Every company says they’re data-driven. Almost none of them are. Being data-driven doesn’t mean having dashboards. It doesn’t mean running a report after the decision’s already been made. And it definitely doesn’t mean cherry-picking the number that supports what your gut already told you. Being data-driven means your data actually changes the decision. It means the answer surprises you and you follow it anyway. Most organizations aren’t set up to do that. Not because they lack data, but because they haven’t built the foundation that makes data trustworthy, connected, and actionable enough to actually override gut feelings. That’s what the Data-First Doctrine is built to fix. We’ve deployed this framework inside a multitude of organizations. It’s not a methodology deck that collects dust. It’s an operating system. Four interlocking pillars that take an organization to genuinely data-driven decision making. Here’s how it works. Pillar 1: The Process Maturity Framework Everything starts here. Before you can measure anything, you need stable, defined processes to measure. The Process Maturity Framework is the cornerstone of the Data-First Doctrine. We use an 8-level maturity scale that gives leadership a clear, honest picture of where their critical processes actually sit. Most organizations we assess land somewhere between Level 1 (the process exists but nobody owns it and nothing is documented) and Level 3 (someone drew a process map and identified key metrics, but there’s no standardization). The Process Maturity Framework has three phases. Levels 1–3 focus on definition, ownership, and understanding. Levels 4–5 push into standardization, measurement systems, and defect reduction. Levels 6–8 are where automation, innovation, and AI integration become possible. The first step of the Data-First Doctrine is to move critical organizational processes up to level 3 on the Process Maturity Framework. This will set the foundation for the work to come and will include clearly documenting and defining KPIs on core processes. Here’s the critical insight: you cannot automate a broken process. You’ll just automate the dysfunction faster. The Process Maturity Framework forces organizations to earn the right to automate by building the foundation first. Pillar 2: The Data Foundation Model Once your processes have reached level 3 on the Process Maturity Framework, the focus shifts to level 4. Level 4 is focused on standardization and measurement systems. This is where the Data Foundation Model comes in. In order to become data-driven you need a structure for that data that actually drives decisions. Most executives obsess over revenue, retention, and P&L. Which is fair, that’s the scoreboard. But here’s the problem: revenue is a lagging indicator. You can’t “fix” revenue. You can only fix the behaviors and operations underneath it that drive the result. The Data Foundation Model organizes your analytics into three tiers: Tier 1 — Executive Analytics (The Scoreboard): Revenue, P&L, NPS, customer acquisition cost. This tells you if you’re winning. Tier 2 — Operational Analytics (The Levers): Branch profitability, SLA performance, turnover rate, goal achievement. This tells you why results happen. Tier 3 — Performance Analytics (The Activity): Transaction-level data, cost per transaction, performance by employee, inventory levels. This tells you what actually happens. The power is in the hierarchy. When the scoreboard shows a problem, you pull the thread down through the levers to the activity level, and you find the root cause. No guessing. No opinions in a conference room. Data connected from top to bottom. This is called a hierarchal data structure, and it allows you to drill all the way through the hierarchy from executive measures to performance/transaction level details. Only with this structure of data can you properly diagnose issues and evaluate root causes. This pillar ties directly to achieving Level 4 on the Process Maturity Framework and continues to advance your organization towards a truly data-driven environment by building data structures that enable it. Pillar 3: The Role Clarity Engine You can have perfect processes and pristine data, and it still won’t matter if you have the wrong person in the seat or the right person in the wrong seat. That’s where the Role Clarity Engine comes in. Once you’ve established the data foundation model, you’ve built measurements systems that allow for effective evaluation of talent. It’s time to align talent appropriately throughout the organization. The Role Clarity Engine can be visualized as a wheel that starts with a Nucleus . The Nucleus is the center of the wheel and represents an individual’s fit in a specific role. Specifically, it represents the intersection of a person’s behavioral fit (persona), skill fit (capabilities), and motivation fit (desire). If the Nucleus is weak, the wheel breaks. But even with a strong Nucleus, people fail when organizations don’t clearly define three core components for executing within a role: Authority (what decisions can this person make?), Activity (what processes must they execute?), and Accountability (what metrics do they own?). Without this clarity, your best people burn out doing too much, your average people hide behind ambiguity, and nobody can tell you who actually owns the outcome. You must have the right Nucleus fit for a role, and then empower them with authority, defined activity, and clear accountability if you want them to be successful. The Role Clarity Engine is the key component to advancing a process to level 5 on the Process Maturity Framework. Pillar 4: Neural Business Architecture At this point you’ve advanced your critical processes through level 5 on the Process Maturity Framework, you have effective measurement systems and structures, and appropriate talent alignment within roles. Now it’s time for the payoff. Traditional businesses are reactive. A human sees a problem, investigates, decides on a fix, and implements it. That works, but it doesn’t scale. Neural Business Architecture is about building what we call an Intelligence Circuit — a four-step loop that turns your business into a proactive, self-correcting system: Step 1 — The Sensor (Detection): The system ingests live data from your Data Foundation Model. Inventory drops below a threshold. A KPI moves outside its normal range. The system sees it in real time. Step 2 — The Brain (Cognition): AI and logic apply rules and predictive models. Instead of a human noticing the problem next Tuesday, the system predicts demand for next week based on seasonality and trend data. Step 3 — The Hand (Execution): The system acts without human intervention. A purchase order fires automatically. A workflow triggers. An alert routes to the right person. Step 4 — Calibration (Learning): The system checks the result and evaluates, did the vendor deliver? Did the intervention work? And most importantly it then updates the model for next time. This isn’t just automation. It’s a self-correcting organism. And it’s only possible because Pillars 1–3 built mature processes, reliable data, and clear role definitions required to trust a system to act on your behalf. By the time an organization reaches Level 6 on the Process Maturity Framework, the foundation for this kind of digital transformation is already in place. The Bottom Line The Data-First Doctrine isn’t about buying new technology or integrating the latest buzzword into operations. It’s about earning the right to use it. Stabilize your processes. Build a data structure that connects activity to outcomes. Put the right people in clearly defined roles. Then, and only then, wire it all together into a system that thinks, acts, and learns. Most organizations try to start at Pillar 4. They want the AI, the automation, the dashboards. But without the foundation, those investments underperform or outright fail. If you want to truly be data-driven, start with the foundation. The rest follows. Download Data-First Doctrine Here

Introduction A large higher education system undergoing organizational change needed to modernize how internal information was stored, accessed, and maintained . The university relied on an outdated internal shared drive with a confusing folder structure that made it difficult for staff, faculty, administrators, IT personnel, and service staff to locate departmental files and critical resources. This challenge was further compounded by the consolidation of four separate colleges into a single institution . Documents were scattered across multiple locations, stored inconsistently, and lacked a clear organizational framework. As a result, employees often struggled to determine where information lived, whether it was current, or which version was the source of truth. To address these challenges, Brewster Consulting Group designed and implemented a comprehensive SharePoint Communication Site that serves as a centralized, employee-facing intranet. This solution replaced the outdated folder structure with a clearly organized system of nearly 100 department pages, each structured by function and supported by dedicated document libraries. Importantly, this new intranet keeps internal materials separate from the university’s student-facing public website, ensuring clarity and proper access control. The Challenge The existing document management system exhibited several significant operational and usability challenges: Staff were unable to quickly find the documents and resources they needed. The lack of a consistent structure made searching time-consuming and frustrating, often requiring assistance from colleagues or IT. The existing system required significant maintenance and upkeep. The university and its IT department needed a simple, low-maintenance solution that would not require constant oversight or complex upkeep. Many folders contained severely outdated content, with some documents dating back as far as 2007–2012. Much of this content had not been properly archived or removed, making it difficult to determine what information was current and relevant. The existing system lacked effective search capabilities , leaving staff without an efficient way to search across departmental documents to quickly locate specific information. The Solution Brewster Consulting Group partnered with the university to design and build a comprehensive SharePoint-based intranet that addressed both immediate challenges and long-term sustainability. Key elements of the solution included: A SharePoint Communication Site architecture featuring a centralized hub homepage with streamlined navigation organized into six major functional areas: Academics, Administration, Campus Life, Governance, Forms, and Policies. Each functional area includes clearly defined sub-groups for intuitive navigation. The creation of nearly 100 individual department pages, organized by function, providing staff with a logical and consistent way to access departmental information. A centralized document library structure with dedicated sections for each department. Every department page links directly to its corresponding folder within the main document library, creating clear and intuitive pathways from department-level information to the underlying files. Standardized page templates designed for easy replication across departments. Each template includes consistent elements such as contact information, key personnel listings, and direct links to document libraries, ensuring a uniform experience across all pages. Implementation of SharePoint’s built-in site-wide search functionality, enabling keyword-based searches across all departmental documents so staff can quickly locate specific files. A system intentionally designed for simplicity and low maintenance, requiring fewer site administrators, offering straightforward update processes, and enabling template-based page creation without technical expertise. Comprehensive Standard Operating Procedures to document all aspects of site usage, including how to add new meetings, upload documents, manage archive status, adjust permissions, and maintain content. Live training sessions conducted with committee administrators to ensure they felt confident using, managing, and maintaining the system over the long term. The Results The new intranet delivered measurable improvements in usability, efficiency, and governance: Established a single source of truth with nearly 100 clearly organized department pages, replacing the confusing and outdated folder structure. Staff now know exactly where to find departmental information and can navigate by function rather than complex hierarchies. Eliminated guesswork around where specific types of information are stored, improving confidence and consistency in document usage. Enabled fast, site-wide keyword searches across all departments, significantly