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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 modern and scalable, with automated data pipelines integrating most enterprise data in near real-time.
  • You leverage cloud-based data storage/processing for scalability, but scaling to larger data volumes may require significant effort.

Here's what we recommend you do next:

  • Implement a data governance framework to ensure data quality and consistency across all sources. This will help avoid data silos and ensure that all teams have access to accurate, reliable data for decision making.
  • Invest in tools and technologies that can handle larger data volumes, such as big data frameworks or serverless architectures. This will help future-proof your data infrastructure and avoid limitations as your company grows and collects more data.
  • Establish a data integration strategy to streamline the process of connecting new data sources to your existing infrastructure. This will help reduce the effort and resources required for scaling up and ensure that all teams have access to the most up-to-date data.
Download the Guide to Data & AI Maturity

Modeling & data quality

Here's where you are right now:

  • You have comprehensive data modeling standards in place enterprise-wide, but there is a lack of standardized and integrated data across the organization. This may lead to inconsistent data definitions and duplicate data, creating difficulties in data analysis and decision-making.
  • Your data quality measures are limited and largely unmanaged. This can result in data errors and inconsistencies being found by end users, leading to rework and delays in decision-making processes.

Here's what we recommend you do next:

  • Implement a standardized data governance process to ensure consistency and accuracy of data across the organization. This can involve establishing data ownership, documenting data definitions and logic, and implementing data quality controls.
  • Conduct regular data quality audits and establish a data quality management process. This will help identify and address data errors and inconsistencies in a timely manner, improving the overall data accuracy and reliability.
  • Utilize data visualization tools and dashboards to monitor data quality and identify any potential issues. This will help improve the efficiency of data monitoring and allow for quick identification and resolution of any data quality issues.

BI & dashboards

Here's where you are right now: - Your company has widespread and interactive BI dashboards, but there is limited self-service analytics available to end-users. - Your end-users have access to user-friendly BI tools, but they still rely on analysts for a significant portion of their data and reporting needs. Here's what we recommend you do next: - Invest in providing comprehensive self-service analytics training to your end-users. This will empower them to explore and analyze data on their own, reducing their reliance on analysts and increasing efficiency. - Implement a robust data catalog to help your end-users easily find and access the data they need. This will improve data discovery and enable your teams to generate insights on the fly. - Encourage a data-driven culture by promoting the use of BI dashboards and self-service analytics across all departments. This will help your teams make more informed decisions based on real-time data, ultimately improving overall business performance.

Predictive analytics

Here's where you are right now:

  • You are regularly using predictive analytics and machine learning in several business areas, but the usage is not widespread or fully productionized.
  • Predictive models and advanced analytics are semi-automated and integrated into several key processes, but there is still room for improvement in terms of trust in model outputs and automation in decision-making.

Here's what we recommend you do next:

  • Develop a clear strategy for scaling and fully productionizing your predictive analytics and machine learning capabilities. This will help ensure that your models are consistently used and trusted by decision-makers, and that they are integrated into all relevant business processes.
  • Identify high-impact use cases for predictive and prescriptive analytics within your organization, such as churn prediction, demand forecasting, or pricing optimization. These use cases should align with your business objectives and have the potential to drive significant impact on your bottom line.
  • Invest in training and upskilling your team on advanced analytics techniques and tools. This will not only help improve the quality of your models, but also increase the confidence and trust in their outputs among decision-makers.

Governance

Here's where you are right now:

  • You have an established data governance program in place, with a team and defined roles, policies, and standards, but there are still some areas that are lagging.
  • You have strong controls for personal and sensitive data, with dedicated solutions and documented compliance practices, but there may be room for improvement.
  • You have defined metrics and dashboards for governance and regularly review them to identify issues, but there may be gaps in your monitoring and improvement processes.

Here's what we recommend you do next:

  • Identify and prioritize the areas that are lagging in your data governance program. This could involve conducting a gap analysis or reviewing your current policies and processes to identify any weaknesses.
  • Implement a regular monitoring and improvement process for your data governance performance. This could involve setting up regular reviews of your metrics and dashboards and implementing targeted improvement initiatives based on any identified issues.
  • Conduct a thorough review of your current compliance practices to identify any potential gaps or areas for improvement. This will help ensure that your strong controls for personal and sensitive data are comprehensive and up-to-date, reducing the risk of non-compliance in your operations.

AI applications

Here's where you are right now:

  • You have multiple AI applications deployed in several business units, but AI is not yet ubiquitous in your organization.
  • You have established workflows for developing, testing, and deploying AI models, but new AI solutions still require manual validation and monitoring.
  • Your AI initiatives have delivered solid returns in certain areas, but leadership is not fully recognizing the value and potential of AI in the organization.

Here's what we recommend you do next:

  • Develop a comprehensive AI strategy that aligns with your business goals and objectives. This should include identifying potential AI use cases, setting clear metrics for success, and establishing a roadmap for implementing AI across all business units. This will help ensure that AI is not just seen as a standalone solution, but as a critical driver of business value and growth.
  • Invest in an AI platform or tool that can streamline and automate your AI development and deployment processes. This will help reduce the manual efforts required for validation and monitoring, allowing your teams to focus on developing more innovative and impactful AI solutions. Additionally, it can help democratize access to AI capabilities across the organization, making it easier for teams to adopt and leverage AI in their workflows and processes.
  • Conduct a thorough analysis of the ROI and business impact of your existing AI initiatives. This will not only help showcase the value of AI to leadership, but also identify areas where AI can be further optimized and expanded to drive even greater returns. Additionally, use this data to educate and engage leadership on the potential of AI and the importance of investing in its growth and development within the organization.

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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