We help CEOs discover where technology, finance, and operations are quietly costing them money.
Stop building on a foundation that won't scale. We bring 26 years of enterprise technology experience to architecture decisions, responsible AI planning, and digital transformation — with the judgment of a long-term executive.
Where AI creates real ROI vs. where it adds noise. Board-level readiness assessments, use-case prioritization, AI governance frameworks, and implementation roadmaps.
Integration-first, event-driven architecture built to survive rapid growth. Salesforce, MuleSoft, Sitecore XMC, CommerceTools, Pearson VUE — we've shipped these at scale.
Vendor selection, negotiation, and implementation. We've negotiated directly with Salesforce to shift hard platform limits — and saved multi-million dollar infrastructure overhauls in the process.
Modernizing legacy platforms without disrupting revenue — on-prem to SaaS, CMS migrations, member portal transformations, CI/CD and QA automation strategy.
Most founders know something is off in the numbers — but not what, and not what to do about it. Preeti brings 24 years of corporate and non-profit finance experience with a direct approach: clear answers, not more reports.
Financial planning and analysis that connects to actual business decisions — not just quarterly presentations that sit in a folder.
Dynamic cash flow models, rolling forecasts, and scenario planning built around how your business actually operates — not how it looked two years ago.
Real-time cash visibility, AP/AR automation, and liquidity management. We've reduced 1–2 week fulfilment delays by redesigning how purchases flow through finance systems.
KPI dashboards and board-ready presentations that tell your financial story with precision. Built so leadership can actually use them — not just receive them.
Duplicate systems, shadow IT, SaaS sprawl, and manual processes — they compound silently until they're expensive. We find them, quantify them, and remove them. This is where the Business Systems Assessment typically starts.
Identify overlapping tools, redundant subscriptions, and parallel processes your organization has accumulated over years of fast growth.
We've reduced a major vendor contract by 40% while securing higher capacity and better SLA terms — and negotiated 3× the standard hypercare period at go-live.
Automate finance workflows, AP/AR, invoicing, reconciliation, and reporting — reducing manual effort and the errors that come with it.
Build the operational visibility leadership needs to make faster, better-informed decisions — across technology, finance, and operations in one view.
Growth exposes every gap you haven't had time to fix. We help organizations prepare for due diligence, M&A, and audit before those conversations start — so you're not scrambling when they do.
Data room setup, financial documentation, technology audit, and the operational narrative that makes a deal close cleanly — from first conversation to signing.
Post-merger technology and finance integration — connecting systems, aligning reporting, and building the unified infrastructure the combined organization needs to operate.
Governance frameworks, documentation, and process improvements that prepare your organization for internal, external, or regulatory audit — without the fire drill.
Policies, risk frameworks, and implementation guardrails for responsible AI adoption — built to satisfy board, audit, and regulatory scrutiny.
A fixed-fee engagement designed to give you a clear picture — and a clear path forward.
We spend focused time inside your organization — across technology, finance, and operations — and deliver a prioritized executive roadmap. No vague recommendations. No month-long discovery process. Just a clear view of where the friction is and what to do next.
A low-risk way to engage. Most clients continue into ongoing Technology + Finance Alignment engagements after the assessment — but that decision is entirely yours.
30 minutes. No pitch. Just an honest conversation about your challenges.
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