Data Modernization & AI Services

Modernization Strategy & Roadmap

Everyone's asking if their data is clean—but the real question is whether it's ready. Ready for AI. Ready for scale. Ready to drive results. At Coastal, we cut through the noise to help you define a clear strategy, modernize your infrastructure, and unlock the full value of your data.

True North for Data Modernization & Strategy: A six-week engagement that helps you modernize how you store, transform, and activate your data. We align with your business goals to deliver a roadmap that moves you from fragmented systems to a streamlined, intelligent ecosystem—built for performance across your CRM and enterprise stack. Learn More

Enterprise AI Modernization Strategy & Capability Roadmap: Accelerate enterprise-wide transformation with a scalable, future-proof data foundation. From cloud migration and Snowflake readiness to governance, security, and AI enablement, we help you create an AI-ready, analytics-driven enterprise—built for secure, governed data sharing, self-service access, and embedded insights that fuel innovation and efficiency.

Salesforce Ecosystem AI Modernization Strategy & Capability Roadmap: Modernize your Salesforce ecosystem to bring trusted insights into the flow of work—creating a unified customer profile that powers real-time intelligence, automation, and innovation. By aligning modernization efforts to business outcomes, we help you build an integrated, AI-ready foundation that reduces risk, maximizes ROI through phased execution, and drives long-term scalability.

Engineering & Architecture

Coastal specializes in data engineering, modeling, and architecture to power confident decision-making across your organization. We design and implement scalable pipelines, build normalized and denormalized models that serve both executive and end-user needs, and architect modern data solutions that support migrations, metric standardization, and data democratization. From rethinking your foundational structure to optimizing workloads, we ensure your data strategy is aligned to drive measurable impact.

Expertly design normalized & denormalized data models

Engineer scalable pipelines that streamline data flow

Architect solutions that align technologies to maximize efficiency & business value

Preparation & Enrichment

Where is your data, and is it ready? Coastal helps prepare and enrich your internal and external data to ensure it’s ready for use in Salesforce and Snowflake pipelines—so you’ll never have to question your dashboards or delivered insights again.

Collect your data

Cleanse your data

Transform your data

Label you data

Enrich your data

Access your data

Governance & Security

Develop a single source of truth for your data, reviewed and maintained by Data Science, AI, and Analytics subject matter experts. Coastal enables you to trust your data and feel confident that the final number is the correct number—with clearly defined logic and calculations.

Implement governance frameworks to ensure data quality, compliance, & security

Ensure data is accessible, trusted, & usable

Data Science & Machine Learning

Coastal enables you to leverage Large Language Models (LLMs) to interact with data faster and more intuitively. We extract integrated insights through agents, dashboards, and within your workflow.

Develop predictive models for actionable business insights

Build scalable ML pipelines for advanced analytics workflows

Warehouse Migration

Seamlessly migrate your legacy data warehouses to Snowflake for greater agility, cost efficiency, and AI readiness. Coastal accounts for your legacy data complexities and the workloads required to support your new platform. Whether you need a simple lift-and-shift or a full transformation, we tailor the migration to fit your needs.

Reduce infrastructure & maintenance costs

Improve query performance & scalability

Enable AI & advanced analytics

Customize migration to your data architecture & journey

Analytics & Visualization

Users need data in their flow of work—it must be trusted, consumable, and capable of delivering actionable insights. Coastal will democratize data for your business by building a robust analytics and visualization roadmap, including AI-powered dashboards that operate in real-time. Make BI tools like Tableau the single source of truth for everyone in your business—from admins to executives

Empower users with intuitive dashboards & visuals in the flow-of-work

Drive intelligent decision making & collaborate on metrics

Enable AI-powered analytics & insights

Change Enablement & Adoption

You're investing in data modernization—it's essential to ensure your organization is open, willing, and able to embrace the new normal. Coastal will ensure successful implementation and integration, fostering understanding and buy-in from users to executives to ensure everyone is on board.

Clear, constant, & consistent communication

Ongoing support for your data team

Enabling & educating executive leadership & stakeholders

Proactively addressing change resistance, objections, & question

Integration & Interoperability

Your organization's data is everywhere — but is it connected, trusted, and working for you? Let Coastal evaluate your data integration and interoperability to ensure your infrastructure is built with transparency, democratization, and operational efficiency in mind.

Streamline API management

Enable real-time streaming

ELT & data sharing

Design scalable, interoperable multi-cloud integration frameworks

Waves for AI

Waves for AI is Coastal’s next-gen managed service designed to operate, govern, and scale enterprise AI agents with confidence. As autonomous agents become a core part of business operations, they require more than just deployment—they need ongoing governance, telemetry, and optimization to perform reliably and responsibly. Waves for AI fills this critical gap with embedded specialists, AI Ops tooling, and real-time observability to ensure agents behave as intended, align to business goals, and deliver lasting ROI. From agent governance to DataOps optimization across Salesforce, Snowflake, and beyond, Coastal helps you turn AI ambition into sustained results.

Turn Your Data Vision Into Business Impact

In one hour, we’ll map a practical path to simplify your data and power scalable results in this complimentary workshop.

Technology Expertise

Snowflake

From readiness and proof of concept to custom implementation and managed services, we help you get the most from Snowflake—validating value, deploying scalable architectures, and ensuring ongoing optimization so your teams focus on insights, not infrastructure.

Salesforce Data Cloud

Unify data from any source—without needing to move it. With zero-copy architecture and native connectors, Salesforce Data Cloud lets you activate insights instantly. Coastal has been working with Data Cloud since day one, with certified experts ready to design, integrate, and operationalize it for impact.

Agentforce

From Agentforce to Generative AI, Coastal can support your journey into and through the digital labor era. We'll guide you in rethinking processes and building well-enabled agents that you can trust—utilizing data from across your business.

Tableau

Whether you need a quick Tableau setup, custom dashboards, semantic layer modeling, or AI-powered insights with Tableau Pulse and Einstein Discovery, we transform your data into actionable intelligence.

dbt

We help you get the most out of dbt, from modeling and transformation to testing and deployment. Our experts design scalable, well-documented data pipelines that keep your analytics fast, reliable, and business-ready—so your team can focus on insights, not infrastructure.

Fivetran

We set up and optimize Fivetran pipelines to deliver clean, reliable data from all your sources into your warehouse. With automated pipelines and expert configuration, you’ll spend less time managing integrations and more time using trusted data to drive decisions.

Dreamforce Decoded

Activating Your Existing CRMA Datasets for Agentic AI with Tableau Next

Don't let your CRM Analytics assets become fossils. Use existing datasets to power intelligent analytics conversations and transform the way your entire organization understands and acts on information.

Dreamforce Decoded

From Data to Dollars: Real Revenue, Lower Cost with Salesforce & Snowflake

Disconnected data wastes time and money. See how Salesforce + Snowflake unify your data and make it usable—so decisions are faster, costs shrink, and results scale.

Coastal's expertise in analytics, data modeling, and modern architecture enabled them to design a scalable and future-proof strategy.

Vice President Business Systems & Technology

Impact You Could Realize

Increased Operational Efficiency
Cost Savings
Speed

Innovation & Competitive Advantage
Customer Growth
Better Results

Data Modernization & AI

Use Data from Anywhere to Drive Activation Where Business Happens