Our Approach

Every engagement starts with an Operational Audit. To build the right solutions, you need a deep understanding of where you’ve been and how it connects to where you’re headed. I take the time to learn your business inside and out from its people, operations, and processes to everything else in between. so we can create a smarter, more effective path forward.

Operational Audit

Listening Tour

I connect with end-users at all levels, from individual contributors to leadership, across impacted departments. Through 1:1s and group sessions, I uncover pain points, gather insights, and understand the history behind your tech stack. I listen to everything that you say and hear everything that you don’t.

Tech Stack Deep Dive

To recommend the right solutions, an analysis of your Salesforce org and/or Hubspot will be conducted to identify the genesis of your challenges and opportunities for improvement. We’ll also review any additional tools that are relevant to your initiative.

Action Plan

We provide a strategy that fits your organizational culture and an action plan to tackle your challenges. This plan will provide the most feasible path to successfully execute your goals based on the Service and Area(s) of Focus selected. We may make recommendations to add Areas of Focus, if necessary.

Areas of Focus

We will focus on the areas you choose to help you achieve your goals. While most goals may require touching multiple areas, I’ll provide in-depth support only for the areas included in your package.

    • Understand existing and desired cross-functional business processes to  recommend system enhancement opportunities for streamlined processes

    • Evaluate and recommend new tools or the utilization of existing tools to ensure features align with business needs

    • Develop integration strategy to streamline data flow between platforms with adherence to data security regulations

    • Serve as subject matter expert on Salesforce capabilities and best practices, designing scalable solutions to meet business goals

    • Assess Salesforce architecture and recommend enhancements to improve performance and scalability

    • Design (and develop, if applicable) Salesforce and related CRM tool solutions, including integrations

    • Provide frameworks and creative strategic direction to empower Business Systems teams in operating more efficiently

    • Increase stakeholder engagement to drive an increase in stakeholder alignment

    • Identify and establish optimal team structure and delivery methodology for peak efficiency

    • Offer guidance for individual team member development

Main Services

Strategic Advisory

From developing a clear, effective plan to guiding your team in execution, I help optimize your systems for efficiency, scalability, and seamless operations.

Fractional Business Systems Leadership

Get the leadership your business systems need without the full-time commitment. Whether you need interim leadership or extra expertise to bridge the gaps, I provide the hands-on execution to ensure your tech stack aligns with your organization’s goals and lead your team in execution.

FAQs

  • Fractional leadership takes the strategic guidance into hands-on execution. I take a player-coach approach, actively leading and contributing to getting things done. This service is available on a part-time basis of 15, 20, or  25 hours per week.

  • Not a problem! We understand that knowing where to start is sometimes the hardest part. The Operational Audit is also offered as a standalone service. As part of the Recommend Action Plan, we’ll recommend the Areas of Focus and Service that will best help you achieve your goals. You’ll have two weeks to decide if you want to move forward as-is, with changes, or come back at a later time.

  • My services, Strategic Advisory and Fractional Leadership, define how I work with you, while the Areas of Focus determine what we work on in relation to your goals. While your success may require addressing multiple areas, I’ll provide deep support only in the ones included in your package. This will ensure we stay aligned with your priorities and deliver real, sustainable impact.

  • The Operational Audit is a deep dive into your business challenges, where uncovering the true root causes may be deeper than you expected. This process ensures we’re solving the right problems, not just the obvious ones. In some cases, it even means you’ll need less support than expected. My goal isn’t to sell you what you think you want, but what you need for lasting success.

  • Absolutely! In fact, helping Business Systems leaders step into true strategic leadership is exactly why I started CWStrategy Consulting. Too often, they’re stuck in execution mode, seen as order takers instead of business partners. With fractional leadership, I provide the extra hands, strategic insight, and leadership coaching needed to shift that dynamic. We’ll create a clear division of responsibilities that keeps them at the helm while ensuring your business systems run efficiently.