Services

What we're actually here to do.

The capabilities page tells you what we know. This page tells you what we specifically do within each engagement — the concrete work that happens when you bring us in. Every engagement starts with a discovery conversation because scope is always tailored to what you actually need. These are the building blocks we work from.

What we are not.

Not a PEO

We're consultants and advisors. We don't act as an employer of record and we don't administer payroll or benefits on behalf of your clients.

Not an HCM implementer

We don't configure UKG Ready or any other platform on your behalf. We're the strategic and operational advisory layer that works alongside your implementation team — making sure what gets built actually fits your business before it gets built wrong.

Not a generic project shop

We run engagements within the operational and technical depth we actually have. When something calls for specialty expertise we don't carry in house, we pull from trusted connections built over our careers — they work under our engagement, supporting the program. We stay in the lead, the relationship stays with us, and we stay accountable for the outcome.

Operational & Strategic

The eight services we run.

Every service starts with a free discovery call and ends with a scoped proposal that reflects exactly what your situation requires. No one-size-fits-all rate, no rigid templates.

01

PEO Launch Advisory

For: Service bureaus adding a PEO model for the first time.

Most leaders see the revenue opportunity clearly. What gets missed is the operational cost, compliance foundation, and team infrastructure complexity — until the teams are left to figure it out on the fly.

  • Current state operational assessment
  • PEO viability and readiness evaluation
  • Compliance and regulatory framework development
  • State licensing and registration guidance
  • Team structure design and gap analysis
  • Process documentation and workflow design
  • System infrastructure review and scaling
  • Product and industry review and recommendations
  • Vendor RFP assistance and selection guidance
  • Team training program design and delivery
  • Hands-on rollout guidance — we don't just hand you the plan
  • Go-forward roadmap and implementation sequence
  • On-call advisory support after launch if desired
Where this works best: Leadership teams aligned on the direction they want to head, even when the path there is still being shaped. Complexity, competing priorities, and tough trade-offs are part of the work — shared intent at the top is what makes the rest of it productive.
02

HCM Strategy & Process Advisory

For: Organizations implementing or optimizing an HCM platform who need strategic and operational guidance alongside their implementation team.

The symptoms that bring us in: errors increasing, teams working overtime without getting ahead, leadership too close to the day-to-day to see the full picture. The people closest to the work almost always know what's broken before it's visible at higher levels.

  • Current state workflow and process audit
  • Cross-organizational assessment — executive to front line
  • Executive and leadership requirements analysis for metrics reporting
  • Systems connection review and integration recommendations
  • Cross-system reporting foundation discovery and recommendations
  • Workflow redesign recommendations and implementation oversight
  • Configuration and process guidance for implementation teams
  • Change management and team communication strategy
  • Training recommendations and documentation
  • Post-implementation review and optimization guidance
  • Product and vendor review and recommendations
Where this works best: When you want a candid second read on the decisions already in motion. Sometimes our work confirms the direction you're heading; sometimes it surfaces details worth a closer look before you commit. Either way, the value is honest perspective from outside the room.
03

Operational Rescue & Restructure

For: Organizations where something is visibly broken — or where the warning signs are there and nobody can agree on what's causing it.

No hidden motives. No internal politics. No prior relationships that cloud the picture. People will say things to an outside party they'd never say to their manager — and that honesty is where the real diagnosis starts.

  • Organizational assessment top to bottom
  • Root cause analysis across departments
  • Process audit and bottleneck identification
  • Role clarity and responsibility gap analysis
  • Cross-departmental workflow redesign recommendations
  • Implementation oversight of approved changes if desired
  • Team communication and structure recommendations
  • Executive and leadership requirements analysis
  • Documentation of current state and future state
  • Leadership presentation of findings and recommendations
  • Stabilization plan and path forward
  • On-call support during and after transition if desired
Where this works best: When leadership wants the truth — even if they don't yet agree on the cause. Our role is to bring an outside read the whole team can work from: clear findings, presented evenly, so the organization can move forward together rather than in pieces.
04

Fractional Executive Advisory

For: Organizations in transition or growth mode that need senior operational or strategic leadership without a full-time hire.

Think of this as an interim executive role — while you're searching for a permanent hire, elevating someone into a new position, or navigating a growth phase where experienced guidance isn't available internally.

