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Congratulations on completing
the Data and AI Maturity Assessment!

You are at

Operational

Stage

What this means

You're at the beginning of your data and AI journey. Systems are disconnected, processes are manual, and data isn't driving decisions yet.

You’ve started building. Maybe you have dashboards or a data warehouse, but things are still fragmented and not standardized.

You’re doing many things right. You’ve got BI dashboards in place and some experience with AI or governance, but gaps still exist in integration, automation, or scale.

You have a mature stack, trusted dashboards, and advanced analytics. Now it’s about scale, performance, and keeping things maintainable.

You’re among the most advanced teams in your industry. AI is deeply embedded. You’re setting benchmarks, not following them.

Where you are

Level

Data infrastructure

Data modeling & quality

BI & dashboards

Predictive & prescriptive analytics

Governance

AI applications

Level 1

Nascent
Siloed systems, spreadsheets, no automation
No standards, inconsistent use
Static reports, limited usage
Only historical data, no predictions
No roles or policies in place
No AI adoption at all

Level 2

Developing
Basic warehouse, manual integration
Some modeling, mostly undocumented
A few dashboards, low adoption
Some diagnostic insights, no ML
Informal policies, not enforced
Experimental pilots, no value yet

Level 3

Operational
Centralized storage, partial automation
Key domains modeled, basic QA
KPIs tracked regularly across teams
Early ML pilots, some usage
Governance roles defined, limited scope
AI in limited production use

Level 4

Advanced
Scalable cloud platform, most sources integrated
Standardized models, documentation in place
Interactive, real-time dashboards used broadly
ML supports many decisions, some automation
Active governance body, policies enforced
Multiple AI apps delivering business impact

Level 5

Leading
Unified, real-time platform with enterprise coverage
Fully governed catalog, automated validation
Predictive dashboards with alerts and drill-downs
Prescriptive AI embedded in workflows
Governance embedded in org culture, with tracking
AI powers products, ops, and innovation at scale

How you can advance to the next tier

Data infrastructure

Here's where you are right now:
  • Your data infrastructure is currently in a developing stage, with a central data repository and some ETL/ELT pipelines in place. However, integration across sources is only done on a scheduled basis, which can lead to delays and data silos.
  • Your data storage and processing technologies are currently leveraging cloud-based solutions, but scaling to larger data volumes may require significant planning and effort.
Here's what we recommend you do next:
  • Implement a real-time data integration solution to replace the scheduled basis integration currently in place. This will help reduce delays and data silos, and improve data accessibility for all teams.
  • Explore the use of advanced technologies, such as streaming data processors, to handle massive, real-time data loads. This will help improve the scalability and performance of your data storage and processing technologies.
  • Consider implementing a data governance framework to ensure data quality and consistency across all sources and systems. This will help improve trust in the data and reduce the need for manual maintenance and rework.
Download the Guide to Data & AI Maturity

Modeling & data quality

Here's where you are right now:
  • Your organization's data modeling practices are basic and not standardized or widely documented.
  • There is no formal quality management process in place, leading to manual checks and basic scripts catching obvious errors in key datasets.
Here's what we recommend you do next:
  • Establish a standardized data modeling process and documentation for all teams to follow. This will help ensure consistency and reduce the risk of duplicate or inconsistent definitions.
  • Implement a formal quality management process, including regular data cleaning processes and validation rules for important data fields. This will help catch errors and inconsistencies before they impact decision-making and operations.
  • Consider investing in tools or processes such as validation rules, duplicate detection, and data profiling to further improve data quality and reduce the need for manual checks.

BI & dashboards

Here's where you are right now:
  • Your organization's use of BI dashboards and reporting is limited and only covers historical metrics.
  • End-users do not have access to self-service analytics and must rely on IT or analysts for any data or reports they need.

Here's what we recommend you do next:

  • Implement a more robust BI tool that allows for self-service analytics and data exploration. This will help increase adoption and empower end-users to access and analyze data on their own, reducing the reliance on IT and analysts.
  • Establish clear KPIs and metrics that are relevant to each department and regularly update dashboards with this data. This will help teams make data-driven decisions and track their performance in real-time.
  • Provide training and support for end-users on how to use the new BI tool and create their own reports. This will help build a data-driven culture and encourage data discovery and insights generation across the organization.

Predictive analytics

Here's where you are right now:
  • You are currently relying on backward-looking data and not utilizing predictive analytics in your business processes. This means you may be missing out on valuable insights and opportunities for optimization and automation.
  • You have not yet fully integrated predictive models and advanced analytics into your business processes, which may be hindering your ability to make data-driven decisions and improve overall efficiency and effectiveness.

