─── Fractional Data Officer
Trusted reporting, clear KPIs, practical governance, and an AI-ready roadmap — without hiring a full-time data executive.
─── What is a Fractional Data Officer
Think of it like a fractional CFO — but for your data, reporting, dashboards, governance, and AI readiness. You get experienced, executive-level data leadership on a part-time basis, without the cost or commitment of a full-time hire.
In plain English: someone owns your data, end to end. They decide which KPIs actually matter, make sure the numbers are trusted across the leadership team, modernize reporting where it helps, and build the roadmap toward better decisions and practical AI adoption.
Most growing companies don't have a data problem. They have a data ownership problem. A Fractional Data Officer fixes that.
─── You probably need one
"Our leadership team depends on spreadsheets or disconnected reports."
"We have dashboards, but people don't fully trust them."
"KPI definitions vary by department or business unit."
"Our ERP, CRM, finance, and operations systems aren't fully connected."
"We want to explore AI or automation but our data foundation isn't ready."
"Reports exist, but nobody owns them."
"Every leadership meeting turns into a debate about whose numbers are right."
"We feel the pain of bad data but aren't ready to hire a full-time data executive."
If two or three of those hit close to home, a discovery call is worth 30 minutes of your time.
─── What's included
The Fractional Data Officer engagement covers the full picture — strategy, governance, reporting, and execution — so nothing falls through the cracks.
We define where you're going, what gets built first, and why — tied to real business outcomes.
We establish what metrics actually matter, what they mean, and how they're calculated — consistently, across every department.
Practical data ownership and accountability structures sized for an SMB — not enterprise bureaucracy.
We establish who owns what data, who maintains it, and who's responsible when something breaks.
We decide what gets built, in what order, with what tools — so effort goes where it creates the most value.
We show up where it counts — helping leadership teams interpret the numbers and make better decisions with them.
We build the foundation AI actually needs — trusted data, consistent KPIs, documented processes, clear governance.
We work alongside your IT team, analysts, ERP consultants, and implementation partners.
If you have internal BI staff or outside resources, we give them direction so their work connects to the broader strategy.
Regular check-ins to review progress, adjust priorities, and keep momentum.
─── How it works
01 — Discover
A 30-minute call to understand your pain, your systems, your decision-makers, and the business outcome at stake. No pitch deck. No pressure.
02 — Assess
Most engagements begin with a Data Readiness & KPI Audit — so we both understand the starting line before we start running.
03 — Lead
We move into a monthly Fractional Data Officer retainer with a clear roadmap, defined KPIs, and a steady decision rhythm.
04 — Deliver
Dashboard, workflow, governance, cleanup, and AI readiness work happens under the FDO umbrella — as a coherent roadmap, not disconnected projects.
─── What you're really buying
Your leadership team stops debating whose data is right and starts making decisions with it.
The hours your team spends reconciling spreadsheets go back to running the business.
When the data is trusted and the KPIs are clear, decisions that used to take days happen in the room.
Everyone knows who owns what data, who maintains it, and what to do when something breaks.
Not a buzzword. A practical, sequenced plan tied to your actual data quality and process maturity.
Business, finance, operations, and technology — in one conversation, without losing the thread.
─── Why Philly Data Guy
Boutique by design. Local by choice. Every engagement is led directly by Loren — bringing executive discipline and the warmth of a local partner.
A B.S. in Finance from Drexel and early career at UPS supporting controllers and finance executives. We connect data to margin, cost, cash flow, and decisions.
Throughput, cost, capacity, inventory, and fulfillment aren't foreign concepts. We've built analytics around all of them.
You work directly with Loren. No handoffs to junior staff. No account managers in the middle.
Based in West Chester. Serving Greater Philadelphia. We show up in person when it matters.
─── Pricing
Fractional Data Officer
Sized to the scope and rhythm your leadership team needs — based on priorities in flight, data environment complexity, and how actively involved you need a data leader to be.
Start here
Most engagements begin here — a fixed-scope audit that gives us both a clear baseline before committing to a retainer.
─── Two ways to start ───
Either call gets you a straight conversation — no pitch deck, no pressure.
