by Rich Cruz | Feb 7, 2026
Client Context A growing professional services firm needed to migrate its core systems to Microsoft 365. The firm operates in a high-stakes environment where reliability, confidentiality, and continuity are critical. Daily operations could not pause, and tolerance for...
by Rich Cruz | May 13, 2025
Client Profile A thriving, family-owned estate planning law firm experiencing rapid growth beyond its projected revenue mark implemented an underutilized firm management software. The firm faced growing pains common to maturing organizations: outdated systems, unclear...
by Ben Kleinman | Sep 2, 2024
For a new medical device company, we defined and executed both Regulatory and Marketing Strategies. We clarified US and European regulatory requirements and timelines and established the company’s Quality Management System, including numerous processes and...
by Ben Kleinman | Sep 2, 2024
We guided the integration teams in a three-firm merger of national oncology research consortia. We harmonized organizational cultures and analyzed, designed and implemented operational efficiencies to reduce clinical research protocol development time vs. national...
by Ben Kleinman | Sep 2, 2024
For a major Japanese pharmaceutical company, we worked with the Chief Medical Officer, global functional executive leaders, Human Resources and Finance to implement the organizational redesign of five medical groups encompassing 2,550 medical professionals in 35...
