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Strategy & Transformation


Building an AI-Powered CIO Hub: From Reporting to Decision Intelligence
The Challenge In financial services, executives must balance rapid technology innovation with risk management, regulatory oversight, and investment accountability. When data is abundant, the challenge about is transforming fragmented information into actionable intelligence that supports faster, more confident decision-making. Many CIO organizations are data-rich but insight-poor. This challenge came into focus for a leading independent broker-dealer serving thousands of fina
Jul 32 min read


AI-Driven Contract Optimization: From Manual Review to Intelligent Negotiation
The Challenge Healthcare organizations are under increasing pressure to reduce operating costs while maintaining service quality and patient outcomes. Yet many sourcing and IT teams still rely on manual contract reviews to prepare for renewals, limiting their ability to identify risks, uncover savings opportunities, and negotiate from a position of strength. Organizations rely on vendor contracts as a key lever for cost control—but the process to manage them is often highly m
Jul 32 min read


From Manual Spreadsheets to Automated Reporting: Rethinking Pipeline Visibility
The Challenge A leading feed manufacturing and grain handling company relied on manual, spreadsheet-based reporting to manage pipeline inventory and planning. Data was pulled from multiple sources (ERP extracts, emails, spreadsheets) Reporting required significant manual effort across IT, Operations, Finance, and facility teams Inputs were inconsistent by location and timing Scenario planning was slow and difficult to scale This resulted in a time-consuming, error-prone proce
Jun 302 min read


Transforming Technology Delivery for the Nation's Largest Orthotic and Prosthetic Care Provider
Client Overview The client is the nation's largest provider of orthotic and prosthetic patient care, serving more than one million patients annually through a nationwide network of over 925 clinics and approximately 1,800 certified clinicians. Following years of growth through acquisition, the organization was managing an increasingly complex technology landscape while supporting critical patient care operations across hundreds of distributed locations. The Challenge The orga
May 12 min read


Epic Foundations Implementation at Regional Provider System
Client Overview Integrated multi-facility provider system with ~$2B annual revenue and a focus on providing value-based, comprehensive...
Sep 1, 20251 min read


Epic consolidation strategy & program for hospital merger
Client Overview Client is a regional healthcare provider with a network of hospitals, clinics, outpatient centers, and radiology...
Sep 1, 20251 min read


Location strategy for a Financial Services Firm
Client Overview Client is a Fortune 500 member that is a leader in the retail financial advice market and the nation’s largest...
Sep 1, 20251 min read


Travel and Expense Management Software Implementation
Client Overview The client is a PE owned $3.5B medical device company with presence in APAC, Europe, and the US. The...
Sep 1, 20251 min read


ERP Assessment for Transportation Client
Client Overview Client is one of North America’s premier freight-hauling railroad, covering 23 states in the western two-thirds of the...
Sep 1, 20251 min read


Persona definition, customer journey mapping, and sales funnel analysis for $4B digital marketing and media business
Client Overview Client is a global B2B digital marketing and media business with $4B revenue and 12,000 employees in 30 countries. ...
Sep 1, 20251 min read


Tech Strategy / Product Operating Model for F500 Retail Client
Client Overview Client is one of the nation's largest retailers of apparel, home, jewelry, and beauty merchandise. The organization...
Sep 1, 20251 min read


Establishing a Healthcare Transformation Office
Client Overview Client is a regional healthcare provider with a network of hospitals, clinics, outpatient centers, and radiology...
Sep 1, 20251 min read


The CIO's Playbook for Economic Uncertainty
We are getting into the heart of the NFL season, where every play reflects the hard work put in during the offseason, it’s the perfect time to reflect on how tech leaders can turn the tides of economic uncertainty into opportunities for growth. Just as NFL coaches meticulously fine-tune their teams during the off-season, technology leaders now have the chance to reshape their people, processes, and technology before the next wave of growth hits. Optimize Your Salary Cap (
Oct 17, 20243 min read


Post-Merger Integration with a Digital Advantage
This fictitious situation may sound familiar to Corporate Technology/Digital/IT teams: the firm has decided to close a proposed merger or...
Jan 18, 20226 min read
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