Experience
Problems we have helped solve.
Business Operations
Data intelligence company
Scoped engagements: review, then implementation
Situation
Contract amendments were handled by recreating quotes from scratch, renewals lived in spreadsheets, and ARR calculations were unreliable.
What we did
- A three-week review of quote-to-order: process maps, gap analysis against CPQ practice, and a sequenced roadmap
- Cleaned up and standardized contract data
- Configured automated amendment and renewal workflows with approvals
- Built ARR calculation into the system with an audit trail, and redesigned the Salesforce team's structure, roles and service model
Result
Amendments and renewals run in the quoting system, renewals are visible as they come up, and ARR is calculated in the system with an audit trail instead of rebuilt by hand.
Fractional Leadership · Business Operations · AI Operations
Cybersecurity software company
$300M+ ARR
Interim CIO, reporting to the CEO
Situation
After a restructuring, the business technology organization needed leadership, and AI was spreading across teams and tools faster than anyone could account for it.
What we did
- Repositioned the business technology organization around internal service delivery, treating employees and business teams as its customers
- Stabilized IT operations and help desk service, and redesigned roles and the operating model to match
- Set up one record of owners for applications, vendors and renewals
- Stood up a single intake for AI, with an approval step before anything goes live: a named owner, a security review and a test of how it performs
- Brought AI administration and spend under one accountable function, with usage limits set by role
- Made build, buy, keep or retire calls on software renewals
Result
One front door and one owner for AI, a renewal view that feeds next year's review of a multi-million-dollar software portfolio, and a planned handover to permanent leadership.
Fractional Leadership · Business Operations
Healthcare technology company
Fractional operations and technology advisory
Situation
The company was growing without a shared view of what its teams and systems could do well, where the gaps were, or what to fund first. Requests arrived from every direction, and teams used different definitions for the same numbers.
What we did
- Mapped the company's business capabilities against its teams, systems and data, rated where each stood, and built a plan for what to strengthen first
- Designed an intake and prioritization model, including a lane for quick requests so they stop derailing larger work, and handed it over to the team
- Clarified who owns customer and organization data across the data and go-to-market systems teams
- Led a shared glossary and data dictionary across functions, and supported the customer lifecycle redesign
Result
A capability map and plan leadership could prioritize against, an intake model handed over to the team, and the first phase of shared data definitions handed to the internal data team.
Business Operations
Professional services firm
Automation project
Situation
Every new engagement meant one to two hours of copying data from estimator spreadsheets into the project system, with errors and inconsistent setup.
What we did
- Mapped the estimate-to-project workflow and its data rules
- Built an AI-assisted tool to validate and convert the spreadsheet data
- Documented it for the firm's team to maintain
Result
Project setup went from one to two hours to under a minute, with consistent data across engagements.
Let’s talk about where you are.
Start with a 30-minute conversation. You will leave with a view of where we would begin, and whether we are the right fit.