01 · IT ASSET & SOFTWARE ASSET MANAGEMENT · THE FLAGSHIP
Know what you own, what it costs, and what it should cost.
Lifecycle management of hardware and software from procurement through disposal — inventory accuracy, license compliance, cost optimization, and governance, aligned with security, finance, and ITSM.
ITAM/SAM maturity assessment, governance & operating model design, and roadmaps
Program build-out, audit response, and license compliance defense
ITAM tooling and process design, including ServiceNow delivery
Recent outcome: enterprise SAM program built from scratch — $18MM run-rate reduction in two years, plus $10MM cost avoidance.
02 · IT FINANCIAL MANAGEMENT
See what technology actually costs — then change the number.
Cost transparency, chargeback and showback design, and unit-cost analysis — giving business units a defensible view of what technology costs them, and IT a lever to bring rates down.
Chargeback/showback design and rate benchmarking
Inventory rationalization & reconciliation feeding accurate allocation
Spend analysis, budgeting discipline, and value tracking
Recent outcome: infrastructure chargeback rates cut by up to 50% through improved inventory collection and process redesign.
03 · VENDOR & CONTRACT MANAGEMENT
Negotiate from facts, not fear.
Contract and entitlement discovery, license restructuring, audit defense, and transaction support — including the software dimension of divestitures, carve-outs, and consolidations.
Contract & PO discovery and entitlement documentation
License transfer, restructuring & negotiation support
Fact-based positions for renewals and vendor audits
Recent outcome: $8M in software licenses carved out and transferred in a divestiture — a $4M shortfall negotiated down to roughly $60K in new purchases.
04 · DELIVERY & CHANGE LEADERSHIP
Initiatives that land — and stick.
Program and project leadership across people, process, and technology, paired with Prosci-certified change management — scope, schedule, budget, risk, stakeholders, and adoption managed as one system.
Program and project leadership, PMO stand-up, delivery recovery
Prosci-certified change strategy, communications, and training enablement
Business case development and value realization tracking
Recent outcome: digital account-opening modernization delivered on time and 9% under a $1.75M budget.
NONPROFIT PRACTICE · FINANCIAL TRANSFORMATION
Board-ready clarity for mission-driven budgets.
Enterprise financial discipline at nonprofit scale — led by a principal who serves on the board of a regional nonprofit as Vice President of Finance. Plain-English answers to the three questions every board needs: where the cash is going, how long it lasts, and what to do about it.
Financial health assessment — liquidity, runway, revenue concentration
Board KPI dashboards and a monthly treasurer’s brief
Cash-floor & reserve policies, labor budgets, and grant readiness
Representative outcome: $100K+ year-over-year net improvement at a regional nonprofit, driven by expense restructuring.