Our Approach

We believe that the right design decisions today can help your business move with agility and avoid costly problems later. We coach technology teams to implement systems that scale resiliently as your business grows and evolves by understanding underlying business processes and applying cross-functional solutions.

Integrated, Cross-functional Strategy

Our consulting approach is interdisciplinary, viewing your organization as a single, interconnected system from Lead to Cash.

  • We maintain one foot in your business goals and one foot in technology, ensuring technology is always an enabler of strategy, never the sole focus.

  • We connect all critical functions—Sales, Marketing, Operations, Finance, and Analytics—to eliminate organizational silos and drive unified cross-functional success.

  • This balance results in streamlined business processes that are technology-enabled, ensuring your implementations serve your strategic objectives.

Process Refinement & Enabling Technology

We provide long-term scale by solving root-cause issues through rigorous analysis and a commitment to thoughtful simplicity.

  • We conduct a deep-dive analysis to find the "deeper why" behind challenges, identifying process gaps, unnecessary complexity or broken operations that technology cannot fix.

  • We focus on refining and simplifying core business processes first, then enabling them with technology—never simply automating inefficiency.

  • We champion the "Keep It Simple" philosophy, designing for maximum agility, scale, and flexibility so you don't over-invest in unnecessarily complicated systems.

  • We focus on creating solutions where business units can operate autonomously yet seamlessly integrate, driving unified organizational outcomes.

Data-Centric Foundational Architecture

We focus on technology investments that will stand the test of time, with data at the core of everything we build.

  • We concentrate on foundational, 5-10+ year architectural decisions (CRM, ERP, Identity, Order Management, Data Warehousing) that support future growth and prevent costly redesign later.

  • We design and build with data and analytics at the forefront, ensuring analysts spend their time generating insights rather than just acquiring and cleaning data.

  • We design your core platforms and data models to be integrated cross-functionally from the start, aiming to provide a single source of truth for all business decisions.

Sustained Success & Coaching

Our goal is your independence and long-term success, built through genuine partnership and collaboration.

  • We commit to a long-term partnership, not a "build it and leave" approach, ensuring sustained success and ongoing collaboration.

  • We operate with a "teach you how to fish" mentality, actively demonstrating best practices and transferring essential skills to your internal teams.

  • We equip your business for successful autonomy by providing lightweight, functional documentation and embedding best practices across your organization.

Consultant Bio

Brandon Whitehead, Principal and Owner 

Brandon is an executive technology and data leader with a 25-year track record of driving hyper-growth and architectural excellence across leading organizations, including Tableau, Salesforce and Motive. He is recognized for his ability to combine business process engineering and cloud technology solutions across business functions for effective, scalable and resilient outcomes. See the extended bio for more details.

Core Focus & Expertise

Building scalable foundations, ensuring technology is a direct enabler of strategic business outcomes in the following areas:

  • Enterprise Architecture, including:

    • Quote-to-Cash Automation

    • Customer Identity

    • Integration Architecture

    • Software Licensing and Provisioning Automation

  • Technology Strategy and Planning to drive Hyper Growth

  • Data Architecture & Analytics

  • Business Process Engineering

  • Application Development and Security

  • Technology Compliance and Security, including:

    • ASC 606 Revenue Recognition

    • SOX Compliance