From Data to Dollars

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From Data to Dollars: Turning Data Strategy into Business Value, by Julia Bardmesser

Turn your data and AI strategy into a powerful engine of business growth, transformation, and competitive advantage.

Topics

Part I: Discovering Business Value


Chapter 1: Defining Data  and its Business Value

Vision

Business Strategy

Data Strategy

Data Capabilities


Chapter 2: Business Value  of a Data Framework

More Customers

More Products

Acceptable Risk


Chapter 3: Business Case Studies

Case Study 1: Risk Weighted Assets (RWA)

Case Study 2: Data Offense Sales Acceleration

Case Study 3: Customer Lifetime Value

Case Study 4: Data Monetization

Summary


Part II: Building the Capability Strategy and Roadmap


Chapter 4: Aligning Priorities and Common Capabilities

Alignment Case Study: Biotech Data Strategy


Chapter 5: Evaluating Organizational Data Centricity


Chapter 6: Creating a  Data Capability Roadmap

The Broader Lesson: Build with the End in Mind

Summary


Part III: Applying the Frameworks


Chapter 7: Mission-Driven Data-Driven

Case Study: Creating a Data Roadmap for Best Friends Animal Society

 


Chapter 8: Data Management and Start-Ups

The Startup Advantage: Building Data-Driven Foundations

The Startup Journey

The Foundation Principle: Start Early, Build Smart

Four Foundational Moves for Data-Driven Startups

Timing: The Optimal Window for Data Foundation

Real-World Implementation: The Medici Case Study


Chapter 9: Data Management in M&A

More Customers: Can the Deal Actually Expand the Base?

More Product: Can We Cross-Sell, Upsell, or Innovate?

Synergy: Cost or Upside of Integration

Do Data Capabilities Matter to the Risk of the Acquisition?

Turn your data and AI strategy into a powerful engine of business growth, transformation, and competitive advantage.

From Data to Dollars is the must-have roadmap for business executives, transformation leaders, Chief Data Officers (CDOs), CIOs, and anyone charged with driving measurable business impact in today’s data- and AI-powered economy. With over 25 years leading enterprise transformation, the author reveals why so many initiatives fail—and how to design a strategy that delivers real growth. It’s a practical playbook for embedding data and AI into the core of your business strategy. You’ll discover how to:

  • Unlock growth and profitability: Align data and AI investments directly to revenue growth, margin improvement, and market expansion.
  • Enable true business transformation: Build a data-first culture that accelerates innovation, decision-making, and operational excellence.
  • Bridge the business–technology divide: Connect executive priorities with the right data capabilities and AI use cases.
  • Use AI strategically: Learn how to integrate predictive analytics and Generative AI as core capabilities that amplify your business strategy.
  • Deliver measurable impact: Achieve wins in customer lifetime value, sales acceleration, operational efficiency, and regulatory compliance.

 

Backed by case studies from across industries, From Data to Dollars shows how to use data and AI as business levers, not just as technical tools. Whether you’re leading a digital transformation, spearheading innovation, or ensuring enterprise resilience, this book provides the frameworks to connect strategy, data, and AI to lasting business results.

If you’re ready to move beyond buzzwords and finally realize the full potential of data and AI, this book will show you how—with clarity, credibility, and impact.

 

Julia masterfully demonstrates how data serves as the ultimate litmus test of business strategy and execution. Her depth of knowledge is distilled into clear, actionable guidance that makes next steps feel like common sense.

Michelle Dunivan, Director of Analytics at Best Friends Animal Society

 

From Data to Dollars is a compelling and highly practical guide for any leader who wants to turn data into a true driver of business growth. Julia Bardmesser blends decades of real-world experience with clear, actionable frameworks, making even the most complex data strategies accessible and directly applicable. Through vivid case studies and relatable stories, she shows exactly how to align data initiatives with business goals so that value creation becomes inevitable. Whether you’re an executive, a data leader, or a business strategist, this book will change how you think about—and act on—data.

Sherry Marcus, Head of AI at Tradeweb

 

Julia has written a book that is as valuable to the data practitioner as it is to the business leader.  She clearly articulated concepts that link critical foundational data work to the business insights it enables. I’ll be buying copies not just for my team, but for the business people we partner with.

Andrew Foster, CDO of M&T Bank

 

In the past decade, data and analytics resources for business leaders have grown rapidly — yet threading a cohesive data strategy that is co-authored and co-owned by business executives, data leaders, and technology delivery teams remains elusive for many enterprises. This book masterfully lays out the essential ingredients and step-by-step recipe for making that collaboration a reality. Through practical frameworks and relatable, cross-industry examples, the author empowers leaders to turn data into dollars by crafting value narratives that resonate across business and technology. A must-read for CTOs, CIOs, and CDAIOs seeking to build win-win partnerships with their business and segment heads, this is a quick yet powerful page-turner that combines clarity with actionable and measurable insights.

Kamayini Kaul, former Global CDO of Standard Chartered Bank

About Julia

Julia Bardmesser is the CEO of Data4Real, LLC and an Adjunct Professor at NYU’s Stern School of Business. With over 25 years of experience leading data-driven digital transformations at major financial services companies, Julia is a recognized thought leader on how organizations can turn data into real business growth. She has held senior executive roles at Voya Financial, Deutsche Bank, Citi, FINRA, and Freddie Mac, where she built enterprise data and technology capabilities that delivered measurable impact. Julia is also a frequent industry speaker, mentor, and advisor to FinTech startups, and has been honored as one of CDO Magazine’s Global Data Power Women and Engatica’s Top 200 Business and Technology Innovators.  

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