JBPLANData Strategy
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Transformation that puts people first.

We turn complex topics in data, technology and AI into clear, strategic business decisions for C-level executives and senior leaders of large multinational industrial companies.

JBPLAN Data Strategy LLC is a Delaware company and part of Grupo JBPLAN, serving enterprises since 2016.

  • End to endFrom strategy to adoption, with one accountable partner
  • C-level focusSenior leaders of large multinational industrial companies
  • United States and BrazilDelaware LLC and Brazilian operating companies
  • Since 2016Serving companies with consulting and corporate education in data

01Our view

People above everything.

Jaqueline Batista, founder and CEO of JBPLAN

Technology, data and human development on the same plan.

Complex topics only create value when leaders can understand them and act. We translate data, technology and AI into strategic business decisions that executives can take with confidence, and we prepare the people who carry those decisions forward. Technology serves people, not the other way around.

  • Clarity for leadership

    Complex subjects presented as business choices, risks and trade-offs, not technical jargon.

  • Decisions backed by evidence

    One governed source of truth and the metrics that matter, refreshed automatically.

  • AI that people actually use

    Agents and automation embedded in real workflows, with trained users.

02Clients

Experience with leaders and teams at

Consulting, executive education and training delivered for global companies, directly or through partners.

  • Whirlpool
  • General Motors
  • Mercedes-Benz
  • Honda
  • John Deere
  • Bridgestone
  • LinkedIn
  • Santander
  • Safra
  • Vivo
  • Kinross
  • Atlantica Hotels

Company names are trademarks of their respective owners. They are listed to describe past work and do not imply endorsement.

03Global presence

From Brazil to the world.

Serving clients since 2016, JBPLAN now works across three continents with one standard of delivery.

  • Brazil

    Where it all began. Headquarters and Brazilian operating companies.

  • United States

    JBPLAN Data Strategy LLC, a Delaware company serving clients in the United States.

  • Europe

    Instructor partnership with LinkedIn Learning, with courses for professionals worldwide.

04Services

What we do

It starts with leadership. Six capabilities cover the full transformation lifecycle, delivered as one program or individually.

Senior leadership and C-level transformation

Advisory, one-on-one executive mentoring and executive education for C-levels and leadership teams. We use data storytelling to turn complex topics into clear business choices, build data and AI literacy for decision-makers, and shape a transformation roadmap the leadership can own.

C-level advisoryExecutive mentoringData storytellingExecutive educationTransformation roadmap

Data platform modernization

Cloud data lakes with a layered architecture, automated pipelines and monitoring, consolidated into a single source of truth.

Google BigQueryData pipelinesData lakes

Data governance and quality

Defined data ownership and stewardship, mapping and validation rules, and documentation that auditors and new team members can follow.

Data ownershipData qualityDocumentation

Analytics and business intelligence

Executive and operational dashboards with defined, documented metrics, from daily monitoring to leadership reporting.

Looker StudioPower BIKPI design

AI and intelligent automation

Generative AI adoption programs, AI agents and process automation, designed around real workflows and measured by results.

AI agentsGenAI adoptionAutomation

Change management and enablement

Training for executives, key users and technical teams, including corporate university programs, so new capabilities become daily practice.

Executive educationKey usersCorporate universities

05Approach

How we deliver

A structured, transparent process with clear checkpoints and decision owners at every stage.

  1. Assess

    Map current processes, data sources, systems and team maturity. Define the decisions and outcomes the program must support.

  2. Design

    Define the target architecture, governance model, metrics and roadmap with business owners, data owners and IT.

  3. Build

    Deliver in short iterations: pipelines, dashboards and agents, each validated with stakeholders before moving on.

  4. Enable and scale

    Train users and owners, hand over documentation and support adoption until the solution runs as part of the business.

Engagement models

Strategy engagement

A focused assessment and roadmap for leadership teams planning a transformation program.

Implementation project

End-to-end delivery of data platforms, analytics and AI solutions with defined scope and milestones.

