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Core Principles
The Rare Middle
Beyond the binary
Foundations First
Infrastructure before automation
Compound Value
Systems that multiply
Build Around
Design for your constraints
The System
Modular Architecture
Swap any piece
Pairing KPIs
Measure what matters
Extraction
Capture without adding work
Total Ownership
You own everything
Systems
Knowledge Systems
What your organization knows
Data Systems
How information flows
Decision Systems
How choices get made
Process Systems
How work gets done
Learn
Foundation & Core
Layer 0
Foundation & Security
Security, config, and infrastructure
Layer 1
Data Infrastructure
Storage, pipelines, and ETL
Layer 2
Intelligence Infrastructure
Models, RAG, and prompts
Layer 3
Understanding & Analysis
Classification and scoring
Control & Optimization
Layer 4
Orchestration & Control
Routing, state, and workflow
Layer 5
Quality & Reliability
Testing, eval, and observability
Layer 6
Human Interface
HITL, approvals, and delivery
Layer 7
Optimization & Learning
Feedback loops and fine-tuning
Services
AI Assistants
Your expertise, always available
Intelligent Workflows
Automation with judgment
Data Infrastructure
Make your data actually usable
Process
Setup Phase
Research
We learn your business first
Discovery
A conversation, not a pitch
Audit
Capture reasoning, not just requirements
Proposal
Scope and investment, clearly defined
Execution Phase
Initiation
Everything locks before work begins
Fulfillment
We execute, you receive
Handoff
True ownership, not vendor dependency
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  • Process Systems

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1
Layer 1

Data Infrastructure

You have the data. It's in spreadsheets, databases, emails, and uploaded files. But you still can't answer basic questions.

Someone asks "what happened with that customer?" and three people give three different answers.

You tried to build an automation but spent 80% of the time just getting the data into the right shape.

Data exists everywhere. The problem is turning it into something you can actually use.

Data Infrastructure is the layer that turns raw inputs into useful, unified data. It handles how data enters (triggers, ingestion), how it transforms (mapping, normalization, enrichment), how scattered records unify (entity resolution), where processed data lives (storage patterns), and how it moves (queues, events, streaming). Without it, you have information everywhere but insights nowhere.

This layer is for you if
  • Teams drowning in data from multiple sources that never quite match up
  • Leaders who can't get straight answers because "it depends which system you look at"
  • Anyone who has built an integration and realized the hard part was the data, not the logic

Layer Contents

5
Categories
30
Components

Layer Position

0
1
2
3
4
5
6
7

Layer 1 of 7 - Built on Foundation, feeds Intelligence.

Overview

The pipeline from raw data to usable intelligence

Data Infrastructure is the system that turns chaotic inputs into clean, unified, accessible data. It handles how data enters your systems, how it transforms into useful formats, how scattered records become unified entities, where processed data lives, and how it moves between systems.

Most data problems are not storage problems. Your databases work fine. The problem is the journey from raw input to usable data: capturing it reliably, transforming it consistently, resolving what "the same thing" means across systems, and moving it where it needs to go.

Why Data Infrastructure Matters

  • Every AI system needs clean data. If your inputs are messy and inconsistent, AI will hallucinate because it has no ground truth.
  • Every report needs unified data. If the same customer has different data in different systems, your numbers will never add up.
  • Every automation needs reliable data flow. If data arrives late, incomplete, or malformed, your workflows break.
  • Every decision needs trustworthy data. If you can't trace where a number came from, you can't trust it enough to act on it.
The Pipeline

The Data Journey: From Chaos to Clarity

Data doesn't magically become useful. It goes through a journey with five stages. Understanding this journey is the key to understanding Data Infrastructure.

Stage 1

Capture

How does data enter your system?

Data arrives from many sources: events trigger workflows, schedules kick off processes, files get uploaded, emails arrive, documents need parsing. Capture is about reliably getting data IN.

Examples
  • -A new order comes in from your storefront
  • -A scheduled job pulls updates from an API
  • -A customer uploads a contract PDF
  • -An email arrives that contains structured information
When it fails

When capture fails, data never enters your system. Events get missed. Files get lost. Emails get ignored. You don't know what you don't have.

Deep dive: Capture

Most teams focus on one or two stages and wonder why data is still chaotic. The journey is a system - weakness in any stage creates problems for all the others.

Architecture

Pipeline Architecture: How the Stages Connect

The five stages are not independent steps. They form pipelines where the output of each stage feeds the input of the next. Understanding pipeline architecture is key to building reliable data infrastructure.

Common Pipeline Patterns

Linear Pipeline

Capture -> Transform -> Store. The simplest pattern.

