The Data & Analytics Assessment

Achieving the right outcome begins with having the right strategy.


All of our initial client engagements involve the same three steps.

We work with you to determine what your needs are, where your challenges lie, and how we can help. At the end of it all, we provide you with a step-by-step roadmap that will give you all the information you need to accomplish your data and analytics goals.

Step One: Discovery | Identify

Each client engagement begins with a discovery call. During this call, we get up to speed on the difficulties you’ve been having, where you want to go, and how we can help you extract value from your data.

The discovery call helps us identify the resources we will use to solve your problems and sets the stage for the next steps in the Caserta Process.

Step Two: Assessment | Strategize

In Step Two, we come in and perform a strategic assessment in which we take a comprehensive look at what it is you’re trying to accomplish, what systems you have in play today, and what business requirements you’re dealing with.

Through detailed interviews with stakeholders, both on the business and technical sides, and deep dives into your data ecosystem/assets and current technical structure, we get an in-depth understanding of your goals and your vision, which helps us tailor our solutions to your needs.

Step Three: Deliverables | Transform

Our team then takes everything we’ve learned about your business, your requirements, and your challenges and presents you with your Roadmap to Transform.

In it, you’ll receive our findings on a recommended approach, including the technical reference architecture and technical requirements applicable to your case, as well as the tools, suggested platforms, and estimated time and cost to carry out your solution. Your Roadmap to Transform includes a detailed step-by-step guide to get your data and analytics programs where you want them to be as fast as possible.

Whether you choose us to implement the roadmap or decide to carry it out in-house, our three step process will save you time and money down the line and eliminate guesswork and confusion from your journey.


Consultations are free.

If you’re thinking you need a roadmap to success for your data and analytics project, then let’s talk. We would love to hear about your goals and challenges. If we find an opportunity to work together, then we can discuss next steps. If not, we’ll gladly point you in the right direction.