Our Services

We work at the intersection of people, systems, data and numbers to maximize the value of operational assets.

Our service model has been developed to maximize impact. We are operations experts helping companies figure “it” out and do “it” better … based on intuition and experience built from 30+ years, 170+ companies, 35+ states, 6 countries, and reverse-engineered 20,000+ reports.

Whether providing deeper due diligence around operational, talent and data in M&A transactions or serving in fractional C-Suite roles, our team is uniquely experienced to add exponential value from day one.

We Are A Blend Of:

Cost & Financial Optimization Leaders

Manage cash flows, validate costs,
help verify Q of E

System agnostic – Access systems, validate/ triangulate operational data to financials

Forensic Data Analysts

Business Empaths

Acclimate quickly, build trust, evaluate what’s real and valuable, vet out core problems

Synthesize collective intelligence for AI solution development for Robotic Process Automation (RPA), Generative AI (Gen AI), Agentic AI

Organizational Intelligence / AI Solutions Architects

Our Distinctions:

  • We know where to look, and we know how to ask questions differently, forging a path to increased value quickly!
  • Listen, learn and synthesize knowledge to build a solid foundation for change
  • Engage with leadership to establish open lines of communication and trust
  • Leverage current people and technology more effectively
  • Quantify the operational changes to demonstrate increase in sale value
  • Reverse engineered over 20,000 reports… We know about information and data!
  • Validate and streamline sources and uses of data, for cleaner and easier access and sharing
  • Create an environment of engaged employees who are dedicated to better performance

What We Do

We Turn Obstacles to Opportunities

Business Landmines

Opportunity Goldmines

Conflicting Directives

Unified Clear Goals and Path

Misaligned Communication

Smooth Communication

Cost Centers

Profit Centers

Data and Systems Chaos

Value Added Systems and Information

What We Do

Continued

Data, Communication and Money are the lifeblood of a company

The lifeblood gets drained/lost/misused due to:

  • Conflicting directives between management, operations, IT, and sales  
  • Dependence on outdated or inefficient systems/processes built based on “the way it has always been done” 
  • Cultural/Systemic resistance and distrust due in part to fear, false starts/failures of past consultants/advisors
  • Siloed thinking and myopic solution development  
  • Redundancy, data inaccuracies, multiple sources of the truth, obsolescence, costly urgency and reactivity  
  • Solutions that solve symptoms vs. core problems — not learning what they don’t know
  • Lack of Process Controls and Visibility: Undocumented, unvalidated, non-standardized procedures — Lack of automation tools and underutilized technology
  • Inaccurate and Untrusted Underutilized Systems and Workarounds: ERP or CRM system surrounded/”supported” by an ecosystem C drive spreadsheets
  • Cash flow issues – AP, AR and Inventory: Limited visibility and mismanagement of product, customer, and vendor activity

Our work prepares companies for growth, investment and/or transition.