Imagine a future where your data works harder, your processes run smoother, and your team spends less time chasing fire drills -- and more time driving strategy.
For our clients, this isn't a pipe dream. It's reality when you focus on building the operational maturity of your organization.
What We Deliver
AI Maturity Audit
Are you hearing AI everywhere, but not sure what that means for your business?
We'll deliver a current-state evaluation with our AI Maturity Model along with immediate impact use cases and a long-term AI roadmap.
Data Services
Struggling with data siloes, manual reporting, inaccurate data, and a lack of desired reporting?
From Power BI to Data Warehouse builds, we can help you build a data-driven environment.
Process Excellence
Inefficient and manual processes? Lacking appropriate process documentation?
We'll help you build mature, efficient processes with our process maturity framework.
Project Management
Working through major change initiatives or implementations?
We provide project management expertise to manage major change initiatives and build PMO structures for organizations in need.
Case Studies
Cloud Migration Plan
We helped The Alliance scope and plan an Azure cloud migration. Download the case study below.
Project Management Office Implementation
We assisted AllCare Health with the creation and implementation of a PMO office. Download the case study below.
Process Documentation & Current-State Evaluation
We helped a healthcare organization clearly map current-state processes, define KPIs, build initial Power BI environment, and identify automation opportunities. Download the case study below.
ETL & Power BI Development
We helped VMG build a scalable ETL process to clean 17+ million records and helped build Power BI reporting on top. Download the case study below.
Data Warehouse Build
We helped a regional bank build a data warehouse and reporting. Download the case study below.
Enterprise IT Consolidation
We led project management on the post-merger integration of 11 different companies into a single technical tenant. Download case study below.
Ready to build operational intelligence and drive scalable growth?
Whether you're stuck in spreadsheets or ready for real-time automation, we meet you where you are.
Hear More From Us:
Startups can usually navigate their initial stages on their own, but at some point, it’ll be time to call in auxiliary support. Bringing others into the fold does more than free up time that would be better spent on product development and/or growth. In some cases, such as hiring a fractional CFO, it can be a game-changer that has a long-lasting impact on the startup’s prospects. In this post, we’ll outline everything seed or series A startups need to know about fractional CFOs, including what they do, how they can help, and signs that it’s time to bring one on board. The Role of a Fractional CFO A fractional CFO is essentially the same as a regular CFO — Chief Financial Officer — only on a part-time or contract basis. They provide a budget-friendly way to access high-level financial expertise without having to make a long-term commitment (i.e., hiring a full-time CFO). Fractional CFOs excel at managing a company’s financial health, doing everything from assessing risks to identifying money pits. While there’s a cost attached to hiring a fractional CFO, it’s typically considered a vital investment. A good fractional CFO will optimize cash flow, develop robust financial plans, improve investor communication, and function as a strategic advisor on key business decisions, to name just a few of their qualities. In other words: they can have a huge impact. How a Fractional Chief Financial Officer Can Help Fractional CFOs can help seed or series A startups in dozens of ways. If it’s in some way related to the startup's financial health, a fractional CFO can help. Let’s take a look at some of the key ways. Financial Oversight The early stages of a startup can involve making many quick decisions that will have long-term financial implications. A fractional CFO provides expert financial oversight, ensuring that founders can make data-driven decisions that ultimately benefit the company’s financial health. During the exciting early stages, startups are liable to make decisions based on gut instinct. A fractional CFO’s guidance can help prevent a startup from making one of the common errors, such as running out of cash or relying too heavily on credit. Raising Capital Raising funds is complex and nerve-wracking for even the most confident of startups. A fractional CFO can help with various aspects of the capital-raising process, including putting together financial documents, creating a compelling and engaging business case for the startup, and building relations with investors. Ultimately, the experience a fractional CFO brings to the table can transfer to a show of confidence that can grab