reducing the time staff spend searching for documents. Introduced a template-based approach that allows new department pages to be quickly replicated as organizational needs evolve. Delivered a scalable foundation capable of supporting future organizational changes without requiring major restructuring. Reduced the ongoing maintenance burden by limiting the number of site administrators and empowering non-technical staff to manage updates independently. Created a consistent structure and visual experience across all pages, resulting in a professional, cohesive intranet that is intuitive to navigate from day one. Conclusion By replacing an outdated and fragmented document system with a centralized, well-structured SharePoint intranet, Brewster Consulting Group helped the university improve operational efficiency, reduce frustration, and establish a sustainable foundation for future growth. The result is a modern, scalable internal platform that supports staff across the institution while remaining easy to manage and maintain.

Introduction Our recent client, a mid-sized public university, needed a more effective way to manage, access, and archive critical governance documents. Their Faculty Senate alone consists of 23 standing committees, each producing agendas, minutes, and supplemental materials throughout every academic year. Their public website’s inability to support content beyond the current year and one year of archived documents, along with a poorly structured SharePoint site and internal T-drive, led to a fragmented document management system. With a steady influx of new documents, the system became increasingly difficult to manage and sustain. Accreditation requirements, transparency, expectations, and the need for long-term historical access only increased the urgency. This university partnered with Brewster Consulting Group to design and implement a centralized, scalable document management solution using Microsoft SharePoint, leveraging tools the institution already owned but had not fully utilized due to a lack of time and expertise. Client Challenges & Why They Chose to Partner with Brewster The institution’s shared governance materials were spread across multiple systems, each with limitations that made day-to-day use inefficient and long-term compliance difficult. Documents lived on an outdated public-facing website, an internal T-drive with inconsistent folder structures, and a poorly organized SharePoint site that was difficult to search. None of these sources were complete, and each contained different versions or timeframes of information, making it unclear where the “official” documents lived. The public website only displayed the current academic year and one prior year of materials, leaving older records effectively inaccessible. Inconsistent naming conventions and the lack of descriptive metadata made searching for specific documents time-consuming and frustrating. These challenges were especially problematic during accreditation reviews, which require quick access to governance documentation spanning multiple years. Faculty and staff also struggled to find relevant historical information when working on curriculum updates, policy changes, or governance-related initiatives. Looking ahead, leadership recognized that their existing systems could not support the long-term archival needs they anticipated. Although the institution already had Microsoft 365 subscriptions, leadership acknowledged they lacked the internal capacity to design a well-governed, sustainable system on their own. They partnered with Brewster Consulting Group to help translate those tools into a practical, user-friendly solution that could scale over time. Our Approach & Solution Brewster Consulting Group designed a centralized SharePoint governance site that balances usability, structure, and long-term sustainability. The solution combines organized backend document storage with intuitive, user-facing pages that make it easy for faculty, staff, and administrators to find what they need. Each governance body, including the Faculty Senate, Academic Staff Council, University Staff Senate, and the Faculty Senate’s 23 standing committees, received its own dedicated space . Meeting information is displayed in clear, structured lists that separate current-year meetings from archived materials, making it immediately obvious what is active versus historical. Behind the scenes, documents are organized by committee, academic year, and meeting date, allowing for natural long-term archiving without the need to manually move files each year. A simple status-based archiving process enables administrators to transition meetings from “current” to “archived” with minimal effort, automatically updating what users see on the site. The system was also designed to accommodate a wide variety of documents that accompany governance meetings. Supplemental materials are easily attached and described without requiring complex folder structures or excessive manual work. Site-wide search functionality allows users to locate documents, motions, or topics using keywords, even if they don’t remember which committee or year the information came from. Carefully structured permissions ensure transparency across the institution while limiting editing access to appropriate committee members. To support long-term success, Brewster provided detailed standard operating procedures (SOPs) and hands-on training, ensuring committee administrators felt confident managing the system independently. Results & Ongoing Impact The new SharePoint governance site has become a single source of truth for shared governance materials across the institution. Faculty, staff, and administrators no longer need to search across multiple systems or wonder where the most accurate documents are stored. Administrative efforts have been reduced through streamlined archiving and consistent document organization. Accreditation reviews are now supported by quick, reliable access to governance records spanning multiple years. Faculty and staff can easily locate historical decisions and supporting documentation, improving collaboration and institutional continuity. Importantly, the solution maximizes the value of the institution’s existing Microsoft 365 investment, avoiding additional licensing costs while delivering a modern, scalable governance platform designed to support the institution well into the future.