  • Ongoing strategic advisory at defined cadence
  • Day-to-day leadership of teams within scope if needed
  • Interim executive coverage during transition or vacancy
  • Organizational direction and priority setting support
  • Vendor and partner strategy advisory
  • Product and industry review and recommendations
  • Cross-functional alignment and communication support
  • Escalation point for complex operational decisions
  • Executive mentorship for leaders stepping into new roles
  • Budget review and advisory
  • Scope and engagement flexibility as needs evolve
Where this works best: When you want senior-level perspective and steady leadership at a fractional cadence. We carry multiple client engagements at once — that breadth is part of what you're getting — and we shape the rhythm of the work around what your organization actually needs.
05

Project & Program Management

For: Organizations running complex strategic initiatives that need industry-specific leadership — not just someone who knows how to manage a project.

Traditional project managers have the technical PM skills but not the industry knowledge of why. We bring both — and when something isn't working, we find a way forward rather than reporting the problem up the chain.

  • Strategic initiative scoping and planning
  • Program architecture across multiple workstreams
  • Cross-functional team coordination and alignment
  • Stakeholder communication and executive reporting
  • Risk identification and mitigation planning
  • Budget review, approval oversight, and variance management
  • Milestone tracking and accountability frameworks
  • Internal PM partnership and strategic oversight
  • Workaround development when original plans don't hold
  • Change management and organizational readiness
  • Vendor and implementation team oversight
  • Post-program review and lessons learned
06

IT Infrastructure & Systems Strategy

For: Organizations standing up, changing, or securing their technology infrastructure.

Every infrastructure challenge gets the same treatment: understand the full system before touching any part of it, and don't deploy anything that hasn't been validated. That standard came from environments where the cost of getting it wrong wasn't measured in dollars.

  • Current infrastructure assessment and gap analysis
  • Network architecture design and recommendations
  • Hardware and software evaluation and selection support
  • Vendor RFP assistance and selection guidance
  • Security risk review and remediation recommendations
  • HIPAA-compliant data handling framework
  • Certified device decommissioning and secure data clearing
  • Chain of custody documentation and audit trail
  • IT standardization and SOP development
  • Reporting workflow standardization
  • Manual process elimination and automation identification
  • AI strategy assistance if desired
07

AI Strategy & Implementation

For: Organizations that need a real AI strategy — and the implementation to back it up.

Everyone is being told they need AI. Very few organizations know what that actually means for their workflows, their data, or their existing systems. We build the strategy and then implement it — including custom tools where off-the-shelf solutions don't fit. AI is not our headline. It's a capability we use where it actually solves a problem.

  • Current workflow and process assessment for AI opportunity identification
  • AI readiness evaluation — data, systems, team capability
  • Tool evaluation and selection guidance
  • Systems integration planning with existing platforms
  • Custom AI tool development where needed
  • Custom tool creation for gaps off-the-shelf software doesn't cover
  • Other systems integration and custom solution development
  • Data security and compliance review for AI implementation
  • Team training and adoption planning
  • Phased rollout strategy and oversight
  • Post-implementation performance review and optimization
08

Technical Training & Standardization

For: Organizations bringing new technology to existing teams, or teams that need structured knowledge transfer that actually sticks.

Built on more than 1,500 hours instructing on complex technical systems in environments where ambiguity wasn't an option. The same zero-ambiguity standard applied to corporate technology training.

  • Training needs assessment and gap analysis
  • Training program design and curriculum development
  • Train-the-Trainer workshop development and delivery
  • SOP and technical documentation creation
  • Competency evaluation and performance benchmarking
  • Knowledge base and reference library development
  • Certification pathway design
  • Onboarding program design for new technical staff
  • Ongoing training cadence and update framework

Not sure which service fits your situation?

That's what the discovery call is for. We'll figure it out together.

Book a Discovery Call
How We Structure the Work

Picked to fit your need, not a template.

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.

01

Discovery Call

We learn your business, your gaps, your goals, and your timeline. No assumptions.

02

Scoped Proposal

A tailored proposal with clearly defined scope, deliverables, timeline, and investment.

03

Service Agreement

A professional agreement that protects both parties and defines the engagement clearly.

04

We Get to Work

No ramp-up theater. We show up ready to build, solve, and deliver from day one.

Ready to start the conversation?

The discovery call is free. The scope is yours to shape. Let's see if we're the right fit.

Book a Discovery Call
casey@phazedcatalyst.com · chase@phazedcatalyst.com