A Fractional Data Officer for growing businesses.
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 if this sounds familiar.
“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.
Data ownership model and accountability: We establish who owns what data, who maintains it, and who’s responsible when something breaks.
AI readiness roadmap: We build the foundation AI actually needs — trusted data, consistent KPIs, documented processes, clear governance.
Internal team and vendor coordination: We work alongside your IT team, analysts, ERP consultants, and implementation partners.
Guidance for analysts and contractors: If you have internal BI staff or outside resources, we give them direction so their work connects to the broader strategy.
Monthly leadership updates: Regular check-ins to review progress, adjust priorities, and keep momentum.
Data strategy and roadmap ownership: We define where you’re going, what gets built first, and why — tied to real business outcomes.
KPI strategy and definition: We establish what metrics actually matter, what they mean, and how they’re calculated — consistently, across every department.
Governance framework design: Practical data ownership and accountability structures sized for an SMB — not enterprise bureaucracy.
Reporting and BI prioritization: We decide what gets built, in what order, with what tools — so effort goes where it creates the most value.
Executive advisory and leadership meeting support: We show up where it counts — helping leadership teams interpret the numbers and make better decisions with them.
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.
It’s not dashboards. It’s not reports. It’s confidence.
Confidence in the numbers: Your leadership team stops debating whose data is right and starts making decisions with it.
Less manual reporting: The hours your team spends reconciling spreadsheets go back to running the business.
Faster decisions: When the data is trusted and the KPIs are clear, decisions that used to take days happen in the room.
Clearer ownership: Everyone knows who owns what data, who maintains it, and what to do when something breaks.
A real AI roadmap: Not a buzzword. A practical, sequenced plan tied to your actual data quality and process maturity.
A partner who speaks every language: Business, finance, operations, and technology — in one conversation, without losing the thread.
💰 Finance-minded analytics: 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.
🏭 Manufacturing and operations DNA: Throughput, cost, capacity, inventory, and fulfillment aren’t foreign concepts. We’ve built analytics around all of them.
🏛️ Director-level BI and governance experience: Enterprise-level experience in Power BI, Tableau, QlikView, Snowflake, Collibra, and Informatica — right-sized for SMBs.
🤝 Founder-led and hands-on: You work directly with Loren. No handoffs to junior staff. No account managers in the middle.
📍 Local trust: Based in West Chester. Serving Greater Philadelphia. We show up in person when it matters.
Why Philly Data Guy
Pricing
The Fractional Data Officer engagement is a monthly retainer, sized to the scope and rhythm your leadership team actually needs. Retainers are structured around the number of priorities in flight, the complexity of your data environment, and how actively involved you need a data leader to be.
We’re happy to walk through pricing on a discovery call once we understand what you’re trying to accomplish. Most conversations start with the Data Readiness & KPI Audit, which gives us both a clear baseline before committing to a retainer.
Ready to put a real owner on your data?
Let’s start with a conversation. Thirty minutes to understand your situation and whether this is the right fit — for both of us.