Introduction: Many businesses do not struggle because they lack tools; they struggle because the tools they have are not being used effectively. As organizations grow, file chaos, compliance risk, and disconnected systems become more than inconveniences; they become operational liabilities. SharePoint is often positioned as a solution to these challenges, but only when it is implemented with intention. This post examines three common business pain points and illustrates how a well-designed SharePoint environment can directly address each one. Use Case #1: Files That Are Difficult to Locate and Manage As businesses expand, documents tend to spread across shared drives, inboxes, personal folders, and cloud storage tools. Over time, this creates an environment where employees are unsure which version of a document is current, where critical files are stored, or who owns them. Teams often resort to recreating work or interrupting colleagues simply to locate information. The impact of this problem goes far beyond inconvenience. Employees lose valuable time searching for documents; outdated information is unintentionally used, and collaboration slows down. Decision-making becomes reactive rather than informed because information is not readily accessible. When implemented correctly, SharePoint provides a structured, centralized environment for document management. Instead of relying solely on folder structures, SharePoint uses metadata, content types, and intelligent search to organize information. Version control ensures there is always a clear source of truth, while permissions ensure access is appropriate. The result is an environment where employees can find what they need quickly, without knowing exactly where it lives.

Many small and mid-sized business (SMB) leaders are familiar with Microsoft SharePoint, yet far fewer understand whether it is the right fit for their organization, what a SharePoint consultant does, or what SharePoint consulting services look like in practice. SharePoint is a powerful platform, but it is also one of the most underutilized tools within Microsoft 365. In many cases, businesses attempt to implemen t a simple version of SharePoint on their own, only to find tha t employee adoption is low; processes remain inefficient, or the return on investment falls short of expectations. These challenges are rarely caused by technology itself. More often, they stem from a lack of clear strategy, thoughtful design, and structured execution. This is where SharePoint consulting firms play a critical role. Whether a business has never used SharePoint before or has struggled with a previous implementation, working with a SharePoint consultant can help unlock the platform’s full value. A consultant brings the expertise needed to design, organize, and develop a SharePoint environment that aligns with how the business actually operates, improving document management, collaboration, governance, and long-term scalability. What Is SharePoint Consulting? -SharePoint consulting services focus on helping organizations design, implement, and optimize SharePoint in a way that supports business processes, not just IT requirements. -A SharePoint consultant acts as a strategic partner, guiding organizations through everything from planning and governance to customization, rollout, and adoption. -Rather than delivering a one-size-fits-all solution, effective SharePoint consulting starts with understanding the business’ pain points and translating them into a structured, sustainable SharePoint environment. What Does a SharePoint Consultant Do? A SharePoint consultant is an experienced professional with deep knowledge of the SharePoint platform and its integration within Microsoft 365. More importantly, they understand how to connect technical capabilities with real business needs. A strong SharePoint Consulting Firm will: Take time to understand current challenges and inefficiencie s as well as the goal future state Clearly outline the steps required to organize and implement an improved SharePoint environment Design a solution that is easy to maintain and scale Develop the designed SharePoint environment Train both technical and non-technical support teams to manage the environment Ensure the platform is adopted, not just deployed Successful consulting engagements consider far more than technical setup. They account for organizational buy-in, user understanding, training, and long-term governance. Key capabilities businesses should expect include: A clear and structured implementation approach Strong governance and information architecture design Thoughtful change management and user training Access to SharePoint development services when customization, automation, or integrations are required How A SharePoint Consultant Assesses a Business A well-executed SharePoint consulting engagement typically follows a phased approach. Discovery & Assessment The process begins with an initial discovery phase. During this stage, the SharePoint consultant meets with key stakeholders to understand current workflows, pain points, and any existing SharePoint or Microsoft 365 setup. Together, they identify high-impact use cases, such as document management, permissions, workflows, intranet needs, or collaboration challenges, and prioritize them based on business value. From this, the consultant can design a draft environment to meet the organization’s unique needs. Build & Implementation Next comes the build phase, where SharePoint is configured according to a clearly defined roadmap. This includes: Site and hub structure Navigation and information architecture Metadata, content types, and search optimization Permission and access models aligned with the organization In many cases, this phase may also involve SharePoint development services, such as custom solutions, automated workflows, or system integrations that extend SharePoint’s functionality.  