episteme.work/corporate/catalog

Service Catalog.

One mandatory entry point. Four service lines. Four tiers. A coherent progression designed to match where you actually are — not where you think you are.

EP-00 Integral Maturity Diagnostic is required before any implementation engagement. This is an operating rule of EPISTEME, not a suggestion.

* All timelines are estimates. Actual duration is adjusted to each client's organizational context, complexity and pace of decision-making.


Phase 0 — Mandatory entry point

Integral Data Maturity Diagnostic

Do you know your organization's actual data maturity level? Before any transformation project — governance, analytics, AI — the answer to that question determines everything: the right framework, the right entry tier, the right sequencing. EP-00 is where every EPISTEME engagement begins.

EP-00

Integral Data Maturity Diagnostic

4–6 weeks
Objective

Assess the organization's data maturity across all critical dimensions — strategy, governance, architecture, analytics, AI readiness and operations — using DAMA-DMBOK or the Data Governance Institute framework, selected and adapted to the organizational context. Delivers a prioritized transformation roadmap and a concrete recommendation on which service lines and tiers to activate.

In scope
  • Framework selection and adaptation: DAMA-DMBOK or Data Governance Institute, based on organizational context and objectives
  • Structured interviews with C-level and operational stakeholders (business, technology, operations)
  • Evaluation of 6 maturity dimensions: Data Strategy, Data Governance, Data Architecture, Analytics & BI, Advanced Analytics, AI Readiness
  • Analysis of existing data platforms, tools and processes
  • Risk and compliance posture review (data privacy, regulatory exposure)
  • Identification of critical gaps, quick wins and high-impact priorities
  • Service line engagement recommendation: which lines to activate and at which tier
Deliverables
  • Integral maturity report — scoring across 6 dimensions with selected framework
  • Framework selection rationale (DAMA-DMBOK vs. Data Governance Institute)
  • Priority gap map and transformation risk register
  • Phased transformation roadmap (90 days / 6 months / 12 months)
  • Service line engagement recommendation (which EP-XX and tier to activate)
  • Executive presentation for leadership (deck)
  • Readout session with client team (2–3 hours)
More details — out of scope, client obligations, assumptions
Out of scope
  • Implementation of any solution, platform or technical change
  • Data cleansing, migration or architecture design
  • Formal legal or compliance audit
  • Any EP-01, EP-02 or EP-03 deliverables
Client obligations
  • C-level sponsor designated with authority to approve agenda and access
  • Availability of 4–6 stakeholders for 60–90 minute interviews
  • Access to existing documentation (architecture, tools, policies, org charts)
  • Respond to information requests within 2 business days
Assumptions
  • Findings are based on information available at the time of diagnosis
  • Client is responsible for implementing recommendations
  • EP-00 supersedes line-specific EP-XX-00 diagnostics when all lines are in scope
  • Does not constitute a formal legal or compliance audit

00 — Service architecture

Four lines. Four tiers.

Each client enters where their maturity allows — always after the diagnosis confirms the starting point.

Service line EP-00 · Diagnosis EP-01 · Essential EP-02 · Complete EP-03 · Strategic
01 · Data Foundation EP-DF-00Data Maturity Diagnosis EP-DF-01Essential Governance EP-DF-02Complete Governance EP-DF-03Strategic Advisory
02 · Analytics & BI EP-AB-00Analytics Diagnosis EP-AB-01Essential Analytics EP-AB-02Complete Analytics On request
03 · Advanced Analytics EP-AA-00Advanced Analytics Diagnosis EP-AA-01Proof of Concept EP-AA-02Complete Implementation On request
04 · AI Solutions EP-AI-00AI Readiness Diagnosis EP-AI-01AI Proof of Concept EP-AI-02Complete AI Solutions EP-AI-03AI Strategic Advisory

01

Data Foundation

Data governance, platform architecture, quality and compliance. Without this layer well-built, any investment in analytics or AI is fragile.