an investor's attention, which is essential in a hypercompetitive market. Cash Flow Cash flow difficulties are the number one reason why seed and series A startups shut down. Even if the underlying product was solid and had plenty of potential to be a market success, there’s simply not much that can be done once the money dries up. Prioritizing cash flow management is essential, but most founders don’t have the time — or expertise — to do so sufficiently. A fractional CFO can optimize runway management, create a realistic 12-month cash flow model, identify money burns, and provide advice on how to balance headcount requirements against financial health. Avoiding Financial and Legal Errors Many startups are driven by enthusiasm for their product and excitement about what the future may hold. In the process, they can often overlook key legal and financial details that may start small, but which can turn into big problems that are difficult to rectify later down the line. An experienced fractional CFO can help startups manage various financial and legal requirements, and in the process prevent any legal difficulties, fines, and reputational implications. Hiring a Fractional CFO At Seed Stage Some people argue that a fractional CFO isn’t needed at the seed stage, but that’s usually only the case if the startup founders have a strong financial background. If they don’t, then it’s best to bring a fractional CFO on board, even if it’s for only 5 - 10 hours a month. They can help maximize your cash flow to stretch it as far as possible, put together investor decks, set up a financials dashboard, and provide any additional finance-related assistance that’s required. Hiring a Fractional CFO At the Series A Stage It’s highly recommended for startups that reach the series A stage to hire a fractional CFO. At this stage, the scale of the operation is too large — and too important — to be left to guesswork and gut instinct. From rising investor expectations to increased burn and hiring requirements, a fractional CFO can bring an expert touch that can keep a startup on the right track, all for around 10 - 20 hours a month. They’ll also help you prepare for raising series B, at which they’ll leave and it’ll be time to hire a full-time CFO. Signs You Need a Fractional CFO You’ve Just Secured Funding: They’ll help stretch your funding as far as possible. You’re Spending a Lot: Spending more than $50,000 a month requires expert oversight. Strategic Decisions Are Being Made: A fractional CFO can analyze the startups’ CFO dashboard to help make data-driven, well-informed strategic decisions. You’re Spending Too Much Time on Finance-Related Tasks: Hiring a fractional CFO allows founders to focus on product development and growth. Investors Are Calling: A fractional CFO can provide clear, accurate answers that help to boost investor confidence. Conclusion Startups at the seed or series A stage can sometimes view fractional CFOs as a luxury; something that would be nice, but not absolutely necessary. At a stage when every dollar counts, hiring a fractional CFO can end up reasonably far down the priorities list. But it’s better to think of a good fractional CFO as essential, especially during the seed and series A phase of startup life. Their financial expertise helps startups to make better, well-informed decisions that have long-term implications. With a third of startups failing at the series A stage, hiring a fractional CFO isn’t a luxury — it can be the difference between dying and thriving.
As companies race to adopt artificial intelligence, one common roadblock stands in the way of sustainable success: poor data governance. For business leaders eyeing AI integration, the temptation to jump straight into tools, platforms, or model deployment is understandable. But without a solid foundation of trustworthy, structured, and governed data, even the most promising AI projects are bound to underperform–or fail entirely. Many organizations have been throwing around AI as a buzzword, like it's the answer to all their problems, but nobody actually knows where to start with implementation. Sound familiar? If this sounds like you, it's likely that your business is in a position of operational immaturity that prevents it from clearly identifying and executing on AI implementation use cases. If that is the case, then there are levels of maturation that have to be reached before true, enterprise changing AI capabilities will be unlocked to you. What are those levels of maturation? Well, there's several, but one of the critical ones and the point of this piece of writing is to focus on strong data governance practices. What Is Data Governance? Data governance refers to the people, processes, and policies that ensure data is accurate, consistent, secure, and used responsibly across an organization. It sets the framework for who owns data, how it should be managed, how