For the Office of the CFO · Prepared for Unity Advisory
DataFab
The Agentic Enterprise Company
A governed foundation that resolves any enterprise's data in place — and a studio where your experts build the agents that reason and act on it.
01 · The problem
Every client holds more data than ever — and can act on less of it.
Knowledge sits scattered across systems, business lines and jurisdictions — each with its own version of the truth, none sharing an entity or a story. AI arrives into that fragmentation and can only describe it. Dashboards report. Copilots chat. Nothing acts, because nothing can be trusted to act on data that is scattered, unresolved and ungoverned.
02 · The Knowledge Fabric
First, every source resolves into one live, governed graph.
Duplicates across a dozen systems collapse into one golden record each — schemas, ontologies and a knowledge graph, derived, not drawn, current as new records arrive.
03 · In place
It runs where the data lives. Nothing leaves the boundary.
Cloud-grade power delivered to the data the client already controls — bring the cloud to your data, not the data to the cloud. No migration, no copy, no tenant hand-off.
04 · The Agentic Studio
Then your experts build their know-how in.
Two routes in: describe the judgment in plain language, or hand-craft it and instruct the data layer directly. Either way, institutional knowledge becomes a governed digital asset that runs on the Fabric.
05 · What they build
Four kinds of digital asset. Each one is your IP, productised.
Agents
A single actor that decides or does one task — as if your expert did it.
Widgets
Operational agents with a surface — where a person drives the logic and acts.
Agencies
Multiple agents working together to solve one complex problem end to end.
Utilities
A full, SaaS-like asset solving a whole symmetric problem — compliance, KYC.
Built once in the Studio. Cascaded across every client.
06 · The turn
The answer is retrieval. The follow-up is an execution.
Any BI stack shows you the £412k. A governed agent reads further — finds the £368k board-approved PO behind it, clears the score from red to amber, and holds only the £44k that's left, every step logged. Everything after the answer is yours.
07 · The cascade
Build it once. Cascade it across every client.
A digital asset built in the Studio deploys into every engagement — on each client's own data, inside each client's own boundary. Nothing moved, nothing re-encoded. Your methodology, deployed across every client — as an asset you own.
One methodology
→
Client A · their boundaryClient B · their boundaryClient C · their boundary
08 · Governed autonomy
You decide how much each agency does on its own.
Not a switch — a dial, set per agency and per risk. Every action logged, attributable to source, and reproducible. This is why a client's risk team lets the agency act.
09 · The proof
Independently certified. Proven where the stakes are highest.
The governance isn't a promise on a slide — it's audited, and it's deployed on problems where being wrong is not an option.
SOC 2 Type II
ISO 27001 :2022
Independently attested security & information-governance controls — the evidence a Board and a client's risk function ask for first.
Deployed across
Financial Crime
Detection, screening & investigation at scale.
Car Finance Remediation
Regulated redress, resolved in place, at volume.
National Security & Investigations
Agency-grade intelligence over fragmented sources.
Legal Compliance
Governed, auditable, source-attributed decisions.
Legal Agentic OS
Agencies that reason and act across the practice.
One foundation. Every domain.
10 · Why it compounds
The hard part is built once.
The resolved graph beneath everything is the expensive part. Every asset built on top is faster and cheaper than the last.
Land on one high-value asset. Prove it. Compound outward — never boil the ocean to begin.
Every engagement makes the next richer — more assets, more resolved context, more judgment captured and reusable.
Model-agnostic — so every advance in AI makes your assets more valuable, not obsolete.
11 · Why DataFab
Everyone ships an agent. We ship the studio to build your own.
DATA PLATFORMSCopy the estate into their cloud. Surrender the data.
ONTOLOGY PIONEERHand-modelled by their engineers, locked in by design. Surrender the autonomy.
AGENT FRAMEWORKSHand you parts; leave the governed data to you. Assemble it yourself.
DATAFABThe expert who holds the knowledge builds it in — governed, in place, cascadable. Surrender nothing.
12 · The opportunity for Unity
Not a reporting problem. A fragmentation, semantics and governance problem.
The engagement
DataFab establishes a governed financial and operational intelligence layer across the existing estate, reconciles the definitions behind the numbers, and deploys an intelligence agency that produces Board-ready insight — with full drill-down and source attribution.
The strategic opportunity
The first worked example proves it on one client. The larger prize is to encode Unity's own CFO expertise, KPI logic and reporting methodology into a repeatable, governed product — deployed across every client.
A Unity-powered CFO Intelligence Agency, built on DataFab — converting fragmented enterprise data into governed Board intelligence, across every client.