Data Platforms

Data platforms and intelligence: find the missing foundation

A platform decision should start with the workloads the organisation needs to run. The choice is different for a small reporting estate, a complex integration environment and a team developing production machine-learning applications.

Overview

FI Digital assesses the data landscape, business questions and operating constraints before proposing an architecture. The deliverable explains the choices, dependencies and ownership needed to make the platform usable.

01

Choose the relevant service

FI Digital UK / Workflow

Data platforms and intelligence

Illustrative workflow, not a product screenshot or a claim about a client’s production architecture.

Step 5 of 5Resolve with the owner (Needs correction)

Keep scrolling to follow the flow

  1. Workload assessmentIdentify reporting, integration and AI requirements, including freshness, access and performance expectations.
  2. Architecture optionsCompare retaining, extending or replacing components. Document why a warehouse, lakehouse or simpler integration approach fits.
  3. Review and authoriseDecision point
  4. Delivery roadmapSequence source preparation, governance, migration and analytics adoption with clear acceptance points.
  5. Resolve with the ownerOutcome: Needs correction
02

What the engagement covers

01

Workload assessment

Identify reporting, integration and AI requirements, including freshness, access and performance expectations.

02

Architecture options

Compare retaining, extending or replacing components. Document why a warehouse, lakehouse or simpler integration approach fits.

03

Cost and skills

Include compute, storage, licences, engineering and ongoing administration. Test assumptions with representative workloads where necessary.

04

Delivery roadmap

Sequence source preparation, governance, migration and analytics adoption with clear acceptance points.

03

A practical example

A hypothetical business needs weekly management reporting from a few stable systems. Its best next step may be a simpler model and reliable refresh rather than a new streaming platform. Architecture should explain that choice.

04

Questions that shape the scope

Use these questions to identify the first decision and the information needed to make it.

  • Which workloads justify the platform?
  • What can be retained?
  • Who will operate it?
  • How will cost assumptions be tested?
05

Make the UK operating requirements explicit

Separate the UK organisation’s requirements from any wider group template. Identify the legal entity, business owner, connected accounts and the people authorised to accept the result. If the workflow relies on financial or employment rules, your qualified advisers should confirm the applicable settings and obligations; software configuration alone does not establish compliance.

06

From assessment to an accepted result

01

Define the decision and sources

Agree the business measures, authoritative records, freshness and access requirements.

02

Build a representative path

Connect and transform a bounded dataset, making validation and failure handling visible.

03

Reconcile and test access

Compare business results with accepted sources and check permissions across the actual delivery path.

04

Operate with clear ownership

Document monitoring, recovery, changes and cost review for the nominated technical and business owners.

07

Scope and responsibilities

The scope, acceptance criteria, third-party dependencies and operating responsibilities are agreed for the engagement. No partner tier, certification, guaranteed saving or fixed delivery period is implied.

FAQ

Frequently asked questions

001Should we choose a warehouse or a lakehouse?

Compare the data types, processing patterns, analytics needs, existing skills and operating model. Neither label guarantees a better outcome. A useful architecture decision explains how representative workloads will run, how information will be governed and what the team must maintain, including the cost and implications of changing the choice later.

002Can we improve reporting without replacing the platform?

Often the first review should examine definitions, data quality, access and pipeline reliability. If those are the main problems, a replacement may move the same weaknesses into a new environment. The assessment should identify targeted improvements as well as platform options and make the reason for any migration explicit.

003Should we change platform before fixing the data?

A platform change does not resolve inconsistent definitions, missing ownership or unreliable source records on its own. Assess the current problem and the intended workloads first. Some organisations need a better pipeline or operating process; others need a different architecture. The recommendation should connect each proposed change to an observed limitation and an agreed acceptance measure.

004How do you estimate data engineering work?

The estimate depends on sources, access methods, transformations, history, freshness, governance and operational expectations. Representative samples help expose complexity that a list of system names cannot show. Separate initial delivery from recurring compute, licences and support. A bounded discovery or representative workload can establish a more useful scope before a wider implementation commitment.

005How will we know the result is correct?

Agree reconciliation rules with the people who own the business meaning. Compare representative records, totals and exceptional cases against authoritative sources, and document acceptable differences. Technical success signals are useful but insufficient: a job can finish successfully while applying the wrong definition. Acceptance should cover both processing behaviour and the decisions the information is intended to support.

006How do permissions carry through the solution?

Map who may view, change and approve information across sources, processing, models and reports. Test the actual access paths, including service accounts, exports and derived datasets. A permission applied in one layer does not automatically protect every copy. The design should make ownership and review responsibilities clear without assuming that a platform setting provides complete governance.

007Can our internal team run the solution afterwards?

The handover should match your team’s responsibilities and skills. Include source and transformation documentation, access ownership, failure investigation, recovery and change procedures. Where ongoing support is required, agree its scope and service expectations separately. A useful acceptance exercise is to have the nominated operator investigate a representative failure using the supplied documentation and agreed access.

008What information is needed for the first discussion?

Describe the business question, source systems, current refresh process and the decisions delayed by poor information. Approximate scale and known exceptions help, but confidential datasets are not needed in a website enquiry. Start with a synthetic or approved sample and agree secure access only after the purpose, scope and responsible owners are clear.

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