Services

Three engagements.
One architecture.

Each tier is designed to stand alone or sequence naturally into the next. Most clients begin with an Assessment — bounded, deliverable, and designed to produce a clear blueprint with no obligation beyond it.

01 · Entry point
Operating Architecture Assessment
2–3 weeks · Fixed fee
  • Current-state operational map
  • Vendor stack evaluation and cost analysis
  • Microsoft 365 utilization audit
  • Workflow bottleneck identification
  • Overlap and consolidation opportunities
  • Risk and control gap analysis
  • Architecture blueprint with priorities
02 · Execution
Infrastructure & Vendor Architecture
Project-based
  • IT stack redesign and M365 optimization
  • Payroll platform evaluation and selection
  • MSP and vendor RFP design and management
  • Contract benchmarking and renewal strategy
  • Document management implementation
  • Workflow modernization oversight
  • AI-enabled workflow integration and governance
03 · Ongoing
Ongoing Strategic Oversight
Retainer · Quarterly cadence
  • Quarterly vendor performance reviews
  • Contract renewal negotiation support
  • Automation and AI roadmap management
  • Operational scaling advisory
  • Risk and redundancy monitoring
  • Fractional operating partner access
Vendor focus

Vendor discipline
across the stack.

We routinely evaluate managed services, productivity platforms, document management, security tools, and administrative vendors including payroll providers. The goal is not "tools" — it's an operating environment with clarity and accountability.


Most professional firms are overpaying for at least two vendors in their current stack. The Assessment surfaces them. The Architecture engagement renegotiates or replaces them. The Oversight retainer ensures the discipline holds.

"Savings follow from good architecture — they're proof of value, not the promise."
15+
Years operating in regulated, high-accountability environments
0
Vendor relationships that bias our recommendations
1
Advisor — no handoffs, no junior staff on your account

Not sure where to start?

Start with a brief call. We'll tell you whether an Assessment is the right first step — and what it would cover for your specific situation.