Data and Analytics Strategy Services Drive revenue, reduce risk, and enable operational excellence Across all industries, ever-increasing customer needs, market competition, and rapid digital innovation have created an insatiable demand for data and the insights it can provide. Organizations must respond by building strategies that turn raw information into actionable intelligence. Protiviti is the expert in data and analytics strategy services to achieve trusted insights that drive revenue, reduce risk, and enable operational excellence. We help you develop and implement a data and analytics strategy that ensures well-controlled and reliable information. Our data and analytics and business consulting experts will collaborate with you to address your organization’s unique needs and goals. Together, we enable your business to harness data for smarter decisions and sustained success. We also guide you through governance and compliance to maintain trust and transparency. By aligning technology, people, and processes, we help you unlock the full potential of your data ecosystem. Our Data and Analytics strategy services Pro Briefcase Data and Analytics Strategy Develop and deliver a holistic and practical strategy that aligns business goals, challenges, and aspirations to enable data and analytics investments that result in incremental and measurable business value. Pro Building office Data and Analytics Maturity Assessment Not sure where to start? Our data experts can evaluate your existing data and analytics strategy and operations against leading practices to provide targeted people, process, and technology recommendations as well as implementation support. Pro Document Consent Operating Models and Reference Architectures We help you design and implement data and analytics models and architectures – from business case development and intake and prioritization to value analysis and funding, data governance, data management, data science, DevOps and managed services. Pro Document Files Digital Transformation and Automation Data feeds modern and digitally enabled business models and automated operations. Partner with our team to develop an effective data and analytics strategy that ensures the right insights are delivered seamlessly to enable exceptional customer experiences. Pro Document Stack Data Literacy, Skills Assessment, and Up-Skilling Modern data and analytics put power in the hands of business users – from boards to the back-office. With great power comes great responsibility: educate employees and customers to interpret and wield data and insights wisely. Let our experts keep you on track. Pro Legal Briefcase Data Monetization Businesses can derive value from data. We help you identify data monetization opportunities leveraging our framework for identification, value analysis, prioritization, funding, execution, and measurement of such opportunities. Tailor your data and analytics strategy to solve today's challenges Our approach Effective data and analytics strategy aligns with your unique culture, business model, existing investments, products, and services. Protiviti’s approach is highly collaborative, leveraging creative methodologies and industry-specific leading practices to partner with you in tailoring a strategy to solve today’s challenges while enabling growth and innovation. We focus on creating a roadmap that integrates seamlessly with your current operations and future objectives. Our team works closely with stakeholders to ensure alignment across governance, technology, and business priorities. By combining deep industry knowledge with proven frameworks, we help you unlock the full potential of your data assets. The result is a strategy that not only addresses immediate needs but also positions your organization for long-term success in an evolving digital landscape. Featured insights SURVEY From Automation to Autonomy - The Capabilities and Complexities of AI Agents | AI Pulse - Vol.3 6 min read Protiviti's AI Survey 3.0 reveals organizations are using Agentic AI to enhance decisions, improve efficiency and shape the future. SURVEY From Data Confusion to AI Confidence - Data Is the Foundation of Trustworthy AI | AI Pulse Survey - Vol.2 5 min read AI Pulse Survey Vol. 2 results are in! AI’s potential starts with data clarity. Discover how leading organizations are cutting through data chaos with strong data governance and data-savvy cultures — unlocking AI that delivers real results. BLOG The “Secret Sauce” to Disruptive Finance: Purveying Better Data Sooner 7 min read By the numbers: Research shows that nearly three out of four finance organizations today are employing AI; nearly three out of four CFOs believe that by 2035, AI and automation will completely reshape the finance function; and a majority of CFOs and... BLOG Back to Basics: Why Sustainability Initiatives Persist Despite Challenges 5 min read In brief: Companies are moving forward with sustainability initiatives as planned or they are adjusting strategy — not stopping sustainability efforts altogether. A Protiviti webinar provides insight into why sustainability is seen as more than a... BLOG The Rising Importance of Data Minimization in the Telecoms Industry 6 min read Data is the lifeblood of the telecom industry. With the advent and proliferation of 5G, AI, IoT, and other transformative technologies, telecom companies manage vast amounts of structured and unstructured data. While this data is essential for... BLOG AI Agents are Here. 7 Steps to Prepare 4 min read AI agents are no longer a futuristic concept — they are a practical, transformative force that is reshaping industries. One of the most impactful uses of AI today is the development and deployment of agents: systems that independently perform tasks,... Previous Article Pagination Next Article Florida-Based Bank Optimizes Customer Relationship Value Through Innovative Data Approach This Florida-based