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plan & roadmap
Delivering an actionable way forward
Most organisations know they could be doing more with their data. Fewer know where to start. That’s where we come in.
We help clients create a vision, build a data culture and connect data, analytics, and AI investments with measurable outcomes.
Whether you’re looking to modernise your data platform, scale self-service analytics, or explore AI, we can help you map out a clear way forward. Our team of specialists work across Microsoft Fabric, Power BI, Databricks and Azure AI to shape roadmaps that support your organisation’s goals.
Clients come to us when
Get started with a free Transformation Workshop today.
Talk to an expertplan & roadmap
Coeo Modern Data & Analytics Workshop
Our workshops help you evaluate the benefits of modern analytics platforms and how they can optimise your data strategy. Led by our experienced consultants, these sessions compare approaches and capabilities across platforms, so you can choose the right fit.
The outcome is a documented set of practical next steps to either get started, to optimise or to remediate the data estate. Wherever you are in your data maturity journey, this assessment provides a situation analysis that works out where you need to go next to achieve goals.
It’s a three-part process combining interviews and workshops to:
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Assesses the current data estate
Evaluation and documentation of current data environment includes a review of data platform, tools, processes and people.
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Captures future data ambitions
We’ll discuss your business goals and how better use of data can support them, help you set realistic targets for your data strategy, and introduce Microsoft Fabric and Databricks in the context of solving your specific challenges.
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Sets out plans to remediate or innovate
We’ll carry out a gap analysis and apply best practice to define clear next steps, forming the basis of your roadmap and business case. We’ll also identify the right scenarios to test through a tailored Proof of Concept on Fabric or Databricks.
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Review the Support Available
Explore applicable funding and commercial options available to support your modernisation, and how we can help you make the most of them.
What off-the shelf services do we provide?
Data Governance Service
Helps organisations establish trust, control, and accountability across their data estate. It defines the policies, processes, and technical foundations needed to ensure data is secure, compliant, discoverable, and used responsibly. We cover areas such as ownership, quality, access control, metadata, and regulatory alignment, using Microsoft technologies like Purview to accelerate time to value and embed governance as an enabler, not a blocker, for analytics and AI.
case study
Working with Castle Trust Bank to transform its data solutions and implement lasting change
When Castle Trust Bank approached Coeo, it had a clear plan in mind. Understanding data is vital to its success, but its existing technology was holding it back. And rather than making piecemeal changes, it saw the most value in a complete refresh.
case study
Longview Partners transform IT delivery with Coeo
Longview Partners pride themselves on providing a rewarding, challenging and team-oriented place to work. To help achieve this goal, they have invested in the technology they provide their team, leveraging the power of Azure and O365 with support from Coeo.