Projects That Speak for Themselves

The challenge

The agency faced recurring audit findings and a 14-week preparation cycle that strained staff and delayed reporting to oversight bodies.

Our approach

We conducted a full assessment of existing controls, identified 23 process gaps, and redesigned the audit preparation workflow with automated reconciliation checkpoints and a tiered documentation framework.

The challenge

Leadership was evaluating a $12M expansion into two adjacent markets but lacked the data to prioritize one over the other or validate the investment thesis.

Our approach

We designed a mixed-methods research program combining primary interviews with 40+ industry stakeholders, secondary market data analysis, and a regulatory landscape review across both target markets.

The challenge

Rapid growth had created siloed departments, duplicated workflows, and a leadership team spending 60% of their time resolving cross-functional conflicts rather than driving strategy.

Our approach

We facilitated a structured organizational design process, mapping current-state workflows, identifying redundancies, and co-designing a new operating model with department heads. Change management support included communication planning and a 90-day adoption program.

The challenge

A planned ERP migration was at risk due to inconsistent chart of accounts, unreconciled legacy data, and a finance team with no prior ERP transition experience.

Our approach

We led a pre-migration financial readiness program: standardizing the chart of accounts across 6 entities, reconciling 3 years of historical data, and delivering hands-on training for the finance team on the new system's reporting architecture.

The challenge

The firm was losing bids to competitors without understanding why, and lacked a systematic way to track market positioning or anticipate competitive moves.

Our approach

We built a repeatable competitive intelligence framework — defining key monitoring signals, establishing a quarterly research cadence, and delivering structured landscape reports to the executive team.

The challenge

The organization's board and leadership team had divergent views on strategic priorities, making it impossible to align on a 3-year plan or allocate resources effectively.

Our approach

We designed and facilitated a structured strategic planning process — including stakeholder interviews, a board retreat, scenario planning workshops, and a final plan development sprint with the executive team.