Data Architecture · Analytics · AI

Your data has a story.
We build the architecture to tell it.

We design and build the systems that turn your operational data into trusted numbers your leadership team can actually act on. Across healthcare, finance, manufacturing, and distribution.

Start a conversation
13+
Years of Experience
$2T+
In Data Reconciled
$50B+
In Financial Data Modeled
5,000+
Manual Hours Eliminated
Technology-Neutral Recommendations Enterprise & Mid-Market Tampa, FL · Serving Clients Worldwide

We turn complex data
into clear decisions.

Most companies are sitting on years of operational data they cannot easily access, trust, or use. We build the infrastructure that changes that, from the data layer through the executive dashboard.

Data Architecture & Engineering

We build the foundation that connects your systems and organizes your data into a single, governed source of truth. Structured in layers, secured by role, and designed to scale as your business grows.

Analytics & Reporting

Dashboards for your leadership team. Operational reports for your floor managers. Financial visibility for your controller. Every stakeholder gets the right numbers, in the right format, updated automatically.

AI & Automation

Demand forecasting that improves your purchasing. Anomaly detection that catches errors before they cost you. Process automation that eliminates thousands of manual hours per year. AI applied to real business problems.

We work across the leading data platforms
Microsoft Fabric Snowflake Databricks Azure Synapse dbt Power BI Delta Lake SQL Server Python UiPath

Deep expertise where
it matters most.

We do not learn your industry on your dime. We bring years of hands-on experience with the regulations, workflows, and data challenges specific to your sector.

Healthcare

Financial decision support, regulatory compliance, competitive market intelligence, and clinical analytics. Our healthcare experience includes reconciling billions in financial data across enterprise health systems and building statewide regulatory platforms covering the full provider landscape.

EPIC / EHR AHCA / Regulatory Strata / EPSi Claims Analytics HL7 / FHIR HIPAA

Financial Services

Regulatory reporting, risk analytics, portfolio visibility, and transaction monitoring. We build data platforms that meet the precision and auditability that financial institutions require, with governance and compliance built into every layer.

Regulatory Reporting Risk Analytics GL Modernization SOX Compliance

Manufacturing

Production analytics, quality monitoring, supply chain visibility, and ERP modernization. We help manufacturers see what their legacy systems are hiding: real margins by product, true cost drivers, and operational bottlenecks that gut feeling alone cannot find.

ERP Modernization Production Analytics OEE Monitoring Supply Chain

Distribution

Inventory optimization, demand forecasting, warehouse efficiency, and customer profitability analysis. We connect order, inventory, and fulfillment data across the entire operation so distributors can find margin that spreadsheets miss.

Demand Forecasting Inventory Optimization Warehouse Analytics Margin Analysis

The Strata methodology.

Every engagement follows the same proven pattern. Raw data flows in at the base. Trusted, actionable insight emerges at the top.

Layer 01 / Bronze

Capture

We connect to your existing systems and pull data automatically on a schedule. Nothing changes in your day-to-day operations. Your source data is preserved exactly as-is for auditability.

Layer 02 / Silver

Validate

We clean, standardize, and verify the data so every department is working from the same numbers. Duplicates are removed, errors are flagged, and business rules are applied consistently.

Layer 03 / Gold

Deliver

Clean, trusted data is organized for the people who need it: executives get dashboards, managers get reports, analysts get self-service access, and AI models get the structured inputs they require.

Built differently.

We are not a staffing agency, a generalist firm, or a vendor pushing one platform. We are specialists who design, build, and stand behind every layer we deliver.

Strategy Through Delivery

We design the solution and build it ourselves. No handoffs between a strategy team and an implementation team. Unified practice, single vision, end to end.

Mentorship Model

We do not build and disappear. Every engagement includes structured knowledge transfer and ongoing mentorship so your internal team can own and evolve the platform long-term.

Future-Proof Foundation

The platform we build is designed to survive system migrations, software changes, and organizational growth. Invest once in the right foundation. It carries forward.

Outcomes Over Hours

We measure success by results: margin improvements identified, manual hours eliminated, decisions accelerated, compliance risks resolved. Your ROI is our scorecard.

MBA MHA CSBI LSSGB

Coolidge Advisory is a data architecture and analytics consultancy serving healthcare systems, financial institutions, manufacturers, and distributors worldwide. Our practice is built on 13+ years of enterprise-scale delivery, with deep specialization in building the data infrastructure that connects operational systems to executive decision-making.

We maintain a deliberate, high-touch model. Our engagements are led by senior practitioners, not junior associates. We bring in specialized talent as needed for specific workloads, but the strategy, architecture, and client relationship are always held at the principal level.

George Bommersheim
Founding Principal

George founded Coolidge Advisory after more than a decade leading data architecture and analytics engineering for a major enterprise health system. His work there included building statewide regulatory intelligence platforms, reconciling $2T+ in financial data across the Florida provider landscape, and leading full-lifecycle system migrations across EPIC, Strata, and EPSi.

His background spans both the technical and executive sides of data strategy. He holds dual master’s degrees in Business Administration and Healthcare Administration (both with honors), and carries certifications in Business Intelligence (CSBI) and Lean Six Sigma (LSSGB). Prior to healthcare, he built and managed international supply chain operations across five European countries.

George’s approach reflects a core belief: the best data platforms are designed by people who also build them. Strategy without engineering is a slide deck. Engineering without strategy is technical debt. Coolidge Advisory delivers both.

Ready to see what’s in your data?

We start with a conversation. No pitch decks, no pressure. Let’s discuss where you are and what’s possible.

george@coolidgeadvisory.com