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Our services

Advisory services for leaders who need trusted KPIs, practical AI priorities, or a concrete win.

We don't sell open-ended transformation programs as the first step. We start with productized, fixed-fee engagements designed to answer a pressing business question quickly and credibly.

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Our approach

What we don't do

Our focus is helping leadership teams make one clear, defensible decision at a time.

— We don't start with multi-month transformation programs
— We don't implement tools before KPI definitions are clear
— We don't recommend AI use cases without a path to measurable value
— We don't disappear after delivering a slide deck
Best first move

Data & AI Value Blueprint

2–3 weeks  ·  $5,000–$15,000 fixed fee

For executive teams that know there's value trapped in better reporting, cleaner KPI definitions, or practical AI — but need a defensible first plan before committing to anything larger. This is the offer that converts vague pain into a quantified set of business opportunities and a prioritized plan.

Value opportunity map
Top 5 value opportunities, roughly quantified in business terms — dollars, hours, or risk reduction.
Current-state data snapshot
An honest view of your data and analytics environment — what works, what's fragile, what's missing.
Prioritized AI use cases
Use cases ranked by impact and effort — tied to real operating decisions, not AI hype.
90-day action plan
A sequenced plan with named owners, clear next steps, and decision points — not a slide deck to shelve.

Best for: CFOs and COOs who want ROI clarity fast · Leaders who know value is being left on the table · Companies curious about AI but unsure what's practical

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Highest urgency

Pre-Sale Data Readiness Sprint

3–4 weeks  ·  $8,000–$20,000 fixed fee

When a sale process, recap, refinancing, or lender scrutiny is coming, weak KPI definitions and inconsistent reporting become business risk. This sprint is diligence insurance — we tighten the story before those gaps get exposed under pressure. Work can be performed under NDA.

Data credibility assessment
A structured view of your data risk — where definitions are inconsistent, flows are undocumented, or numbers won't hold up.
KPI alignment & metric definitions
Agreed definitions, formulas, owners, and cadence for the KPIs that matter most in a diligence conversation.
Gap list & quick wins
A prioritized list of narrative gaps and fast fixes that improve the management story before diligence begins.
Optional investor-ready summary
A concise data summary prepared for investor or lender audiences — what's strong, what's been addressed, what to expect.

Best for: Founders and CEOs preparing for sale or recap · CFOs facing lender scrutiny · PE operating partners managing diligence readiness

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Best proof point

Execution Sprint

4–6 weeks  ·  $10,000–$30,000 fixed fee

For teams that don't need another strategy deck — they need one working artifact that improves reporting, visibility, or decision speed now. The Execution Sprint delivers one tightly scoped, high-value output with documentation, training, and a clear handoff.

One live working artifact
A dashboard, automated report, KPI scorecard, or pipeline fix — scoped clearly, built to be used.
Documentation & training
Logic, ownership, and maintenance documented. Your team trained on how to use and sustain the output.
Validated outputs
Outputs tested against agreed KPIs before handoff — not just "done," but confirmed to work as intended.
Next-phase roadmap
A clear recommendation for what to do next, grounded in what was actually built — not theoretical planning.

Best for: Teams ready to build, not plan · Organizations that have completed an assessment and want momentum · Sponsors who need one visible win

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Broader engagement

Data, Analytics & AI Strategy and Execution Support

For organizations ready to move beyond a first sprint into sustained data and AI capability building. We help you harness advanced analytics and AI technologies to drive business growth and innovation — with executive-level judgment at every stage.

Data Strategy Development
Crafting a clear roadmap to leverage data effectively — aligned to your operating model, growth priorities, and risk tolerance.
Advanced Analytics
Implementing predictive, prescriptive, and descriptive analytics that inform real operating decisions — not just dashboards.
AI Integration
Seamlessly integrating AI solutions that enhance decision-making with appropriate governance, controls, and adoption planning.
Execution Support
Ensuring successful implementation and continuous improvement — including vendor management, change management, and performance tracking.
AI Governance & Risk
Building governance frameworks aligned to AI RMF — so AI adoption is disciplined, auditable, and defensible to boards and investors.
KPI Framework Design
Defining the metric layer that makes AI and analytics outputs trustworthy — definitions, ownership, cadence, and decision linkage.

Typically follows a Blueprint or Sprint engagement. Scoped and priced based on scope and duration.

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Process transformation

Process Mining & Robotic Process Automation (RPA)

Transform your business processes by identifying inefficiencies and automating repetitive tasks to boost productivity and reduce costs. We combine AI-powered process mining with human analysis to surface opportunities your team doesn't have time to find manually.

Process Mining
Analyzing processes to uncover bottlenecks and opportunities using AI tools and human expert analysis — not just software output.
RPA Implementation
Automating routine tasks for improved efficiency — with proper controls, exception handling, and documentation for sustainability.
Continuous Monitoring
Ensuring ongoing optimization and process improvement through performance tracking, drift detection, and regular review cycles.
Scalability Planning
Expanding automation capabilities across your organization — with a sequenced roadmap that balances speed, cost, and operational risk.
ROI Measurement
Defining and tracking the metrics that prove automation value — hours saved, error rates, cycle time, and cost per transaction.
Change Management
Supporting the human side of automation — so teams adopt new workflows and automation delivers lasting value, not shelf-ware.

Scoped and priced based on process complexity and automation scope.

Discuss your situation

Proof

Selected engagement snapshots

Real situations, real outcomes. Client details anonymized.

Data & AI Value Blueprint
Enterprise SaaS Platform — AI Value Clarity
Situation
A large enterprise software platform had invested heavily in AI infrastructure but couldn't translate it into measurable business value. Efforts were fragmented, governance was inconsistent, and teams lacked alignment on priorities.
What changed
Conducted a focused AI enablement assessment across data, platform, workflows, and governance. Identified high-value use cases and built a phased roadmap tied to business outcomes.
Result
~$5M–$10M+ annual value potential identified Prioritized use cases tied to operational efficiency Clear path from assistive AI to scalable workflows
AI Disruption & Workforce Impact
SaaS Analytics Organization — AI Readiness Assessment
Situation
A SaaS analytics firm faced pressure to understand AI-driven disruption — internally and for customers — but lacked clarity on where AI would materially impact operations and revenue.
What changed
Assessed AI maturity, disruption risk, and workforce impact. Identified automation opportunities and built a sequenced roadmap tied to measurable KPIs.
Result
10–25% of activities identified as automatable 20–40% reduction in manual effort potential Analysis cycles: weeks vs. months
Data & AI Diligence
Professional Services Firm — Margin & AI Readiness
Situation
A multi-office professional services firm faced rising labor costs and margin pressure but lacked clarity on how AI could improve efficiency without unnecessary investment.
What changed
Performed a structured data and AI diligence effort — assessing readiness, identifying high-value opportunities, and defining a phased roadmap aligned to business priorities.
Result
10–20% near-term efficiency gains identified 20–50% improvement potential in targeted workflows Staged roadmap focused on margin and utilization

Industries we know best

Deep experience in regulated, data-heavy environments

Healthcare Payors
Claims, member data, network performance, risk adjustment, and regulatory reporting.
Healthcare Providers
Operational dashboards, revenue cycle visibility, KPI credibility, and data integration.
Life Sciences & Pharma
Commercial analytics, governance, AI use-case prioritization, and decision support.
Financial Services & PE
Portfolio KPI credibility, technical due diligence, carve-outs, and post-close value creation.

Not sure which offer fits your situation?

A 30-minute fit check is enough to confirm whether one of our offers makes sense — or whether you're not ready for one yet. We'll tell you either way.

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