EP-DF-00

Data Maturity Diagnosis

6–9 weeks
Objective

Assess the organization's current state across five data maturity dimensions and deliver a prioritized roadmap with concrete, actionable recommendations.

In scope
  • Structured interviews with key stakeholders (business and technology)
  • Evaluation of existing data infrastructure and architecture
  • Analysis of data quality and current governance practices
  • Inventory of tools, platforms and processes in use
  • Assessment of analytical maturity and actual data use in decisions
  • Review of compliance posture, privacy and risk management
  • Identification of quick wins and high-impact opportunities
Deliverables
  • Executive data maturity report (5 dimensions, scoring)
  • Map of priority gaps and risks
  • Transformation roadmap by phases (90 days / 6 months / 12 months)
  • Executive presentation for leadership (deck)
  • Readout session with client team (2 hours)
More details — out of scope, client obligations, assumptions
Out of scope
  • Implementation of any solution or technical change
  • Data cleansing or migration
  • Detailed architecture design
  • Formal legal or compliance audit
Client obligations
  • Designate a point of contact with authority to approve agenda and access
  • Provide access to existing technical documentation
  • Ensure availability of 3–5 stakeholders for 60-minute interviews
  • Respond to information requests within 2 business days
Assumptions
  • Findings are based on information available at the time of diagnosis
  • Client is responsible for implementing recommendations
  • Urgent findings will be communicated immediately
  • Does not constitute a formal legal or compliance audit
EP-DF-01

Essential Data Governance

3–4 months
Objective

Implement a minimum viable data governance framework — ownership, basic quality and usage policies — establishing order and data reliability across the organization.

In scope
  • Data ownership definition by domain (up to 3 domains)
  • Design and implementation of basic Data Contracts (YAML)
  • Data quality policy: validation rules for critical datasets
  • Basic data catalog configuration (metadata, lineage)
  • Socialization workshop with business and technology teams
  • Roles and responsibilities definition (Data RACI)
Deliverables
  • Data Governance Charter (foundational document)
  • Documented Data Contracts for agreed domains
  • Data quality policy v1.0
  • Data RACI and roles definition
  • Basic catalog configured with critical datasets
  • Framework operation manual (initial version)
More details — out of scope, client obligations, assumptions
Out of scope
  • More than 3 domains (requires EP-DF-02)
  • Enterprise catalog platform implementation
  • Integration with complex legacy systems
  • Data migration or mass cleansing
  • Formal compliance (GDPR, external audits)
Client obligations
  • Provide access to current data systems and tools
  • Designate Data Owners per domain before start
  • Approve definitions and policies within 3 business days
  • Assign at least one technical counterpart resource during the project
Assumptions
  • Client already has EP-DF-00 Diagnosis or equivalent
  • Domains in scope agreed before start
  • Client is responsible for post-delivery framework maintenance
  • Catalog tools must be licensed by the client
EP-DF-02

Complete Data Governance

5–8 months
Objective

Design and implement a comprehensive data governance framework (DAMA-DMBOK) with data architecture, advanced quality, FinOps and compliance — covering all critical domains of the organization.

In scope
  • DAMA-DMBOK framework adapted to the organizational context
  • Multi-domain governance (no domain limit)
  • Complete Data Contracts (YAML + versioning)
  • Cloud data architecture (AWS / Azure / GCP)
  • FinOps framework: tagging, cost accountability by domain
  • Advanced quality policy with continuous monitoring
  • Enterprise data catalog with full lineage
  • Privacy and risk management policies (GDPR / LFPDPPP)
  • Generative AI and Generative BI policies
  • 30-day post-implementation support
  • Internal team training (up to 2 workshops)
Deliverables
  • Complete Data Governance Framework (adapted DAMA-DMBOK)
  • Documented data architecture (current and target)
  • Data Contracts for all domains
  • FinOps framework implemented with cost dashboards
  • Enterprise catalog configured
  • Privacy and compliance policies documented
  • Generative AI and Generative BI policies
  • Framework operation playbook
  • Internal training materials
More details — out of scope, client obligations, assumptions
Out of scope
  • Continuous framework operation (see EP-DF-03)
  • Formal legal compliance audits
  • Data application or pipeline development
  • Third-party tool implementation not agreed in scope
Client obligations
  • C-level sponsor designated for the project
  • Technical counterpart team available (minimum 50% dedication)
  • Data Owners designated for all domains before start
  • Full access to infrastructure, systems and documentation
  • Critical decisions resolved within 2 business days
Assumptions
  • Client already has EP-DF-00 Diagnosis
  • Platform tools are licensed by the client
  • Client assumes responsibility for post-implementation operation
  • Scope changes during the project are subject to change control
EP-DF-03

