Strategy

Start with the problem you've got.

One problem that won't go away, or a feeling something isn't working. Either way, the thinking comes first and gets written down.

Ethan and Amanda reviewing work on a laptop together

Which sounds like you?

Pick the sentence you'd say out loud.

One problem

Targeted Discovery

Quotes too slow? Enquiries going cold? We pin down one problem and the best way to fix it.

You geta Solution Proposal. One problem, one recommended option, a fixed price.

See Targeted Discovery

AI across the business

AI Growth Strategy

A plan for where AI fits across the business, tested against software you already run.

You getan AI Growth Roadmap. Many problems, in order, with an indicative cost range per item.

See AI Growth Strategy

The whole business

Digital Transformation Strategy

A look at leadership, systems, processes and people to find where time and margin go.

You geta Transformation Roadmap. Many problems, ranked, with an indicative cost range per item.

See Digital Transformation Strategy
Take the 20-minute readiness check

Side by side

Three starting points, three documents.

Targeted Discovery

Starting point
I know the problem. I don't know the best fix.
Scope
One problem
What we look at
One workflow, end to end
You get
Solution Proposal
What happens next
We implement the recommended option

AI Growth Strategy

Starting point
I know AI is part of it. I need a plan.
Scope
AI across the business
What we look at
The customer journey and the workflows where AI could help
You get
AI Growth Roadmap
What happens next
Pick the first item and go

Digital Transformation Strategy

Starting point
Something's not working. I'm not sure where to start.
Scope
The whole business
What we look at
Leadership and goals, systems and software, processes, people
You get
Transformation Roadmap
What happens next
Pick the first item and go

How it fits together

You can start at either point.

  1. Entry 1: need a plan

    Strategy

    Ends in a Roadmap

    Larger items
  2. Entry 2: know the problem

    Targeted Discovery

    Ends in a Solution Proposal

  3. Implementation

    The fix, built and live

Quick wins on a Roadmap skip discovery and go straight to Implementation. Larger items go through Targeted Discovery first.

A Solution Proposal covers one problem, with a fixed price. A Roadmap covers many problems, with an indicative cost range per item. Larger items get a shorter discovery, because the groundwork is done.

Requirements are agreed before a solution is proposed.

What every engagement has in common

Software first. Everything written down.

Software first

If your system can do it, we work inside it.

Start with the people

We begin with those who run the work.

Yours to keep

Written down, and you can take it to anyone.

Ethan and Shenae talking beside a table with a laptop and tablet

After the first project

Someone watching the whole system.

Once the first projects are live, some clients keep Ethan on as a fractional operations and technology lead. It is offered after a successful project, not before.

  • Regular reviews of how projects perform
  • Direct access between the two of you
  • Someone above the vendors, not beside them

The cadence is agreed with you, and it can stop whenever the work no longer needs it.

Proof

What this looked like for clients.

less quote preparation time
93%
hours a year back
115+
to get a quote out
Under 60 sec
to pay back
5 months

Romeo Engineering, one problem fixed and measured.

5.08 reviews

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