Beyond Data Consulting

BACKGROUND

Introduce your business and what you do there.

I’m the managing partner a global intelligence and advisory firm that delivers actionable foresight, forecasting, and guidance to investors, multinationals, and governments, helping them navigate complex business challenges.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Beyond Data Consulting?

We needed to organize 20 years of data and work into an accessible and queryable system that would drive strategic decision-making and improve our team's efficiency.

SOLUTION

What was the scope of their involvement?

Beyond Data Consulting has been engaged to build a data strategy roadmap, build our data foundation according to the strategy roadmap, and build the AI and analytics operating system of our organization. The team has designed Core, a foundational platform rather than a single app, a shared layer where all business data is modeled once and exposed to every internal product, so each new product starts further along instead of rebuilding from scratch.Fundamentally, Core is a knowledge graph structured around the discrete observations, assessments, and forecasts extracted from each expert conversation and client deliverable, every one linked back to singularly modeled sources, people, places, and topics. The result is institutional memory that compounds with every conversation recorded and every piece of work executed, rather than evaporating after the project ends.On top of that foundation, Beyond Data Consulting has built the application analysts actually use: a chat-style workspace that combines our firm’s proprietary content, its curated sources, and real-time web research into cited, evidence-grounded answers, with every answer explicitly and clearly cited. It has launched across the full organization and immediately moved into ongoing feature development – new trusted content sources, AI intelligence enhancements, and analyst workflow features – with ongoing feature requests feeding straight back into the roadmap.

What is the team composition?

We’ve worked with 3–7 teammates from Beyond Data Consulting.

How did you come to work with Beyond Data Consulting?

We found them through a referral. We chose them over other options because they were a great culture fit and offered good value for the cost.

What is the status of this engagement?

We started working with Beyond Data Consulting in July 2025 and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Beyond Data Consulting has saved us 1,000+ hours per year of client delivery work. Analyst time previously spent collecting intelligence and coordinating with SMEs is now spent on higher-leverage work, raising our firm's effective capacity without raising its headcount. The team has also saved us 500+ hours of SME calls operationalized per year. Every paid expert call that we conduct is now ingested, structured, and made searchable, turning a recurring cost center into a compounding asset.Moreover, the team's work is in production across our full 50-person organization. Every analyst queries the same compounding knowledge bases every day. Beyond Data Consulting has enabled a shift from gut-feeling to data-driven decision-making because our data is clear, structured, and easily accessible.

How did Beyond Data Consulting perform from a project management standpoint?

Beyond Data Consulting adheres to project timelines and does an excellent job communicating on project status and progress. We communicate via virtual meetings.

What did you find most impressive about them?

I'm impressed by Beyond Data Consulting's responsiveness and deep understanding of how to structure data to make our business more effective, efficient, and focused on client impact.

Are there any areas they could improve?

The global nature of their team can make time zone coordination challenging, but they take great pains to accommodate our schedules.