Data Governance — Strategic Advisory (Retainer)

Monthly, renewable
Objective

Provide ongoing strategic advisory in data governance — periodic reviews, framework evolution, architecture decision support and accompaniment of the internal team.

In scope (monthly)
  • 2 monthly strategic review sessions (2 hours each)
  • Continuous review and evolution of the Data Governance Framework
  • Architecture and data policy decision support
  • Data Contracts review and update as needed
  • FinOps and cloud optimization advisory
  • Ad-hoc consultations (maximum 4 hours/month)
  • Monthly framework status report
Deliverables
  • Monthly framework status report
  • Notes and recommendations from each review session
  • Updates to policies and Data Contracts when applicable
  • Quarterly maturity evolution report
More details — out of scope, client obligations, assumptions
Out of scope
  • New project or domain implementation (requires EP-DF-01/02)
  • Operational technical support for the data team
  • More than 4 ad-hoc consultation hours per month
  • Legal representation or formal compliance
Client obligations
  • Designate senior interlocutor with access to decisions
  • Provide context and documentation before each session
  • Confirm agenda at least 3 days in advance
Assumptions
  • The retainer covers described services — additional work is quoted separately
  • Minimum 3-month commitment required for continuity
  • Unused sessions in a month do not accumulate

02

Analytics & BI

Reliable data turned into visible decisions. Executive dashboards, business KPIs, self-service analytics and automated reports — from C-level to operational teams.

EP-AB-00

Analytics Capabilities Diagnosis

5–6 weeks
Objective

Assess the organization's current analytics and BI capabilities — tools, processes, culture and adoption — and deliver an analytical maturity roadmap.

In scope
  • Inventory of BI tools and analytics platforms in use
  • Adoption assessment: who uses what and how frequently
  • Quality and reliability analysis of existing reports
  • Identification of key decisions without analytical support
  • Assessment of data culture in business teams
  • Mapping of high-impact opportunities (analytical quick wins)
Deliverables
  • Executive analytical maturity report
  • Tools inventory and identified gaps
  • Prioritized analytics opportunity map
  • Analytics capabilities roadmap (short and medium term)
  • Executive presentation (deck)
More details — out of scope, client obligations, assumptions
Out of scope
  • Dashboard or tool implementation
  • Access or analysis of business data
Client obligations
  • Access to current BI tools (read-only)
  • Availability of 3–4 key users for interviews
  • Share examples of existing reports and dashboards
Assumptions
  • Diagnosis covers capabilities and processes, not a data audit
  • Does not include access to sensitive or personal data
EP-AB-01

Essential Analytics & BI

3–4 months
Objective

Implement an initial set of executive dashboards and business KPIs that convert existing data into operational visibility for leadership and key teams.

In scope
  • Definition of critical KPIs with business team (maximum 15 KPIs)
  • Design and development of up to 3 executive dashboards
  • Connection to existing data sources (maximum 3 sources)
  • Access and permissions configuration by role
  • User training workshop (up to 8 people)
  • KPI definitions and calculation logic documentation
Deliverables
  • Executive dashboards configured and in production (up to 3)
  • Documented KPI dictionary
  • Basic user manual
  • Training workshop recording
More details — out of scope, client obligations, assumptions
Out of scope
  • More than 3 dashboards or 15 KPIs (requires EP-AB-02)
  • Integration with more than 3 data sources
  • Complex data model development or transformations
  • Advanced self-service analytics
  • Report automation
Client obligations
  • BI platform licensed by the client
  • Access to agreed data sources
  • Designate analytics product owner for validations
  • Approve dashboard design before development (max. 2 days)
Assumptions
  • Client already has EP-AB-00 or EP-DF-00 Diagnosis
  • BI platform must be licensed and operational
  • Source data quality is client's responsibility
  • Post-approval KPI changes are subject to change control
EP-AB-02

Complete Analytics & BI

5–8 months
Objective

Implement a complete analytics platform with self-service, automated reports, Generative BI and data culture — enabling the entire organization to make data-driven decisions.

