Data Planning


Technological advances have changed the behavior of consumers, products and services, but mainly the decision process and the way data is handled in companies.

The use of a reduced universe of data, static and outdated, printed reports generated by isolated systems or "guessing" has no space in modern companies that operate in a dynamic and increasingly competitive market.

In today's world, data is an important asset and forms the basis for knowledge creation. This value brings opportunities for innovation in companies, improvement in the quality of products and services, productivity and competitiveness.

Recent studies point to a 20% increase in revenue and a 30% reduction in costs in companies that have improved their data handling when compared to those that do not work with their data.
To take advantage of these opportunities, companies need to prioritize resources and face the transformation, sometimes complex, but necessary, to work the data correctly.


The transformation we are talking about here is not a matter of sophistication, but of survival, where only companies that translate data into strategic actions will have the agility to win in the future.

This transformation takes place on different planes:

  • Organization and Processes (Data Governance, Data Quality, Profiles, New Roles and Responsibilities)
  • Technological architecture (Business Intelligence, Big Data, Analytics, Machine Learning, Artificial Intelligence, Data Warehouse, Extract/Transformation/Load, Data Visualization, Enterprise Content Management, Integration and many other services)
  • Value Measurement / Data Modeling (Key Performance Indicators, Conceptual, Logical and Physical Modeling and Dashboard)

Our framework


To assist in this transformation or in the strategic planning of our Clients' data, and for it to be done in an accelerated and comprehensive way, Citrine Consulting has developed the Framework alongside which includes all the dimensions to be considered.

The Data Management Framework is based on industry best practices, including: DAMA-DMBOK, Enterprise Information Management Maturity Model (Gartner), Data Governance Council Maturity Model (IBM), CMMI, Stanford Data Governance Maturity Model, and Zachman Enterprise Architecture Framework.

This framework can also be used to assess the company's maturity level in relation to data management, an important task for strategic planning.

How can we support your company ?


The IT Planning service can take various forms and scopes, depending on the needs of the business. Below is an example of how Citrine Consulting can help:

Data structure

Review of existing structure and planning

It provides business and IT leaders with an assessment of existing tools and data structures and identifies opportunities for improvement to maximize business value. The main objective is to make the best use of the data structure to increase intelligence in decision-making processes, Customer experience and improvement of the company's products and services.

Why Citrine Consulting ?


The knowledge and experience of Citrine Consulting professionals in reviewing information systems, technological and data architecture and business processes are very important to conduct the review and data planning.

However, Citrine Consulting's differential is in the approach to conduct this work that adopts the business perspective: "top down", starting from the processes where the availability of information at the right moment achieves its maximum value for the business. Before evaluating the existing data structure and tools, an evaluation of critical processes begins, such as: the decision-making process, definition of business objectives and strategies, evaluation of Customer experience, efficiency metrics of production processes , costs and profitability of products, goals and business objectives.

It is through the use of a structured methodological approach that integrates all these elements that Citrine Consulting delivers maximum value, adding the advantages of technological innovation to the key elements of our Clients' business success.

Contact us


Know the solutions that Citrine Consulting can offer to your company