Professional Services & Finance
Dchained Capital: reporting transparency that kept 41 of 42 investors
Investor-grade reporting for a fund operating where the rules are written in real time
Read the case study →Data & AI Governance & Architecture
Trusted foundations, engineered to scale.
Most expensive data mistakes are architecture mistakes: platforms bought before requirements were understood, pipelines that can't survive growth, AI bolted onto foundations never designed for it. We do the blueprint work first — mapping your sources, workloads, and roadmap into a vendor-neutral architecture for your warehouse, integrations, and agentic AI systems that fits your organization, not a vendor's reference diagram.
Then we make it trustworthy. OBIS was founded by a CPA and Certified Fraud Examiner, and our team holds DAMA data-management and current cloud and AI platform certifications — so governance is in our DNA, not an afterthought. Metric ownership, data quality controls, AI usage policies, model oversight, and disclosure readiness — sized for growing organizations, not Fortune 50 bureaucracy.
Proof, not promises
Numbers from real engagements
CPA + CFE
the audit and fraud-examination training behind our governance methodology
Certified
DAMA data management plus current cloud data platform and AI architecture credentials on the team
4 yrs
keeping one fund client's investor reporting ahead of evolving compliance requirements
Source: Dchained Capital
Capabilities
What this looks like in practice
01
Data platform & warehouse architecture
Design the warehouse, lakehouse, and pipeline architecture that fits your data volumes, team, and budget.
02
AI & agentic system architecture
Architect the retrieval, orchestration, and guardrail layers that production AI agents actually need.
03
Data governance frameworks & quality controls
Define metric ownership, stewardship, validation, and audit trails so every department argues about the decision, not the number.
04
AI governance & responsible use
Usage policies, model oversight, and human-in-the-loop controls that let you adopt AI quickly without betting the firm.
05
Regulatory & disclosure readiness
Reporting built to stand up to auditors, examiners, and investors — and to expand as requirements do.
06
Scale & cost engineering
Right-size compute and storage so the platform grows with you — and the bill doesn't grow faster.
Platforms & technologies we build with
Microsoft PurviewCollibraAlationAtlanDatabricks Unity CatalogMicrosoft FabricSnowflakeDatabricksAzure SQL DatabaseGoogle BigQueryAmazon RedshiftData Lineage & CatalogingData Quality FrameworksAI Governance & Responsible AIDAMA-DMBOK
Case studies
Where this service earned its keep
Professional Services & Finance
Risk-Q: embedded analytics their customers now pay for
Analytics that became part of the product a software company sells
Read the case study →“Transparency and accountability are paramount, and I can't say enough about the role that OBIS has played in helping us establish our proven track record with our investors.”
“On top of being a genius in data engineering and visualization, they were able to listen carefully to our needs and create exactly what we needed in a matter of days.”
Common questions
Asked before every engagement
When does a growing company actually need data governance?
The first time two teams show up with different versions of the same number, you already needed it. Lightweight rules early — metric ownership, definitions, quality checks — beat heavyweight bureaucracy later.
Is AI governance only for regulated industries?
No. Any company letting AI touch customers, money, or decisions needs usage policies, model oversight, and human-in-the-loop controls. Regulated industries just need them documented to a higher standard — which is where our audit heritage earns its keep.
Can you review an architecture we already have?
Yes — blueprint reviews are a common starting point. We assess your current platform for scalability, cost, integration debt, and AI-readiness, and give you a sequenced plan you can execute with us or without us.
Get in touch
Senior experts on every engagement
Tell us what you're working through. Every inquiry is read and answered personally by our advisory team.
Led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP
Founder & CEO, Omni Business Intelligence Solutions
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Backed by a team of 20+ data, AI, and BI specialists across various teams — the right expert joins at the right moment.
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