical, resolve joins, grain, definitions, and deterministic rules before information reaches an agent.
This work follows Discover → Design → Implement → Advise.
Start with your business.
A conversation first. If an assessment or project is a fit, we will say so—and if it is not, we will say that too.