quality is maintained, and how it can be accessed or shared. In practice, data governance is less about controlling data and more about enabling trusted and usable data for decision-making, compliance, and digital transformation–including AI. Why AI Projects Fail Without Governance Many AI and machine learning initiatives start with bold ambitions such as predictive analytics, customer personalization, intelligent automation, but often end with disappointing results. The common thread? Poor data quality, lack of context, and misaligned infrastructure. In 2024 , 42% of companies abandoned most of their AI initiatives, with data challenges being a primary driver for abandonment. Here are just a few ways weak governance derails AI efforts: Inconsistent or inaccurate data leads to flawed models and unreliable predictions. Lack of metadata or lineage creates confusion about where data comes from and how it’s been used. Unclear ownership delays projects and increases risk. Limited access controls can expose sensitive data or limit collaboration. Without a strategic governance framework, AI tools end up learning from the wrong data, or from data no one can trace or explain. That’s not just inefficient; it’s dangerous. Why Governance Is the Foundation for AI Maturity For AI to deliver real value, it must be repeatable, scalable, and ethical. That means it must be powered by clean, contextual, and compliant data. Strong data governance supports AI maturity by enabling: Accurate predictions : AI models are only as good as the data they learn from. High-quality, well-labelled data improves outcomes. Scalable automation : Standardized data structures and definitions allow AI systems to scale across functions without constant intervention. Responsible AI : Governance ensures accountability, auditability, and transparency. These are key components of ethical AI usage, especially in regulated industries. Put simply, data governance is not an IT function; it's a strategic business enabler that ensures AI efforts aren’t built on sand. Core Elements of Effective Data Governance If you're evaluating data governance consulting partnerships or developing your own internal policies, focus on these four essential pillars. Data Ownership and Stewardship Define clear data owners who are responsible for maintaining accuracy, consistency, and compliance within their domain. Data Quality Standards Set and monitor standards for completeness, accuracy, and timeliness. This includes routine validation and correction processes. Metadata and Lineage Track where data comes from, how it's transformed, and who uses it. This builds trust and provides essential context for AI training datasets. Access and Security Controls Implement role-based access to ensure the right people have access to the right data–nothing more, nothing less. This supports both collaboration and compliance. Practical Steps to Improve Governance Today You don’t need a large enterprise budget to start making improvements. Here are a few steps any organization can take now: Conduct a data audit : Understand what data you have, where it lives, and how it’s used. Define roles and responsibilities : Assign data stewards or champions in each business unit. Standardize key data elements : Create common definitions and data dictionaries for business-critical fields. Invest in lightweight governance tools : Cloud-based platforms like Collibra, Alation, or even Microsoft Purview offer scalable governance without heavy infrastructure. Seek expert support : A data governance consulting partner can help fast-track implementation and avoid common pitfalls. How Governance Supports AI Maturity Models AI maturity is a progression through distinct stages of maturation to fully realize AI integration inside an organization. At every step along this journey, governed data serves as the essential fuel. In the early phases, foundational steps will be put into place to support both data governance and enterprise operations. As an organization evolves operationally, strong data governance ensures that models are trained on clean, relevant, and well-understood data. As AI efforts mature, governance supports more advanced needs like model retraining, auditability, regulatory compliance, and enterprise-wide scaling. As a result, companies that prioritize governance from the start not only advance more quickly, but also significantly reduce risk at every stage of AI adoption. Start with Governance to Succeed with AI For companies aiming to harness AI, data governance is a strategic step that must take place. It ensures that AI initiatives are built on a trusted foundation of quality data, enabling more accurate predictions, scalable automation, and responsible outcomes. Whether you’re just starting or looking to enhance existing AI capabilities, now is the time to evaluate and invest in practical, business-led governance.