Adoption & Optimization The final phase focuses on rollout, adoption, and continuous improvement. The SharePoint consultant supports: Content migration and cleanup Governance establishment User training and documentation Post-launch feedback and optimization This phase ensures that SharePoint is not only implemented but actively used and continuously improved over time. Why Businesses Work with SharePoint Consulting Firms One of the most important reasons businesses choose to work with a SharePoint consultant is that the consultant bridges the gap between business needs and technical execution. Without this bridge, SharePoint often becomes just another underused tool. Businesses typically benefit from consulting services when they experience challenges such as: No streamlined or consistent approach to file and document management An existing SharePoint environment that is poorly adopted or inconsistently used Multiple versions of documents that are difficult to locate Teams building manual workarounds outside of SharePoint SharePoint Consulting Is Not Just for Large Enterprises A common misconception is that SharePoint consulting is only necessary for large organizations. In reality, SMBs often benefit the most from working with SharePoint consulting firms. For small and mid-sized businesses, SharePoint cons ulting provides: Scalable designs that grow with the organization Cost-effective customization tailored to real needs Faster user adoption and reduced resistance Less rework and fewer costly fixes over time Results Businesses See from SharePoint Consulting Services When implemented strategically, SharePoint delivers measurable business value. Organizations that invest in SharePoint consulting services often experience: Significant time savings Reduced operational friction Improved collaboration across teams Stronger governance and security Higher overall ROI from Microsoft 365 Next Steps for a Business Considering SharePoint Consulting SharePoint is a powerful platform, but its success depends on strategy, structure, and adoption. A SharePoint consulting firm helps ensure your environment is built to support real workflows, scale with your organization, and drive long-term ROI. If your business is ready to move beyond underused tools and manual workarounds, partnering with a SharePoint consultant can help you turn SharePoint into a system that truly works for your team. Contact us today to get started!

Duplicated files, inconsistent folder structures, and undocumented processes, often stored as tribal knowledge in the minds of a few employees, undermine productive data storage and effective information use. As organizations grow, these challenges compound, slowing onboarding, increasing rework, and creating unnecessary operational friction. In 2026, remaining competitive requires moving beyond basic storage solutions. Microsoft SharePoint for small business operations offers a modern alternative. It has evolved into a dual-purpose platform that functions as both a company intranet and a centralized document repository, supporting collaboration, governance, and scalability. This guide explores common data storage challenges faced by SMBs, how SharePoint Intranet and SharePoint Document Repositories work, and the best practices and pitfalls to consider when implementing SharePoint effectively. Common Data Storage Pain Points for SMBs Organizations relying on basic or legacy storage solutions often encounter several recurring issues: • Disorganized and scattered files Inconsistent folder structures and unclear naming conventions make it difficult for employees, especially new hires, to locate relevant information. • Duplicate content and version confusion Multiple versions of the same document create rework, reduce trust in information, and slow decision-making. • Permission complexity Poorly managed access controls result in security risks, accidental oversharing, and administrative overhead. • Inefficient onboarding New employees spend excessive time navigating legacy file systems rather than focusing on productive work. Ultimately, a lack of organization and governance limits the effectiveness of data storage systems across the business. The Value of SharePoint for SMBs Microsoft SharePoint is a web-based collaboration and document management platform designed to securely store, organize, and share information. As part of the Microsoft 365 ecosystem, it integrates seamlessly with tools such as Teams, Word, Excel, and OneDrive. SharePoint delivers value to SMBs through two primary capabilities: the SharePoint Intranet and the SharePoint Document Repository . Value of SharePoint