Technology Consulting & Delivery · United States

Technology that earns its keep.

We connect the systems that don’t talk to each other, automate the work people are still doing by hand, and get stalled projects into production. Thirty years of enterprise delivery, applied at whatever scale your business actually is.

Tell us what you’re doing by hand Explore our capabilities

2 or 3

systems in the typical business that were never designed to talk to each other, with someone bridging the gap by hand every month What we find in the work

80% vs 37%

of people using AI say it improved their own productivity, yet only 37% of organizations can attribute any EBIT impact to it. The gap is workflow. McKinsey, State of AI 2026

of organizations attribute 5% or more of EBIT to AI, a share that did not move year over year McKinsey, Aug 2026 · n=1,719

Capabilities

Assess. Prove. Scale.

Every engagement begins by finding the work that shouldn’t be manual, builds proof in production, and scales what works, with a clear decision point at each stage. Engagements start small on purpose.

Start here

Systems Integration & Automation

The systems you already own, made to work together, with the recurring manual work between them removed for good. This is where most engagements begin, because the payback is immediate and countable.

Connect systems that don’t talk to each other
Documents and statements read into data, not retyped
The reporting your software won’t produce
Scheduled processes, alerts, and approvals that run themselves

Fixed scope · Fixed price

See what's included and what it costs →

Map it

AI Readiness & Revenue Assessment

Nearly nine in ten organizations now use AI somewhere. Six percent attribute 5% or more of EBIT to it, and that number has not moved in a year (McKinsey, 2026). This is an honest, vendor-neutral picture of which side of that gap you are on, plus the five opportunities with the largest revenue and margin impact for your business specifically.

AI readiness scorecard, benchmarked to peers
Systems, data & martech stack audit
Top-5 revenue AI opportunity map
90-day roadmap with owners and costs
Executive walkthrough session

Three weeks · Executive-led

Prove it

Pilot-to-Production Sprint

We take your best stalled pilot, or the top opportunity from the assessment, and get it live in production with adoption metrics your board can read.

One use case, taken all the way to production
Workflow redesign and team adoption plan
Measured against revenue and margin KPIs

60 to 90 days · Scoped from your assessment

Scale it

Executive AI Leadership

Ongoing senior coverage without the executive-search wait: CTO/CAIO leadership on the technology side, CMO leadership on the revenue side, embedded with your team.

Technology & AI strategy ownership
Marketing & revenue operations leadership
Start in two weeks, not six months

Ongoing · 6 to 12 months

Two weeks

AI Governance & Policy Sprint

In IBM’s 2026 breach study, 68% of breached organizations lacked AI governance, and where attackers hit AI systems directly, 92% had no proper access controls on them. Two weeks to a usage policy, tool inventory, and risk triage built to hand straight to your counsel.

Shadow-AI tool inventory
Usage policy & guardrails
Risk triage with a fix sequence

Two weeks · Counsel-ready output

Why we're different

AI for revenue, not AI for IT

Most AI assessments are written by technologists for the IT department. Ours are built by technology and marketing leadership working as one team, so every recommendation is tied to pipeline, conversion, pricing, and retention rather than infrastructure alone.

Executive-led, always. The executives who scope the work are the executives who deliver it, on every engagement. No handoff to a junior team.
Defined scope, published timelines. Engagements are scoped precisely and delivered on committed dates, agreed in writing before work starts. No drift, no surprises.
Built for the pilot-to-production gap. Among companies actually capturing value from AI, nearly three-quarters have fundamentally redesigned workflows around it. Among everyone else, one quarter have (McKinsey, 2026). The constraint is adoption, incentives and process: we bring the rigor to diagnose it and the operating experience to fix it.

Vendor-neutral. We take no referral fees or commissions from any tool we recommend.
Measurable by design. Every engagement defines its success metrics up front and reports against them.
US-focused, remote-first. We serve US mid-market companies and private equity portfolios, on your time zone.

For Business Owners

Start with the thing you do by hand.

Most businesses run two or three systems that were never designed to talk to each other, so somebody bridges the gap manually: exporting a file, retyping a column, rebuilding the same report on the last Friday of the month. It never appears on a budget line, which is why it survives for years.

The first conversation is free. Tell us the process that eats a day every month. We will give you an honest read on the call, whether it is worth fixing and roughly what it would cost, before anything is scoped or billed.
Fixed scope, fixed price. Anything larger starts with a short paid discovery listing what is manual, what it costs you, and a price to remove each piece, credited in full against the build if you go ahead.
Senior people, not a junior team. Thirty years of enterprise delivery, applied to a problem that would be too small for the firms that normally sell it.
We work alongside your IT, not instead of it. No helpdesk, no monitoring, no managing your computers. And we move data in and out of your accounting system without ever touching the decisions inside it.

Tell us what you are doing by hand

Nobody budgets for the day a month somebody spends retyping. It just quietly disappears.

Typical work: connecting a field app to invoicing, reading invoices and statements into data instead of retyping them, building the report the software will not produce, and automating the recurring process that currently runs on somebody remembering. Most engagements begin as one small fix and grow only as far as they are worth growing.

Based in Buford, Georgia. We work across metro Atlanta in person and elsewhere remotely.

For Private Equity

One standardized assessment. Your whole portfolio.

Global AI spending will reach $2.59 trillion this year, up 47% (Gartner, May 2026), while CIOs still struggle to prove the value of any of it. Operating teams are getting leaner while AI demands get louder. We give sponsors a repeatable, per-portco AI readiness module, sized for lower-middle-market companies, that slots into the 100-day plan the way you codify everything else.

Specialist depth, portfolio playbook. We run the assessments; your operating team keeps the standardized scorecard, templates, and methodology for reuse across the portfolio.
Built for the lower middle market. Engagements sized for $5M to $200M-revenue companies, the segment global firms overlook and internal AI teams can't stretch to cover.
Board-ready output. Scored roadmaps formatted for your reporting cadence, with every recommendation tied to income-statement line items. No transformation theater.

Discuss a portfolio program

Every month an AI initiative stalls inside a portco is a month of EBITDA that never shows up at exit.

Typical engagement: a pilot assessment at one portfolio company proving the model in six weeks, then portfolio rollout scheduled quarterly with your operating team: new platforms at the 100-day plan, existing portcos ahead of add-on integrations.

An operating-partner review meeting over printed portfolio roadmaps

How we engage

A disciplined path from briefing to scale

Start the conversation

A short call, or just tell us the process you run by hand: free, and no obligation. We will scope it honestly and price it before anything starts. Bigger questions get a working session with our executive team on where your AI agenda stands.

Assess

A three-week readiness and revenue assessment: interviews, systems review, opportunity map, and a costed 90-day roadmap. Under 12 hours of your team's time.

Prove

Pilot-to-production delivery on the highest-value opportunity, measured against the revenue and margin metrics defined up front.

Scale

Ongoing executive AI leadership as adoption widens: technology direction, revenue operations, and governance as one program.