Our Services
Services
We specialize in helping small and mid-sized businesses adopt the tools and processes that the big players use—without the bloated cost or complexity
Core Offerings
AI-Driven Process Automation: Build custom GPT agents to automate intake, support, and workflows.
Cloud & Data Modernization: Migrate legacy platforms to Snowflake, Azure, or Salesforce.
Platform Strategy & Implementation: From CMDB design to self-service portals—we make it usable and scalable.
Business Intelligence & Dashboarding: Build Power BI or Tableau dashboards that actually answer business questions.
IT Governance & Compliance: Stay audit-ready with SOX, HIPAA, GDPR-aligned delivery models.
Healthcare IT Modernization
Client Growth & Strategy:
Advised executive teams on aligning Medicaid-related compliance needs with digital modernization goals.
This led to multi-year engagement expansion and a unified roadmap for operations across several service entities.
Delivery Execution & Governance:
Directed deployment of shared platform infrastructure across regional providers, integrating multiple IT instances into a centralized system.
Enhanced operational continuity and compliance with healthcare regulations.
Innovation & Thought Leadership:
Built self-service modules tailored for healthcare service lines, automating 85+ workflows.
These improvements significantly reduced overhead and manual errors, while improving speed-to-service.
Financial CRM & Analytics
Client Growth & Strategy:
Managed a multi-million dollar book of business with focus on capital markets and financial services.
Turned discovery insights into scalable solutions that reduced technical debt and expanded consulting footprint.
Delivery Execution & Governance:
Oversaw implementation of enterprise data and workflow tools across finance, HR, and risk teams.
Delivered BI dashboards that allowed execs to monitor operational metrics in real time.
Innovation & Thought Leadership:
Developed intelligent portals powered by AI, improving employee self-service rates and enhancing customer response time.
Also led metadata standardization across multiple analytics platforms.
Investment Holding Corporation
Client Growth & Strategy:
Guided senior stakeholders through the design of a shared IT governance model for over 70 business units.
Helped the organization align budgeting and operational accountability across regional entities.
Delivery Execution & Governance:
Launched IT service models including asset, SLA, and request frameworks—bringing clarity to service ownership and escalation paths.
Supported long-term change adoption through structured enablement.
Innovation & Thought Leadership:
Connected BI tooling to service processes, giving executives actionable insights into service delivery and performance trends.
This formed the foundation for scalable, data-informed decision-making.
Contact us
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