Intranet A SharePoint intranet serves as a centralized hub for communication, collaboration, and information sharing across the organization. Key benefits include: • A single source of truth for policies, procedures, company news, and official documentation • Reduced information silos and fewer outdated or conflicting files • Improved efficiency through workflow automation and approval processes • Advanced search functionality to quickly surface critical information • Enhanced engagement through news feeds, leadership updates, and social interaction features As a cloud-based platform, SharePoint ensures consistent access to information regardless of location or device, supporting both in-office and remote teams. Value of SharePoint Document Repository SharePoint’s document repository capabilities are designed to modernize document management and improve operational efficiency. Key advantages include: • AI-powered document intelligence , leveraging tools such as Microsoft Copilot and SharePoint Premium to extract data, apply metadata, and generate summaries • Improved governance through automated tagging and classification • Time and cost savings by reducing manual file management and duplication • Real-time co-authoring and version control, enabling multiple users to collaborate on the same document without creating duplicates These features help organizations move beyond simple file storage to structured, searchable, and governed content management. How SharePoint Works in Practice SharePoint can be thought of as a digital office building: • Sites represent dedicated spaces for teams, departments, or projects • Libraries function as filing cabinets used to store and organize documents • Pages act as notice boards for announcements, links, and key resources Microsoft Teams and OneDrive are built on top of SharePoint. Creating a new Team automatically provisions a SharePoint site, while OneDrive serves as a private workspace for drafts and individual files until they are ready to be shared. Best Practices for SharePoint Success To maximize the value of SharePoint, organizations should follow several proven best practices. Focus on Flat Architecture - Avoid deep folder hierarchies and nested site structures. Instead: • Use flat site architecture with hub sites • Limit folder depth to improve navigation • Rely on metadata for filtering and organizing content dynamically Manage Permissions Thoughtfully • Assign permissions to groups, not individuals • Grant users the minimum access required for their role • Create dedicated sites for external collaboration to prevent accidental oversharing Be Proactive with Governance • Implement retention policies and labels to automate content lifecycle management • Standardize naming conventions for sites and files • Conduct regular audits to remove inactive users and review permissions Adopt a People-First Approach • Identify departmental “super users” to support adoption • Design intranet pages around common tasks • Invest in ongoing training to ensure consistent usage and engagement Common Pitfalls to Avoid Even well-intentioned SharePoint implementations can fail without proper planning. Architectural and Management Issues • Migrating legacy network drives directly into SharePoint without redesign • Overly deep folder structures that hinder navigation • Unrestricted site creation leading to abandoned or duplicate sites Permission and Security Mistakes • Breaking permission inheritance at the file or folder level • Assigning access directly to individuals instead of groups Usability and Governance Gaps • Treating SharePoint as a file dump rather than a structured platform • Over-customizing sites, which can impact performance • Neglecting retention policies, resulting in outdated search results and higher storage costs Integrating SharePoint into the Business Successful SharePoint adoption requires a structured rollout approach, such as a 30/60/90-day plan or a phased implementation path. Five-Step Implementation Path 1. Discover – Define how SharePoint will support business objectives 2. Design – Establish flat architecture, hub sites, and governance standards 3. Build – Configure sites, security, and compliance controls 4. Migrate – Audit and clean data before migration, map metadata 5. Train & Support – Build user adoption through training and peer support Why Invest in SharePoint Consulting Implementing SharePoint effectively can be complex, particularly for SMBs balancing growth and limited internal resources. SharePoint consulting services provide the expertise needed to design, implement, migrate, and govern the platform successfully. From assessments and architecture design to migration and long-term governance, Brewster Consulting Group supports organizations at every stage, ensuring SharePoint becomes a strategic asset rather than another underutilized tool. Schedule a brief chat with us today to get started!

Data now sits at the heart of every business across all industries. Knowing how to handle data ingestion, storage, analysis, and transformation has become more important than ever. When thinking about data storage solutions, it is essential for business leaders to understand the difference between a data warehouse, data lake, and a data lakehouse.

