We Build High-Performing Services Teams

 We offer strategic advisory and hands-on operational leadership to help software companies build world-class services organizations

Our assessment process begins with aligning on your company’s strategic priorities and identifying the key factors affecting the performance of your professional services organization. We evaluate maturity across functional, operational, and organizational dimensions to pinpoint improvement opportunities and build a targeted transformation roadmap.

Vision & Objectives Alignment

We work directly with executive leadership to define what success looks like for the post-sales services organization. This includes aligning on financial objectives—whether the services team is expected to operate as a loss leader, break-even function, or margin-contributing engine—as well as goals around client satisfaction, retention, and renewal. This shared vision ensures the services function is purpose-built to support company-wide outcomes.

Stakeholder & Client Feedback

We collect structured feedback from internal stakeholders to uncover pain points, strengths, and opportunities for operational improvement. Where appropriate, we also engage key clients to gain outside-in insights on delivery quality, team responsiveness, and overall services experience.

Maturity Benchmarking

To provide a data-backed view of your organization’s current state, we utilize the SPI Professional Services Maturity Model™, the industry’s leading benchmarking framework developed by Service Performance Insight. This model evaluates maturity across five core performance pillars:

We combine SPI’s model with our own proprietary assessment framework, which draws on years of hands-on leadership and operational experience. This dual-lens approach surfaces both industry-standard benchmarks and company-specific value drivers, offering a deeper, more actionable foundation for transformation planning.

Overview

Whether launching a new services organization or revitalizing one that’s underperforming, we lead end-to-end transformation initiatives focused on the highest-value levers of operational success. Our work drives improvements in contribution margin, scalability, and implementation velocity—ensuring the services function becomes a strategic asset to the business.

Our transformation efforts are grounded in the findings from our Assessment & Benchmarking phase, including SPI Maturity Model results and proprietary diagnostics. We begin by prioritizing high-impact gaps, then align your leadership and team around a unified transformation roadmap.

Through targeted workshops and structured execution support, we ensure buy-in across the organization—from executive sponsors to frontline services staff. The SPI model serves as a guiding framework and scorecard to track measurable progress over time.

Key Areas of Focus

• Quick Wins with High ROI – Immediate action on critical gaps that deliver fast financial or operational improvement.

• Leadership Alignment – Ensuring all stakeholders understand the transformation strategy, success metrics, and their individual roles in driving change.

• Team & Individual Goal Setting – Clear, aligned objectives for every level of the organization to foster ownership and accountability.

• KPI Framework & Reporting Cadence – Establishment of consistent, accurate reporting structures and a data-driven management rhythm.

• Standardized Business Tools – Implementation and adoption of PSA, project management, collaboration, and productivity tools to streamline operations.

• Organizational Structure & HR Enablement – Partnering with HR to define org structure, job roles, compensation models, and performance review processes that support high-performing teams.

• Capacity Planning – A structured forecasting process tied to sales pipeline and staffing levels to manage delivery and cost proactively.

• Delivery Methodology Standardization – Development and documentation of a unified services delivery approach to ensure consistency and quality across engagements.

• Contracting & Proposal Enablement – Review and refinement of contracts, proposals, MSAs, and SOWs to ensure accurate scoping, pricing, and commercial alignment.

• Client Capture Strategy – Definition of roles, tools, and processes to support services sales and drive alignment with capture efforts.

• Onboarding & Talent Integration – Development of consistent onboarding plans for both internal hires and partner resources to accelerate ramp-up and quality.

• Partner Enablement Program – Design and execution of a delivery partner model to extend capacity and maintain quality standards.

• Annual Planning & Budgeting – Creation of an annual financial planning process for services revenue, expense management, and contribution margin forecasting.

We support software companies and their investors through each phase of integration, with a focus on services alignment that drives efficiency and preserves client trust.

Our M&A services include:

• Pre-acquisition services org due diligence
   
• Post-close integration planning and execution
   
• Unified delivery model and process design
   
• Leadership and team assessment
   
• Communication and change management support
   

Whether you’re acquiring a bolt-on solution or merging equals, we help ensure the services engine accelerates—not stalls—your post-acquisition growth.

 Need an experienced head of services fast? We step in as temporary executive leaders to stabilize and scale operations.