AI readiness
Use AI where it pays off
Cut through the noise and find the AI uses that will actually save time or make money in your business.
- AI opportunity assessment across your workflows
- Data and tool readiness review
- A practical 90-day AI roadmap and usage policy
Cybersecurity
Protect what you've built
Enterprise-grade security thinking, sized for a business your size and budget.
- Security risk assessment and prioritized fixes
- Policies, access controls and incident planning
- Readiness for client and insurer security questionnaires
Operations & efficiency
Run leaner, grow faster
Find the bottlenecks that cost you hours and margin, and fix them for good.
- Process mapping and waste reduction (Lean Six Sigma)
- Automation of repetitive admin and reporting
- KPIs and dashboards that show what's working
Cloud & technology strategy
Build the right foundations
Choose, set up and connect the tools your business runs on, without overspending.
- Cloud setup and migration (Google Cloud and Workspace)
- Software selection and vendor evaluation
- IT foundations that scale as your team grows