Our Approach

Unlocking Potential, Delivering Excellence

Collaboration is at the heart of our methodology. We begin by forging a partnership with you, delving deep into your strategic objectives and pain points. Our approach is versatile, drawing from a range of Agile, Hybrid, and Waterfall processes, guided by top-tier Project and Program Managers. Ensuring a seamlessly tailored strategy that perfectly aligns with your current and long term needs, setting the stage for success.

We’re Here to be Your Team

It’s no secret why Houston is nicknamed the Energy Capital of the World. From oil and gas to renewable energy research –you’ll find it all here in this city. Bringing a wealth of diverse industry and software backgrounds, our talented consultants boast an average 10+ years of experience. Our qualifications and certifications guarantee the highest standards, enabling us to offer system-agnostic advisory services that optimize your operations and maximize your investment.

Our specialties

  • Business Analysis
  • Business Process Re-engineering/ Process Improvement
  • Data Analysis
  • Organizational Change Management
  • PMO Coordination & Management
  • Project & Program Management
  • Software Selection & Implementation
  • Systems Integration
  • Training & Adoption & Communications
  • Vendor Selection & Management


  • PMI-PMP® - Project Management Professional
  • PMI-PBA® - PMI Professional in Business Analysis
  • PMI-CAPM® - PMI Certified Associated in Project Management
  • Certified SAFe® Scrum Master
  • Certified SAFe® Release Train Engineer
  • Certified SAFe® Agile Product Owner/Product Manager



  • Energy
  • Construction
  • Financial
  • Oil & Gas
  • Power
  • Manufacturing

What We Excel At

Case Study

Vendor Consolidation: Realizing $300k in Annual Savings

A nationwide Construction Services Provider had pursued a merger and acquisition strategy to expand their capabilities and regional footprint. The company’s printer hardware environment was fragmented, with a variety of different makes and models of printers in use. To gain efficiencies…



Case Study

Brighter Horizons: Energy Leader Elevates Customer Experience with Expert UAT Testing

A global energy company wanted to expand their low-carbon energy offerings for commercial and industrial, and residential customers as part of their commitment to the energy transition. After completing key acquisitions, the company decided to streamline…




Mastering Collaboration: Five Strategies for Cultivating a Thriving Project Team

For a project team to be successful, collaborative working relationships are critical – and it’s the responsibility of the Project Manager to create a conducive environment for those relationships to flourish. Building a strong team dynamic enables…


Bringing Order to Chaos

We excel at bringing order to complex scenarios, especially when multiple vendors and third parties are involved. Our expertise lies in navigating through uncertainties, providing clarity, and facilitating a streamlined process.



We foster a culture of accountability, holding everyone involved, including ourselves, responsible for delivering on our commitments. Our focus on Program and Portfolio Management ensures a strategic outlook beyond individual projects.


What Sets Us Apart

Our goal is to be a trusted advisor, not just for a single project but for long-term value creation. If we identify an area where we can't add substantial value, we are transparent and will recommend an alternative approach.

Strategic Incremental Delivery

Our approach is to deliver programs with incremental value addition. We focus on the 80/20 principle, addressing critical components first to move the needle and then iteratively improve over time.

Negotiation Mastery

We stand out in negotiating on behalf of our clients, whether it involves pricing or holding vendors to a plan.

Fractional Team Offering

Unlike competitors pushing for full-time resources, we offer the flexibility of a fractional team. We “right size” teams with part-time resources, ensuring an optimal mix of expertise and resource allocation.

Vendor/Software Agnostic

We maintain objectivity by being vendor and software agnostic, focusing on discipline rather than domain. This established unbiased and tailored solutions.

Diverse Background and Expertise

Our team brings diverse backgrounds and expertise, spanning various industries, technologies, and disciplines. This diversity enriches our approach and enhances problem-solving capabilities.

Methodology and Tool Flexibility

Unlike competitors with fixed tools and methodologies, we can adapt to a mix of Agile, Waterfall, or Hybrid supported by various project management tools.

Our Capabilities

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Project & Program Management

Manage projects and programs (Waterfall, Agile, Hybrid) toward desired outcomes, overseeing scope, schedule, resources, risks and budget

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Business Analysis

Bridge the gap between the business and IT by facilitating and analyzing business needs, and then documenting requirements and testing in a structured manner

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Data Analysis

Systematically mine, transform, and model data to discover useful insights, inform conclusions, and support decision making

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Client Advisory

Provide counsel to client executive-level leadership to help define and manage strategic needs, and/or provide interim-function role support, as a trusted advisor

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Process Design & Optimization

Identify enterprise functions to increase efficiency, timeliness, and accuracy of business processes through standardization, automation, and meaningful monitoring/measures

software selection with hand icon

User Adoption & Training

Manage change through an engaging, structured and systematic approach to training and communications

Start a Conversation

Mark Schlossberg

Director, Project Delivery Services

Matt Gannon

Partner, Project Delivery Services
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