We provide services to our clients under two engagement models: consulting projects and fractional COO services.

A project is service designed to address a specific need or set of needs. The deliverables vary by project, but are typically either a set of recommendations, or the implementation of one or more operations processes. 

Operations projects have three to five steps:

1. Discovery: Determining the business goals of the project, along with constraints such as delivery time, budget, assumptions and exclusions.
2. Assessment: Gathering information, developing processes or recommendations. 
3. Recommendations:  Reviewing results and recommendations with project sponsors. Receiving and incorporating feedback.
4. Process implementation (where applicable): Detailed design, success metrics, technical implementation, testing, documentation, training, launch. For larger projects, implementations are often subdivided in subsets of objectives (phases) or successive fixed periods of effort (sprints).
5. Measurement (where applicable): Ensure process is meeting defined success metrics.

Projects are charged on an hourly or daily basis, and depending on the project may be quoted at a fixed price, or at actual time with an estimate. Fixed price quotes require a clearly defined set of objectives. Projects will be invoiced at the end of the project, or at the end of each calendar month for extended projects. Where applicable, travel expenses will be invoiced separately at cost.

As a fractional COO, our Principal Consultant will become a member of your management team for a designated number of days per month or for an agreed term. He will participate in your management dialogue, and will own processes and deliverables. 

Scenarios where fractional services are a good choice may include:

• ·You can gain the experience of a proven MSP COO without the cost and commitment of hiring one full-time.
• You need more than a consultant, you need someone who can fully participate in leadership meetings.
• You have qualified operations implementers but seeks ongoing direction, oversight and strategic guidance.
• You need to position for a fundraising or M&A event, including ensuring metrics and KPIs are in order, preparing pitch decks and supporting due diligence.
• You need to achieve compliance with a specific cybersecurity or governance framework, and needs policies to be created, documented and trained, and for evidence of compliance to be curated to support audit or other accreditation needs.
• You need to integrate two or more business streams into a single operating structure with consistent client agreements, products and services.
• You are planning an integration or migration among service platforms (service desk, professional services, ERP etc.) and need a migration plan to be created and implemented.

Fractional COO services will be invoiced monthly based on our daily rate, and travel expenses will be invoiced at cost