In this article, we’ll explore why small business project management is crucial, how structured project management methods prevent common pitfalls, and why even businesses with limited resources should prioritize it. What is Project Management? At its core, project management is the structured organization, execution, and completion of a project from start to finish. It’s a discipline that requires planning, coordination, and control to ensure successful outcomes. No matter the project – whether launching a new service, adopting new technology, or improving internal processes – successful execution follows a lifecycle with distinct phases: Initiation – Defining project goals, scope, and feasibility. Planning – Developing a roadmap, setting milestones, and identifying risks. Execution – Implementing the plan, managing tasks, and driving progress. Monitoring and Controlling – Tracking performance, making adjustments, and ensuring alignment with objectives. Closing – Evaluating success, documenting lessons learned, and finalizing the project. These phases, widely used in project management frameworks, provide structure, clarity, and direction – all crucial for small business success. Why Project Management is Even More Important for Small Businesses Larger companies typically have dedicated project managers or teams overseeing initiatives, ensuring projects stay on track. But in small businesses, leaders and employees often wear multiple hats, juggling responsibilities without a structured plan. Without proper project management, small businesses often face: Budget overruns – Lack of planning leads to unexpected costs. Missed deadlines – Without clear milestones, projects take longer than expected. Employee burnout – Teams get overwhelmed without a clear structure. Wasted resources – Poor planning leads to inefficiencies and lost productivity. Project failure – Without defined goals, execution can derail. Some small business owners may think, "We’re small; we don’t need formal project management." But size doesn’t dictate the need for structure. In fact, small businesses often need it more to ensure efficient growth, prevent wasted time, and maximize limited resources. Even businesses without the budget for a full-time project manager can use structured project management methods or work with a fractional project manager to gain expertise on an as-needed basis. How Project Management Prevents Failure: A CRM Implementation Example To illustrate the power of small business project management, let’s look at a common small business project: implementing a Customer Relationship Management (CRM) system. Scenario: A Small Business Wants to Implement a CRM Without Project Management Without structure project management, a business may: Choose the wrong CRM because they didn’t define clear goals. Struggle with data migration issues, leading to lost or duplicated customer records. Overspend due to poor budgeting and unexpected costs. Face low employee adoption because of lack of training or resistance to change. Fail to integrate the CRM properly with existing systems. Waste time and resources, ultimately abandoning the system. Scenario: A Small Business Uses Project Management for CRM Implementation If a business decides to approach this project with the tried-and-true project management method of using the five phases to do so, here’s how that might look: Initiation Phase (Defining the Project) Objective: Determine the need for a CRM and gain stakeholder buy-in. Identify challenges such as lost leads and inefficient follow-ups. Define project goals like tracking customer interactions and automate follow-ups. Create a budget and research software options. Gain leadership approval and document the project scope. Planning Phase (Creating the Roadmap) Objective: Develop a structured implementation plan. Select the best CRM (Salesforce, HubSpot, Zoho, etc.) Define project scope, timeline, and milestones. Assign roles (IT for integration, sales for testing, etc.) Identify risks such as staff resistance, technical issues, and any foreseeable migration issues. Create a training plan to ensure successful adoption. Execution Phase (Implementing the CRM) Objective: Deploy the CRM and begin usage. Purchase and install the CRM software. Migrate existing customer data carefully. Customize the CRM to align with business needs. Conduct initial employee training sessions. Launch a pilot program before full rollout. Monitoring & Controlling Phase (Tracking Progress and Adjustments) Objective: Ensure smooth operation and make improvements. Gather user feedback from employees. Track performance metrics such as response time and conversion rates. Address integration challenges and make system refinements. Provide additional training if needed. Closure Phase (Finalizing & Evaluating) Objective: Complete the project and assess its impact. Conduct a final project review. Document lessons learned and best practices. Hold a stakeholder meeting for feedback. Provide ongoing employee support. Transition to regular business operations. With this structured approach, the CRM implementation stays on budget, meets deadlines, and delivers measurable value to the business. What Small Businesses Gain from Project Management A well-managed project provides tangible benefits that improve business performance. Key advantages include: Time Management – Keeps the entire team aligned with clear deadlines. Streamlined Workflows – Ensures tasks are completed efficiently. Improved Stakeholder Communication – Enhances transparency and engagement. Higher Accountability – Ensures everyone knows their role and responsibilities. Risk Mitigation – Identifies challenges before they become major problems. Budget Control – Prevents overspending through careful planning. Where Should Small Businesses Start? If your small business has struggled with past projects or is preparing for a new initiative, structured project management is the key to success. Start by mapping out your project phases. Even a basic framework can prevent common mistakes. Use project management tools like Trello, Asana, or Monday.com to keep your team on track. Consider working with a fractional project manager to provide expertise without the cost of a full-time hire. Final Thoughts: Small Businesses Must Think Big with Their Projects Even if a business is small in size , its projects should not be treated that way. Structured project management lays the foundation for growth, efficiency, and long-term success. The right project management strategy can transform how small businesses operate, ensuring they grow, scale, and succeed with confidence. Does Your Business Have a Project Coming Up? Let’s talk about how structure project management can help you succeed! Head on over to our website to book a discovery call or to learn more about the project management services we offer!