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Advisory Services

End-to-End Services

A clear picture of where you are, where you need to go, and what it costs to get there.

Independent technology advisory for mid-market companies, built to produce a decision your leadership team can defend, not a deck that gathers dust.

THE CHALLENGE

Most technology decisions get made under pressure, with a board or investor asking for a readiness story the leadership team can’t fully back up. Every vendor in the room says their product is the right fit. There’s rarely a neutral party in the process, and the cost of getting it wrong isn’t just the software spend, it’s the eighteen months lost to a system that never should have been chosen.

TECHNOLOGY ADVISORY

A clear picture of where you are, where you need to go, and what it costs to get there.

Independent technology advisory for mid-market companies, built to produce a decision your leadership team can defend, not a deck that gathers dust.

Most technology decisions get made under pressure, with a board or investor asking for a readiness story the leadership team can't fully back up. Every vendor in the room says their product is the right fit. There's rarely a neutral party in the process, and the cost of getting it wrong isn't just the software spend, it's the eighteen months lost to a system that never should have been chosen.

End-to-End Services

Advise. Implement. Manage.

We believe the firms doing the advising should be the ones doing the delivery. AIM was built on that belief, one methodology, one team, full accountability across every phase.

Our Approach

WEEK 1

Discover

Structured interviews with your leadership team, plus a full inventory of your data, systems, and workflows. This is where we find out what’s actually happening, not just what the org chart says.

WEEK 2

Score

Every system and workflow gets scored against a consistent methodology, so the assessment reflects where the real risk and opportunity sit, not just what’s loudest in the room.

WEEK 3

Roadmap

The scored assessment becomes a sequenced roadmap: what to fix first, what to replace, what to leave alone, and what it costs to get there.

WEEK 4

Hand Off to Delivery

The roadmap becomes the implementation plan directly. The same firm that did the assessment does the delivery, so nothing gets lost in the handoff.

A board-ready Technology Advisory Assessment, a scored landscape view of your current systems, a prioritized technology roadmap, and an implementation blueprint your team can act on immediately, all built on a consistent, repeatable methodology.

Powered by Lighthouse

A four-week engagement, fixed fee, partner-led team. All deliverables included, no change orders. Scope covers up to 10 stakeholder interviews across 3 business areas.

HIGHLIGHTS

The Lighthouse decision engine runs on more than 14,000 rules. Most engagements produce a board-ready Technology Advisory Assessment in as few as four weeks. Client data is never shared or used to train models, full stop.

Learn More About Lighthouse →
4 Weeks, Fixed Fee
YOUR INVESTMENT

A four-week engagement, fixed fee, partner-led team.

All deliverables included, no change orders. Scope covers up to 10 stakeholder interviews across 3 business areas.

Comparable board-ready engagements typically run upward of $100k and take three or more months to deliver.

PROOF OF WORK

Independent advisory, measured in outcomes, not billable hours.

Drawn from three recent engagements — an ERP assessment and audit, a PSA/ERP advisory, and a post-merger technology rationalization.

ACROSS ALL THREE ENGAGEMENTS 0 Weeks

Kickoff to a board-ready deliverable, every engagement.

POST-MERGER RATIONALIZATION 0 Tools rationalized

A fragmented, duplicated estate cut to a coherent strategic portfolio.

ERP ASSESSMENT & AUDIT 0 Months of spend audited

Vendor and cost audit across three development contractors.

POST-MERGER RATIONALIZATION 0 of the value

Delivered by 4 of 8 platform decisions, approvable in one meeting.

PSA/ERP ADVISORY 0 KPI dashboard

One Power BI operating metrics dashboard, owned by the client.

PSA/ERP ADVISORY 0 Systems bridged manually

Time tracking, billing, and the general ledger, for every invoice.

Ready to build your technology roadmap?

Schedule a conversation with our team.

Schedule a conversation