Data Modernization & AI

Go From Siloed to Smarter

Nearly 97% of data (and metadata!) goes unused—trapped in siloed systems, lacking a unified record, or poorly managed. This isn’t just a tech problem; it’s a barrier to reaching your goals and to leveraging AI.

Modern infrastructure changes everything. How you store, transform, and activate your data can unlock efficiency and insights, while clean, governed data fuels innovation, manages risk, and is mandatory for AI to be effective.

Coastal is your full-service data modernization partner, ready to help you unlock the full value of your data across modern, multi-cloud ecosystems—and enable you to harness AI for meaningful results.

You can trust us because we’ve seen it, done it, and solved it before—all while staying on the cutting edge of technology advancements.

What We Do

Strategy

Maximizing the value of technology begins with how you store, transform, and activate your data. We translate your business goals into a customized strategy and roadmap, delivering both smart action and speed to keep you ahead in today’s fast-paced environment.

Implementation

We deliver solutions users will love and that get results, never taking our eyes off the critical fundamentals: sound architecture, clean data and integrations, regular testing, scalability, and performance.

Evolution

Data and systems must evolve with your business to drive maximum impact. As your partner in continuous innovation, we manage your enterprise data strategy, optimize consumption, and ensure seamless integration with your activation layer.

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

Agentforce & Generative AI

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.

Power workflows with personalized & intelligent interactions

Automate complex tasks

Streamline content & code creation

Enter the digital labor era where agents supplement your work

Improve customer & employee satisfaction as information is democratized and decisions are made efficiently

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

Snowflake

Whether you’re exploring Snowflake or scaling it across your enterprise, Coastal provides tailored support at every stage. Our Snowflake Readiness & Proof of Concept helps validate value and fit before you commit. With Custom Implementation, we design and deploy scalable, high-performing Snowflake architectures aligned to your goals. And with Snowflake Waves, our managed service, you get ongoing optimization, governance, and expert support—so your teams can 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.

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.

Coastal Featured in CDO Magazine

Data Modernization Wasn’t a Myth — It Was a Mismatch

Hear from Coastal's Data Modernization & AI practice leader on how infrastructure finally matches ambition, and what that makes possible.

New Research Report

AI Isn’t Delivering–
Here’s What To Do About It

67% of companies expect to maintain or increase AI spending, yet only 21% report proven outcomes. One big reason? Data infrastructure that can't support AI at scale. Find out what else is standing in the way of AI—and how to overcome it.

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

Magnet Forensics

Impact You Could Realize

Increased Operational Efficiency
Cost Savings
Speed

Innovation & Competitive Advantage
Customer Growth
Better Results

Go From Siloed to Smarter

Salesforce

Snowflake

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