AI & Data Consulting for Orange County Businesses

Data-Sleek is a boutique AI and data modernization firm helping Orange County businesses modernize operations, reporting, and decision-making using practical AI and data systems.

We work with leadership teams dealing with disconnected systems, manual reporting, spreadsheet-heavy workflows, and pressure to adopt AI responsibly. Our role is to help you create operational clarity through better data foundations, executive reporting, workflow automation, and practical AI enablement.

Senior-led. Practical. Built around your business.

Founded by
Franck Leveneur
Practitioner-led
15+ years
Engagement model
Senior-only
Headquarters
Irvine, CA
— Built for Orange County Companies That Value Quality

Orange County businesses are relationship-driven. They value trust, access, responsiveness, discretion, and long-term partnerships.

01
Intentionally boutique
No bloated teams. No rotating juniors. No generic AI recommendations.
02
Senior-led every step
Experienced professionals who think deeply about your operations.
03
Quality over quantity
Craftsmanship over shortcuts. Practical over performative.
04
Transparent communication
From the first conversation through implementation.
— 01 / Common Challenges

When Business Growth Outpaces Your Systems

Growing companies often reach a point where the business is more complex than the systems supporting it.

That usually shows up in familiar ways across mid-market Orange County companies — finance teams reconciling spreadsheets at midnight, CRMs that don’t talk to ERPs, dashboards leadership doesn’t trust, and a quiet anxiety about where to start with AI.

01

Reporting takes too long

Leadership waits on manual reports, spreadsheet updates, or disconnected dashboards before making decisions.

02

The numbers don’t match

Different teams use different definitions, reports, systems, and spreadsheets, making it difficult to trust the metrics.

03

Systems don’t talk

CRM, ERP, accounting, operations, sales, and reporting data live in separate places with no reliable source of truth.

04

Teams losing time to manual work

Employees copy, paste, export, clean, reconcile, and re-enter data across systems instead of focusing on higher-value work.

05

AI feels important, but unclear

Leadership wants to adopt AI responsibly, but the business lacks the data structure, governance, and roadmap to know where to start.

Where you fit

If two or more of these sound familiar, you’re our typical client.

A 30-minute strategy call is enough to know whether we can help — and the most useful next hour you’ll spend this quarter.

— 02 / Practical AI, Not Hype

Practical AI for Orange County Business Operations

Most businesses don’t need experimental AI projects.
They need practical systems that improve visibility, reduce manual work, and help leadership make better decisions. Data-Sleek focuses on AI and data initiatives that connect directly to operational value.
  • 01Reducing reporting friction
  • 02Centralizing fragmented business data
  • 03Automating repetitive workflows
  • 04Improving executive visibility
  • 05Strengthening data governance
  • 06Preparing the business for responsible AI adoption

We don’t start with tools. We start by listening to your business, understanding your operations, and identifying where data and AI can create measurable value.

Not hype. Not technology theater. Not AI for the sake of AI.
— 03 / Outcome Translation

The Business Outcomes We Help You Achieve

What Data-Sleek actually helps you achieve.

Behind every “AI initiative” or “data warehouse project” is a real operational outcome. Here’s how we translate consulting language into business value.

Instead of saying…
Data-Sleek helps you…
We do AI consulting.
Modernize operations, reporting, and decision-making using practical AI and data systems.
We build data warehouses.
Centralize fragmented business data into reliable reporting systems leadership can use.
We automate workflows.
Identify manual bottlenecks and implement AI-enabled workflows that save measurable time.
We do dashboards.
Give executives clear visibility into the operating metrics that drive decisions.
We provide data strategy.
Turn disconnected systems and unclear priorities into a practical modernization roadmap.
— 04 / Core Services

Data Strategy, Modernization, Reporting, Automation & AI Readiness

Five practices, one operating partner.

Every engagement is shaped to your business. Most clients start with strategy or a readiness assessment, then expand into modernization, reporting, and AI as the foundation matures.