In scope
  • End-to-end analytics architecture (sources → model → visualization)
  • Unlimited executive dashboards and operational reports
  • Self-service analytics for business users
  • Periodic report automation
  • Generative BI: policies and AI configuration in BI tools
  • Data storytelling training (2 workshops)
  • Business teams analytics onboarding
  • 30-day post-go-live support
Deliverables
  • Documented analytics architecture
  • Dashboards and reports in production
  • Semantic model / certified data layer
  • Generative BI policies documented
  • Training and data storytelling materials
  • Analytics operation runbook
  • Adoption report at project close
More details — out of scope, client obligations, assumptions
Out of scope
  • Continuous analytics platform operation (see EP-AB-03)
  • ML models or advanced analytics (see Line 03)
  • Custom data application development
Client obligations
  • C-level sponsor and analytics product owner designated
  • Technical counterpart team available (minimum 40% dedication)
  • Full access to data sources and platforms
  • Business users available for validations and workshops
Assumptions
  • Requires EP-DF-01 or higher in operation for data quality
  • Tool licenses are client's responsibility
  • Real adoption depends on active participation of client team

03

Advanced Analytics

From describing the past to anticipating the future. Predictive models, forecasting, segmentation and anomaly detection. Designed for organizations that already have reliable data and want to extract maximum value.

EP-AA-00

Advanced Analytics Maturity Diagnosis

6–9 weeks
Objective

Assess the organization's readiness for advanced analytics and predictive models — data quality, technical capabilities, priority use cases and ROI potential.

In scope
  • Historical data quality and availability assessment
  • Inventory of potential analytics use cases
  • Prioritization by business impact and technical feasibility
  • Assessment of internal team technical capabilities
  • ROI potential estimation per use case
  • Identification of risks and prerequisites per case
Deliverables
  • Prioritized use case map (impact × feasibility matrix)
  • Advanced analytics readiness report
  • ROI estimates per selected use case
  • Suggested implementation roadmap
  • Executive presentation
More details — out of scope, client obligations, assumptions
Out of scope
  • Model development or prototypes
  • Business data analysis
Client obligations
  • Access to relevant anonymized historical data samples
  • Interviews with technical team and business leaders
  • Share information about previous analytics projects
Assumptions
  • ROI estimates are indicative and subject to validation
  • Diagnosis does not include access to full production data
EP-AA-01

Advanced Analytics — Proof of Concept

3–5 months
Objective

Develop and validate an advanced analytics model for a specific use case — demonstrating technical feasibility, business value and scalability path before full investment.

In scope
  • Use case design and success metrics definition
  • Dataset preparation and validation for the model
  • Predictive / forecasting / segmentation model development
  • Historical data validation and proof of concept
  • Model performance and quality metrics evaluation
  • Technical model documentation
  • Go/no-go recommendation for full implementation
Deliverables
  • Trained and validated model (documented notebook / script)
  • Model performance report (metrics, assumptions, limitations)
  • Test dataset with documented results
  • Scalability recommendation with effort estimate
  • Executive results presentation
More details — out of scope, client obligations, assumptions
Out of scope
  • More than one simultaneous use case
  • Integration with production systems
  • MLOps or production deployment (requires EP-AA-02)
  • Post-delivery model maintenance
Client obligations
  • Clean, representative dataset available for the model
  • Define model success criteria before start
  • Technical counterpart for validations
  • Access to agreed development environment
Assumptions
  • The model is a proof of concept — not production-ready
  • Model quality depends on the quality and volume of data provided
  • Client is responsible for the technical development environment
  • Production results may vary compared to the PoC
EP-AA-02

Complete Advanced Analytics

6–11 months
Objective

Develop, implement and deploy advanced analytics models into production — with basic MLOps, performance monitoring and organizational adoption — generating measurable, sustainable business value.