Overview: A recent client of ours, an energy company , partnered with Brewster Consulting Group and tasked our team with building a Well Data Mart for better management and review of their portfolio. The company operates hundreds of wells and PUDs; their data was scattered across multiple systems and reports, making it difficult to detect discrepancies and optimize financial performance. The Challenge: The company faced three major issues: -Fragmented Data Sources: Critical well-related data was housed in different systems, including OGSYS, ComboCurve, Monday.com, and others creating inconsistencies and blind spots. -Manual Processes: Reconciling information was time-consuming, error-prone, and often overlooked. -Hidden Financial Risk: Without a unified data view, invoices and payments tied to wells could slip through the cracks. With more than 400 wells in operation, even small errors could result in significant financial losses or missed opportunities. The Solution: Brewster Consulting Group designed and implemented a robust data mart, a centralized, subject-focused data repository, using: -SQL Server: A database platform that securely stores and organizes large volumes of data. -SSIS (SQL Server Integration Services): A tool that moves, transforms, and integrates data from multiple sources into the data mart. -Stored Procedures: Predefined sets of instructions that automate complex queries and calculations, making data analysis more consistent and reliable. -Database Views: Virtual tables whose contents are defined by a query, simplifying logic and table joins across the organization. Brewster worked closely with the client to build custom interest comparison views, a mechanism that compared ownership interest data in the Well Data Mart against multiple external sources. This allowed for precise cross-checking of well data and financial transactions. The Results: During analysis, Brewster’s system uncovered a $225,000 discrepancy tied to just two wells. The data mart revealed that two invoices had been paid incorrectly, and the company was owed that amount back. This example highlights the tangible financial benefits of centralized data management: - Financial Recovery: The company now can reclaim $225K. - Scalability: With over 400 wells to review, the potential for further savings is substantial. - Confidence in Data: Automated, reliable processes reduce human error and ensure decisions are backed by accurate insights. In addition to uncovering the $225K discrepancy, the biggest gains are noted below: Our client did not have a system of truth. Brewster worked closely with leadership to not only build the Well Data Mart, but to define primary systems of record and align business processes to ensure data is making its way into all systems. After making business decisions on primary systems of record, Brewster pulled data together from multiple, disparate systems into the Well Data Mart. They no longer have to spend hours or days writing queries to pull this data together. Brewster created numerous views for the company’s users. Though it is beneficial for them to have all of their data pulled together into the Data Mata, they needed recyclable queries for users to access . The guess work of joining tables together or having to write queries is gone. The views can be used as a data source in reports, and our client can easily apply filters as needed based on immediate reporting needs. Brewster is currently working on incorporating logging to display user adoption rates for the Well Data Mart. As shown with the invoice cost savings, the Well Data Mart can be used in conjunction with other data sets for comparison. Client Perspective: "We found that there were two wells that we were invoiced for, and we paid the invoices. We didn't actually elect into the wells, so there was miscommunication...we shouldn't have paid it. Now we're owed that money and that's $225,000 that would not have been caught if we did not have this data mart...and that's just scratching the surface. " -Director of Data Strategy & Optimization

In the fast-paced world of marketing, agility is everything. But for many small marketing firms , staying organized and executing effectively can feel like an uphill battle. Between juggling client deliverables, managing creative teams, and keeping up with digital trends, it’s easy for even the most talented agencies to lose focus or momentum. That’s where fractional project management comes in - a cost-effective, flexible way for small agencies to gain project management expertise without the overhead of a full-time hire. What Is Fractional Project Management? Fractional project management allows marketing firms to hire an experienced project manager or project management team on a part-time, contract, or as-needed basis. These professionals provide the strategic direction, structure, and accountability of a full-time role, but with the flexibility and affordability that small firms need. Unlike traditional project management roles, fractional project managers adapt to your workflow. They can: Create or refine marketing project management frameworks. Oversee campaign timelines, deliverables, and communication. Manage resources, budgets, and vendor relationships. Introduce project management tools, such as Asana. Provide performance insights to keep campaigns aligned with business goals. The Common Challenges Small Marketing Firms Face: Running a small marketing firm means constantly balancing creativity, client satisfaction, and growth, all while working with limited time, budgets, and staff. While many small agencies deliver incredible results for their clients, their internal operations are often suboptimal. Without proper structure and project management in place, business operations can quickly become reactive instead of proactive. Here are some of the most common challenges small marketing firms face, many of which can be alleviated with the right fractional project management support: 1. Inconsistent Execution of Marketing Strategies Small firms often start projects with enthusiasm but struggle to maintain consistency across campaigns, clients, and platforms. Without a clear project roadmap or centralized process, teams can lose sight of timelines, priorities, or deliverables. This inconsistency can lead to missed deadlines, off-brand messaging, and a loss of client confidence over time. 2. Limited Budgets and Tight Margins Many boutique agencies operate on razor-thin margins, meaning that hiring a full-time senior project manager or operations manager may simply be out of reach. This leads to a “DIY” approach to project coordination, where creative directors, account managers, or even designers end up juggling scheduling and task tracking in addition to their core roles. It’s a recipe for burnout and inefficiency. 