organization has grown from a small community back to one of the state’s largest financial institutions. Over time, the bank built its reputation by maintaining the personalized service of a community bank while investing in the talent, technology and financial products customers expect from a large bank – from facilitating inbound investments and empowering small businesses to financing transformative real estate projects, all factors in shaping the state’s booming economy. Read More Case Studies Case Study 1: A large U.S. financial services institution required support to develop a data and analytics strategy enabling significant growth while providing the foundational data and analytics infrastructure to support their digital transformation. Protiviti leveraged a multi-disciplinary team to collaborate with the institution. We developed and delivered a data and analytics strategy and delivery roadmap that balanced the development of foundational digital integration needs with enabling the business to leverage that digital interaction data to support revenue growth (e.g., marketing, inter-business cross/up-sell, etc.) Case Study 2: A global fashion house was struggling to meet the data and analytics demands of their internal and external business partners. Limitations in their data and analytics operating model and architecture prevented them from scaling to meet business demands. Protiviti performed a holistic data and analytics maturity assessment and report rationalisation to identify challenges and recommend remediation options to enable a modern data and analytics capability. Protiviti then supported remediation execution via a cloud-based Snowflake migration and data conversion combined with a revamped data and analytics governance and operating model enabling a more scalable and agile approach to data management. Case Study 3: A large U.S. commercial real-estate firm was looking for support in developing and implementing a data and analytics strategy to support their data-driven business operations, including sales and marketing, contract management, and enabling analytics for market analysis. A previous data and analytics strategy was developed by another consultancy that ultimately lacked enough detail to implement. Protiviti partnered with the client to refine their data and analytics strategy, developing pragmatic people, process, and technology roadmap initiatives that enabled the capabilities needed to realise business value. Protiviti then supported the implementation of roadmap initiatives, including establishing an MVP cloud infrastructure and foundational master data management to support trusted analytics. Key Partners Protiviti partners with the world’s leading technology and data companies, as well as industry disruptors, to enable tailored data and analytics strategies to best meet the needs of our clients. These partnerships allow us to integrate cutting-edge tools and platforms into solutions that drive measurable business outcomes. By leveraging the strengths of our partners, we deliver scalable, secure, and innovative approaches that align with your organization’s goals. Our collaborative ecosystem ensures you benefit from the latest advancements in data management, analytics, and AI, positioning your business for sustained growth and competitive advantage. Leadership Mark Carson Mark is a transformational leader with global experience in driving and sustaining innovative, responsible business transformation and growth. Leader of business strategy, innovation, and operational excellence through data, analytics, and technology enablement across ... Learn More Matt McGivern Matt is a Managing Director in Protiviti's Information Technology Consulting group where he leads Protiviti's Global BI and Data Governance solution area. He has more than 18 years of experience in information technology, financial services and project management. He ... Learn More Frequently Asked Questions What is a data and analytics strategy? + A data and analytics strategy is a roadmap that aligns your business goals with data-driven capabilities to deliver trusted insights. It helps organizations drive revenue, reduce risk and enable operational excellence. Why do businesses need a data and analytics strategy? + Businesses need a data and analytics strategy because without a clear strategy, data initiatives often fail to deliver value. A strong strategy helps organizations make informed decisions, improve efficiency, reduce risk and drive innovation. What services are included in data and analytics strategy consulting? + Services included in data and analytics strategy consulting include data governance, data management, analytics architecture, business case development, prioritization, funding models and advanced analytics like AI and machine learning. How does Protiviti help organizations develop a data and analytics strategy, and how does it improve business performance? + Protiviti helps organizations develop a data and analytics strategy by partnering with organizations to create tactics aligned with their culture, business model and goals. We help improve business performance by using proven practices and innovative methods to deliver trusted insights that drive smarter decisions, reduce risk and enable growth. How does Protiviti ensure data governance and compliance in its strategies? + Protiviti ensures data governance and compliance in its strategies through our approach that includes robust governance frameworks, compliance measures and security practices to maintain trust, transparency and regulatory alignment throughout your data ecosystem. What role does cloud technology play in a data and analytics strategy? + Within a data and analytics strategy, cloud platforms play the role of enabling scalability, flexibility and cost efficiency, making them essential for modern data architectures and advanced analytics capabilities.
