A practical worksheet to scope the cost, effort, and trade-offs of building in-house vs. buying. Read the full guide here:

Chord Commerce: The Retail Guide to Data and AI Infrastructure.pdf


Introduction

Whether you build in-house or partner with a platform, the goal is the same: a reliable data and AI foundation you can trust.

This template is designed to help you scope the real lift: from resourcing and technical scope to cost, risk, and opportunity cost. By the end, you’ll have a clearer picture of what’s worth building yourself—and what’s better to buy.


People & Resourcing

Your stack is only as strong as the team behind it. Map out who will own the build and, more importantly, who will keep it running long-term.

Role Responsibilities Owner Bandwidth (Yes/No)
Data Architect Schema design, modeling, governance
Data Engineers (1–2) ETL pipelines, integrations, QA
Analytics Lead Metric definitions, reporting logic
AI/ML Engineer Context modeling, prompt infra
Marketing & Ops Leads Use-case scoping, campaign integration
Compliance & Access Owner Permissions, audit trails

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Building is only half the battle. Maintenance, security, and improvement need long-term ownership.

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Technical Scope

Building a foundation means covering every layer, from raw infrastructure to AI readiness and activation.

Check off what your stack will need to support.

Core Infrastructure

Analytics & Identity