Business & Technology Services That Move Organizations Forward

 Our Business & IT Assessment services are focused on understanding current-state operations, identifying gaps, risks, and inefficiencies, and defining practical opportunities for improvement and future-state planning. 

Typical Services & Deliverables 

• Stakeholder interviews and discovery workshops 
• Current-state business and technology assessment 
• High-level process and workflow review 
• Systems, integration, data, and reporting assessment 
• Business and technology gap analysis 
• Operational, technology, and governance risk assessment 
• Pain-point, bottleneck, duplication, and inefficiency analysis 
• Roles, ownership, and accountability assessment 
• Technology utilization and capability assessment 
• Data quality, accessibility, and reporting maturity assessment 
• Automation and digital enablement opportunity assessment 
• Improvement opportunity identification and prioritization 
• High-level future-state recommendations 
• Prioritized action roadmap 
• High-level effort, value, risk, and business impact assessment

Our Process Improvement services are focused on simplifying how work gets done, reducing inefficiencies and manual effort, and creating clearer, more consistent, and scalable ways of working.  

Typical Services & Deliverables 

• Current-state process mapping 
• Process gaps and root-cause analysis  
• Automation opportunity assessment on existing manual processes and workarounds
• Future-state process mapping: workflows redesign and simplification 
• Future-state process enablement, implementation and support documentation development:  standard operating procedures, training material, communications.
• Governance framework development: process ownership, roles and responsibilities, and accountability (RACI model)
• Decision rights and approval workflow design and implementation 
• Controls, compliance, and risk management improvement recommendations
• KPIs and performance measures  
• Continuous improvement frameworks  

Our Business Systems Implementation & Optimization services are focused on helping organizations select, implement, integrate, and improve systems so they better support operations, users, data, and business goals. 

We have extensive experience helping organizations implement and optimize a wide range of business systems, including ERP, CRM, PLM, HRIS, property management, accounting, and other SaaS platforms.

We also have extensive experience designing and implementing Microsoft solutions, including MS SharePoint, Teams, Power Platform, Custom Tools and Workflow Automation, and other non-Microsoft cloud-based collaboration tools (e.g. Google Workspace).

Typical Services & Deliverables 

• Stakeholder discovery and requirements workshops 
• Current-state system and process assessment 
• Business, functional, and technical requirements definition 
• Solution options assessment 
• RFI/RFP development and vendor selection process management 
• Vendor demonstrations, evaluation criteria, and scoring 
• Business system evaluation and selection 
• Fit-gap analysis and future-state solution requirements 
• Solution architecture and future-state design 
• Implementation planning and delivery support 
• System configuration and design oversight 
• Systems integration and interface planning 
• Data migration, cleansing, and conversion planning 
• Testing strategy, system testing, and UAT support 
• Workflow and business process automation 
• Reporting, dashboards, and analytics enablement 
• Data governance and data quality improvements 
• Solution governance and implementation quality assurance 
• Cutover, go-live, and deployment planning 
• Post-implementation stabilization, hypercare, and optimization 
• Technology utilization and value realization reviews
• Post-implementation Automation and AI opportunity assessment

Our Project and Program Management support services are focused on improving delivery at every level, from individual project planning and execution to program coordination, portfolio visibility, governance, and leadership decision-making. 

Typical Services & Deliverables 

• Project and program leadership 
•  Cross-project dependency evaluation and risk management 
• Project initiation, chartering, and scope definition 
• Integrated planning, scheduling, and milestone management 
• Budget planning, forecasting, and financial tracking 
• Resource planning and capacity management 
• Risk, issue, dependency, and decision management 
• Project governance and steering committee support 
• Executive reporting and project dashboards 
• Vendor and third-party coordination 
• Cross-functional stakeholder coordination 
• Project health assessments and recovery planning 
• Project management tool selection and implementation 
• Transition to Operations planning 
• Project closeout and lessons learned
• PMO framework development and implementation 
•  Standardized project management methods, templates, and tools design, development, and implementation 

Our IT Transformation & Change Management services are focused on helping organizations prepare for, adopt, and sustain change so new processes, systems, and ways of working become part of day-to-day operations. 

Typical Services & Deliverables 

• Change strategy and approach 
• Organizational readiness assessments 
• Stakeholder analysis and engagement planning 
• Change impact assessments 
• Business readiness planning 
• Communications strategy and execution 
• Training needs analysis and training strategy 
• Training materials and knowledge transfer 
• Change champion network development 
• User engagement and adoption planning 
• Adoption measurement and tracking 
• Go-live readiness assessments 
• Transition to Operations planning 
• Post-go-live adoption support 
• Benefits realization and value tracking 
• Lessons learned and continuous improvement

Our IT Strategy & Advisory services are focused on aligning technology priorities, investments, roadmaps, and budgets with business goals, strategic initiatives, and future growth. 

Typical Services & Deliverables 

• Business-IT strategy development 
• Technology vision and strategic direction 
• Multi-year technology roadmaps 
• Technology investment prioritization 
• IT budgeting and financial forecasting 
• Technology cost optimization 
• Application portfolio strategy and rationalization 
• IT governance and decision-making frameworks 
• IT operating model development or optimization 
• Vendor and managed service provider strategy 
• Strategic vendor review and contract negotiation support 
• Cybersecurity and technology risk governance 
• Data, automation, and AI strategy 
• Technology policies, standards, and guiding principles 
• Fractional CIO and senior IT advisory support