When to use

Single data source, single destination, simple transformation

Example

A webhook receives order data, transforms it to your schema, stores it in your database.

Limitation

No entity resolution, no event broadcasting. Works for simple flows but doesn't scale to complex data.

Your Learning Path

Diagnosing Your Data Infrastructure

Most teams have data infrastructure problems they don't recognize as data infrastructure problems. Use this framework to assess where you stand.

Data Capture Reliability

When something happens in one system, do all other relevant systems know about it?

Data Quality & Transformation

Can you trust the data in your systems to be accurate, complete, and consistent?

Entity Unification

Can you get a complete view of any entity (customer, order, product) from a single query?

Data Flow Architecture

When data needs to reach multiple systems, does it get there reliably and on time?

Universal Patterns

The same patterns, different contexts

Data Infrastructure is not about technology. It is about building the pipeline that turns your raw inputs into answers you can trust.

The Core Pattern

Trigger

You have data in many places but cannot get the insights you need

Action

Build the pipeline: capture, transform, unify, store, and move

Outcome

Questions that took hours now take seconds

Reporting & Dashboards
EITSP

When pulling a monthly report requires opening 5 spreadsheets and spending 6 hours reconciling numbers that never quite match...

That is a Data Infrastructure problem. Data from multiple sources was never unified. Transformation was never standardized. The report is manually rebuilding what should be automatic.

Monthly reporting: 6 hours to 15 minutes
Customer Communication
EIICSP

When a customer calls and you have to check 4 different systems to understand their history...

That is a Data Infrastructure problem. Customer data exists in CRM, billing, support, and email but was never unified into a single view. Entity resolution would give you one place to look.

Time to customer context: 10 minutes to 10 seconds
Financial Operations
TICEI

When reconciling payments takes 45 minutes daily because transaction data lives in different formats across systems...

That is a Data Infrastructure problem. Payment data arrives from multiple sources (bank, processor, invoices) but is never normalized to match. Transformation would make reconciliation automatic.

Daily reconciliation: 45 minutes to automated
Tool Sprawl
EICP

When your 15 tools each have their own version of "the customer" and none of them agree...

That is a Data Infrastructure problem. Each tool captures customer data but there is no unification layer. Entity resolution and master data management would establish one truth.

Customer data conflicts: constant to zero

Which of these situations describes your daily reality? That points to where your data pipeline is weakest.

Common Mistakes

What breaks when Data Infrastructure is weak

Data Infrastructure mistakes don't cause immediate failures. They cause chronic data chaos that gets worse over time.

Skipping transformation

Taking data as-is instead of cleaning it first

Storing data in whatever format it arrives

You now have phone numbers as "555-1234", "(555) 555-1234", "+15555551234", and "5551234" across your database. Good luck searching or deduplicating.

transformation

No validation on incoming data

Bad data enters, propagates to every downstream system, and you only discover it when a report is wrong. By then, the root cause is impossible to trace.

transformation

Treating every data source as equally trustworthy

You have conflicting data and no way to know which is right. The billing system says $10,000, the CRM says $12,000. Which one do you report?

transformation

Ignoring entity resolution

Treating records as separate when they represent the same thing

No cross-system customer ID

The same customer has 5 profiles. They get 5 emails. Their lifetime value is counted 5 times. Your analytics are fiction.

entity-identity

Manual deduplication "when someone notices"

Duplicates multiply faster than anyone can merge them. Every merge decision is ad-hoc. History is lost or corrupted.

entity-identity

No golden record strategy

When records conflict, whoever last touched it wins. Your customer data is whatever the most recent update happened to be, not what is actually true.

entity-identity

Wrong communication patterns

Using synchronous when async, point-to-point when broadcast

Everything is synchronous request-response

One slow system blocks everything. One down system takes down everything. Your pipeline has no resilience.

communication-patterns

Building point-to-point integrations for everything

With 10 systems, you have 45 potential connections to maintain. Each new system adds N new integrations. Complexity scales quadratically.

communication-patterns

No dead letter handling for failed messages

Messages fail, disappear, and you never know. Data goes missing. Workflows silently break. "It worked yesterday" becomes a daily mystery.

communication-patterns
Frequently Asked Questions

Common Questions

What is Data Infrastructure?

Data Infrastructure is the system that handles how data flows through your organization. It includes five categories: Input & Capture (how data enters), Transformation (how data changes), Entity & Identity (how records unify), Storage Patterns (where processed data lives), and Communication Patterns (how data moves between systems). It sits between your Foundation layer and Intelligence layer.

Why does Data Infrastructure come after Foundation?

