PTR logo

Data Discovery Consultancy Services

Understand where you are, where you're going, how to get there, and what to do next.

Before you commit budget to a new platform, a migration or an AI initiative, get a clear, independent view of where you are today and what it will take to get where you want to be. Fixed price, defined deliverables, and a plan you can act on at the end.

Motion graphic.

What is a Data Discovery project?

It's a short, structured assessment of your data estate that includes your systems and platforms, the quality of your data, how your people use it, and what your business needs from it.

At a glance

3, 5, or 10 days - Available in three depths, one consistent, transparent approach
Fixed Price - Starting from £3,750 (ex VAT), no surprises
Hybrid working - On-site workshops that add value, remote working that adds flexibility
Yours to keep - No obligation. Deliver the plan with us, your own team, or another partner
We talk to the people who build and run the systems that maintain your data, the people who rely on it, then look at the systems themselves. You come away with straight answers and a plan you can act on, whether that's with us, with your own team or with someone else. The plan is yours to keep.

Sound familiar?

  • Different reports give different numbers for the same thing.
  • Your data platform has grown piece by piece, and nobody's sure what it all costs.
  • There's pressure to "move to Fabric" or "do AI", but no clear plan for what, when or why.
  • Copilot or AI pilots stall because the data underneath isn't ready.
  • You need an independent view to make the case for budget.
A Data Discovery project gives you that view, and a plan to act on it.

What questions does it answer?

Every discovery project starts with questions. These are some of the ones that we are asked most.
Is Fabric right for us?

Is Fabric right for us?

Whether Fabric suits your data, your team and your budget, or whether something simpler or more cost-effective would serve you better.

How does Fabric fit with what we have?

How does Fabric fit with what we have?

Synapse, Databricks, Azure SQL or SQL Server: where Fabric works alongside your platform, and where it replaces it.

What will it cost to run?

What will it cost to run?

Where should our reporting go next?

Where should our reporting go next?

Your Power BI estate reviewed against where your business is heading, with a clear direction for what to build, fix or retire.

Are we ready for AI?

Are we ready for AI?

Whether your data, governance and people are ready to support Copilot, agents and AI projects you can trust.

Can we trust our data?

Can we trust our data?

Where quality, ownership and governance are letting you down, and what to put in place first.

This is by no means an exhaustive list! Talk to our team about your questions and we'll help you shape it.

Choose your depth

Same approach, three depths. Pick the one that matches the size of the decision in front of you.

Lite

TECHNICAL DIRECTION

£3,750

Best for: A focused technical question, such as a platform choice or a running-cost estimate. Your team's time About 4–6 hours, mostly your technical lead Who we talk to Your technical team What we do Review your current platform, documentation and architecture. Technical workshops. Typically includes

  1. Current-state summary
  2. Technical recommendations
  3. Indicative costs for the next phase
  4. One-hour findings call

Standard

TECHNICAL & BUSINESS DIRECTION

£6,250

Best for Decisions that affect how the business uses its data, such as a new platform or migration. Your team's time About 10–15 hours across technical and business people Who we talk to Adds business users and data owners What we do Adds hands-on investigation of your source systems and data quality, and business workshops. Typically inlcudes Everything in Lite, plus: 5. Source system and data quality findings 6. Prioritised, costed roadmap 7. Playback session with your stakeholders

Deep Dive

STRATEGY, GOVERNANCE & SKILLS

£12,500

Best for Organisation-wide change, where governance and skills matter as much as technology. Your team's time About 25–35 hours across teams and leadership Who we talk to Adds leadership and governance stakeholders What we do Adds a data governance assessment and a review of data skills across the organisation. Typically includes Everything in Standard, plus: 8. Data governance framework 9. Data literacy and training programme design 10. Business case for leadership 11. Executive briefing

Not sure which depth you need? Book a free introductory call and we'll recommend one. We'll never suggest more than the question needs.

How it works

1
2
3
4

Scope

Discover

Analyse

Playback

One named consultant leads your project from scope to playback, so you always know who to talk to.

What we need from you

  • A named contact to coordinate diaries and access.
  • Time from the right people for workshops (usually one or two hours each).
  • Read access to the systems in scope, for Standard and Deep Dive.
  • Any existing documentation, however out of date.

Share This Page

Frequently Asked Questions

Couldn’t find the answer you were looking for? Feel free to reach out to us! Our team of experts is here to help.

Contact Us