01 — AI & Data Strategy

AI & Data Strategy

Where data and AI can create real business value, what needs to be modernized first, and how to sequence initiatives without overcomplicating the business. Explore the full scope of our AI consulting services – from readiness assessment to production deployment.
Typical outcomes
Data strategy roadmap · AI readiness plan · Modernization priorities · Governance recommendations · Executive alignment
02 — Data Modernization

Data Modernization & Architecture

Centralize fragmented data and create reliable foundations for reporting, analytics, automation, and AI. See how our five-pillar data consulting services framework underpins every OC engagement.
Typical work
Data warehouse strategy · Integration planning · Cloud data architecture · Source system mapping · SQL Server, Snowflake, and modern data platform guidance
03 — Executive Reporting

Executive Reporting & BI

Move from manual reporting to trusted operational visibility leadership teams actually use.
Typical work
Executive dashboards · KPI definition · Financial & operational reporting · Power BI / Tableau · Data quality checks · Reporting governance
04 — AI Workflow Automation

AI Workflow Automation

Identify repetitive workflows where AI and automation reduce manual effort and improve consistency.
Typical examples
Document processing · Reporting preparation · CRM updates · Client onboarding · Internal knowledge workflows · Sales & ops follow-up
05 — AI Readiness & Governance

AI Readiness & Governance

Adopt AI responsibly by evaluating data quality, security, governance, workflow fit, and business value before implementation. Our approach to AI readiness and governance is documented in our mid-market AI governance framework.
Typical outcomes
AI opportunity map · Risk review · Governance framework · Tool selection guidance · Phased AI adoption roadmap
Start here

Not sure which service fits?

Most engagements start with a focused AI & Data Readiness Assessment — a two-week diagnostic that tells you exactly what to modernize first.
— 05 / AI & Data Readiness Assessment

Start with an AI & Data Readiness Assessment

Most organizations know they need better reporting and a practical AI strategy. The hard part is knowing where to start.

A focused two-week engagement designed to help leadership evaluate current systems, identify operational inefficiencies, and define a practical modernization roadmap.

What we review

  • Current business systems
  • Reporting workflows
  • Data sources & integrations
  • Manual processes
  • KPI definitions
  • Dashboard & BI maturity
  • Data warehouse readiness
  • AI opportunities
  • Governance & ownership gaps

What you receive

  • Current-state assessment
  • Reporting & KPI review
  • Workflow bottleneck analysis
  • AI opportunity map
  • Data architecture recommendations
  • Priority roadmap
  • Practical next-step implementation plan

Best fit for

  • Growing mid-market companies
  • Businesses preparing to scale
  • Companies struggling with manual reporting
  • Leadership teams evaluating AI
  • Organizations with disconnected systems
  • Firms considering a data warehouse or reporting modernization initiative
“You walk in with questions. You walk out with a roadmap leadership can act on.”
Start your AI Assessment →
— 06 / Why Orange County Chooses Data-Sleek

Why Orange County Businesses Choose Data-Sleek

Values, not just deliverables.

OC businesses are relationship-driven and discerning. They’ve been pitched by every big-name consulting firm and most regional agencies. They keep working with Data-Sleek because of how we work — not just what we deliver.

01 — Boutique by design

Quality, strategic thinking, long-term relationships.

Data-Sleek is intentionally built as a boutique consulting firm. We believe businesses deserve direct access to experienced advisors, not layers of account managers, junior consultants, or outsourced project teams.
02 — Senior-led engagements

You work with the people doing the thinking.

Every engagement is led by experienced professionals who work directly with your leadership team to understand operational challenges, align modernization priorities, and deliver practical solutions.
03 — Craftsmanship over volume

We don’t chase one-size-fits-all projects.

Strong systems require deep thinking, careful architecture, operational understanding, transparency, and collaboration. Every business is different — so we listen first, design thoughtfully, and build around real business needs.
04 — Practical, not performative

Better reporting. Clearer decisions. Fewer bottlenecks.

We focus on initiatives that improve how the business actually operates. Not hype. Not technology theater. Not AI for the sake of AI.
05 — A long-term partnership mentality

Data-Sleek aims to become a trusted modernization partner — not simply a project vendor.

Our approach emphasizes responsiveness, clarity, strategic guidance, and long-term operational improvement. Most engagements lead naturally into ongoing advisory relationships, because the work compounds.

— 07 / Led by Practitioners

Led by Franck Leveneur, Senior Data & AI Practitioner

Led by practitioners, not account managers.

Most consulting firms send a senior partner to the pitch and a junior team to the engagement. Data-Sleek’s founder leads the work — because the work is the value.

