AI Data Management and Analytics 

At 2Oaks, we build the data foundation that determines whether your AI investments deliver reliable answers or confident-sounding guesses. Our consultants establish the governance, quality, and infrastructure your AI tools need to produce results worth trusting. 

Key Components of Our Service

  • Effective AI requires trusted, well-governed data as its foundation. Our team will: 

    • Establish ownership, access controls, sensitivity labels, and quality standards 

    • Implement quality assessment for drift, duplication, and freshness 

    • Create end-to-end data lineage so you can always answer where a given AI answer came from 

  • Proper data architecture lets AI systems access and process information efficiently. We help: 

    • Design unified data estates spanning cloud, on-premises, and third-party sources 

    • Build the pipelines AI workloads require: ingestion, parsing, chunking, embedding, indexing 

    • Align operational, analytical, and AI-grounding data layers for current, trusted information 

  • Understanding your data quality and usage patterns is what drives continuous improvement. Our experts will: 

    • Stand up conversational analytics so business users can ask natural-language questions 

    • Develop dashboards that monitor data quality, AI usage, and pipeline health 

    • Create feedback loops that improve retrieval performance and answer reliability 

  • AI systems require consistent, integrated data across multiple sources. We help: 

    • Map and integrate data from disparate systems into a unified foundation 

    • Standardize definitions, formats, and business meaning across the enterprise 

    • Establish master data management practices that scale with your AI estate 

Partner with 2Oaks to build the data foundation that ensures your AI investments deliver reliable, trustworthy results driven by quality inputs at every stage. 

Insights from our 2Oaks Team

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GOVERNANCE BEFORE ACCELERATION: HOW NORTHERN CREDIT UNION IS BUILDING AI THAT LASTS
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If AI innovation scales faster than our guardrails, that’s a recipe for risk." In this edition of the 2Oaks CIO Spotlight Series, Dr. Marry Gunaratnam, SVP of IT at Northern Credit Union, challenges the industry's "rush to deploy." From conducting deep AI maturity assessments to fighting "shadow AI" through enterprise-wide literacy, Northern is proving that the secret to moving fast in the future is building a rock-solid governance foundation today. Discover how they are redefining competition—moving beyond the "Big Six" to compete with the seamless experiences of fintechs—while ensuring every AI initiative is built on a philosophy of security by default and privacy by design.

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"Is your AI guessing?" It’s a question that keeps many technology leaders up at night, and for Chris Palmer, CITO of Libro Credit Union, the answer depends entirely on your data. With industry reports suggesting that 95% of AI pilots fail to deliver ROI, Libro is taking a different path—one that prioritizes augmentation over automation and data preparation over marketing hype. From using AI to fight "the evil side" of fraud to reimagining digital banking as a conversation, explore how Libro is building a foundation of governance and quality data to ensure their AI journey delivers real value for members and staff alike.

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In an industry obsessed with speed, UNI Financial is doing something radical: they are slowing down. CIO Tyson Johnson has watched other institutions rush headlong into AI deployments, only to stumble. Instead of chasing immediate productivity gains, Johnson is leading UNI Financial through the unglamorous but essential work of "level-setting"—building a common language around AI, strengthening data foundations, and establishing robust governance frameworks. Discover why the path to sustainable AI success starts with a breath, a pause, and a commitment to getting the fundamentals right before leaping into the journey.

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AI Data Management and Analytics Technical Brief

  • At 2Oaks Consulting, we build the data foundation that determines whether your generative AI investments deliver reliable answers or confident-sounding guesses. Our AI Data Management and Analytics service combines Microsoft Fabric, OneLake, Microsoft Purview, and Azure AI Search to give your organization the governance, quality, and infrastructure required to feed your AI tools, including Microsoft 365 Copilot, custom agents, and RAG applications, with data they can trust. 

    Note on terminology: we use groundedness throughout this document to mean the degree to which generated AI answers are anchored in your source data rather than fabricated. It is an established industry term and a core quality metric for generative AI systems. 

  • Effective AI requires trusted, well-governed data as its foundation. Our team will: 

    • Establish data governance policies that define ownership, access controls, and quality standards using Microsoft Purview's unified catalog, sensitivity labels, and Data Security Posture Management (DSPM) for AI 

    • Implement data quality assessment processes, including drift, duplication, and freshness checks, so issues are identified and remediated before they reach any downstream AI system 

    • Create end-to-end data lineage using Purview's automatic lineage graphs across Fabric, SharePoint, OneDrive, Azure SQL, and third-party sources, so you can always answer where a given AI answer came from 

  • Proper data architecture is what allows AI systems to access and process information efficiently. We help: 

    • Design and implement unified data estates anchored in OneLake, with zero-copy shortcuts to AWS S3, Google Cloud Storage, Azure Data Lake Storage, Dataverse, and on-premises sources via Fabric Data Gateway, eliminating duplication while keeping data residency requirements under control 

    • Build the pipelines required for generative AI workloads: document ingestion and parsing with Azure AI Document Intelligence and Azure AI Content Understanding, chunking, embedding generation, and indexing into Azure AI Search and Foundry IQ knowledge bases 

    • Apply a medallion architecture (Bronze, Silver, Gold) that aligns operational, analytical, and AI-grounding data layers so every AI-powered query, from Microsoft 365 Copilot to custom Foundry agents, runs on current, trusted information 

  • Understanding your data quality and usage patterns is what drives continuous improvement. Our experts will: 

    • Stand up conversational analytics using Copilot in Power BI, Fabric Data Agent, and custom Microsoft Foundry agents so business stakeholders can ask natural-language questions and get governed, cited answers from OneLake 

    • Develop Power BI dashboards that monitor data quality metrics, AI usage, grounding scores, and pipeline health 

    • Create feedback loops that continuously improve data quality, retrieval performance, and answer groundedness using Foundry observability signals and business outcomes 

  • AI systems require consistent, integrated data across multiple sources. We help: 

    • Map and integrate data from disparate systems, including SAP, Salesforce, Dynamics 365, Azure Databricks, Snowflake, and line-of-business databases, into OneLake using Fabric's zero-copy mirroring and bi-directional shortcuts 

    • Standardize data definitions, formats, and business meaning using Fabric IQ ontologies so agents and reports share a single understanding of customer, revenue, claim, or asset 

    • Establish master data management practices that keep data consistent as your AI estate, and its appetite for grounded context, grows 

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