In scope
  • Up to 3 advanced analytics models in production
  • Data pipeline to feed models (ETL/ELT)
  • Basic MLOps: versioning, monitoring and retraining
  • Integration with dashboards and decision tools
  • Complete technical documentation for each model
  • Team training for results interpretation
  • 30-day post-go-live support
  • Model drift and degradation monitoring framework
Deliverables
  • Models in production with complete technical documentation
  • Data pipelines for each model
  • Basic MLOps framework configured
  • Model performance monitoring dashboards
  • Results interpretation guide for the business
  • Operation and maintenance runbook
  • Impact and ROI report at close
More details — out of scope, client obligations, assumptions
Out of scope
  • More than 3 simultaneous models
  • Advanced MLOps or enterprise ML platforms
  • Generative AI solutions (see Line 04)
  • Continuous model operation (see EP-AA-03)
Client obligations
  • Available and licensed cloud infrastructure
  • Clean historical data available (minimum 2 years)
  • Data scientist or engineer counterpart (40% dedication)
  • Success criteria and business metrics agreed before start
Assumptions
  • Requires EP-DF-01 or higher for guaranteed data quality
  • ROI depends on real adoption by the client team
  • Changes in source data may require model retraining

04

AI Solutions

Applied AI for real problems. Not generic chatbots. Autonomous agents, applied LLMs, intelligent automation and custom AI — with governance built in from design and clear ROI metrics from day one.

EP-AI-00

AI Readiness Diagnosis

6–9 weeks
Objective

Assess the organization's real readiness to adopt AI solutions — data, infrastructure, capabilities, governance and culture — and identify AI use cases with measurable ROI and manageable risk.

In scope
  • Data maturity assessment for AI applications
  • Inventory of candidate processes for AI (automation, decision, generation)
  • Use case prioritization by ROI potential and risk
  • AI ethics and compliance posture assessment (GDPR, LFPDPPP)
  • Risk identification: biases, privacy, explainability
  • Review of existing generative AI policies (or their absence)
  • Team technical capabilities assessment for operating AI
Deliverables
  • AI Readiness Assessment report
  • Prioritized use case map (ROI × risk × feasibility)
  • AI risk inventory and mitigation recommendations
  • Generative AI policy v0 (draft for internal review)
  • Phased AI adoption roadmap
  • Executive presentation
More details — out of scope, client obligations, assumptions
Out of scope
  • AI prototype or model development
  • AI tool implementation
  • Formal legal compliance audit
Client obligations
  • Access to key business process documentation
  • Interviews with technology, business and legal/compliance teams
  • Share examples of AI tools already in use (if applicable)
Assumptions
  • Diagnosis does not include access to production data
  • ROI estimates are indicative
  • The generative AI policy delivered is a draft — requires client legal review
EP-AI-01

AI Solutions — Proof of Concept

3–5 months
Objective

Develop and validate an AI solution applied to a specific client process — demonstrating feasibility, measurable business value and scalability path before full investment.

In scope
  • AI solution design for the agreed use case
  • Functional prototype development (agent, applied LLM or automation)
  • Basic integration with the target business process
  • Validation with key users and initial impact measurement
  • Risk assessment: biases, privacy, model explainability
  • AI governance: responsible use policies for the specific case
  • Go/no-go recommendation for full implementation
Deliverables
  • Documented functional prototype
  • Validation report with performance metrics and estimated ROI
  • AI risk assessment for the specific case
  • Responsible use policy for the use case
  • Scalability recommendation with implementation plan
  • Executive results presentation
More details — out of scope, client obligations, assumptions
Out of scope
  • More than one simultaneous use case
  • Integration with multiple production systems
  • Full production deployment (requires EP-AI-02)
  • Post-delivery operational support
Client obligations
  • Define use case and success criteria before start
  • Access to data and systems needed for the prototype
  • Key user available for validations during project
  • Solution design approval before development
Assumptions
  • The prototype is not designed for full production load
  • Client is responsible for legal review of AI outputs
  • Production results may vary compared to the prototype
  • AI governance delivered is case-specific — does not cover the entire organization
EP-AI-02

