Other Services

IT Advisor

Guidance & Roadmap Plan for the Near-Term

A focused, executive‑level assessment that aligns technology capabilities, spend and priorities to your business strategy—delivering a clear, actionable roadmap for your technology architecture to meet your evolving business.

• Conduct a current state assessment of your technology stack, spend, vendors, and operating model.
• Identify risks, gaps, technical debt, and misalignment with business goals and longer-term vision.
• Technology modernization planning for artificial intelligence (AI), business intelligence (BI) and business process automation.
• Translate findings into a prioritized Technology Business Management (TBM) roadmap.

Best for CEO’s and business owners looking to gain rapid clarity on technology priorities, risks, and next‑step decisions in a focused 2‑day engagement.

M&A Technology Lead

Guide Through Acquisition & Integration Lifecycle

We help organizations maximize deal value by aligning technology, data, and operations throughout the M&A lifecycle. As your M&A Technology Lead, we guide you through the full acquisition lifecycle—from technical due diligence and cost modeling to post‑close integration planning and execution. We focus on what matters most: integration risk, timeline realism, and protecting deal value during transition.

• Conduct comprehensive IT and data due diligence to uncover risks, complexities and synergies.
• Evaluate platforms, data, security, vendor contracts, scalability, compliance and integration efforts.
• Develop integration roadmaps that align systems, data, teams, and digital assets.
• Lead or support execution to protect deal value during transition.

AI Guide

Practical AI Enablement & Decision Support

A practical, executive‑level approach to uncovering where AI can add immediate business value—translating opportunity into prioritized use cases and actionable implementation steps tied to real results.

• Assess your organization’s AI readiness, data maturity, security posture, and operating model.
• Analyze and build an operating expense (OPEX) forecast for AI tools—covering licensing, usage-based costs, infrastructure, and ongoing support—along with cost allocation guidance by function and use case.
• Identify high‑impact, low‑risk AI use cases aligned to business goals, workflows, and ROI expectations.
• Provide guidance on responsible AI, governance, compliance, and organizational change implications.
• Deliver a prioritized, practical AI adoption roadmap—covering tools, data, skills, and next‑step pilots.

Best for CEOs and executive teams seeking clarity on how—and where—to apply AI responsibly and effectively, delivered through a focused 1–2 week advisory engagement.

Microsoft Fabric & Power BI Training

Custom training for small teams — built around your actual data.

Empower your team to make smarter, faster decisions with hands on Power BI training tailored specifically to your organization. Instead of generic demos and sample datasets, we teach your team using your dashboards, your metrics, and your goals.

• Design training around your real data, models, and reports.
• Deliver hands‑on workshops for Power BI, Fabric, and analytics workflows.
• Teach practical patterns for modeling, governance, and self‑service analytics.
• Enable teams to independently build, maintain, and trust their insights.

Financial Planning and Analysis (FP&A) Data Projects

Aggregate Financial Data into Decision Intelligence & Structured Reporting

Whether you're connecting siloed systems or modernizing old reporting processes, we deliver end to end data projects that unlock clarity, efficiency, and actionable insights.

• Design data models that unify financial, operational, and planning data.
• Build BI dashboards and metrics aligned to FP&A and executive needs
• Automate reporting and reduce manual spreadsheet dependency.
• Data architecture implementation: analytics platform, data warehouse, migrations, ETL pipelines, common data model (CDM).
• Implement and train FP&A team for self-service operation with data sets they need.

Client-Facing Data Solutions

Analytics and Data Delivery Solutions Built for External Users

When you're to deliver clients data and access to information as a solution - we design and deliver secure, scalable, client‑facing dashboards, analytics and interface solutions that enhance your product/service, improve customer experience, and support growth.

• Architect secure, scalable dashboards, analytics and governance for customer-facing solutions.
• Design data models, data delivery endpoints, and visuals optimized for performance and usability.

Enterprise IT Project Management

Expert oversight for complex, high stakes technology initiatives.

When your business is undergoing major change, you need structured leadership to ensure your technology keeps up. We manage strategic IT projects from planning to execution—reducing risk, accelerating timelines, and ensuring alignment across teams.

• Lead complex technology and data initiatives from planning to delivery.
• Coordinate internal teams, vendors, and executives around outcomes.
• Establish clear governance, milestones, pivot plans and accountability.

SOC 2 Type II Embedded Guide

Prepare your organization to achieve and maintain SOC 2 Type II compliance.

SOC 2 Type II is a rigorous audit that validates your organization’s security, availability, processing integrity, confidentiality, and privacy over time. We help you build the processes, controls, and documentation needed to pass and maintain compliance with confidence.

• Assess current controls, processes, and evidence against SOC 2 requirements.
• Work with SOC compliance team to develop and update programs and policies (ex. business continuity, change management, etc.).
• Guide control implementation, documentation, and audit preparation.