AI data readiness for mid-market product companies

What is the single most embarrassing or dangerous thing your AI could tell a customer?

The answer usually starts in your data: a duplicated record, a blank field, an old document nobody archived. I help product companies build one clean, trusted source of truth for every client, before their AI goes live.

Free 30-minute Zoom call, Monday to Thursday, 14:00 to 19:00 Cape Town, South Africa time.

Five scattered copies of one client, from Salesforce, Stripe, Zendesk, Google Drive and Slack, merging into one clean line that ends in a full stop. Salesforce Stripe Zendesk Google Drive Slack
  • Flat fixed fees in US dollars, no hourly rates
  • NDA signed before we start
  • 26 years with sensitive banking data
The problem

One client, five versions of the truth

When I open a company’s data, I usually find the same client in several places: duplicated, entered in a hurry, and in most cases incomplete. Sales and product don’t reference the same product data. Nobody has one full client profile, and IT can’t say for sure who can see what.

Point an AI agent at that, and it has to guess which copy to believe.

  • From Salesforce

    Northwind Supplies Ltd

    account_tier
    Gold
    contract_status
    blank
    primary_contact_id
    0042
  • From Stripe

    Northwind Supply

    account_tier
    blank
    contract_status
    active
    primary_contact_id
    blank
  • From Zendesk

    Nortwind Ltd.

    account_tier
    Silver
    contract_status
    blank
    primary_contact_id
    0117
  • From Google Drive

    Northwind contract v3 FINAL (2).pdf

    account_tier
    Gold
    contract_status
    renewal?
    primary_contact_id
    blank
  • From Slack

    “is northwind still gold or did they drop to silver??”

    account_tier
    gold? silver?
    contract_status
    blank
    primary_contact_id
    blank

An illustration of what I typically find. Northwind is a made-up client, not a real one.

Key: blank means missing; wavy means conflicting or misspelt.

One of my five Health Check questions

I ask it on the free 30-minute call.

“If an agent pulls your customer list today, which database is the absolute truth?”

The change

One complete profile your AI can trust

I clear out the duplicates, backfill the mandatory fields and give you a single source of truth for every client. Sales, product, support and your AI agents then all read from the same clean profile.

It’s the part of the work I enjoy most: the moment a client sees clean, complete data for the first time and starts to realise what it opens up for the company.

  • One full profile for every client
  • AI working from structured data, not guessing between copies
  • Agentic workflows that run efficiently
  • Lower risk under data rules such as GDPR, POPIA and CCPA
  • A return on your AI spend you can measure
  • Clear access: you know who can see what
  • Easier staff training and handovers
  • Better productivity across teams
Single source of truth

Northwind Supplies Ltd

account_tier
Gold
contract_status
active
primary_contact_id
0042
duplicate_records
merged

The same made-up client, after clean-up: one record, every field complete.

How it works

Four steps, each with a flat fee

Everything is a fixed fee in US dollars, with no hourly rates. Start with the free call and take the next step when you’re ready.

  1. Step 1

    AI Data Health Check

    30 minutes on Zoom. Five questions that show how ready your data really is.

    Free
  2. Step 2

    2-Week Data Readiness Audit

    Your data assessed against my four pillars, with a scorecard and a 10 to 15 page executive readiness report.

    $3,500 to $5,000
  3. Step 3

    Phase 2 Remediation

    Four weeks, three workstreams: clean client data, documents ready for AI, and safe access controls.

    20 to 50 people
    $8,000 to $12,000
    50 to 250 people
    $15,000 to $25,000
    250 to 500 people
    $30,000 to $45,000+
  4. Step 4

    MCP / Data Governance Retainer

    Data decays. Monthly quality audits, new documents tagged, and your MCP tools (the connectors your AI agents use to reach your data) kept in step with your database.

    $2,500 to $5,000 per month

Flat fixed fees in US dollars. No hourly rates.

See every step in detail on Services and pricing
Experience

Banking-grade care with sensitive data

26years

in banking, as data analyst, MI Manager, Programme Manager, COO, IT and Operations Manager, and Tax Regulatory Reporting subject-matter expert.

10years

on time, without a single penalty or fine, for the regulatory tax reporting functions I built, reporting to the tax authorities.

I built management information (MI) and regulatory tax reporting teams from scratch for a number of banks. I’ve worked with extremely sensitive personal and company information for many years, and I’m fully conversant with data privacy and confidentiality.

Certifications
Certified Microsoft Trainer; Master SQL DBA (database administrator)
Platforms
PostgreSQL, DB2, SAS Analytics, Databricks and Hadoop

NDA first. I sign a non-disclosure agreement before we start. You don’t need to give me access to your systems or chats; you supply the data from each system involved.

Recommendations

In the words of people I’ve worked with

He always seems to think one step ahead of everyone else and thereby anticipates any issues that may arise during the project.

Willie KrauseBusiness Transformation Leader | Program Delivery | PMP | AgilePM

If you speak to the man about data modeling or object modeling, you’ll in a matter of seconds find out that he is a guru in that field.

Dahman Chad GovenderCo-Founder & Exec | AI Explorer

Understands technology requirements vs. business requirements very well.

Yakub Ali MohammedHead of IT & AI Transformation, CTO

Working with Leon is a joy.

Essam FawzySenior Program Manager, VP Program Delivery

Read the full recommendations on my LinkedIn profile

Leon’s own headshot goes here.
About Leon

I start from where your data is today

No judgement and no lecture. Whatever state your data is in, that’s our starting point, and we work forward from there, calmly.

I’m Leon Williams, an AI Data Readiness Consultant in Cape Town, South Africa. After 26 years in banking, I saw too many small and medium businesses taken advantage of, by big consulting firms or by people without real business and management experience, paying inflated prices for solutions that cost the earth and didn’t suit them.

Fin Statique brings senior, banking-grade data expertise to the mid-market at a fair, fixed price. The name is French for “the final point”: I want to be the last vendor you need in your search for a solution.

Read my story on the About page

Step 1 is free

Start with thirty minutes and five questions

The AI Data Health Check is a free Zoom call, booked from my set slots: Monday to Thursday, 14:00 to 19:00 Cape Town, South Africa time. Your Zoom meeting is created automatically when you book.