Services
Engagements scoped to where your organization is today
From a first readiness diagnostic to full program delivery, every engagement is grounded in the ACTION™ framework and built around a measurable business outcome.
AI Readiness Assessment
Most organizations move straight to picking an AI tool or vendor before confirming the business, data, technology, and people foundations are in place. The result is a pilot that looks promising and never scales.
Who It’s For
- Executive teams evaluating their first major AI investment
- Organizations with one or more stalled AI pilots
- PMOs asked to govern AI initiatives without a readiness baseline
What We Evaluate
Business Strategy & Value Realization
Whether AI initiatives are tied to a clear business strategy and a quantified path to value, not pursued for their own sake.
Data & Information Readiness
Data quality, accessibility, and governance required to support the proposed AI use cases.
Technology & Infrastructure Readiness
The maturity of the technology already in place: tenant and platform configuration, identity and access, security baseline, and network and integration readiness, relative to what AI workloads require.
AI Use Case & Product Readiness
How well-defined, prioritized, and validated the proposed AI use cases are, including expected business value, data availability, and risk, before investment begins.
People, Skills & Operating Model
The skills, capacity, and operating model needed to build, run, and evolve AI solutions, in-house, through partners, or both.
Governance, Risk & Compliance
Policies, risk ownership, and oversight structures needed to manage AI responsibly, including model risk and regulatory exposure.
Delivery & Scaling
The delivery discipline and operating cadence needed to move AI initiatives from pilot to production and sustain them at scale.
Our Approach
- 1
Discover
Structured interviews, document review, and stakeholder workshops across business, technology, and risk functions.
- 2
Diagnose
Score each readiness domain, identify root-cause gaps, and stress-test the proposed AI use cases against them.
- 3
Define
Translate findings into a prioritized roadmap and risk-mitigation plan the executive team can act on.
Deliverables
Readiness Scorecard
A quantified view of readiness across all seven domains, benchmarked against comparable organizations.
Gap Analysis
A root-cause breakdown of where the organization is and isn't ready, and why.
Roadmap
A sequenced set of recommendations to close priority gaps before, or alongside, implementation.
Risk Assessment
A documented view of the risks the executive team is accepting if it proceeds without closing specific gaps.
Program & Project Leadership
Complex technology programs rarely fail because of a single bad decision. They fail through an accumulation of weak governance, unmanaged risk, and vendor relationships nobody is actively steering.
Who It’s For
- Organizations running multi-vendor, multi-workstream technology programs
- PMOs that need an experienced delivery lead, not just a coordinator
- Executive sponsors who need credible, candid program reporting
Our Approach
- 1
Establish Governance
Stand up the decision-making structure, cadence, and escalation paths the program will run on.
- 2
Lead Delivery
Manage scope, schedule, budget, risk, and vendors across the program's full lifecycle.
- 3
Report & Escalate
Provide executive sponsors with a clear, honest view of progress, risk, and decisions needed.
Deliverables
Governance
A working governance model with clear decision rights and meeting cadence.
Risk Management
An actively managed risk and issue register, not a static document.
Vendor Management
Oversight of vendor performance, SOWs, and contractual commitments.
Delivery Oversight
Day-to-day management of scope, schedule, and budget across workstreams.
Executive Reporting
Concise, decision-oriented reporting tailored to sponsor and board audiences.
Adoption & Change Management
Technically sound ERP, data, digital transformation, and AI deployments routinely fail to deliver value because the people expected to use them were never properly prepared, trained, or brought along.
Who It’s For
- Project teams nearing go-live with no formal change plan
- Organizations with a history of low adoption after technology rollouts
- HR and operations leaders accountable for workforce impact
Our Approach
- 1
Assess Impact
Identify every stakeholder group affected and the specific way their work will change.
- 2
Plan the Journey
Sequence communications and training to each stakeholder group's readiness, using the ADKAR model.
- 3
Activate & Reinforce
Execute the plan through go-live and sustain it afterward with measurement and reinforcement.
Deliverables
Stakeholder Analysis
A mapped view of every impacted group, their influence, and their concerns.
Change Impact Assessment
A detailed picture of how roles, processes, and workflows will change.
Communications Plan
Sequenced messaging tied to project milestones and audience needs.
Training Strategy
A curriculum and delivery plan matched to each affected role.
Adoption Metrics
A scorecard to track usage, sentiment, and proficiency after go-live.
Technology Strategy & Roadmap
Many organizations have a growing list of technology ideas, ERP modules, data products, digital channels, AI use cases, and no way to decide which ones deserve investment, in what order, and under what governance.
Who It’s For
- Leadership teams who need a defensible technology roadmap for the board
- Organizations with multiple competing ERP, data, or AI use cases and limited budget
- PMOs building the governance model a technology portfolio will run under
Our Approach
- 1
Define the Vision
Articulate what the initiative is, and isn't, meant to achieve for the business over the next 12 to 36 months.
- 2
Prioritize Use Cases
Score candidate initiatives against value, feasibility, and risk to build a sequenced portfolio.
- 3
Build the Business Case
Quantify expected value, cost, and risk for priority initiatives in language the CFO and board will accept.
- 4
Establish Governance
Define how initiatives will be approved, funded, monitored, and retired going forward.
Deliverables
Technology Vision
A concise, board-ready statement of strategic intent.
Use Case Prioritization
A scored, sequenced portfolio of candidate initiatives.
Business Case
Value, cost, and risk quantified for each priority initiative.
Roadmap
A phased delivery plan aligned to budget and capacity cycles.
Governance Model
Decision rights, funding gates, and oversight structure for the ongoing portfolio.
How Engagements Work
A consistent delivery model, regardless of scope
Discover
Structured interviews, document review, and data analysis to understand the real starting point, not the assumed one.
Diagnose & Design
Findings are scored against the ACTION™ framework to identify root-cause gaps and design a roadmap that addresses them in the right order.
Deliver
Hands-on program leadership, governance, and change management through implementation, not a handoff after the strategy deck.
Sustain & Improve
Adoption metrics, governance cadence, and a continuous improvement plan so value compounds after go-live instead of fading.
Not sure which engagement fits?
Most clients start with a short discovery call. We'll talk through where you are today and recommend the right starting point, even if that's not the most expensive one.