In our financial analytics company, onboarding starts with a discovery workshop that unites finance, IT, and business leaders to surface pain points, map workflows, and agree on KPIs that will define success. The session produces a prioritized use case list, data-source inventory, and target benchmarks. Next, our experts audit source systems, data quality, and regulatory constraints to generate a data-health scorecard, remediation plan, and cloud blueprint detailing storage, security, and governance standards. In this manner, we provide a clear roadmap, cost estimate, and compliance checklist before any build begins.