Background
A global B2B software company was growing fast — but its data and analytics environment wasn’t keeping up. Teams across departments had built their own reports, KPIs were inconsistent, and there was no clear ownership over critical data assets. Leadership lacked a reliable view of performance, and initiatives like AI or advanced analytics felt out of reach.
The Challenge
- Multiple BI tools with no centralized logic or governance
- No data owner or team accountable for strategy
- Reporting was reactive, slow, and often questioned
- Conflicting KPIs and siloed metrics created friction across teams
- Leadership unsure how to invest in people, platform, or priorities
Our Role: Fractional CDO Engagement
Panatila was brought in to assess the current state and design a modern, business-aligned data strategy and operating model — with just 6 weeks to deliver.
We acted as a Fractional CDO, bringing C-level clarity and cross-functional leadership without requiring the company to hire a full-time executive.
What We Delivered
- Full audit of data flows, team responsibilities, tools, and decision-making bottlenecks
- Facilitated workshops with business and tech leaders to align pain points and goals
- Defined a modern data team structure with roles, accountabilities, and hiring profiles
- Designed a lean governance framework to improve trust and accountability without red tape
- Created a clear 90-day roadmap with quick wins, medium-term milestones, and long-term vision
- Delivered a C-level strategic summary to align the executive team
Results
- Leadership aligned on key priorities and data investment areas
- Clear ownership structure enabled hiring decisions with confidence
- Trust in KPIs restored through shared definitions and reporting standards
- Enabled the organization to move forward on AI/ML initiatives with clarity
- Reduced tool sprawl and established direction for platform consolidation
Key Insight
You don’t always need a full data team to make progress. You need someone to clarify the data and analytics strategy and current state.