Strategic Advisory
Strategic collaboration to drive your organization forward
Strategic Advisory services offer deep engagement and collaboration with a client’s executive leadership team. Whether we’re delivering “Art of the Possible” planning workshops, doing collaborative roadmap design, providing intra- and extra- industry context and comparison, or executing on advisory aligned to our award-winning Secure Intelligent Workplace framework (encompassing strategy around business and process, data and analytics, technology and infrastructure, as well as security and compliance), we’re side-by-side with you.

A pioneering medical technology company has one goal – to get innovative technology into the market to solve real problems. Of course, it’s never that simple – there’s security, privacy, data management, internal staff, endpoints, etc… and that means there’s a technical and security roadmap to build that will support the market efforts, without inserting any risk or loss of productivity into the equation. We collaborate with the C-Suite to ensure information protection, data and device protection, identity management, correlation of signals, a thoughtful cloud philosophy, and a zero-trust approach is part of the strategic value proposition of any organization looking to innovate in their space.

When you’re a publicly traded brand with a $3B market cap, it’s easy to assume your team has all the answers… and sometimes bringing in outside expertise is one of them. During a six-month deep-dive engagement with a major client in the building products and equipment industry, our data engineering, architecture, and advisory groups built a multi-year data and analytics roadmap including financial impact projections, inclusive of data strategy, technology stack, governance and compliance, and security deliverables.

A national heavy-equipment dealer was looking to rapidly expand their footprint. Acquiring additional territory by purchasing other companies was the “easy” part. Integration thousands of new employees without losing sight of security and productivity was the hard part. We were brought in to create an integration roadmap from security and collaboration perspectives, ensuring all new users would have managed endpoints, appropriate access controls, cloud-based systems access, and could be productive and secure from the day the acquisitions closed.

A new CEO coming into a sixty-year-old brand often has an uphill battle of cultural dynamics, technology modernization, and risk remediation to perform. Doing this while being an international distributor during a global pandemic exacerbates that challenge. It’s critical that strategic guidance be developed with an eye towards user impact, business process, and with productivity in mind, while being mindful of security, technology stack, and changing market forces. Our C-Suite collaboration not only ensured this organization could change with the times, but embrace new and emerging markets, while staff never missed a beat or felt unsure of how to get their jobs done.

A preeminent provider of analytics whose predictive modeling, decision analysis, intelligence management, decision management systems, and professional services power more than 25 billion mission-critical customer decisions a year, was looking for a more cost-effective real-time database and decision engine. After significant analysis of the current state as well as review of long-term roadmap requirements, our recommendations ended up saving more than $10m/yr on licensing and more than $3m/yr on infrastructure.

For more than a decade, this EdTech leader has matched millions of high-intent prospective students to schools through web properties and best-in-class domestic contact center. As their platform grew, cracks became visible in the architectural and development choices made many years earlier. A complete code audit, architectural design review, security testing, and visual redesign took place, resulting in a complete go-forward plan being delivered. This revitalization of their platform on a new codebase also enabled a move to more robust and resilient public cloud services, and improved information security in ways that were impossible previously.

We were engaged by a top player in the b2b marketing industry to conduct a comprehensive evaluation of a web-based marketing platform that was being considered for acquisition. Our role involved conducting an in-depth analysis of the platform's technical operations and financials. Our assessment encompassed a code review, SWOT analysis, evaluation of team skillsets, OpEx and cost model analysis. We presented our findings in a comprehensive report that included projected costs for modernizing the platform for integration into the b2b marketing company's existing solution mix. Based on our technical due diligence, the client decided not to proceed with the acquisition, which helped to safeguard their investors' interests, avoid the expense of rebuilding the software and preserve their current product and solution mix.