Here's what we recommend you do next:

  • Start by identifying key areas of your business that could benefit from predictive analytics, such as demand forecasting or customer churn prediction. This will help you prioritize where to focus your efforts and resources.
  • Invest in building and deploying at least one or two predictive models or machine learning pilots in these key areas. This will allow you to start seeing the value of predictive analytics and gain buy-in from decision-makers.
  • Work towards integrating these models and analytics into your business processes, whether it's through automated dashboards or real-time recommendations. This will help you make more informed and efficient decisions, leading to improved business outcomes.

Governance

Here's where you are right now:

  • You have some awareness of data ownership, but there is no cross-organization governance body or formal policies in place.
  • Your policies and tools for data security and privacy are limited and not comprehensive, especially for customer data.
  • You do not have any formal metrics or monitoring for data governance or quality.

Here's what we recommend you do next:

  • Establish a cross-organization governance body or committee to oversee data management and ownership. This will help clarify roles and responsibilities and ensure consistency in data handling across teams.
  • Develop and implement comprehensive policies and tools for data security and privacy, especially for customer data. This will reduce the risk of data breaches and ensure compliance with regulations such as GDPR and CCPA.
  • Implement formal metrics and monitoring for data governance and quality. This will allow you to track progress, identify areas for improvement, and ensure compliance with data regulations and standards.

AI applications

Here's where you are right now:

  • You have a few AI or ML-driven features or processes in production, but they are not widespread throughout the organization.
  • You have a data science or AI team in-house, but deployment of AI solutions is still manual or on a case-by-case basis.
  • One or two AI use cases have yielded clear positive ROI, but overall impact on the business is small.

Here's what we recommend you do next:

  • Develop a clear and comprehensive AI strategy that outlines how AI will be integrated into your products and processes. This will help guide your team in identifying and prioritizing potential AI use cases that can deliver significant value to the business.
  • Invest in developing a centralized AI platform or Center of Excellence that can support the development, testing, and deployment of AI models. This will help streamline the process and ensure consistency and scalability in your AI initiatives.
  • Focus on identifying and implementing AI use cases that have the potential to deliver high value and strategic impact to the business. This could include areas such as customer personalization, workflow automation, or fraud detection. By prioritizing these use cases, you can maximize the ROI of your AI initiatives and position your company as an AI-driven leader in the industry.

You’ve got clarity.
Now let’s make progress.

You’re probably duct-taping reports together, reacting to fires, and guessing your way through KPIs.

At this stage, velocity matters more than perfection. The challenge is building a usable foundation — without overengineering, overhiring, or overbuying.

How 5X helps:

We give you a plug-and-play data stack, ingestion, modeling, dashboards, and governance in one platform. Our experts build it with you, so you’re not stuck duct-taping metrics across tools that don’t talk to each other.

Get real dashboards


Skip the 6-month rebuild


Build once, scale with it

You’ve got pieces of the puzzle — a warehouse, maybe some dashboards — but it’s held together with best guesses and broken SQL. Every new request is a one-off build.

How 5X helps:

We help you consolidate the warehouse, model core business metrics, and introduce QA standards that don’t require new headcount. Your team gets answers they can trust, and you get out of the spreadsheet firefighting loop.

Unified metrics

QA workflows without heavy process

Dashboards your team will actually use

You’ve got dashboards, pipelines, models… but they’re not always trusted or actioned. Business teams want more, faster, and your data team’s burning out just trying to keep up.

How 5X helps:

We bring structure: tested governance frameworks, automated observability, and faster deployment paths for models and dashboards. You move from reactive support to proactive enablement without increasing your engineering footprint.

Faster model deployment

Clean governance that doesn’t slow teams down

Clear ROI from your data ops

Your data team ships — but duplication, compute waste, and rogue dashboards are slowing things down. Your execs want smarter automation, but engineering cycles are stretched.

How 5X helps:

We help you clean it up by codifying logic, reducing compute spend, and building internal tools like smart alerts and AI-powered workflows. Your infra supports scale without spiraling.

MLOps, done right

Cost optimization across infra

Internal tools that drive ops efficiency

You’re already running structured experiments, internal tools, and ML in prod. The question now is: how do you 10x your leverage without slowing down?

How 5X helps:

We help you co-build GenAI copilots, reusable ML modules, and internal accelerators tailored to your business DNA without duplicating work or slowing down compliance and governance.

GenAI copilots, custom to your workflows


AI/ML ops at scale


Experimental frameworks that drive speed and safety

Book a strategy session

Use this report as a strategic input

This report is designed for teams who want to move forward, not just score themselves. 
It’s built to complement your existing goals, and help anchor planning discussions with your leadership team. Use it as a clear, thoughtful guide to shape priorities across data infrastructure, analytics, and AI readiness.

Share your score on LinkedIn and we’ll include your org in our upcoming 2025 Industry Benchmark Report—a comparative view of how companies at your stage and scale are evolving their data & AI capabilities.

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