Partner With Us
Every engagement starts with a discovery conversation.
No assumptions. No scripts. No one-size-fits-all answers. Just an honest conversation about where you are and where you want to go.
No assumptions. No scripts. No one-size-fits-all answers. Just an honest conversation about where you are and where you want to go.
Two specialty domains. One Collective. The combined surface area we cover, whether retained as fractional executives or scoped into a single project.
Every engagement begins with a formal discovery and scoping conversation. The contracted scope is defined by what you actually need, documented clearly, and protected by a professional services agreement that works for both parties.
We learn your business, your gaps, your goals, and your timeline. No assumptions.
A tailored proposal with clearly defined scope, deliverables, timeline, and investment.
A professional agreement that protects both parties and defines the engagement clearly.
No ramp-up theater. We show up ready to build, solve, and deliver from day one.
Sustained fractional leadership across defined workstreams. Best for organizations needing senior-level guidance over 6 to 18 months.
Fixed-scope engagement with defined deliverables and timeline. Best for PEO buildouts, platform implementations, or department launches.
Systems engineering, architecture, and IT infrastructure support for organizations with complex technology environments.
Collaborative partnerships with technology companies seeking PEO, HCM, and systems engineering expertise for product development and market validation.
The kind of work this firm is built on. Every engagement below was executed by our founders personally, often simultaneously, almost always under-resourced, and always delivered.
Designed and led the simultaneous migration of 400+ PEO and service bureau clients to UKG Ready across all 50 states and Puerto Rico. Built the full program, managed all workstreams, coordinated cross-functional teams, and drove go-live execution across the entire portfolio. One of the largest deployments of its kind.
Took over as Director of Payroll Tax of a department with no documentation, no defined processes, and minimal budget. Rebuilt the function from the ground up: a top-to-bottom optimization of MasterTax operations and the UKG Ready integration, plus the compliance reviews, multi-state filing procedures, and operational workflows that turned a failing department into a scalable operation.
Replaced company-wide reliance on email distribution lists for all interdepartmental task management by designing a complete operational workflow platform in Smartsheet at zero additional cost. Every department moved off email entirely. Also identified and deployed Clustdoc as a client onboarding portal, evaluated and implemented without external support or budget.
Designed and led full Salesforce implementation across all departments including sales, implementation, support, HR, benefits, payroll, and tax. Built interdepartmental case flows, metrics dashboards, and at-risk client reporting that gave leadership enterprise-wide visibility for the first time. Also developed UKG Marketplace vendor strategy that created new client retention and revenue share opportunities.
Served as primary technical bridge during high-stakes integrations of proprietary hardware and custom software where internal teams had reached the limits of their capability. Engineered solutions for zero-latency real-time data processing, executed rigorous pre-deployment test plans, and resolved the hardware and software friction points that stopped everyone else.
Conducted advanced train-the-trainer workshops across global sites, establishing the organizational gold standard for system standardization. Built training pipelines from the ground up, ensuring all personnel had current operational procedures and measurable performance benchmarks. Achieved elite compliance ratings during rigorous federal standardization inspections.
Owned the requirements baseline and Model-Based Systems Engineering source of truth across multi-program embedded hardware and software systems. Architected the digital thread that kept stakeholder needs traceable from first capture through delivery. Translated operational language into testable, verifiable system requirements and maintained the system documentation engineering teams used as their daily map for development. Authored a global Training Standard Operating Procedure governing technical content development and standardization metrics across the organization.
Served as Standardization Lead and Squad Leader in the U.S. Army National Guard, leading an 11-person aviation team. Held Army Basic Instructor Course and Instructor Operator certifications. Conducted standardized performance evaluations and progressive technical training, designed cross-state training initiatives that reduced enterprise costs while accelerating operational readiness, and directed unit-wide compliance initiatives that achieved a 95% overall rating during rigorous federal standardization inspections.
The discovery call is free. The scope is yours to shape. Let's see if we're the right fit.
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