Projects

---

 Our experience includes delivering accurate, decision-ready financial and operational reporting grounded in real-world leadership experience. Through Fractional CFO engagements, we have led significant improvements to finance functions, strengthening reporting quality, improving visibility, and enhancing overall financial governance.

We ensure Key Performance Indicators (KPIs) are clearly defined and directly tied to both short-term performance and long-term financial objectives. Our work also includes material improvements to control environments, helping organizations reduce risk, improve compliance, and build confidence in their numbers — enabling leadership teams to make data-driven decisions that support sustainable growth.

 Our experience in Mergers and Acquisitions spans every phase of the transaction lifecycle, from due diligence and execution to pre- and post-transaction activities. We play an integral role in ensuring smooth transitions for all stakeholders, proactively addressing key challenges and enabling seamless integration across finance, operations, and systems.

A key focus of our work is establishing immediate post-acquisition clarity, rapidly stabilizing reporting, controls, and performance visibility so leadership teams can make confident decisions from day one.

 With extensive experience across complex, cross-functional projects, we help leaders at all levels gain a deeper understanding of their teams, fleet, and assets. By focusing on the Key Performance Indicators that drive organizational success, we align data environments to deliver actionable insights that reduce waste and improve efficiency.

This approach has been successfully implemented across diverse operational teams, from mechanics to Psychologists and IT professionals, you name it  — with organizations consistently reporting immediate performance improvements and measurable bottom-line impact.

 Our experience spans a wide range of initiatives — from operational reporting to process design that enables effective asset management. We build the reporting, processes, and tools needed to identify challenges, improve visibility, and drive efficient asset utilization across diverse asset types.

In one notable engagement, our analysis and process improvements led to a 100% increase in used inventory turnover, contributing to a record-breaking performance year for the organization.

 Our experience spans the entire ERP conversion lifecycle — from organizational readiness and planning, through execution and data conversion, to post-go-live support. We take a hands-on approach, actively leading data conversion and validation efforts to ensure a seamless transition.

We prioritize stakeholder engagement through a well-defined transition plan, ensuring concerns are addressed and alignment is maintained throughout the process. Our work spans requirements gathering, gap analysis, and system configuration, ensuring that finance, operations, HR, and other impacted teams are fully equipped for success. Post-go-live stabilization and support are integral to our approach, enabling continued smooth operations and adoption.

 Our project management expertise is versatile and adaptable across a wide range of initiatives. Mike has successfully led projects spanning product line branding, process development, IT implementations, and organizational change, bringing structured execution to complex environments.

With professional experience delivering agile, traditional, and hybrid projects, we are equipped to drive results across diverse project types and industries, ensuring initiatives stay aligned with business objectives from start to finish.

 Our data management experience focuses on building end-to-end processes that maximize the value of the data your organization already has — and capturing the data it needs when it doesn’t yet exist.

We design practical data collection and integration processes, leveraging the right tools for the job, including SQL, Python, R, and Power BI (M and DAX), to ensure solutions are both effective and scalable.

We emphasize strong data practices and governance, enabling organizations to rely on their data with confidence. Across every engagement, we prioritize automation, creating reporting and analytics solutions that are sustainable, accurate, and low-maintenance over the long term.