Data-Sleek was founded and is led by Franck Leveneur, a data and AI practitioner with over 15 years of experience in enterprise data architecture, database management, and analytics strategy.Franck serves as a Database Administration Manager at one of the world’s largest media and entertainment companies, where he manages critical production database infrastructure at scale. He is also a Visiting Professor at the UCLA Anderson School of Management, where he teaches data strategy and analytics to MBA and executive education students.
This dual vantage point — operating inside large-scale enterprise systems while advising business leaders on data strategy — is what shapes Data-Sleek’s approach: technically rigorous, operationally practical, and always connected to business outcomes.
When you work with Data-Sleek, you work with experienced professionals who have designed, built, optimized, and recovered production data systems — not junior consultants learning on your project.
Speak with Franck directly → No discovery team. No gatekeepers.
— 08 / Technology Depth

Hands-On Experience Across the Modern Data Stack

Built on real platforms, not slide decks.

Data-Sleek’s team has hands-on implementation experience across the modern data stack. We do not recommend tools we have not built with.

Data Warehousing & Cloud

Where your reporting and AI workloads actually live.
Snowflake SingleStore SQL Server MySQL PostgreSQL AWS Google Cloud

Integration & Orchestration

Getting systems talking to each other reliably.
Fivetran N8N Confluent Kafka Custom ETL API integrations

Business Intelligence & Reporting

Executive dashboards leadership actually trusts.
Power BI Tableau Looker Custom executive dashboards

AI & Automation

Practical AI tied to operational value.
Claude (Anthropic) OpenAI Document processing Workflow automation AI governance frameworks

Governance & Operations

The connective tissue that makes data systems trustworthy.
Data quality monitoring Access governance Documentation standards Runbook development Incident postmortems

We match the right platform to your business — not the other way around. Many of our clients already have systems in place; they need someone who can make them work together and deliver the visibility leadership needs.

— 09 / What This Looks Like in Practice

Recent Engagement Outcomes

Three engagements. Three anonymized outcomes.

Each profile mirrors the kind of work OC leadership teams ask us to take on: cloud cost overruns, infrastructure emergencies, and portfolio-wide reporting fragmentation. Click any case to read the full breakdown.

01

Cloud Data Warehouse Optimization for a SaaS Analytics Company

Snowflake · Cost optimization · ~$40K annualized savings identified
 
 
Client profile
SaaS analytics platform serving ~300 merchant clients on a multi-tenant Snowflake data warehouse.
Problem
Snowflake credit consumption escalating without clear visibility into what was driving costs. Warehouse sizing, query patterns, and storage footprint had never been systematically audited.
What we did
Comprehensive optimization assessment: credit consumption by warehouse, query performance profiling, storage footprint review, architecture evaluation, and governance recommendations.
Outcome
Prioritized roadmap with specific warehouse right-sizing, query optimization, and storage reduction actions. Identified over $40K in annualized Snowflake credit savings opportunities.
Why OC leaders relate
CFOs and COOs at growing OC companies with cloud data platforms will recognize this: costs climbing, no clear audit trail, and a need for someone who can diagnose before prescribing.
02

Production Database Recovery & High-Availability Rebuild

SingleStore · Incident response · 8.6 TB recovered · Zero data loss
 
 
Client profile
Technology company operating a distributed database cluster supporting business-critical production workloads.
Problem
A critical production database cluster experienced a major failure, leaving over 8 terabytes of data in an orphaned state. Business operations were at risk.
What we did
Led full incident recovery: diagnosed root cause, executed orphan database reclamation, rebuilt the HA cluster, rebalanced data across nodes, and documented postmortem and prevention framework.
Outcome
Full recovery of 8.6 TB of production data with zero data loss. Rebuilt HA cluster with validated failover. Delivered postmortem and operational runbook to prevent recurrence.
Why OC leaders relate
IT directors and operations leaders at OC companies running production databases need to know their consulting partner can handle real infrastructure emergencies — not just strategy decks.
03

Data Strategy & Reporting Architecture for a Financial Services Firm

PE-backed · Multi-entity portfolio · Days → hours for monthly reporting
 
 
Client profile
Private equity-backed financial services operation managing multiple portfolio entities with inconsistent reporting across companies.
Problem
Data scattered across Excel files, disconnected CRMs, and legacy systems. Leadership lacked a single source of truth for portfolio performance, and reporting required extensive manual effort every month.
What we did
Designed dual-layer data architecture (operational database + cloud warehouse), defined KPI standards across portfolio companies, built executive reporting framework, and delivered phased modernization roadmap.
Outcome
Standardized reporting across portfolio entities. Reduced monthly reporting preparation from days to hours. Created a scalable architecture that supports future acquisitions without rebuilding.
Why OC leaders relate
This mirrors exactly what PE firms, family offices, and managing directors in Newport Beach and Irvine deal with: portfolio fragmentation, Excel dependency, and board-level reporting pressure.
— 10 / Industries

Industries We Serve in Orange County

Operationally complex businesses, across OC.

