Representative engagements

Challenge

Two managed technology service organizations needed to integrate operations, technology, teams and business processes following an acquisition.

What we did

• Led the Integration Management Office
• Worked with leadership and key workstream leads
• Established integration milestones and governance
• Coordinated workstreams and dependencies
• Provided executive status reporting
• Supported technology and operational integration planning
• Identified issues and decision points
• Developed reusable integration playbooks
• Developed a pre-acquisition due diligence playbook
• Captured lessons learned for future acquisitions

Business value

The engagement helped leadership maintain visibility across a complex integration while creating repeatable tools and processes that can be used for future acquisitions.

Challenge

A growing manufacturing organization was relying on manual processes and disconnected systems that required employees to spend significant time moving information between platforms.

What we did

Fractional Consulting reviewed business operations, processes and the existing technology environment to identify improvement opportunities and quick wins. Work drew on:

• Salesforce
• Microsoft Power Automate
• SharePoint
• Power Apps

Selected workflows were redesigned and automated, connecting previously disconnected processes and reducing repetitive manual work.

Business value

The organization was able to simplify workflows, reduce employee effort, improve information flow and create faster, more consistent processes using much of its existing technology environment.

Challenge

A growing transaction advisory firm needed to reduce information risk, improve how content was governed and modernize an existing SharePoint environment.

What we did

• Redesigned the SharePoint environment toward a governed multi-site architecture
• Supported migration planning from the existing SharePoint environment
• Improved document and knowledge management structures
• Introduced practical information governance
• Supported Microsoft Purview sensitivity label planning and implementation
• Strengthened management of sensitive business and client information
• Provided AI governance, implementation and adoption guidance
• Worked with leadership and teams on practical use of Microsoft 365 and AI capabilities

Business value

The work is intended to create a safer and more governable information environment, reduce information risk, improve compliance and prepare the organization for responsible use of AI and modern Microsoft 365 capabilities.

Challenge

An insurance organization needed to modernize its digital workplace while improving governance, information protection and readiness for AI adoption.

What we did

• Reviewed digital workplace and information management needs
• Supported SharePoint architecture and content governance
• Improved approaches to migration and information organization
• Provided guidance around Microsoft Purview and sensitivity controls
• Supported responsible AI adoption and governance
• Advised on how Microsoft 365 and AI capabilities could fit the organization’s broader environment

Business value

The engagement supports a more structured, secure and governable digital workplace while enabling the organization to adopt new capabilities without creating unnecessary information and compliance risk.