Capability Development


The CTO of a publicly traded health information analytics firm that analyzes over 13B medical events, was in the process of developing a new division to support the delivery of numerous technology projects by institutionalizing and formalizing process improvements in the areas of strategic planning, strategy execution, vendor management, program management, budgeting and financial reporting, and team practices.

Core Services

  • Strategic Planning
  • Strategy Execution
  • Vendor Management
  • Program Management
  • Budgeting & Financial Reporting
  • Team Practices


  • Developed Program Management and Vendor Management plans
  • Formulated approach to Management Reviews and developed templates
  • Advised on merger with newly acquired PMO
  • Researched trends and competition, and recommended industry relevant trends
  • Facilitated Strategic Planning workshops with Directors, Senior Directors, Vice Presidents, and CTO
  • Developed budget and collaborated with Finance on briefings for the Board of Directors
  • Developed a Strategy Playbook and an approach to monitoring and reporting
  • Conducted training, and on demand advisory and support services
  • Developed SOP for critical Business & Technology Reporting
  • Coordinated and produced weekly Business & Technology Report
  • Developed On-boarding plans for Directors and on-boarded Directors

Brilliant Outcome Resulted in a Long-term Cooperation


  • On-time delivery of strategic initiatives within budget
  • Exemplary deliverables used by other Departments
  • Reduction in vendor payments based on information gleaned from spend analysis
  • Improved business and technology communication and employee engagement
  • Streamlined reporting and improved decision making
  • Budget was fully funded for innovative projects that supported revenue growth

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