We work where complexity, fragmented systems, reporting pressure, and workflow inefficiency create real business pain — across six industries we know especially well.

Private Equity, Family Offices & Financial Services

01 / 06

We help firms improve portfolio reporting, acquisition analysis, KPI standardization, investor reporting, and executive visibility across portfolio entities. Common pain: portfolio fragmentation, Excel dependency, and board-level reporting pressure.
Portfolio reportingAcquisition analysisKPI standardizationInvestor reportingLP / GP dashboards
Healthcare, MedTech & Life Sciences

02 / 06

We support reporting modernization, data readiness, governed AI use cases, and operational visibility for regulated and growth-oriented organizations. Common pain: regulatory reporting, fragmented patient/clinical data, and AI hesitancy in compliance-sensitive environments.
Reporting modernizationData readinessGoverned AIOperational visibilityCompliance-aware design
Professional Services

03 / 06

We help advisory, legal, accounting, consulting, and B2B service firms modernize reporting, client workflows, utilization tracking, and operational dashboards. Common pain: fragmented practice-management data and partner-level visibility into matter or engagement performance.
Utilization trackingMatter / engagement reportingClient workflowsPartner dashboardsPractice management data
Real Estate, Property Operations & Construction

04 / 06

We support asset reporting, lease and document workflows, project dashboards, vendor visibility, and portfolio-level reporting. Common pain: spreadsheet-heavy asset tracking and inconsistent reporting across properties or project sites.
Asset reportingLease & document workflowsProject dashboardsVendor visibilityPortfolio reporting
Logistics, Distribution & Industrial Operations

05 / 06

We help companies improve inventory visibility, operational reporting, forecasting, exception monitoring, and cross-system analytics. Common pain: data trapped in WMS, TMS, and ERP silos with no operational dashboard layer.
Inventory visibilityForecastingException monitoringCross-system analyticsWMS / TMS / ERP integration
Manufacturing & Advanced Manufacturing

06 / 06

We support production reporting, quality metrics, supply chain visibility, KPI management, and data modernization initiatives. Common pain: shop-floor data living separately from financial systems, with no unified operational picture.
Production reportingQuality metricsSupply chain visibilityKPI managementData modernization
— 11 / How We Work

How We Work: A Six-Phase Consulting Process

Six phases. One operating partner.

Engagements move at the pace your business can absorb. Most clients begin with phases 1–3 (the assessment), then proceed to modernization and enablement as priorities solidify.

1

Listen

Understand how your business operates, where decisions slow down, and where teams are losing time.

2

Assess

Evaluate systems, reporting workflows, data sources, architecture, and AI readiness.

3

Prioritize

Identify the highest-value opportunities and sequence them into a practical roadmap.

4

Modernize

Implement data systems, reporting improvements, workflow automations, and practical AI solutions.

5

Enable

Help leadership and teams adopt the new systems with clarity, governance, and confidence.

6

Scale

Support long-term modernization through ongoing analytics, advisory, automation, and AI enablement.

— 12 / Local Focus

Serving Irvine, Newport Beach, Costa Mesa, and All of Orange County

Irvine. Newport Beach. Costa Mesa. All of Orange County.

Data-Sleek helps businesses across Orange County modernize operations, reporting, and decision-making. Our focus is on operationally complex businesses that want senior-level guidance, practical execution, and systems that support better decisions.

Irvine Newport Beach Costa Mesa Tustin Santa Ana Anaheim Lake Forest Aliso Viejo Huntington Beach + surrounding OC
— 13 / Executive Workshops & Briefings

Executive AI & Data Briefings for Orange County Leadership Teams

Educational briefings for leadership teams, referral partners, and business groups.
Each workshop is 60–90 minutes, delivered onsite or virtually. Designed for executives who need a practical perspective on AI and modernization — without the vendor pitch.
Workshop · 60–90 min

Practical AI for Business Operations

Where growing companies should start with AI, and which use cases create measurable operational value.

Workshop · For CFOs

AI Readiness for CFOs

Governance, reporting, data quality, risk, and ROI considerations before scaling AI.

