Services

Measurement before recommendation. A diagnostic produces an outside, credentialed view of how a function actually operates, what it costs, and what to fix first, in a form leadership can budget against.

• PMO and portfolio diagnostic: four to six weeks, maturity assessed against a published model, current-state inventory of projects, tooling and process, gap analysis, prioritized roadmap, written report
• Operational audit of a function, process or site
• Investigation of a program that has gone wrong: schedule, cost, governance, decision history
• Pre-decision evaluation: build or buy, vendor selection, structure, expansion

The cross-functional problems that fall between departments: structured, sized, and brought to a decision with the options laid out and the trade-offs honest.

• Problem structuring and options analysis for leadership decisions
• Operating model and organization design
• Portfolio and PMO design: intake, prioritization, governance, reporting
• Leadership cadence: decision rights, meeting architecture, escalation paths
• Management advisory for founders, owners and executive teams

Processes redesigned with the people who run them, programs delivered with the discipline of an operations order, and an owner in the seat when an initiative needs one.

• Process redesign under Lean Six Sigma: DMAIC for a process that is failing, DMADV for one that does not exist yet
• The Process Simulation Model: Inventory, Model, Improve, Measure, producing an interactive process model with performance overlaid, so a steering committee can see where the time and money actually go
• Operational program management: charter, integrated schedule, risk and stakeholder cadence, through closeout
• Interim program leadership

The numbers a sponsor can defend, and a finance function that produces them on time. Led by a CPA and a transactions specialist.

• Finance function transformation: close, reporting, controls, planning and analysis
• Financial modeling, scenario analysis and business cases
• Capital and operating models for programs and portfolios
• Transaction support: diligence, valuation, integration planning and deal structuring for mid-market owners

Operations intelligence built on the Microsoft 365 footprint the client already owns, on a documented data backbone of 162 templates, so a deployment ships in weeks and every later layer builds on the last instead of replacing it.

• Portfolio dashboard: Power BI reporting on a structured SharePoint and Excel backbone, refreshed daily, themed to the client
• Automation and predictive analytics: intake, escalation and close workflows in Power Automate, status and risk apps, and models for schedule slip, budget variance and resource demand
• Portfolio agent: a Copilot Studio agent that answers portfolio questions inside Microsoft Teams with cited sources and row-level security
• Agentic PMO platform: all of the above delivered as one implementation, with an operations-intelligence layer for capacity planning, demand forecasting and scenario analysis
• Managed-service retainers after deployment