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 & Advisory

  • Strategic and operational advisory alongside your UKG Ready implementation team — we are not the implementer
  • Architecture and configuration strategy for PEO operations
  • Dual-model environment design for PEO and service bureau on the same platform
  • Model company setup, co-employment workflow, and benefits carrier integration strategy
  • New module rollout strategy and functionality release planning
  • 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

AI Strategy & Implementation

  • AI readiness evaluation across data, systems, and team capability
  • Workflow assessment for real AI opportunity identification — not buzzword chasing
  • Tool evaluation and selection guidance
  • Custom AI tool development where off-the-shelf doesn't fit
  • Integration with existing platforms and data security review
  • Phased rollout, training, and post-implementation optimization
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.

What we are not.

Not a PEO

We don't act as an employer of record and we don't administer payroll or benefits for your clients.

Not an HCM implementer

We don't configure UKG Ready or any other platform on your behalf. We work alongside your implementation team — making sure what gets built fits your business before it gets built wrong.

Not a generic project shop

We run engagements within the depth we actually have. When something needs specialty expertise, we pull from trusted connections built over our careers — they work under our engagement, supporting the program. The relationship stays with us.

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.

Book a Discovery Call