ONGOING ADVISORY & CONSULTING
Strategic guidance when you need it – flexible, sustainable and focused on results. For companies that need a trusted advisor over time, not just a one‑off project.
WHEN YOU NEED MORE THAN ONE PROJECT
Sometimes you don’t need a big implementation. You need someone you can call regularly.
Typical needs:
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Regular strategic advice.
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Someone to call when decisions need to be made.
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External perspective on internal problems.
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Ongoing systems optimization and process improvements.
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Change management support.
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Strategic planning for technology and roadmap.
This is where ongoing advisory works better than project‑based consulting.
HOW IT WORKS
Option A – Quarterly Strategy Sessions
What's included:
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4 × half‑day strategy sessions per year (one per quarter).
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Email support between sessions.
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Ad‑hoc questions answered within 24 hours.
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Strategic recommendations and decision support.
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Implementation guidance for your internal team.
When you'd use this:
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You have an ERP system that works but could be optimized.
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You’re thinking about new technology or upgrades.
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You want to stay ahead of market and regulatory changes.
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You need an external perspective a few times per year.
Option B – Monthly Consulting Retainer
What's included:
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1 full day per month (4 days per quarter).
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Flexible format (2 × 4‑hour sessions, 1 × 8‑hour day, etc.).
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Email support and phone calls.
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Ad‑hoc questions answered the same day.
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Regular optimization reviews.
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Strategic planning support (roadmaps, prioritization).
When you'd use this:
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You have ongoing technology initiatives.
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You’re managing multiple systems and vendors.
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You need consistent guidance and a sounding board.
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You want accountability for executing your roadmap.
Option C – Performance‑Based Advisory
What’s included:
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Monthly consulting time.
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Engagement tied to specific metrics (cost reduction, efficiency gains, etc.).
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You only pay more if we hit agreed targets.
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Full transparency on results and progress.
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Built‑in accountability for both sides.
When you’d use this:
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You’re confident that AI or process optimization will save money.
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You want to share the upside, not just pay fees.
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You want skin‑in‑the‑game alignment with your advisor.
TYPICAL ADVISORY TOPICS
Examples of what we might cover:
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Month 1 – Technology assessment
“Should we upgrade our ERP system?” -
Month 2 – Process optimization
“Where’s the biggest opportunity for efficiency?” -
Month 3 – Team development
“Do we have the right skills for our strategy?” -
Month 4 – Vendor evaluation
“Which Power BI or analytics solution should we implement?” -
Month 5 – Strategic planning
“What’s our 3‑year technology roadmap?” -
Month 6 – Change management
“How do we handle this organizational change?”
…and so on, depending on your priorities.
Why ongoing advisory works better than one‑off projects
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Continuity
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I understand your business deeply over time.
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Strategic decisions build on previous work, not fresh discovery every time.
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Relationships
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Your team knows me and how I work.
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I become a trusted advisor, not just another contractor.
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Flexibility
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Priorities change? We adjust.
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New opportunities appear? We pivot quickly.
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One‑off support is available when something urgent comes up.
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Accountability
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Ongoing relationship = ongoing accountability.
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I’m invested in your long‑term success, not just “deliver and leave”.
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What success looks like after 12 months
You have:
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Clear, realistic technology roadmap.
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Systems working closer to their full potential.
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A team more confident in their decisions.
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Cost savings from smarter use of technology and processes.
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Reduced risk in major initiatives (ERP, AI, integrations).
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Growth enabled by better systems and better decisions.
WHO IS THIS FOR?
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Companies with strategic technology initiatives.
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Mid‑market organizations (around 50–500 people).
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Leaders who want external expertise without a full‑time hire.
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Teams that value continuous improvement, not just one‑off fixes.
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Organizations that want guidance and accountability over time.
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Companies that need flexible, scalable support as they grow.