Services
Technology & Operations Reviews
Board-Level Diagnostics of Your Firm’s Tech Landscape and Operating Model
Technology and operations are the backbone of profitability, scalability, and client delivery. Yet many firms make critical decisions based on assumptions, outdated models, or internal reporting that lacks strategic context.
My Technology & Operations Reviews provide boards and executive teams with deep, independent insights into the current state—and future potential—of your firm’s delivery model and tech stack. These reviews help uncover performance gaps, misaligned investments, and missed opportunities for value creation.
Why Boards Engage Me
As a former Big 4 CIO and board advisor with over two decades in professional services, I bring a unique mix of strategic perspective and operational depth. My reviews give boards the clarity they need to:
Understand
where technology and operations support—or hinder—firm strategy.
Identify
structural inefficiencies in the firm’s delivery model and profitability engine.
Decide
on outsourcing, nearshoring, or system upgrades.
Drive
partner profitability, staffing leverage, and sustainable scalability.
When to Engage Me
The firm is preparing for strategic change (e.g., M&A, international expansion, or digital transformation).
There are concerns about profitability, scalability, or client delivery performance.
The board lacks independent visibility into core tech systems or operational KPIs.
A transformation or system upgrade is on the table—and you want to ensure it addresses the real problems.
What I Review
I tailor each engagement to the firm’s context—but common areas of focus include:
1
Operations Model Review
Staffing Pyramid & Partner Leverage
Is the firm’s talent structure optimized for margin and delivery?
Profitability Drivers
Deep-dive into margin by practice, service line, geography, and client segment.
Client Portfolio Segmentation
Are you over-serving low-value clients or under-leveraging high-margin ones?
Delivery Model Effectiveness
Analysis of nearshore, offshore, and outsourcing structures.
Utilization & Capacity Planning
How well are people, teams, and resources aligned with demand?
2
Technology Landscape Review
Core Systems Assessment
ERP, CRM, time & expense, procurement, and KYC: Are they enabling or constraining growth?
Integration & Data Flow
Is the tech stack integrated enough to support seamless operations and reporting?
Tech Spend Review
Are your investments aligned with business priorities and ROI expectations?
Governance & Accountability
Are ownership and decision rights around tech clear and effective?
Deliverables
My expertise lies in technology and technology projects to ensure that boards, management and project steering committees have the necessary knowledge and framework to effectively manage technology-led transformations.
Board-LevelReport
A clear, structured summary of key findings, risks, inefficiencies, and opportunities.
ExecutiveBriefing
Tailored for board or ExCo presentation, with data-driven recommendations.
Optional Roadmap Support
Guidance on restructuring, replatforming, or re-prioritizing initiatives.
That's what my customers say about me.
“Henrico’s review gave us a level of visibility we hadn’t had before. He connected operational inefficiencies directly to profitability levers—and helped the board act with confidence.”
– Managing Partner, Professional Services Firm
Timeline & Investment
A typical review takes 2–6 weeks, depending on the size and scope of your firm
Pricing is fixed and tailored to the engagement scope (starting from CHF 25,000).
Follow-up advisory or implementation support is available as needed.
Why Boards Engage Me
1
Deep Sector Expertise
I’ve chaired and advised project boards overseeing portfolios over $250M.
2
Cross-Disciplinary Expertise
Deep experience across both technology and operations transformations.
3
Execution + Strategy Lens
I connect ground-level delivery issues to strategic outcomes.
4
Unbiased Guidance
I bring a neutral, external view—free from delivery or vendor agendas.
5
Proven Track Record
Trusted by leaders at PwC, Zurich Insurance, KPMG, Bank Julius Bär, and more.
Book a free, no-obligation consultation
Blog
Articles on the topic
Here you’ll find case studies, real-life examples, and professional assessments on the topic.
Project Success Definition – (Non)-Executive Workshop
19. September 2022
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