Enablement program

Training tracks and adoption programs for executives, key users and technical teams.

Speaking engagement

Keynotes, panels and executive workshops on data, AI and digital transformation.

See speaking topics

06Industries

Industries and functions

We specialize in large multinational industrial companies, where decisions span countries, systems and teams.

Industries

  • ManufacturingOperations, supply and plant data
  • AutomotiveAI adoption and workforce programs
  • Consumer goods and appliancesRegional data platforms and reporting
  • Education and trainingCorporate universities and MBA programs

Functions

  • Legal and complianceLitigation and contract data, daily monitoring
  • Human resourcesWorkforce data and people analytics
  • Finance and operationsPerformance metrics and planning
  • Learning and developmentUpskilling in data and AI

07Standards

How we work with enterprise clients

Standards we apply to every engagement.

  • Confidentiality

    We work under NDA and your security policies. Client names and information are shared only with written permission.

  • Your environment, your data

    Solutions are built in your cloud environment, with access limited to what each project requires.

  • Documentation and handover

    Every delivery includes documentation and knowledge transfer, so your team can operate independently.

  • Clear governance

    Defined scope, milestones and decision owners from the first week, with regular progress reporting.

Our values

  • Ethics
  • Transparency
  • Commitment
  • Respect for learning
  • Social responsibility

08Leadership

Jaqueline Batista

  • Founder and CEO
  • Analytics engineer
  • Speaker
  • Researcher in human-machine interaction

From raw data to predictive dashboards.

As an analytics engineer, Jaqueline works hands-on with data pipelines, data science and analytics: from raw data to predictive dashboards, with security and scalability built into every project.

Jaqueline leads JBPLAN’s data, AI and transformation practice and specializes in preparing C-level executives and senior leaders of large multinational industrial companies for data and AI-driven change. She brings more than 20 years of experience in corporate education and data.

She is a LinkedIn Learning instructor in Power BI, Excel and data analytics, teaches in an MBA program in project management, designs executive education for corporate universities and researches human-machine interaction.

  • LinkedIn LearningInstructor, Power BI, Excel and Data Analytics
  • University of São Paulo (USP/Esalq)MBA, Data Science and Analytics
  • Anhembi Morumbi UniversityBachelor’s degree, Business Administration
  • Faculdade ConquerPostgraduate specialization, Agile Management, Projects and Innovation

Specialist network

We work with top professionals in the market: recognized specialists in their fields, including Microsoft MVPs and information security experts, who join each project where they add the most value.

Microsoft MVPsInformation security

09Speaking

Keynotes and talks

Jaqueline speaks at technology conferences, corporate events and leadership meetings about data, AI and the future of work, combining hands-on enterprise experience with research on human-machine interaction.

Recent stages: MVPConf 2026 and Congresso de TI | Segurança & Dados 2026.

Book a talk
  • From Excel to AI agents

    How teams move from spreadsheets to governed data and AI agents, and what changes for people along the way.

  • Growing a career in data

    How data professionals demonstrate maturity, productivity and impact to grow in their careers.

  • People and AI at work

    What research on human-machine interaction tells leaders about adopting AI responsibly.

  • Data-driven leadership

    How executives turn reliable data into faster, better decisions.

Formats: keynotes, panels, executive workshops and in-company talks, in person or online, in Portuguese or English.

10Company

Corporate information

Grupo JBPLAN operates through three companies in the United States and Brazil.

  • Delaware, United States

    JBPLAN Data Strategy LLC

    Delaware limited liability company serving clients in the United States.

  • Brazil

    JBPLAN Data Strategy LTDA

    Data engineering, architecture and strategy for companies operating in Brazil.

  • Brazil

    JBPLAN Consultoria e Treinamento LTDA

    Trade name JBPLAN Inteligência para Negócios. Consulting and corporate education.

Prepare your leadership for what comes next

Tell us about your leadership team, the decisions ahead and your timeline. We’ll reply with a proposed next step.

Schedule a consultation contact@jbplan.us