Operational Domain

PEO, HCM & Business Transformation

Led by Casey Howe — fifteen years inside the PEO and HCM industry, every seat from specialist to VP, every problem rebuilt rather than worked around.

PEO Operations & Infrastructure

  • PEO operational model design and buildout
  • Co-employment structure and compliance framework
  • Client onboarding and service delivery design
  • Departmental structure and staffing model design
  • State registration and PEO licensing guidance
  • Operational policy and procedure development

UKG Ready HCM Architecture

  • End-to-end UKG Ready implementation and configuration
  • Dual-model environment design for PEO and service bureau on the same platform
  • Model company setup, co-employment workflow, and benefits carrier integration
  • New module rollout and functionality release management
  • Integration design and intake process development
  • Ongoing platform optimization and strategy

Organization & Department Building

  • Building new departments from concept to operation
  • Failing team rescue, restructure, and recovery
  • Career progression path and talent development
  • Cross-departmental workflow and communication design
  • Sales, implementation, support, and product team buildout
  • Role definition, hiring frameworks, and team scaling

MasterTax & Payroll Tax Operations

  • MasterTax environment review and optimization
  • Payroll tax compliance framework design
  • UKG Ready to MasterTax integration oversight
  • Tax entity registration and multi-state management
  • Tax notice research, response, and resolution
  • Payroll tax team development and rebuild
Technical Domain

Systems Engineering & Technical Excellence

Led by Chase Howe, U.S. Army National Guard veteran in Aviation/Unmanned Systems with a parallel career in commercial aerospace systems engineering. He came up qualifying on 7 unmanned aircraft platforms, logging 2,500 flight hours with 1,500 of those instructing, and owning the requirements baseline and MBSE source of truth across multi-program embedded systems. If it isn't built to hold up under pressure, it isn't built right.

Systems Engineering & Architecture

  • Integrated solution architecture across software and hardware
  • Model-Based Systems Engineering and digital thread management
  • Requirements derivation, decomposition, and traceability
  • Operational pain points translated into testable requirements
  • System design documentation and source-of-truth maintenance
  • Stakeholder needs capture from operator to engineer

IT Infrastructure & Secure Data Handling

  • HIPAA-compliant data handling and chain-of-custody documentation
  • Certified hard drive zeroization with per-device certificate of destruction
  • IT equipment intake, refurbishment, and resale network
  • Secure decommissioning and audit-trail documentation
  • Network architecture and infrastructure design
  • Reporting workflow standardization and manual-entry elimination

Quality Assurance & System Validation

  • Rigorous integration testing before full deployment
  • Verification and validation protocol design
  • Root cause analysis and technical troubleshooting
  • Audit preparation and compliance documentation
  • Operational readiness reviews and gap remediation
  • Post-deployment performance monitoring

Integration & Automation Engineering

  • Hardware/software interface integration and testing
  • SOP development enabling workflow automation
  • Operator workflow capture using computer vision
  • Process automation and custom tooling
  • Integration spec development and rollout
  • Complex systems integration and technical rescue
  • Pre-deployment validation and operational handoff
Where Our Expertise Multiplies

The Collective.

Capabilities that draw on both domains — where operational know-how and engineering rigor compound into something neither could deliver alone.

Enterprise Program & Project Management

  • Enterprise-scale program management
  • Multi-client, multi-workstream initiative leadership
  • Stakeholder communication and executive reporting
  • Change management and organizational readiness
  • Vendor management and contract oversight
  • Risk management and milestone tracking

Training & Client Enablement

  • Enterprise training program design and delivery
  • Train-the-Trainer workshop development
  • Client-facing webinar series and facilitation
  • Internal staff onboarding and platform training
  • Process documentation and knowledge base development
  • Change adoption strategy and communication

Process Improvement & Automation

  • End-to-end process audit, redesign, and documentation
  • Workflow automation using existing technology stacks
  • Interdepartmental process and communication design
  • Scalability reviews and bottleneck resolution
  • Workers comp billing automation and migration
  • Billing consolidation and audit readiness

Sales Engineering & Technology Strategy

  • Technology stack assessment and roadmap development
  • Salesforce CRM rollout across all business functions
  • Technical requirements gathering and solution scoping
  • Demo and proof-of-concept development
  • Gap-fill tool identification and implementation
  • Beta testing frameworks and product feedback loops

Note: Financial infrastructure, treasury, and additional MasterTax capabilities are available to clients who need them — not our primary focus, but a deep area of experience.

Have a project in mind?

The discovery call is where we figure out which of these capabilities actually apply to what you're trying to fix.

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