Copacati services: data integration, AI strategy, and custom analytics

ServicesThatMeetYouWhereYouAre

Whether you need help connecting your data, planning an AI strategy, or building custom analytics, we have a path forward.

Data Integration Services

We connect business systems such as CRM, ERP, databases, and operational tools into a usable data layer. Our team handles connector configuration, field mapping, and access controls so the data needed for your priority questions can work together.

Deliverables:

  • Data source audit and connectivity assessment
  • Connector configuration for up to 10 systems
  • Field mapping and business context documentation
  • Role-based access control setup
  • Data quality baseline report

AI Strategy Consulting

Our strategy consultants work with leadership teams to identify high-value questions, assess data readiness, review governance needs, and build a phased plan that fits business goals and budget.

Deliverables:

  • Executive data and AI readiness briefing
  • Governance and security review
  • Use case identification and prioritization
  • Phased AI roadmap with timeline and budget
  • Build vs. buy analysis for your specific needs

Custom Analytics Solutions

When a business question needs a dedicated report, dashboard, workflow, or model, our analytics team builds it around the way your company works.

Deliverables:

  • Custom business-question templates
  • Automated reporting workflows
  • Executive insight dashboards
  • Predictive analytics models for key metrics
  • Ongoing analytics support and optimization

Our Engagement Process

A clear path from first conversation to production deployment.

Discovery Call

Week 1

Initial consultation and assessment

Setup & Integration

Week 1-2

Connect data sources and configure

Testing & Validation

Week 3

UAT with your team on real data

Production

Week 4

Go live with training and enablement

Start With a Consultation

We can help identify a focused use case and show what a reliable answer would require.

Book a 30-minute working session