Our Proven 4-Step Process

1

Gain a clear understanding and 360-degree view of your organization's desired outcome by asking, listening and learning about your business, culture and strategy.

2

Define and prioritize what needs to change.

3

Work with you to develop a roadmap designed to meet your objectives.

4

With plan in hand, engage the people, processes, systems and technology necessary to achieve results quickly.


Assess

Assess

We start by asking a lot of questions in order to avoid making assumptions and understand where you're coming from. Based on your input, we create a roadmap for change that meets your organization where it's at and directs it toward the desired outcome.

Align

Align

With new roadmap in hand, we help you communicate, clarify and get commitment from key stakeholders and build a detailed plan for execution.

Activate

Activate

This is the path to real results. In order to execute the plan, we help oversee, advise and augment your team by providing the right mix of experienced and utility players to help you succeed.

Our Team

With national accounting and consulting firm roots, you'll find everyone on our team is a veteran in their field; each having 15+ years of experience. We have broad business backgrounds, are ERP Selection and Implementation Pioneers and Technology and Unified Communications experts. How may we be of service?

Erin Koss - Principal

Erin Koss-Principal
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Amanda Bolton - Practice Administrator

Amanda Bolton-Practice Administrator
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