SERVICES

Operations Strategy + Execution

  • Operating model design and maturity assessments

  • Cross-functional alignment across GTM, finance, IT, and delivery

  • Workflow redesign, automation, and execution cadence

  • Operating playbooks, governance, and accountability systems

AI Governance, Privacy + Risk

  • AI content governance and QA frameworks

  • GDPR / CCPA program design and execution

  • Data governance, policy, and audit readiness

  • Scalable compliance that supports innovation

IT, Systems + Infrastructure

  • IT operations and systems governance

  • Enterprise tooling rationalization and modernization

  • ERP, HCM, work management, CRM, and analytics stack optimization

  • Security-, privacy-, and scale-aware systems design

Cost Efficiency + Resource Optimization

  • SaaS, vendor, and tooling consolidation

  • Zero-based budgeting and spend reallocation

  • Real estate and facilities optimization for hybrid organizations

  • Capacity planning and utilization improvement

Pre-Acquisition + Transaction Readiness

  • Operational diligence for buyers and sellers

  • Pre-LOI risk identification and readiness assessments

  • Org, process, and systems maturity evaluation

  • Data room preparation and operating documentation

  • Synergy modeling and integration planning

Board, Investor + Executive Readiness

  • Executive dashboards and reporting cadence

  • Operating narratives tied to P&L and growth

  • Support for growth equity, diligence, and board communications

GTM + Revenue Operations

  • Funnel, pipeline, and forecasting infrastructure

  • CRM, enrichment, and analytics optimization

  • Sales, marketing, and delivery alignment

  • KPI architecture linking GTM velocity to financial outcomes

Post-Acquisition Integration

  • Integration planning and execution across operations, systems, and teams

  • Tooling, process, and governance harmonization

  • Org design, role clarity, and change management

  • Early synergy capture and cross-sell enablement

Experiential Marketing + Brand Operations

  • Experiential program operations and execution planning

  • Cross-channel campaign orchestration (paid, owned, earned, live)

  • Vendor, agency, and production partner management

  • Budget oversight, rights clearance, and compliance

  • Multi-market rollout coordination and measurement