The expertise of a Big Four.
Without the high expense, the long wait, or the B-Team.
Working Excellence delivers fractional executive leadership across AI Strategy, Data, Cybersecurity, Digital Engineering, and Sales Enablement, to organizations ready to compete at enterprise scale without enterprise-sized budgets.
found in 72 hrs
traditional assessment
The firms you can afford
don't have the expertise you need.
Mid-market organizations face enterprise-scale complexity, multi-cloud environments, HIPAA and NIST obligations, AI investments, with budgets not designed for Big Four hourly rates.
Five disciplines.
One integrated team.
Most consulting firms specialize in one lane and fill the gaps with generalists. We maintain senior practitioners across all five and they work together by design.
Start with what you know.
Act on what you find.
Our assessment products are designed for executives who need answers fast, before committing to a six-figure transformation engagement. Each delivers specific, quantified findings based on your actual environment. No templates. No generic benchmarks.
Assessments are the natural entry point into a broader Working Excellence engagement. They produce executive-ready deliverables on day one and typically identify 3-5 immediate remediation priorities your team can act on within 30 days.
"Every engagement starts with context, where you are, what's blocking you, and what winning looks like. Our assessments are how we earn the right to tell that story together."Kurt Smith, Chief Revenue Officer
AI Readiness Diagnostic
Before you spend another dollar on AI tooling, know whether your organization can actually operationalize it. We assess your data foundation, governance structures, architecture, and readiness, before pilots fail.
Technical Risk Assessment
A senior-led review of your technology stack, security posture, and operational risk exposure. Built to surface what's quietly threatening your environment before it becomes a board-level incident.
Cloud Infrastructure Assessment
A real-time analysis of your cloud environment. AWS, Azure, GCP, or multi-cloud. We connect directly to your infrastructure and return specific, quantified findings on cost waste, security gaps, and architecture risk.
- Executive risk summary with prioritized remediation roadmap
- Architecture gap analysis with resource-level findings
- Compliance posture snapshot against applicable frameworks
- 30/60/90-day action plan with ownership assignments
- AI/ML infrastructure and data quality scoring
- Governance and decision-rights gap analysis
- Highest-ROI deployment priorities by department
- Agentic AI readiness scorecard
- Live infrastructure analysis, not interviews or checklists
- Cost optimization with dollar-level quantification
- Security and compliance gap report with severity rankings
- Right-sizing and idle resource recommendations
- Everything in Essentials, plus:
- Full security architecture design and remediation blueprint
- Multi-framework compliance gap analysis (NIST, SOC 2, HIPAA)
- Leadership-ready presentation deck with board narrative
- 60-day implementation oversight and advisory support
- Everything in Essentials, plus:
- Full data platform architecture and governance design
- Agentic AI roadmap with phased deployment sequence
- Board-ready AI risk, investment, and ROI summary
- 90-day pilot design with success criteria and KPIs
- Everything in Essentials, plus:
- Full cloud security architecture and remediation design
- FinOps strategy with Reserved Instance and Savings Plans modeling
- Executive report ready for leadership and auditors
- 60-day optimization sprint with dedicated cloud architect
We tell your story
before we sell ours.
Every Working Excellence engagement follows a disciplined progression, from understanding your world to structuring the path forward. We earn the right to recommend by first understanding your situation better than you can tell it.
Establish Context
We earn the right to recommend by first understanding your business model, key KPIs, board pressures, and current technology landscape, in plain language, not consultant-speak. If we can't repeat your story back better than you told it, we haven't earned the right to recommend anything.
- Current business model, key KPIs, and board-level pressures
- Existing data, AI, security, and engineering landscape
- Emotional drivers, what is genuinely frustrating your team right now
- Technology and organizational readiness baseline assessment
Surface the Real Problem
Most teams think they have a tooling problem. Nine times out of ten, it's a story, alignment, or execution problem. We move from symptoms to root causes and sharpen the stakes before proposing any solution.
- Gaps between strategy and execution, data not trusted, AI pilots not scaling
- Misalignment between GTM, technology, and finance teams
- Quantified consequences: revenue at risk, inefficiencies, opportunity cost
- If nothing changes in 12-18 months, what does that mean for your role?
Rewrite the Story
Same company, same people, different playbook. We paint a concrete "after" state where you are the hero and Working Excellence is the guide. This is what your board meeting sounds like 12 months from now if we do this right.
- Target state for data, AI agents, security, and engineering tied directly to your KPIs
- How leadership, process, and technology change together, not just a "project"
- 2-3 vivid before/after scenarios your CFO and CISO can actually visualize
- Specific capabilities you gain and specific risks you eliminate
Structure the Path
If the vision resonates, the engagement is just us agreeing on how fast we get there and where we start. We frame it in chapters, not all-or-nothing sagas, with clear milestones, ownership, and success criteria baked in from day one.
- Chapter 1: 60-90 day engagement with clear success criteria and measurable outcomes
- Phased roadmap: diagnostic/pilot scale optimize
- Governance and accountability: who owns what, how progress is reviewed
- Commercial structure that reduces perceived risk and aligns incentives
What is it costing you
to not act right now?
Most organizations don't fail because they made the wrong technology decision. They fail because they delayed making any decision at all. Cloud waste compounds monthly. Security gaps compound daily. AI debt compounds quarterly.
Use this calculator to estimate the annual financial impact of not optimizing your technology strategy. The numbers are conservative. The reality is usually worse.
Estimates based on industry benchmarks (IBM, Gartner, McKinsey). Actual figures vary by environment. Assessments provide real, environment-specific data.
Stop wondering about the power of your data.
Stop worrying about your IT infrastructure.
Start knowing with Working Excellence.
Book a 30-minute strategy session with our team. We'll identify where the highest-value starting point is for your organization, whether that's an assessment, a fractional engagement, or a targeted advisory session. No sales pitch. No SOW on day one.
