01
Understand
Identify the business questions and data required to answer them.
Turn connected data into useful information
Most organizations don’t have a shortage of data.
The challenge is that it sits across different systems, arrives in different formats and isn’t always easy for teams to access or trust.
Megnity helps organizations connect, prepare and organize their data so it can support reporting, analytics, AI and everyday business decisions.
Where to start
Start with the questions the business needs to answer
A data program shouldn’t begin with moving everything into a new platform.
We start by understanding what teams need to know, which decisions they are trying to make and what information those decisions depend on.
That helps determine which data needs to be connected and how it should be prepared.
Bring data together
Bring data together
Customer, commercial and operational information can sit across many systems.
Customer, commercial and operational information can sit across Salesforce, enterprise applications, data platforms and specialized systems.
We help connect relevant sources and build data pipelines that make information available where it is needed.
The goal is to create a dependable flow of data without adding unnecessary complexity.
- Salesforce
- Enterprise applications
- Data platforms
- Specialized systems
A dependable flow
- Connected across sources
- Prepared and organized
- Available where it is needed
The foundation
Build a foundation teams can trust
Analytics and AI depend on the quality of the information behind them.
We help prepare, transform and organize data so it is more consistent and useful across the business. That includes considering data quality, ownership, access and governance as part of the engineering process.
Salesforce + enterprise data
Put Salesforce and enterprise data to work together
Customer information in Salesforce becomes more valuable when it can work with the wider business.
Customer information in Salesforce becomes more valuable when it can work with relevant information from the wider business.
We help organizations connect Salesforce and Data 360 with enterprise data platforms such as Databricks.
Where appropriate, approaches such as zero-copy can make data available across platforms without unnecessarily duplicating it.
Explore Salesforce + Databricks Working data layer
Salesforce
Other enterprise data sources
Data 360
Databricks
Analytics
Make analytics easier to use
A dashboard is useful when it helps someone decide what to do next.
Dashboards are useful when they help someone understand what is happening and decide what to do next.
We help turn connected data into reporting and analytics that are designed around the questions different teams need to answer.
That can include capabilities across Tableau and other analytics tools within the organization’s environment.
Explore Tableau Designed around the question
This quarter What is happening now
By team Where attention is needed
Next best What to do next
Reporting built around decisions · illustrative
Foundation for AI
Create a stronger foundation for AI
AI needs more than access to large amounts of information.
It needs the right information, appropriate context and clear permissions.
We help prepare the data foundation that AI agents and other AI-supported workflows depend on.
This can include connecting enterprise data with Salesforce, Databricks, Claude and Agentforce based on the use case.
Explore AI agents- The right information Not just large amounts of data — the information a task actually depends on.
- Appropriate context The surrounding business and customer information that makes an answer useful.
- Clear permissions Explicit limits on what each workflow is allowed to see and do.
Integration
Connect data across the business
A useful data architecture needs to work with the systems the organization already depends on.
We help connect CRM, enterprise applications, data platforms and other relevant systems so information can move reliably between them.
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CRM
Salesforce and the customer systems teams already use.
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Enterprise applications
The business systems the organization depends on.
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Data platforms
Where larger-scale data lives and is processed.
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Other relevant systems
The specialized sources a workflow needs to reach.
Life Sciences
Build for Life Sciences data
Life Sciences organizations work with customer, commercial, medical, clinical and operational information across different platforms.
We help connect the appropriate data while considering access, governance, traceability and the requirements of regulated environments.
This creates a stronger foundation for analytics and AI without losing sight of how the information should be used.
How we deliver
From source to useful information
02
Connect
Bring together the relevant systems and data sources.
03
Prepare
Clean, transform and organize the information.
04
Govern
Define appropriate ownership, access and controls.
05
Analyze
Turn the data into reporting and useful insights.
06
Activate
Make trusted data available to Salesforce, analytics, AI and business workflows.
07
Improve
Continue monitoring and improving the data foundation as needs change.
Platforms
Technology that fits the data environment
Our data engineering and analytics work can bring together the platforms and sources the business already runs on.
The architecture depends on where your data lives and what the business needs to do with it.
- Databricks
- Salesforce Data 360
- Salesforce
- Tableau
- MuleSoft
- Claude
- Agentforce
- Enterprise data sources
Where to begin
Have plenty of data but still struggle to use it?
Tell us where your information sits and what your teams are trying to understand.
We’ll help you identify what needs to be connected, prepared and made easier to use.
Talk to us