Complete AI Solutions

6–11 months
Objective

Design, develop and deploy AI solutions into production — with integrated governance, continuous monitoring and capability transfer to the internal team — generating measurable, sustainable business value.

In scope
  • Up to 2 AI solutions in production (agents, applied LLMs, automation)
  • Responsible AI architecture design for each solution
  • Integration with client production systems
  • AI governance framework: policies, audit and bias control
  • Alignment with GDPR / LFPDPPP and applicable sector regulations
  • Performance, drift and model behavior monitoring
  • Team training to operate and supervise solutions
  • 30-day post-go-live support
Deliverables
  • AI solutions in production with complete technical documentation
  • AI governance framework (policies, roles, audit processes)
  • Documented integrations with client systems
  • Performance and behavior monitoring dashboards
  • Responsible operation guide for client team
  • Internal training materials
  • Impact and ROI report at close
More details — out of scope, client obligations, assumptions
Out of scope
  • More than 2 simultaneous solutions
  • ML model development from scratch (see Line 03)
  • Continuous solution operation (see EP-AI-03)
  • Formal AI legal audits
Client obligations
  • Cloud infrastructure and tool licenses available
  • Technical counterpart team (minimum 40% dedication)
  • Legal/Compliance available for AI policy review
  • C-level sponsor for AI governance decisions
  • Success criteria and ROI metrics agreed before start
Assumptions
  • Requires EP-AI-00 Diagnosis or equivalent
  • Client is responsible for human supervision of AI outputs
  • Delivered AI governance requires client legal review before publishing
  • AI solutions require continuous post-delivery maintenance and updating
EP-AI-03

AI Strategy — Strategic Advisory (Retainer)

Monthly, renewable
Objective

Provide ongoing strategic advisory in AI and data governance for organizations in transformation — accompanying adoption decisions, scalability and AI governance on a recurring basis.

In scope (monthly)
  • 2 monthly strategic review sessions (2 hours each)
  • Advisory on AI adoption and prioritization decisions
  • Review and evolution of the AI governance framework
  • Relevant trend monitoring and adoption recommendations
  • AI and data architecture decision support
  • Ad-hoc consultations (maximum 4 hours/month)
  • Monthly status report and recommendations
Deliverables
  • Monthly status and strategic recommendations report
  • Notes and agreements from each session
  • Governance framework updates when applicable
  • Quarterly AI maturity report
More details — out of scope, client obligations, assumptions
Out of scope
  • New solution development or implementation (requires EP-AI-01/02)
  • Operational technical support of existing solutions
  • More than 4 ad-hoc consultation hours per month
  • Legal representation in AI matters
Client obligations
  • Designate senior interlocutor with access to technology and business decisions
  • Share relevant context before each session
  • Confirm agenda at least 3 días de anticipación
Assumptions
  • The retainer covers described services — additional work quoted separately
  • Minimum 3-month commitment for strategic continuity
  • Unused sessions in a month do not accumulate

05 — Operating principles

How we work on every project.

1

EP-00 Diagnosis is mandatory before any EP-01, EP-02 or EP-03 — no exceptions.

2

Packages have fixed scope. Changes during the project are subject to formal change control.

3

The client is always responsible for operating their own systems — EPISTEME designs, configures and accompanies, does not operate.

4

All services include documentation as a deliverable — the knowledge stays in the client's organization.

5

Ethics and compliance are part of the design, not an add-on at the end.

6

Data democracy does not mean lowering quality. It means building the right foundations so organizations of all sizes access the same rigor previously reserved for large enterprises.

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