01

Enterprise Systems

4–12 mo engagement

PMIS is the spine of a capital program. We help you choose the right one, configure it to your workflows, and get your team using it on day one. End-to-end — from strategy through post-go-live support.

  • PMIS strategy, selection & implementation
    Trimble Unity (e-Builder), Kahua, Unifier, Procore, PMWeb, ACC — we've worked across the stack.
  • Business process design
    Workflow mapping and process redesign for project delivery.
  • Configuration, training & rollout
    From sandbox to production, with hypercare support through stabilization.
  • Cost management & capital planning
    Tools and processes for accurate forecasting, budget control, and investor-ready reporting.
  • Low-code & no-code platform support
    Power Platform, Smartsheet, Airtable — pragmatic choices for pragmatic needs.
02

Enablement & Governance

Ongoing retainer

The tools only help if people use them right. We build the governance, training, and admin support that keeps adoption high and data clean long after go-live.

  • Workflow automation & templating
    Repeatable, scalable, auditable.
  • System admin support & training
    We keep the lights on. Your team stays focused on delivery.
  • Platform evaluations & migrations
    From legacy tools to modern platforms, without losing history.
  • Collaboration & knowledge management
    SharePoint, Teams, and custom hubs built for how your program actually works.
  • AI readiness & governance
    Evaluating your program's data maturity and governance posture as a foundation for AI-assisted decision-making.
03

Data & Reporting

2–16 wk sprint

Dashboards only help leadership if the numbers underneath are trustworthy. We clean, connect, and curate your data — then build reporting that actually gets looked at.

  • Project dashboards & capital insights
    Single-pane views built around your operating rhythm.
  • KPI development & portfolio tracking
    Leading indicators, not just lagging ones.
  • Data integration across systems
    Schedule, cost, field, ERP — unified views in real time.
  • Forecasting & scenario modeling
    What happens if? Answer it with confidence.
  • Power BI, Tableau & SQL reporting
    Built by people who understand both the schema and the business.
  • Data audits & normalization
    Because garbage in, garbage dashboard.
04

Strategy & Advisory

Fractional / Interim

For owners who need senior judgment fast — without the overhead of hiring for it full-time. Interim leadership, strategic planning, M&A support, and investor readiness.

  • Interim tools & systems leadership
    Fractional CIO / Director of Systems for the transition.
  • Strategic planning for tool selection
    Right-sized decisions — not gold-plated ones.
  • Custom playbooks for scale & growth
    Documented, teachable, re-usable.
  • GIS build-or-buy assessments
    When to roll your own, when to license, when to walk away.
  • Investor-readiness & exits
    Data room prep, system audits, and reporting stand-ups ahead of a diligence cycle.
  • AI enablement & tool evaluation
    Cutting through vendor noise to identify where AI adds real value in your program lifecycle.
Tooling we know intimately

Platforms we've shipped on.

Not every platform is right for every program. We're vendor-agnostic — these are the ones we've built deep expertise with.

PMIS
Trimble Unity
PMIS
Kahua
PMIS
Oracle Unifier
PMIS
Procore
Schedule
Primavera P6
Docs
Aconex
BI
Power BI
BI
Tableau
ERP
SAP
Collab
SharePoint
Cloud
Azure
Low-code
Power Platform

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