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Tuesday, November 3, 2026

Building a Data Foundation Your Board Can Trust

Before dashboards and AI, agree on definitions. How to build a data foundation the board will actually rely on.

Building a Data Foundation Your Board Can Trust
Photo: Unsplash

Before dashboards and AI, a business needs everyone to mean the same thing when they say customer, order and revenue. Before dashboards and AI, agree on definitions. How to build a data foundation the board will actually rely on.

Agree definitions before tools

Write a one-page glossary for the twenty metrics the board sees, with the system each comes from and the person who owns it. Most reporting arguments disappear once that page exists, and it costs nothing but a few meetings.

Build trust one report at a time

Rebuild the board pack first, from the glossary, and reconcile it with the finance numbers every month. Once leaders trust that report, extend the same discipline to operational dashboards rather than launching everything at once.

How we apply this with clients

In client work this usually becomes one priority on the quarterly plan, with a named owner and a measure the leadership team reviews every month. Our technology & ai partners start with a short diagnostic of where the business is today, then agree the smallest change that will make a visible difference within ninety days.

Key takeaways

  • Write a glossary for the metrics the board sees.
  • Give every metric a source system and an owner.
  • Rebuild the board pack first, then expand.

Want to apply this in your business? Book a discovery call with a Maia Lafortezza partner.

Owen Hartley

Owen Hartley

Partner, operations and technology

Owen Hartley leads the firm's operations and technology practice. An industrial engineer by training, he spent twelve years running distribution and manufacturing operations before moving into advisory work. He redesigns workflows, operating rhythms and supply chains for logistics, manufacturing, healthcare and service businesses, and helps clients choose and implement technology, including practical AI, where it pays back. He is based in Milan.

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