Component 1 — Hero + Engagements (REFINED v2) | EWSolutions Methodologies
Data Management Methodologies

M3, I3, G3 — 28 Years of Enterprise Data Delivery.

Three proprietary methodologies for metadata, data warehouse, and data governance — refined across 155+ enterprise programs since 1997, and documented down to the narrative so they hold under cross-examination by boards, regulators, and auditors.

Founded 1997 · Chicago 91% lower program cost (vs. improvised builds) 100% project success rate since 1997
Methodology engagements have included
Federal Bureau of Investigation
The Mayo Clinic
Harvard Pilgrim HealthCare
UHG / Ingenix
HCSC
ASG
Driehaus Capital Management
McDonald's
Ford
Microsoft
Why this matters + David Marco (REFINED) — EWSolutions Methodologies
Why this matters

Three things a methodology does that a methodology slide deck cannot.

A methodology is only useful when it survives the org chart, satisfies the auditor, and shortens the calendar. Ours have done all three for nearly three decades.

Institutional memory

The methodology survives your org chart.

When the CDO who sponsored the program moves on, M3, I3, and G3 stay. What was decided, why, and against which constraint is documented as a narrative — not held in tribal memory, not in someone’s inbox. Your next hire inherits a working program, not a forensic exercise.

2003 / 2002 / 2006 · Years M3, I3, G3 have been in continuous use.

Audit-grade by design

The audit pack writes itself during delivery.

Boards, regulators, and audit committees ask the same question in different words: who decided what, on what data, against which control. Every M3, I3, and G3 narrative captures decision context as the work is done — not bolted on six weeks before the audit. Methodologies designed for the FBI and the Mayo Clinic are built to satisfy scrutiny, not to survive it.

360+ · Documented narratives across the three methodology libraries.

Pattern-matched at scale

Your problem already has a precedent.

Across 155+ client partner engagements, M3, I3, and G3 have already met the architectural decision, the data-quality compromise, and the governance escalation that will land on your desk this quarter. We are not learning on your dollar — we are applying a methodology refined at someone else’s scale and sequenced for predictable delivery: 35–60% faster, with up to 91% lower program cost vs. improvised builds.

155+ · Client partner programs since 1997.

Executive Leadership

David Marco

President & Executive Advisor, EWSolutions

David Marco has defined the discipline that organizations now rely on to govern their most critical data assets. His proprietary frameworks — M3, I3, and G3 — have shaped enterprise programs across federal agencies, academic medical centres, and Fortune 500 enterprises, including the FBI, the Mayo Clinic, UHG / Ingenix, and Harvard Pilgrim. He has provided executive oversight on all 155+ EWSolutions enterprise programs and personally led 30 of them.

  • Author of the industry’s definitive metadata management texts
  • Architect of the Big Data Meta Model — an industry first
  • Advisor to Federal agencies including the DoD, FBI, and FAA
  • 100% project success rate since 1997, across all 155+ programs
Read the full executive biography →
David Marco — President & Executive Advisor, EWSolutions
David Marco
President & Executive Advisor
EWSolutions · Chicago
The methodologies & the evidence

Three methodologies. One page of evidence.

M3, I3, and G3 are documented to hold under cross-examination — by boards, by regulators, and by audit committees. Each dossier below shows the years in continuous use, the engagements that shaped the methodology, and the executive who has said so on the record.

M3
Metadata Management
Lineage · glossary · AI-ready data
In use since2003
Narratives150+
Artifacts90+
Delivery acceleration50–60%
I3
Data Warehousing & BI
Analytics foundation · architecture
In use since2002
Narratives~200
Artifacts80+
Delivery acceleration35%+
G3
Data Governance
Operating model · accountability
In use since2006
Narratives~140
Artifacts70+
Delivery acceleration40%+

Delivery-acceleration figures are average outcomes observed across documented client engagements; actual results depend on scope and starting maturity.

M3

Metadata Management — the M3 methodology

In active continuous use since 2003 100+ enterprise engagements 150+ documented narratives

The foundation layer for data lineage, business glossaries, and decision-grade data feeding AI — the layer that determines whether your model risk is explainable to the board.

Track record

Twenty-three years of continuous practice. 150+ engagements documented as narratives, not anecdotes.

Each M3 engagement adds one narrative to the library — what was decided, why, and against which constraint. The library is how the next program inherits the last one instead of starting from a blank deck. It is also how decisions remain defensible when the CDO who sponsored them moves on.

Published case
Mayo Clinic Enterprise Data Trust
Published in Journal of the American Medical Informatics Association (JAMIA) — the scholarly journal of informatics in health and biomedicine.
View the Mayo Clinic case study (PDF)
Authorship

Authored by David Marco — architect of the Big Data Meta Model and author of the industry’s definitive metadata texts.

M3 codifies methods refined across David Marco’s advisory work for the Department of Defense, the FBI, and the FAA. David Marco has provided executive oversight on all 155+ EWSolutions enterprise programs and personally led 30 of them.

About the Big Data Meta Model

Where M3 has been applied

Engagements that hold under federal scrutiny, academic-medical peer review, and Fortune 500 audit pressure.

M3 has been applied where governance is tested in the open, not in the audit folder. Each engagement reinforces what the methodology must withstand before it is published as a narrative.

On the record

David Marco and his company EWSolutions have consistently delivered successful Data Warehouse and Metadata Management implementations for several decades.