3. Attracting and Retaining Talent In the marketing world, top talent wants growth, clarity, and collaboration. When internal processes feel chaotic or constantly changing, employees can become frustrated or disengaged. A lack of structured project management can contribute to high turnover, especially among younger professionals looking for organized environments where they can learn and thrive. 4. Keeping Up with Industry Trends and Technology Marketing trends shift faster than ever, from SEO and social media algorithms to automation and analytics tools. Small firms, often focused on servicing clients, rarely have time to step back and strategically assess which technologies to adopt or how to integrate them effectively into their workflows. This can result in wasted subscriptions, underutilized tools, or outdated methods that slow productivity. 5. Balancing Growth and Quality As marketing firms grow, the complexity of managing multiple campaigns, channels, and clients multiplies. Without scalable project management processes, expansion can lead to growing pains: stretched teams, missed opportunities, and declining quality of work. Fractional project management can help maintain creative excellence while effectively scaling operations. 6. Cash Flow and Resource Allocation Project delays, scope creep, and unclear task ownership often lead to billing inaccuracies and wasted time. Many small agencies underestimate how much untracked work cuts into profit margins. Without proper project visibility or a defined workflow, forecasting becomes guesswork, making it harder to predict cash flow or plan for sustainable growth. 7. Client Communication and Expectation Management Misaligned expectations between the firm and its clients are another major pain point. When communication is informal or scattered across emails and chat threads, misunderstandings arise. A structured project management system creates transparency, accountability, and shared visibility, all key to stronger client relationships. 8. Content Creation Bottlenecks Small firms often pride themselves on creativity, but without workflow organization, content can get stuck in feedback loops. Campaign approvals, revisions, and scheduling can all become bottlenecks that stall production. Over time, this can limit the firm’s ability to scale output or deliver consistently across multiple accounts. 9. Lack of Technology Utilization Even when agencies have invested in tools like Asana, ClickUp, or Monday.com, they often fail to leverage them effectively. Either no one owns the system or team members don’t have time to update it. The result is a fragmented picture of project progress and duplicated effort, both of which fractional project managers specialize in resolving. 10. Burnout and Overwork With so many moving pieces, it’s no surprise that burnout is common among small marketing teams. When deadlines stack up and roles blur, people spend more time reacting to problems than delivering creative solutions. Over time, that stress impacts morale, retention, and ultimately, client results. In short: most small marketing firms aren’t lacking talent, they’re lacking structure. And without a scalable framework for managing people, projects, and priorities, even the most brilliant ideas can get lost in the shuffle. How Fractional Project Management Helps Small Marketing Firms Fractional project management offers both strategic and operational advantages for small agencies, including: Strategic Oversight Without the Cost: Fractional PMs bring senior-level strategy to the table without requiring a full-time salary. They guide teams on where to prioritize resources, how to align goals, and how to scale efficiently. Flexibility and Scalability: Whether your firm manages two clients or twenty, fractional project management services scale with you. You can engage in support during busy periods or for specific initiatives without long-term commitments. Immediate Access to Top Talent: Fractional project managers are seasoned professionals who’ve worked with multiple marketing firms, giving your team instant access to best practices and proven systems. Improved Accountability and Execution: With an external PM keeping projects on track, your creative team can focus on what they do best: creating and delivering exceptional marketing work. Enhanced Profitability and Efficiency: From budget management to workflow optimization, a fractional project manager helps uncover bottlenecks that waste time and money, improving cash flow and project margins. When Should a Small Marketing Firm Consider Fractional Project Management You might not need full-time help yet, but here are a few signs it’s time to bring in a fractional project manager : -You’re juggling too many high-value projects at once. -Projects are constantly behind schedule or over budget. -Your team is overworked, burned out, or missing deadlines. -You lack internal project management expertise. -You feel stuck or overwhelmed trying to manage growth. If these sound familiar, fractional project management might be the missing piece. The Bottom Line For small marketing firms, fractional project management isn’t just about organization; it’s about unlocking growth. With the right systems in place, marketing agencies can scale confidently, deliver better results, and focus on what they do best: creativity and strategy. As the marketing landscape evolves, fractional project management services offer a competitive edge, one that combines flexibility, structure, and cost efficiency.