Workshop · For IT & Ops

Why Data Warehouse Projects Fail

How to avoid overbuilding, misalignment, weak governance, and reporting systems leadership doesn’t trust.

Workshop · For Leadership

From Dashboards to Decisions

How to build executive reporting that supports real decisions, not just more charts.

— 14 / Ready When You Are

Ready to modernize operations, reporting, and decision-making?

Data-Sleek helps Orange County businesses move from fragmented systems and manual reporting to practical AI and data systems leadership can trust. Whether you’re exploring AI, planning a data warehouse, struggling with dashboards, or trying to improve operational visibility — we can help define the right path forward.

— 15 / Frequently Asked

AI & Data Consulting FAQ for Orange County Executives

Questions OC executives ask before the first call.

Short, direct answers to what we hear most. If your question isn’t here, the strategy call is the best way to get a real answer — not a sales pitch.

What does Data-Sleek do?

Data-Sleek helps businesses modernize operations, reporting, and decision-making using practical AI and data systems. We combine data strategy, architecture, reporting, workflow automation, and AI readiness into practical solutions that improve business visibility and efficiency.

Is Data-Sleek an AI consulting company?

Yes, but we don’t position AI as the entire solution. We use AI as part of a broader modernization strategy. Our focus is helping businesses improve operations, reporting, automation, and executive decision-making through practical AI and reliable data systems.

What makes Data-Sleek different from larger consulting firms?

Data-Sleek is boutique by design. Clients work directly with senior professionals who understand both business operations and technical implementation. We prioritize quality, craftsmanship, transparency, and long-term relationships instead of layered teams, generic recommendations, or junior-heavy delivery models.

Will we work directly with senior people?

Yes. Data-Sleek engagements are senior-led. You work directly with experienced advisors and technical strategists responsible for understanding the business, shaping the roadmap, and guiding implementation.

What types of companies does Data-Sleek work with?

We are best suited for growing, operationally complex businesses that have multiple systems, manual reporting, spreadsheet-heavy workflows, unclear KPIs, or leadership pressure to adopt AI responsibly. This often includes mid-market companies, professional services firms, financial firms, healthcare organizations, real estate operators, logistics companies, and manufacturers.

Do we need a data warehouse before using AI?

Not always. Some AI opportunities can be implemented without a full data warehouse. However, many higher-value AI and reporting initiatives require clean, connected, well-governed data. Data-Sleek helps determine what foundation is needed before investing in AI.

Can Data-Sleek help if our systems don't talk to each other?

Yes. Disconnected systems are one of the most common problems we solve. We help evaluate your current systems, identify integration gaps, centralize key data, and create reliable reporting or automation workflows across the business.

Do you build dashboards?

Yes, but dashboards are only useful when the underlying data, KPIs, and business logic are trustworthy. Data-Sleek helps define the right metrics, connect the right data sources, improve data quality, and build executive reporting systems leadership can actually use.

What is an AI & Data Readiness Assessment?

The AI & Data Readiness Assessment is a focused engagement that evaluates your systems, reporting workflows, data architecture, manual processes, and AI opportunities. The outcome is a practical roadmap that helps leadership understand what to modernize first and how to move forward.

How long does an assessment take?

Most assessments can be completed in approximately two weeks, depending on the number of systems, stakeholders, and business areas involved.

Can Data-Sleek help with implementation after the assessment?

Yes. The assessment is often the first step. After the roadmap is defined, Data-Sleek can help implement data architecture, reporting systems, workflow automations, AI pilots, dashboards, governance processes, and ongoing analytics support.

Is Data-Sleek local to Orange County?

Data-Sleek works with businesses in Orange County and beyond, with a specific focus on helping Irvine and Orange County companies modernize operations, reporting, and AI readiness.

What industries do you specialize in?

Data-Sleek supports industries where operational complexity, fragmented systems, reporting pressure, and workflow inefficiency create real business pain. This includes financial services, private equity, healthcare, MedTech, professional services, logistics, real estate, construction, manufacturing, and industrial operations.

Is AI safe for our business data?

AI can create value, but it needs to be implemented carefully. Data-Sleek helps evaluate governance, privacy, security, data access, and operational risk before recommending AI solutions. We focus on responsible, practical adoption rather than uncontrolled experimentation.

What is the best first step?

The best first step is a strategy conversation. We’ll discuss your current reporting challenges, systems, workflows, and AI goals to determine whether an AI & Data Readiness Assessment or another focused engagement is the right fit.

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