Ian Rowlands
Vice President of Product Management
ASG
I3

Data Warehousing & BI — the I3 methodology

In active continuous use since 2002 ~200 documented narratives 80+ artifacts & project plans

The delivery methodology for analytic platforms shipped on calendars set by boards, not by vendors — with the architectural decisions documented as they are made.

Track record

Twenty-four years of shipping analytic platforms under the highest defensibility requirements in the United States.

I3 sequences delivery in milestones a board can defend — scope decisions, data-quality compromises, and architectural trade-offs are captured as they happen. The audit pack is a by-product of delivery, not an addendum prepared six weeks before review.

Engagement on record
Federal Bureau of Investigation — enterprise data warehouse
Delivered with the I3 sequence. Documented engagement, audit-traceable architecture, defensibility-grade data flows.
View the FBI case study (PDF)
Authorship

Authored by David Marco, with senior architects who have shipped analytic platforms inside the DoD, the FBI, and academic medical centres.

I3 is built to satisfy the board chair, the data steward, and the auditor in the same delivery — not to satisfy each in a separate document. The methodology assumes scrutiny from all three.

Read David Marco’s biography

Where I3 has been applied

Analytic foundations shipped for federal agencies, academic medical centres, and regulated healthcare.

I3 has been applied in environments where the warehouse layer underwrites operational, regulatory, and clinical decisions — the kind of analytic foundation that is read by an auditor before it is read by an analyst.

On the record

EWSolutions’ methodology and expertise helped us to meet our stretch project goals ahead of schedule.

Monica B. Cunningham
Director of Information Resource Management
Harvard Pilgrim HealthCare
G3

Data Governance — the G3 methodology

In active continuous use since 2006 ~140 documented narratives 70+ artifacts & project plans

The operating model, stewardship structure, and accountability chain that hold when boards, regulators, and the market test them — designed in, not assigned later.

Track record

Twenty years of architecting decision rights before they are tested.

Ownership of data, of model risk, and of downstream consequences is assigned by design — not allocated after a consequence surfaces. G3 produces an operating model regulators expect to see and an accountability chain the board can follow without a translator.

Engagement on record
UHG / Ingenix — Data Governance framework
Delivered under ARRA and strict regulatory standards. In production across massive data sets, with stewardship and accountability assigned by design.
Read the engagement on the record
Authorship

Authored by David Marco — advisor to federal agencies and Fortune 500 enterprises on governance for 28 years.

G3 is the methodology behind every EWSolutions AI governance engagement, including responsible-AI operating models. It is governance built for the boardroom, not the audit folder — the same architecture that holds whether the scrutiny comes from a regulator, an auditor, or a journalist.

About David Marco’s governance work

Where G3 has been deployed

Operating models delivered into federal agencies, regulated healthcare, and Fortune 500 enterprises.

G3 has been deployed where governance must withstand cross-examination — from FOIA to FDA, from audit committee to Office of Inspector General. Each engagement extends the methodology’s defensibility surface.

On the record

EWSolutions provided a strong foundation from which to grow and transform our data to meaningful, useful, and collaborative information.

Ronald R. Schrimp, Sr.
SVP & Chief Data and Security Officer
UHG / Ingenix
Component 3 — Testimonials, Recognition, Integrated Banner, CTA (REFINED v2) | EWSolutions Methodologies
Client Results

Methodologies built for high stakes.

EWSolutions has built data programs for organizations that cannot afford to get it wrong — federal agencies, Fortune 500 enterprises, and healthcare institutions operating under the strictest regulatory scrutiny. The names below have all said it on the record.

All five testimonials are on the record. Three also appear inside the methodology dossiers above; the full set lives here.

★ ★ ★ ★ ★
“As Chief Data and Security Officer at UHG’s Ingenix division, I engaged EWSolutions to guide us through a transition of our massive data sets and deploy a Data Governance framework. David Marco sent his top professionals to assist us. They blended with my staff, quickly gained the confidence of our business partners, and ensured all activities were focused on our immediate and long-term needs so the ARRA and strict regulatory standards could be met.”
Ronald R. Schrimp, Sr.
SVP & Chief Data and Security Officer
UHG / Ingenix
Industry Validation

Recognition from the industry.

Recognized across data management, business intelligence, and innovation for two decades — with the Department of Defense citation as the earliest, and the BIG Innovation Award as the most recent.

2024
BIG Innovation Award
2016
20 Most Promising Enterprise Architecture Providers
CIO Review Magazine
2007
Excellence in Information Integrity Award
2004
Best Business Intelligence Application
Department of Defense engagement
Integrated practice

Enterprise Data Management consulting integrates M3, I3, and G3 into a single delivery — the metadata foundation, the analytic platform, and the governance operating model architected as one program rather than three.

See the integrated practice
Talk to a senior advisor

Bring your next data initiative to a partner who has shipped 155+ programs like it.

A 30-minute Executive Diagnostic, scoped to your initiative — not to a sales script. We will tell you which methodology fits your problem (M3, I3, or G3), what a defensible timeline looks like, what artifacts your team would receive in the first 90 days, and what a no-go answer would mean.

No deck, no discovery call “to learn more.” Direct access to a senior advisor who has run programs at the FBI, the Mayo Clinic, Harvard Pilgrim, and UHG.

100%
Project success rate since 1997
91%
Lower program cost vs. improvised builds
155+
Client partner programs delivered
28
Years of methodology refinement
A senior advisor will reply within one business day · no marketing sequences