01
Data Foundation
Architecture, quality, and consistent business definitions
Complimentary Genie Readiness Assessment
A complimentary assessment led by KPI Partners' Databricks specialists. We score your readiness for Databricks Genie across five dimensions, check it against your own numbers, and give you personalized next steps.
No costNo commitmentRead-only, in your environment
Genie Readiness ScorecardIllustrative example
0Good
- Data FoundationGood
- GovernanceGood
- SecurityNeeds work
- Platform and ToolsGood
- People and ProcessCritical gap
Data FoundationGovernanceSecurityPlatform and ToolsPeople and ProcessUnity CatalogGenie AgentsGenie OneGenie OntologyMetric viewsMLflow evaluationAI/BI dashboardsData FoundationGovernanceSecurityPlatform and ToolsPeople and ProcessUnity CatalogGenie AgentsGenie OneGenie OntologyMetric viewsMLflow evaluationAI/BI dashboards
How it works
From Booking to a Scoped Plan
Every assessment ends with a clear picture of what is ready, what needs work, and what to do next.
- 01
Book your assessment
Share a few details about your organization and where you would like to start.
- 02
We assess with your team
Our Databricks specialists assess your data, governance, security, platform, and people, read-only and inside your environment.
- 03
Get your scorecard
Your overall readiness score and a green, yellow, or red status across five dimensions, with strengths, gaps, and recommended actions.
- 04
Scope the next step
Turn the findings into a remediation sprint or a Genie build, sized to the gaps your scorecard found.
What we assess
Five Dimensions of Genie Readiness
We assess your data, governance, and goals against the real requirements of a production Genie space, then score you across five dimensions.
02
Governance
Unity Catalog, ownership, and lineage
03
Security
Access policies, identity, and auditing
04
Platform and Tools
SQL warehouses, metric views, and Genie experience
05
People and Process
Sponsorship, ways of working, and answer validation
Your personalized scorecard includes
Strengths to leverage
What is already in place, so you build on it rather than redo it.
Gaps to address
Where your data, governance, security, platform, or people would stop Genie from giving trusted answers.
Recommended actions
The specific fixes that close each gap, in priority order.
Estimated effort and impact
How much work each action takes and how much difference it makes, so you can sequence it.
Inside the assessment
We Score Your Readiness Against Your Own Numbers
Most readiness checks stop at your catalog. Ours starts with your numbers. Our specialists build your scorecard from your own data and the questions your leaders actually ask, then scope the next step.
QuestionWhat was Q3 revenue?Illustrative example
Finance$4.2MSales$4.6MOperations$3.9M
One certified answer$4.2MRevenue, net of returns. Owner: Finance.
Phase 1
Technical review
Scan
A read-only scan of your Unity Catalog: tables, permissions, lineage, and metric views, scored across the five dimensions.
Reconcile
We compare your top measures across reports and teams, and log every place the same number is defined differently.
Phase 2
Business value discovery
Test
With your business leaders, we ask a sample of the questions they actually ask and check the answers against the reports they trust.
Prioritize
We agree the use cases that matter most and estimate the value of faster, trusted answers for each.
Readout
Scope and recommend
Recommend
A live walkthrough of the findings and a scoped next step: a remediation sprint or a Genie build.
Your path to production
A Clear Next Step, Whatever Your Score
Your scorecard decides the route: a Genie build, a remediation sprint, or the governed foundation first.
Genie build
Your foundation is in place. We take one domain to production with certified metrics, curated context, and an evaluation suite it must pass.
Next step: First Agent in ProductionRemediation sprint
A focused sprint closes the gaps your scorecard and review found, so your first Genie agent launches on solid ground.
Next step: Targeted remediation sprintFoundation first
We put governed data and certified definitions in place with our Enterprise Context Engine, then bring Genie on top.
Next step: Governed foundationBuilt for every business function
The Questions Your Leaders Actually Ask
We assess readiness against the questions each function asks every week, in the same domains our DomainIQ Agents are built for, pre-built or custom-built for your use case.
The CFO space
Finance
Revenue, margin, cost, and cash, answered from one governed definition per measure.
Book my assessmentQuestions we test, for example:
- What drove the change in gross margin this quarter?
- Which customers are past due beyond 60 days?
The COO space
Supply chain and operations
Inventory, suppliers, logistics, and production performance, without waiting on a report.
Book my assessmentQuestions we test, for example:
- Which suppliers are behind on deliveries this month?
- Where is inventory above target?
The CPO space
Procurement
Spend, contracts, and supplier performance, scoped to who is allowed to see them.
Book my assessmentQuestions we test, for example:
- Where are we buying off-contract?
- Which categories are over budget this year?
The CHRO space
Human resources
Headcount, attrition, hiring, and compensation, with sensitive fields masked by policy.
Book my assessmentQuestions we test, for example:
- What is attrition by department this year?
- How long does it take to fill a critical role?
The CRO space
Sales
Pipeline, forecast, and performance by region, from the same numbers finance reports.
Book my assessmentQuestions we test, for example:
- Which deals slipped from last quarter’s forecast?
- Which regions are behind plan?
Why KPI Partners
Why Assess With KPI Partners
Starts with your numbers
Our review reconciles the definitions in the reports your business already runs on, not only the tables in your catalog.
Accelerators do the heavy lifting
Semantic Core finds competing definitions, Context Lexicon maps your business language, and Validation Engine tests answers against your reports.
Runs inside your environment
The review is read-only and runs in your Databricks tenancy, so your data never leaves it.
We build what we recommend
From the first Genie agent to DomainIQ Agents, pre-built or custom-built for your use case, the team that assesses is the team that delivers.
FAQ
Questions About the Assessment
What is the Genie Readiness Assessment?
A complimentary assessment led by KPI Partners' Databricks specialists. We assess your data, governance, security, platform, and people against the requirements of a production Genie space, and check the results against your own numbers.
What do I get at the end?
A Genie Readiness Scorecard: an overall score, a green, yellow, or red status for each of the five dimensions, and personalized next steps covering strengths to leverage, gaps to address, recommended actions, and estimated effort and impact.
Is it really at no cost?
Yes. The assessment is complimentary, with no commitment. Any remediation sprint or Genie build is scoped and agreed separately.
What do you need from us?
Read-only access to your Databricks workspace metadata and Unity Catalog, or exports of them, a list of key reports, and short sessions with a few business and data owners.
Does our data leave our environment?
No. The assessment is read-only and runs inside your Databricks tenancy, so your data stays where it is.
Do we need to be on Databricks already?
The assessment fits best if your data is on Databricks or moving there, but it is useful at any stage. Your score and next steps reflect where you are today.
Book your assessment
Turn Your Scorecard Into a Scoped Plan
No cost. No commitment. Clarity that drives action.
What happens next
Prefer to talk first? Talk to an Expert
Thank you. Your request is in.
A KPI Partners Databricks specialist will reply within one business day to schedule your kickoff.