Foundation provides where data is stored and how systems connect. Data Infrastructure depends on this - you cannot build data pipelines without databases to write to, APIs to call, or security to protect the flow. Foundation is the plumbing; Data Infrastructure is what flows through the pipes.

What is the difference between data ingestion and data transformation?

Ingestion is about getting data INTO your system - through triggers, file uploads, API calls, email parsing, or document scanning. Transformation is about changing that data AFTER it arrives - mapping fields, normalizing formats, validating quality, enriching with context, and aggregating into summaries. Ingestion happens first, transformation happens next.

What is entity resolution and why does it matter?

Entity resolution identifies when different records refer to the same real-world thing. "John Smith" in your CRM, "J. Smith" in your billing system, and "jsmith@company.com" in your email might all be the same person. Entity resolution unifies these scattered records into a single, authoritative entity. Without it, you cannot answer simple questions about your customers, products, or transactions.

When should I use message queues vs event buses?

Message queues are for reliable delivery to specific consumers - one message goes to one handler, with guaranteed processing. Event buses are for broadcasting to multiple subscribers - one event goes to everyone interested, enabling loose coupling. Use queues when delivery matters more than speed. Use event buses when multiple systems need to react to the same event independently.

What happens if you skip Data Infrastructure?

You end up with data chaos. Inputs arrive but do not get processed. Different systems have different versions of the same data. Questions that should be instant require manual investigation. Your AI cannot work because it has no clean data to work with. Every automation becomes a data cleanup project.

How do I know if my Data Infrastructure is weak?

Signs include: the same data exists in multiple places with different values, simple questions require checking multiple systems, new data sources take weeks to integrate, you cannot trust the numbers in reports, and your team spends more time finding and cleaning data than using it. If any of these sound familiar, your Data Infrastructure needs attention.

What is the difference between batch and real-time processing?

Batch processing handles data in scheduled chunks - every hour, every night, every week. Real-time processing handles data as it arrives - within seconds or milliseconds. Batch is simpler and cheaper for data that does not change urgency. Real-time is necessary when delays have consequences - fraud detection, inventory updates, customer interactions.

How does Data Infrastructure connect to AI?

AI needs clean, unified, accessible data to work. Layer 1 prepares data for Layer 2 (Intelligence Infrastructure). Transformation ensures data is in the right format. Entity resolution ensures AI knows who or what it is working with. Storage patterns ensure data is retrievable. Without solid Data Infrastructure, AI hallucinates because it has no truth to ground on.

What are the five categories in Data Infrastructure?

The five categories are: Input & Capture (triggers, ingestion, parsing), Transformation (mapping, normalization, validation, enrichment), Entity & Identity (resolution, matching, deduplication), Storage Patterns (structured, knowledge, vector, time-series, graph), and Communication Patterns (queues, events, streaming, batch vs real-time). Together they form the complete data pipeline.

Have a different question? Let's talk

Next Steps

Where to go from here

Data Infrastructure sits between Foundation (where data lives) and Intelligence (what you do with data). Once your pipelines are solid, AI becomes possible.

Based on where you are

1

Starting from chaos

Data lives everywhere with no pipeline

Start with Input & Capture. Pick your most important data source and set up reliable triggers and ingestion. You cannot clean or unify data you cannot reliably receive.

Get started
2

Have capture, need quality

Data arrives but is messy and inconsistent

Focus on Transformation. Implement validation at ingestion and normalization for your most problematic data types. Stop bad data before it spreads.

Get started
3

Ready to unify

Data is clean but fragmented across systems

Invest in Entity & Identity. Implement entity resolution for your core entities (customers, products, transactions). Create single sources of truth.

Get started

By what you need

If you need to capture data from events, files, or documents

Input & Capture

Triggers, ingestion, OCR, email parsing

If you need to clean, validate, or enrich your data

Transformation

Mapping, normalization, validation, enrichment

If you need to unify scattered records into single entities

Entity & Identity

Entity resolution, deduplication, master data management

If you need the right storage for your access patterns

Storage Patterns

Structured, knowledge, vector, time-series, graph storage

If you need data to flow reliably between systems

Communication Patterns

Queues, events, streaming, sync/async patterns

Connected Layers

0
Layer 0: FoundationDepends on

Data Infrastructure needs Foundation in place. You need databases (Layer 0) before you can build pipelines. You need APIs (Layer 0) before systems can communicate.

2
Layer 2: Intelligence InfrastructureBuilds on this

Intelligence Infrastructure needs clean, unified data to work. Embeddings need text. RAG needs knowledge bases. AI needs ground truth. Layer 1 prepares data for Layer 2.

Last updated: January 4, 2025
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