Data Management & Agentic Analytics

Service · Data Management & Agentic Analytics

Agents are only as good as
the data beneath them.

We build the AI-ready data foundation on Microsoft Fabric: one governed model of your business across every ERP, system and document, then deploy Claude on top of it. Your organisation stops reporting what happened and starts deciding what to do next.

Foundation

Microsoft Fabric, OneLake, semantic model and ontology, Power BI.

Intelligence

Claude and Fabric data agents reasoning over governed enterprise context.

Scope

Financial, operational, non-financial and external data, structured to unstructured.

The problems we solve

Most enterprises don't have an AI problem.
They have a data problem.

Every failed analytics or AI initiative we are called into shares the same root causes.

Four systems, four versions of the truth

Multiple ERPs, disconnected subsidiaries and manual consolidation mean no one can agree on a single number.

Reporting arrives after the decision

Month-end packs describe a period you can no longer influence. Decisions are made on instinct in between.

Planning lives in spreadsheets

Budgets and forecasts sit outside the data platform, disconnected from actuals and impossible to re-run at speed.

Most of your context is invisible

Contracts, board minutes, analyst reports, market data and prior commentary never reach the analytics layer.

Dashboards answer "what", never "why"

You see the variance. You don’t get the root cause, the forecast, or the recommended action.

The reasoning sits in people's heads

The judgement that explains the numbers is never captured, and it leaves the business when they do.

The architecture

One governed semantic foundation. Every consumer speaks the same language.

Sources land once in OneLake. Meaning is defined once in the semantic model and ontology. People, dashboards and agents all reason from that single definition, so the answer is the same wherever it is asked.

Sources

AI-Ready Data Foundation

Microsoft Fabric + Claude

OneLake: unified data estate

A valuation, a covenant test or a capital allocation call is never answered by financial data alone. Internal and external sources land in the same governed model.

Semantic model & ontology

Every entity, KPI and business rule defined once (revenue, margin, customer, SKU, entity) and reused everywhere. The universal semantic layer.

Agentic intelligence layer

Claude and Fabric data agents reason over the governed model: diagnose variance, forecast, run scenarios and recommend the next action.

Planning & write-back

Budgets, forecasts and scenarios created in the same platform as the actuals, with write-back to Fabric SQL.

Governanc • Lineage • Security • Access control • Auditability

Consumption

Data domains

Financial · operational · commercial · supply chain · HR · external market and economic data.

Data types

Structured tables · semi-structured feeds and APIs · unstructured PDFs, decks, minutes and email.

What we do

Two engagements, delivered as one.

We build the foundation first. Agents come second, because agents deployed on ungoverned data produce confident, wrong answers.

01 · Data foundation

Microsoft Fabric implementation

End-to-end delivery of Fabric as your data management and analytics platform, from source connection to certified reporting.

Architecture & ingestion: pipelines, mirroring, shortcuts, medallion lakehouse and warehouse design
Data engineering & quality: transformation, reconciliation, master data, validation rules
Semantic model & ontology: one governed definition of every business entity, measure and hierarchy
Power BI: executive, functional and operational reporting on a certified model
Governance: security, row-level access, lineage, lifecycle and capacity management

02 · Agentic analytics

Claude integrated into your data

Frontier LLM agents grounded on the governed semantic layer, so answers are explainable, traceable and consistent with your reporting.

Grounded agents: Claude connected to Fabric via MCP and Fabric data agents, never guessing at definitions
Unstructured intelligence: semantic chunking of PDFs, board minutes, contracts and commentary so agents retrieve the passage, not the document
Institutional knowledge capture: the reasoning held by your people, structured and made available to agents
Analyst-grade output: variance narratives, scenario analysis, board commentary and generated reporting packs
Guardrails: verified-figure tagging, human-in-the-loop approval, full audit trail

Analytics maturity

From reporting the past to deciding
the future.

Most platforms stop at the first step. We deliver all four on the same governed foundation.

01 Descriptive

Certified, consolidated reporting across every entity and system, available on demand.

What happened?

02 Diagnostic

Agents trace variance to root cause across financial, operational and external drivers.

Why did it happen?

03 Predictive

Driver-based forecasting and scenario modelling using history, pipeline and market signals.

What happens next?

04 Prescriptive

Ranked, quantified recommendations with financial impact, and the decision stays yours.

What should we do?

Platform capability

Built on the latest of Microsoft Fabric.

We implement the current generation of the platform, not last year’s architecture.

Fabric IQ

The semantic intelligence workload: ontology, graph, data agents and operations agents working from one shared business model.

Ontology

Business entities, relationships, rules and permitted actions defined once, generated from or aligned to your Power BI semantic model.

Plan (Fabric Planning)

EPM and CPM inside Fabric: budgets, forecasts, scenarios and plan-versus-actual, with write-back, in the same governed platform as your data.

Data agents

Data-grounded conversational agents that answer business questions using governed enterprise data and consistent definitions.

Operations agents

Continuous monitoring of live data, anomaly detection and governed action driven by rules held in the ontology.

PowerTable & Optimizer

Governed, no-code data entry and reference data for planning, plus target-based and multi-variable optimisation.

OneLake shortcuts & mirroring

Zero-copy access to ADLS, S3, GCS and operational databases: analyse across clouds without moving or duplicating data.

Real-Time Intelligence

Streaming ingestion, event-driven activation and live operational monitoring alongside your analytical estate.

MCP endpoints & Copilot

Ontology exposed to the wider agent ecosystem through Model Context Protocol, plus native Copilot across Fabric and Microsoft 365.

Use cases

Where we deploy it.

Each is delivered on the same foundation, so capabilities compound rather than fragment.

01 Multi-ERP financial consolidation

Automated consolidation across subsidiaries on different ERPs: eliminations, currency, group mapping and IFRS reporting with dashboards on a single certified model.

02 Financial intelligence platform

A single analytics and reporting layer for the group and its portfolio: executive views, portfolio performance, drill-through and agent-generated commentary.

03 Planning, budgeting & forecasting

Driver-based budgeting, rolling forecasts, scenario overlays and corporate planning, connected to actuals, replacing standalone EPM tools and spreadsheets.

04 Sales control tower

Supply chain, sales, trade spend, operations and finance in one live decision layer: out-of-stocks, trade ROI and inventory managed continuously, not at month-end.

05 Integrated business planning

Demand, production and operational, supply chain and financial planning reconciled in one model, so a volume change flows straight to margin and cash.

06 Custom data solutions

Any domain, any function. If the data exists in a system, a spreadsheet, a document or someone's head, we can model it and put agents on it.

How we deliver

Foundation first. Value in weeks, not quarters.

Assess

Data readiness, source landscape, reporting pain points and the use cases worth building first.

Architect

Target Fabric architecture, semantic model and ontology design, governance and security model.

Build

Pipelines, transformation, certified model and Power BI, delivered in sprints against a live use case.

Agentify

Claude agents deployed on the governed layer, with guardrails, adoption support and measured business value.

Find out how AI-ready your
data actually is.

A short diagnostic across your source systems, reporting and data quality, with a costed roadmap to a governed foundation and your first agentic use case.