Converged Analytics Enablement

Service Overview

The EDB Converged Analytics Enablement engagement guides your data analysts, data engineers, and business users through the design and implementation of specific analytics use cases on EDB Postgres AI. EDB works with your teams for up to 120 hours to connect data sources, build governed data products, create reusable SQL template libraries, and deliver insights to your target business consumers — through BI tools, conversational interfaces, or custom reporting.

This engagement is outcome-led: EDB identifies your analytics use cases first, then implements the full path from raw data to delivered insight. Your team participates throughout, building the skills to create and maintain additional data products independently.

Note: Converged Analytics Enablement assumes the Analytics Engine and Lakehouse Connector are deployed. If not, see the Converged Analytics Deployment engagement.

Scope of Service

Onboard

• Kickoff to align stakeholders, confirm environment readiness, and define use case scope to fit estimated effort. 
• Review data source landscape and identify data owners for each source in scope
• Define target consumer personas and their analytics requirements

Discovery & Use Case Design

• Conduct structured analytics discovery sessions with data owners and business stakeholders
• Map data sources to analytics use cases; identify required transformations and governance rules
• Design data product structure: table selection, Iceberg schema, column governance (masking/exclusion)
• Define SQL template library scope: key business questions, report definitions
• Support integration of  conversational analytics interface and consumer access model
• Design cross-department data sharing model and governance playbook
• Design AI Co-Pilot integration for natural language data access

Implementation

• Configure data source connections and Iceberg replication per use case
• Apply column-level governance policies per data owner requirements
• Build and validate data products (queryable Iceberg tables) for each use case
• Develop SQL template library — parameterized, production-ready templates for target business questions
• Configure conversational analytics endpoint and consumer access
• Integrate with BI tools (Tableau, Power BI) and validate query federation
• Implement cross-department sharing with appropriate role-based access controls
• Configure AI Co-Pilot for natural language data queries

Consumer Enablement & Validation

• Conduct working sessions with each target consumer persona
• Demonstrate use case delivery: BI reports, conversational queries, SQL template execution
• Validate data accuracy and query performance with customer data
• Train data analysts on creating and managing additional data products

Closure

• Deliver governance playbook documenting data product ownership, access policies, and maintenance procedures
• Provide SQL template library with documentation
• Formal sign-off review and recommended next steps

Deliverables

• Deployed and operational analytics use cases per agreed scope
• Governed data products (Iceberg tables) with documented configuration
• SQL template library (parameterized, ready for production use)
• Governance playbook: data ownership, access policies, maintenance procedures
• Configured conversational analytics interface with validated queries
• Engagement summary with extension recommendations

Roles and Responsibilities

EDB Project Manager: Responsible for engagement planning, stakeholder coordination, and closeout.

EDB Solution Architect: Leads use case design, data product architecture, and governance framework. Ensures alignment with EDB Converged Analytics capabilities.

EDB Senior Consultant: Technical lead for implementation, data product configuration, SQL template development, and consumer enablement.

Customer Team: Active participants throughout. Key roles:

• Data Owner for each source system in scope
• Data Analyst or Data Engineer (primary implementation partner)
• Business Stakeholder / Consumer Persona Representative
• Security / Compliance Officer (for governance sessions)

Assumptions

• Converged Analytics infrastructure (Analytics Engine, Lakehouse Connector) is deployed and operational prior to this engagement.
• A kickoff call will confirm scope and schedule before work begins.
• Engagement is delivered remotely unless otherwise agreed.
• Data owners for all source systems in scope are available and engaged throughout the engagement.
• Column-level governance requirements (mask/exclude/allow) are provided by data owners before configuration.
• Customer will make appropriate business stakeholders available for use case discovery sessions.
• SQL templates are designed for the agreed use cases only; custom application development is out of scope.
• Customer will provide timely feedback on deliverables. Items without commentary within 5 business days are deemed accepted.
• Customer will not provide Personal Data as defined by applicable law.
• EDB will provide up to 120 hours, plus project management, to support the above activities. Additional efforts will require mutually agreed upon change control. 

Prerequisites

• EDB Converged Analytics environment (Analytics Engine + Lakehouse Connector) is deployed and validated.
• Data sources in scope are connected to EDB Hybrid Manager.
• Customer has identified analytics use cases with business stakeholder alignment.
• Data owners have confirmed read access for EDB consultant to relevant source systems.
• For BI tool integration: BI tool is deployed and customer has admin access for connector configuration.
• For conversational analytics: MCP server is operational (included in AI Factory Deployment or Converged Analytics Deployment).

Engagement Activities