Services
Eleven engagements. Two practices. One operating system.
Pricing shown on Petra Keynote and Petra Accelerator. All other engagements are scoped on discovery.
Data Practice (T2-weighted)
For the data foundation.
AI Governance Audit
- For whom
- CDOs, CIOs, CISOs facing regulatory or board pressure on AI risk
- Engagement shape
- Diagnostic + written audit report
- Duration
- 2-3 wks
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T2: Trusted Technology · BI-to-AI adoption continuity: the unified data layer your organization actually uses, from dashboards through AI workflows
- What you will own
- AI risk register · Governance gap memo · Remediation roadmap
BI Operating Diagnostic
- For whom
- Leaders assessing the business intelligence layer their teams actually use
- Engagement shape
- Diagnostic + executive readout
- Duration
- 2-3 wks
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T2: Trusted Technology · BI-to-AI adoption continuity: the unified data layer your organization actually uses, from dashboards through AI workflows
- What you will own
- BI operating assessment · Adoption gaps · Prioritized recommendations
Integration Architecture Diagnostic
- For whom
- Leaders assessing disconnected systems and integration architecture
- Engagement shape
- Diagnostic + architecture readout
- Duration
- 2-3 wks
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T2: Trusted Technology · BI-to-AI adoption continuity: the unified data layer your organization actually uses, from dashboards through AI workflows
- What you will own
- Current-state integration map · Architecture gaps · Prioritized recommendations
Petra Data Foundation(TM)
- For whom
- Enterprises with data investment under board pressure for ROI across BI, integration, governance, and AI
- Engagement shape
- Diagnostic → architecture → 45-60 day sprint
- Duration
- 45-60 days
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T2 (lead) · T1 · T3 · BI-to-AI adoption continuity: the unified data layer your organization actually uses, from dashboards through AI workflows
- What you will own
- Data readiness assessment · Architecture · Governance playbook · 90-day adoption plan
Revenue Practice (T3-weighted)
For the revenue motion.
Revenue Operations Diagnostic
- For whom
- CROs, CEOs questioning forecast confidence and methodology drift
- Engagement shape
- Diagnostic + executive readout, grounded in The Petra Method(TM)
- Duration
- 2-3 wks
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T3: Trusted Trajectory
- What you will own
- Forecast discipline audit · Methodology adherence score · Operating cadence map
Petra Revenue Foundation(TM)
- For whom
- Revenue leaders running real teams against real numbers
- Engagement shape
- Diagnostic → The Petra Method(TM) → 45-60 day sprint
- Duration
- 45-60 days
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T3 (lead) · T1 · T2 · BI-to-AI adoption continuity: the unified data layer your organization actually uses, from dashboards through AI workflows
- What you will own
- The Petra Method(TM) · Forecast model · Manager-rep cadence · 90-day reinforcement plan
Petra Revenue Reset Cohort(TM)
- For whom
- Revenue teams resetting trust, forecast discipline, and operating cadence
- Engagement shape
- Per-seat cohort, grounded in The Petra Method(TM)
- Duration
- 8-12 wks per-seat
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T3 (lead) · T1
- What you will own
- The Petra Method(TM) · Coaching cadence · Revenue operating commitments
Shared / Always-on
Engagements that span both practices.
Petra Keynote
- For whom
- Boards, executive offsites, industry conferences
- Engagement shape
- Keynote talk + Q&A
- Duration
- 60-90 min
- Pricing
- CA$12K-$20K
- Trust Metrics moved
- Frame-setting across T1/T2/T3 · BI-to-AI adoption continuity: the unified data layer your organization actually uses, from dashboards through AI workflows
- What you will own
- Custom keynote · Pre-call alignment · Recording rights negotiated
Petra Accelerator
- For whom
- Cohort of 6–12 senior leaders inside one enterprise
- Engagement shape
- Cohort program
- Duration
- 12 wks
- Pricing
- CA$7.5K/seat
- Trust Metrics moved
- T1 + T3 reinforcement
- What you will own
- Cohort workbook · Live sessions · Manager toolkit · Reinforcement cadence
Trusted Trajectory Retainer
- For whom
- Past Petra Foundation clients sustaining post-sprint progress
- Engagement shape
- Monthly architect-led check-in
- Duration
- ongoing monthly
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T3: Trusted Trajectory
- What you will own
- Monthly executive review · Course corrections · Quarterly board memo
Revenue Operating Partner Retainer
- For whom
- CROs seeking an ongoing revenue operating partner
- Engagement shape
- Monthly revenue operating partnership, grounded in The Petra Method(TM)
- Duration
- ongoing monthly
- Pricing
- Pricing in consultation call
- Trust Metrics moved
- T1 + T3
- What you will own
- The Petra Method(TM) · Leadership cadence · Forecast governance · Methodology stewardship
Portfolio sibling
Lead Elevated: Women's leadership product
A separate offering in Tara's portfolio, focused on women's leadership development. Not a Petra engagement.
Visit leadelevated.com →Is Petra the right fit?
Right fit if
- ●$50M to $2B in revenue, or a public sector institution
- ●Data investment is real, ROI is contested across BI, integration, governance, and AI
- ●A CEO, CFO, CRO, or CDO is the executive sponsor
- ●Decision in the next 90 days
- ●Willingness to diagnose before prescribing
Not the right fit if
- ○Pre-revenue or pre-product market fit
- ○Looking for a managed services or staffing vendor
- ○Looking for a single-platform reseller
- ○No executive sponsor or budget owner
- ○Wants coaching, not architecture
Frequently asked questions
About working with Petra.
- What does Petra do?
- Petra is a Toronto-based data and revenue advisory firm. We help enterprises and public sector institutions get real value from their data, analytics and AI investments by fixing what sits underneath them: the data, the platforms, and the trust between the teams who run them.
- Does Petra work on the data foundation underneath AI?
- Petra is not an AI consultancy. We work on the data foundation underneath: BI, integration, governance, and AI as one unified layer. We diagnose data quality, disconnected systems and governance gaps first, so your data investment has something solid to stand on.
- Who do you work with?
- Mid-market and enterprise organizations and Ontario public sector institutions facing a stalled AI pilot, a platform renewal or consolidation decision, a data migration, or a revenue team that has lost confidence in its forecast.
- Do you recommend specific platforms?
- We hold platform partnerships and we name them. Every recommendation is tied to your outcome, not to a resale, and you always know which is which.
- How does an engagement start?
- With a Data Readiness Assessment. From there, most clients move into a 45-60 day Petra Data Foundation(TM) or Petra Revenue Foundation(TM) engagement with measurable outcomes agreed on day one.
- Where are you based?
- Toronto. We work with organizations across Canada.