Six ways we turn systems into operating leverage.

Fractional CIO & technology strategy

“We're growing faster than our systems, and nobody owns the technology plan.”

Key deliverables

• Multi-year technology roadmap and budget tied to the business plan
• Build-vs-buy and vendor decisions, contracts and renewals
• Org design: who to hire, who to contract, what to automate
• Board, CFO and PE-sponsor reporting; M&A and ownership transitions

How it runs: a fixed-fee assessment, then a monthly retainer with a standing weekly rhythm.

Data & analytics

“Every team has its own numbers, and the reporting server is held together with tape.”

Key deliverables

• Warehouse design and migration on Snowflake, modelled in dbt
• Bronze, silver and gold layers that give one source of truth
• Row-for-row reconciliation before any cutover
• Governed reporting with a real cost model

Typical stack

• Snowflake
• Google BigQuery
• dbt
• Power BI
• Tableau
• SQL Server

How it runs: a scoped project with a parallel run, then optional ongoing support.

ERP & business systems

“We've outgrown QuickBooks, or our NetSuite is a mess nobody trusts.”

Key deliverables

• NetSuite implementation, clean-up, integrations and SuiteScript
• ERP selection on fit, total cost and scalability
• Salesforce, Workday and Coupa integration into one operating flow
• Finance and operations process redesign alongside the system

Typical platforms

• NetSuite
• Dynamics 365
• Acumatica
• Sage Intacct
• Salesforce
• Workday
• Coupa

How it runs: selection as a fixed-fee assessment; implementation as a project with our NetSuite specialist.

AI-driven application development

“Our team is generating code with AI, and we're not sure any of it is safe to ship.”

Key deliverables

• Web, iOS and Android applications built AI-first and shipped to production
• Intake, requirements, automated testing and code review on every change
• CI/CD, cloud hosting, and security and quality audits built in
• Privacy by design, including apps for families and children (COPPA)

Typical stack

• SwiftUI
• GitHub Actions
• Railway
• Cloudflare

How it runs: a product build with our application development lead, or a program to bring your team's AI work up to standard.

Systems engineering: data & identity migrations

“We just bought a company, and now we have two of everything.”

Key deliverables

• Microsoft 365 and Google tenant consolidation
• Directory, SSO and identity migration with a clean cutover plan
• Data moves between platforms during acquisitions and modernizations
• Cloud and infrastructure modernization off ageing servers

Typical stack

• Microsoft 365
• Google Workspace
• SSO
• Cloudflare

How it runs: a scoped migration led with our DevOps and systems engineering specialist.

Security & compliance

“A big customer sent us a security questionnaire, and we don't have good answers.”

Key deliverables

• Security programs built from scratch: policy, controls, tooling, people
• SOC 2 readiness and a compliant operating environment that holds up
• Customer security reviews and questionnaires answered with evidence
• Public-company and acquirer compliance readiness

Typical frameworks

• SOC 2
• Customer security reviews

How it runs: a gap assessment, then a program delivered over a retainer.