What we do

Operational Excellence

We help mission-driven organizations achieve operational clarity and efficiency through:

  • Process redesign and organizational structure optimization

  • KPI frameworks and dashboard design

  • Cross-functional team enablement and coaching

  • Operational audits and transformation roadmaps

  • Partner strategy development and alignment mapping

  • Bridging business, programmatic, and tech teams for collective impact

Selected Projects:
Injury & Illness Prevention Plans (IIPPs), Operating Models, Information Systems Management, Financial Modeling

Technology Strategy

We guide organizations through thoughtful, human-centered technology transitions:

  • Vendor evaluation and tech stack optimization

  • Change management strategies for digital adoption

  • Staff training programs: builds, compliance, and responsible AI use

  • Privacy, security, and ethical GenAI integration

  • Internal tech fluency strategies for sustainable adoption

Selected Projects:
Google Workspace & Microsoft 365 optimization, Box-to-M365 transitions, Zoom-to-Teams transitions

Fractional COO Services

Flexible operational leadership for growing or transitioning organizations:

  • Interim operations executive leadership

  • Strategic planning and performance measurement

  • Infrastructure setup: HR, IT, finance, legal ops, and compliance frameworks

Board Governance & Organizational Strategy

Advisory support to align leadership, strategy, and values:

  • Board development, training, and role clarity

  • Strategic alignment and decision-making workshops

  • Leadership transitions and succession planning

  • DEIBJ (Diversity, Equity, Inclusion, Belonging, and Justice) strategy integration