What the work actually looked like.

Pick the situation you're in.

These are the same situations listed on the services page. Only situations covered by a case study below are shown.

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• By service ↓
  All services

  • Executive Leadership, Interim & Fractional
  • M&A & the Deal Lifecycle
  • Transformation, Operating Model & Value Creation
  • AI Strategy, Delivery & Governance
  • Enterprise Systems, Data & Custom Software

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• By situation ↓
  All situations

  Fractional

  • The tech seat is empty and decisions can't wait.
  • A year-long migration nobody here has run.
  • You inherited the tech. Nobody can say what shape.
  • Your biggest customer made the certificate a condition.
  • Their tech lead stayed. The systems came with you.
  • Contracts signed when you were smaller. They renew.
  • You bought a company. Two of everything, one team.
  • The team is sized to run. The extra has nowhere to go.
  • You committed to SOC 2. The date beats the work.

  M&A

  • Diligence priced the parent, not the unit.
  • An early guess became the budget you promised.
  • The TSA ends before you're off their systems.
  • A status report that's always green, never trusted.
  • Timeline slips, and the synergies never land.
  • Synergies had dates, but no owner to hit them.
  • Both sides run their own ERP. You pay twice.
  • Integration cost blew past what you approved.

  Transformation

  • The deal closed a year ago. Still nobody owns anything.
  • Time gone, money spent, nothing to show for either.
  • The company doubled. The way it runs didn't.
  • The board set the date. Nobody wrote the plan.
  • The new platform works. Half the business doesn't.
  • The change is agreed. Nobody scoped or priced it.
  • Exit in eighteen months. Diligence would expose it.
  • A contract set the date. The plan came after.
  • The status pack says green. The team wouldn't.
  • Spending is on plan. The schedule isn't.
  • You approved a figure built before anyone knew.

  AI

  • Company data is already inside public AI tools.
  • You can show what the AI decided. Not why.
  • A team built an AI tool. Nobody knows its reach.
  • The AI acts on its own. Nobody set the limits.
  • Every proposal assumes your data is ready.
  • Asked for an AI strategy. You have a pilot and slide.
  • The return is in the deck, but the math isn't.
  • The demo ran on their data, not yours.
  • Fund it now, or wait for software you already own?
  • The pilot worked, then it became nobody's job.
  • Legal killed the last one. No one said what passes.

  Systems

  • Only your vendor can read your own software.
  • Load bearing, and one person understands it.
  • You paid for it. Only the builder can touch it.
  • You approved the license. Not the rest of it.
  • A mandatory upgrade. Will your customizations survive?

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• Everything