Transform Data into Business Intelligence

Explore data workshops, assessments, and proof of value engagements that help organizations modernize platforms, improve reporting, and prepare trusted data for AI-driven innovation.

Build a trusted foundation for decisions and AI.

Data is no longer just a reporting concern. It has become the foundation for analytics, automation, AI, and better business decisions. Oakwood’s Data & Analytics engagements help organizations assess current platforms, evaluate Microsoft Fabric, improve governance, and validate modern architectures before making larger investments.

workshop

Microsoft Fabric Strategy Workshop

Explore how Microsoft Fabric can unify data engineering, analytics, and business intelligence while supporting future AI initiatives.

Typical Length
2–4 hours

Best For
Fabric exploration and stakeholder alignment

Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.

What We’ll Cover

  • Fabric capabilities and common adoption scenarios
  • Current analytics challenges and platform goals
  • Governance, security, and data architecture considerations
  • Potential roadmap for Fabric adoption

Deliverables

Fabric Opportunity Summary
Where Fabric may create value in your environment.

Use Case Priorities
Recommended starting points for adoption.

Next-Step Roadmap
Path toward assessment, POV, or implementation.

assessment

Data Platform Assessment

Evaluate your current data ecosystem and identify opportunities to improve integration, governance, reporting, and analytics maturity.

Typical Length
1-2 weeks

Best For
Current-state data review and modernization roadmap

Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.

What We’ll Cover

  • Data sources, pipelines, warehouses, and reporting tools
  • Governance, quality, security, and ownership practices
  • Performance, scalability, and operational challenges
  • Modernization opportunities and implementation priorities

Deliverables

Current-State Findings
Summary of data platform strengths, gaps, and risks.

Governance Recommendations
Practical guidance for data quality, access, and ownership.

Business Value Summary
How data improvements support better decisions and AI readiness.

proof of value

Microsoft Fabric Proof-of-Value (PoV)

Validate Fabric by building a focused pilot that demonstrates ingestion, transformation, modeling, and reporting against a real business scenario.

Typical Length
3-6 weeks

Best For
Testing Fabric capabilities with a practical use case

Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.

What We’ll Cover

  • Pilot use case and success criteria definition
  • Data ingestion and transformation approach
  • Semantic model and reporting design
  • Validation findings and production planning

Deliverables

Fabric Pilot Solution
Working pilot aligned to a defined business scenario.

Validation Findings
Lessons learned, risks, constraints, and outcomes.

Adoption Roadmap
Recommended path toward enterprise rollout.

assessment

Business Intelligence Modernization Assessment

Review existing reporting and analytics environments to improve performance, governance, usability, and confidence in business insights.

Typical Length
1-2 weeks

Best For
BI review and reporting modernization planning

Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.

What We’ll Cover

  • Power BI, SQL, and reporting environment review
  • Data model, report performance, and governance considerations
  • Self-service analytics maturity and adoption challenges
  • Opportunities to improve trust, usability, and scale

Deliverables

BI Environment Review
Findings across reporting tools, models, and usage patterns.

Modernization Priorities
Ranked opportunities to improve analytics delivery.

Roadmap Summary
Next steps for reporting modernization and enablement.

workshop

Data & AI Readiness Workshop

Understand how your data foundation impacts AI success and identify the steps required to prepare enterprise data for intelligent applications and agents.

Typical Length
2-4 hours

Best For
Connecting data strategy to AI readiness

Funding note: Ask Oakwood about current Microsoft funding opportunities and eligibility.

What We’ll Cover

  • Data quality, governance, and accessibility considerations
  • AI use case dependencies and information architecture
  • Security and sensitive data concerns
  • Recommended readiness steps before AI pilots

Deliverables

AI Data Readiness Summary
High-level view of data factors that may impact AI adoption.

Use Case Alignment
Where data capabilities support AI opportunities.

Next-Step Recommendations
Path toward assessment, governance work, or AI validation.

Additional Engagement Areas

Explore workshops, assessments, and proof of value engagements across AI, data, cloud, security, modern work, and strategic advisory services. Each engagement is designed to help organizations evaluate opportunities, reduce risk, and build practical roadmaps for what’s next.

Strategy & Advisory

Build practical technology roadmaps aligned with your business goals. Explore strategy workshops and assessments designed to prioritize initiatives, reduce risk, and establish a clear path for modernization and innovation.

Security

Strengthen identity, cloud, data, and operational security through workshops, assessments, and proof of value engagements designed to improve visibility, reduce risk, and support secure innovation.

Modern Work

Empower employees with modern collaboration, Microsoft 365 optimization, and Copilot engagements that improve productivity, strengthen governance, and accelerate AI adoption across the organization.

AI & Applications

Transform ideas into intelligent business solutions through workshops, assessments, and proof of value engagements focused on AI strategy, Microsoft Copilot, custom AI applications, and autonomous agents.

Cloud & Infrastructure

Modernize infrastructure with confidence through Azure strategy workshops, migration assessments, and cloud modernization engagements that reduce complexity while preparing your environment for what’s next.

Turn Data into Confident Business Decisions.

Whether you’re modernizing your data platform, evaluating Microsoft Fabric, or preparing for AI, Oakwood’s workshops, assessments, and proof of value engagements help organizations build trusted data foundations that support better decisions and future innovation.