Four engagements.
One goal: better decisions.
Every Forte engagement is designed around a single question: what does your leadership team need to know, and how do we build the infrastructure to deliver it?
Typical Client Journey
Many organizations start directly with the Foundation Sprint.
Decision Intelligence Foundation Sprint
6–8 weeks — The most common starting engagement
Your leadership team gains a clear operating system for decision-making. We define the metrics that matter, design the dashboards that surface them, and build the governance framework that keeps everyone aligned.
- KPI framework and metric definitions the whole organization agrees on
- Executive dashboard architecture designed for how leaders actually decide
- Reporting governance and decision cadence for leadership
- AI readiness evaluation and implementation roadmap
Intelligent Data Infrastructure and Agentic AI Systems
8–20 weeks — Implements the full decision infrastructure
This is where the Foundation Sprint comes to life. We build the data pipelines, executive dashboards, KPI tracking, and custom agentic AI systems that automate analysis and surface the insights your leadership needs.
- Data pipelines, warehouse, and quality monitoring built for your systems
- Executive dashboards and KPI tracking with automated reporting
- Custom AI agents — insight summaries, forecasting, operations monitoring
- AI-assisted intelligence that supports decisions, not replaces them
Fractional Head of Decision Intelligence
Monthly advisory — Senior data leadership without a full-time hire
Decision infrastructure is not a one-time project. As your organization evolves, your metrics, dashboards, and AI systems need to evolve with it. Forte provides ongoing senior-level leadership to keep everything aligned.
- Metric governance and dashboard evolution as your organization grows
- AI agent oversight and analytics strategy
- Decision cadence facilitation for leadership teams
- Data governance and continuous system optimization
AI and Data Health Assessment
2–3 weeks — A diagnostic before you invest
Not sure where you stand? This focused diagnostic evaluates your data maturity, AI readiness, and current architecture. You walk away with a clear picture of what to prioritize and a roadmap for getting there.
- Data maturity assessment across your current systems and tools
- AI risk evaluation and organizational readiness scoring
- Architecture recommendations tailored to your stack
- Prioritized roadmap with clear, actionable next steps
A clear path from assessment to ongoing leadership.
Assess
We evaluate your current data landscape, identify gaps, and determine your AI readiness. This can be a standalone engagement or the first step in a longer relationship.
Design
We define the KPI framework, metric governance, dashboard architecture, and decision cadence your leadership needs to operate with clarity.
Build
We implement the infrastructure — data pipelines, executive dashboards, reporting governance, and custom AI agents — rigorously tested before anyone touches it.
Evolve
Decision infrastructure is not static. Through fractional leadership, we govern your metrics, evolve your dashboards, and ensure AI stays aligned with your goals.
Where should we start if we are not sure what we need?
Most organizations start with either the AI and Data Health Assessment (2–3 weeks) to get a clear picture of where they stand, or jump directly into a Foundation Sprint if they know they need better decision infrastructure. A discovery call helps us recommend the right starting point.
Do we need a technical team to work with Forte?
No. Forte is built for organizations without large data or engineering teams. We handle the technical architecture, data infrastructure, and AI implementation. Your team focuses on using the insights to make better decisions.
What size organization is Forte built for?
Our sweet spot is organizations with 50 to 500 employees — large enough to have real data complexity, but often without dedicated data leadership. We also work with mission-driven organizations and nonprofits.
Do we own everything Forte builds?
Yes, completely. Every dashboard, data pipeline, AI agent, and framework belongs to your organization. No lock-in, no proprietary dependencies, no ongoing licensing of your own infrastructure.
What does "agentic AI" mean in practice?
Agentic AI systems are intelligent assistants that automate specific analytical tasks — generating executive insight summaries, monitoring data quality, running forecasts, or flagging operational anomalies. They support human decision-making rather than replacing it.
How is Forte different from a data engineering contractor?
Contractors require detailed requirements and management capacity that most teams don't have. Forte designs the decision infrastructure itself — the frameworks, governance, and systems that determine what gets built and why. We start with leadership decisions and work backward to the data, not the other way around.
Start with a conversation, not a contract.
A 30-minute discovery call is all it takes to understand where you stand and which engagement makes sense. No pitch, no pressure.