How We Engage

Four ways to bring us in.

Independent delivery, scoped to exactly where you need it — backed by AI-driven program intelligence and a senior owner accountable for the outcome.

The Engagement Lifecycle

Four engagements. One lifecycle.

THE IDEAINITIATIONPLANNINGEXECUTIONGO-LIVEHYPERCAREHAND-OFF TO RUNTHE HAPPY PATH — estimate it, win it, run itTHE BLUEPRINTTHE OPERATOR — owns delivery through go-live and hypercareTHE DISTRESS PATH — find the truth, fix the programGROUND TRUTH — a 2–4 week read, any phaseTHE TURNAROUND — when a program goes red

The Blueprint

The bid that wins the work — and becomes the plan.

You're bidding on a project, and the proposal has to win it. The Blueprint is a 2–3 week working engagement: we build your bid with you — phased plan, honest cost ranges, resources, scope, and requirements — as an interactive artifact inside Beacon, our AI delivery platform. Your client doesn't get another PDF; they get a living estimate they can explore. And if you win it, we'll run it — the Blueprint converts straight into an Operator engagement, so the plan you bid is the plan that ships.

Who It's For

  • Firms bidding on an upcoming project who need the proposal to stand out and hold up
  • Teams that know the work cold but need a credible plan and number to win it
  • Owners tired of losing bids to slicker proposals with worse delivery behind them
  • Anyone who wants the estimate to become the plan — not die in a slide deck

What You Get

  • A phased, milestone-level plan with effort estimates and target dates
  • Cost as honest ranges — low, likely, high — rolled up to a total and a projected end date
  • Resource plan, scope and requirements, and a starter risk register
  • An interactive Beacon artifact your client can explore — your own login, refined together
  • Win it, and we'll run it: one click converts the Blueprint into an Operator engagement

Duration

2–3 weeks · working sessions with a founder

Best For

Firms and teams bidding on upcoming projects that need a winning, credible estimate

Pricing varies by engagement — let's talk.

The Operator

We embed and run it. Not advisory — in the work.

We embed as the delivery lead and own your program week to week — managing the vendor, running governance, keeping stakeholders aligned, and resolving blockers before they become crises, all backed by AI-driven foresight that keeps surprises off your roadmap. The senior internal program lead you'd hire if you had the time — accountable, consistent, and in the work.

Who It's For

  • CIOs and COOs running a major technology program without a strong internal delivery lead
  • Companies that have the strategy and the vendor in place but no senior owner accountable for execution
  • Anyone who needs a senior operator, not a coordinator

What You Get

  • Embedded delivery leadership personally run by a founder
  • Vendor and SI management week to week
  • Governance structure and stakeholder alignment
  • Honest progress reporting directly to leadership
  • Flexible scope — heavier during active delivery, lighter during planning

Duration

3-month minimum · Typically 6–12 months

Best For

Mid-market companies with a major program in flight and no senior delivery lead

Pricing varies by engagement — let's talk.

Ground Truth

An independent, AI-assisted read on where your program really stands.

We bring in senior eyes and AI-driven analysis — sitting in your meetings, reviewing the plan and the numbers, and projecting where timeline, cost, and risk are actually heading. You get a clear, data-backed picture of program health and a straight recommendation on the path forward. The clarity you need before the next board review.

Who It's For

  • CFOs and COOs watching implementation costs creep with no clear explanation
  • Executive sponsors getting optimistic status reports that don't match what they're hearing internally
  • Board members or audit committees needing an independent view on a major in-flight program
  • Anyone who senses something is wrong but can't get a straight answer

What You Get

  • Plain-language written assessment report
  • Live executive briefing on findings
  • Independent evaluation of SI performance vs. plan
  • Honest recommendation on path forward
  • Optional ongoing monthly oversight retainer

Duration

3–4 weeks

Best For

Mid-market companies with an in-flight implementation that feels off

Pricing varies by engagement — let's talk.

The Turnaround

We take the wheel. This is not a report — it's a rescue.

For programs that have already broken down — a failed go-live, an SI gone quiet, costs that have doubled. We come in fast, get to the truth, and take over delivery leadership to drive the recovery. We manage or replace the SI, rebuild the plan, and stand up AI-driven risk and drift tracking so the program stays visible and predictable from here forward. From the moment we engage, we own the outcome.

Who It's For

  • CEOs, COOs, and CFOs with a visibly failed or stalled implementation
  • Anyone accountable for a program that has gone off the rails and needs someone to take charge
  • Organizations whose SI has underdelivered, gone silent, or walked
  • Board members fielding hard questions about a major IT spend

What You Get

  • Rapid damage assessment — what happened and what's salvageable
  • Full delivery leadership for the recovery
  • SI management or replacement coordination
  • Rebuilt plan with realistic milestones
  • Clear go/no-go checkpoints at each recovery phase

Duration

Typically 10–20 weeks to full recovery

Best For

Programs in active crisis that need someone to take charge now

Pricing varies by engagement — let's talk.

Not sure which fits?

Let's just talk — 30 minutes, no pitch deck.

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