OZZEUS Advisory is a boutique practice for organizations evaluating, consolidating, or executing complex technology and operational programs. Tight scopes. Defensible answers. No 200-slide decks.
Book a 20-minute assessment → See how we workA career-aggregate view of measurable outcomes from programs led across financial services, life sciences, HR Tech, and consumer goods.
In three-year hard savings unlocked across platform rationalizations.
Annual vendor savings via PEO platform consolidation.
Reduction in deployment time and cost per country (global rollout).
FTE consolidation completed in four months without service disruption.
Savings via automated quality testing in multi-country treasury migration.
Countries delivered in a single treasury platform migration (expanded from 10 mid-program).
Countries with compensation platform rollout under a replicable methodology.
Companies onboarded to a standardized Salesforce CRM template across diverse industries.
Different problems, one common pattern: a decision with consequences too real to defer. If any of these describes your situation, let's talk before you act.
Recognize your situation? Schedule a 20-minute assessment →
Most engagements begin with a 2–4 week diagnostic (Engagement 01). Subsequent phases scope based on what the diagnostic reveals. We frame the decision tightly enough to act on — and only that work.
A focused diagnostic of your current platform footprint, decision triggers, and ROI exposure. Output: a defensible recommendation an executive committee can act on in 30 minutes — not a 100-slide deck.
This is for you ifWhere you have multiple systems doing overlapping work, we map the real footprint, quantify duplication and savings, and design a phased consolidation path with reassessment triggers built in.
This is for you ifFor complex programs about to be launched — spanning multiple stakeholders, regions, or vendors. We structure the program before kickoff: governance model, KPI instrumentation, phased roadmap, and vendor positioning. The goal is an executable program with the trade-offs already made, not a slide deck.
This is for you ifFor complex programs already underway that need senior leadership — because the original lead has rolled off, the program has drifted, or the team needs an experienced practitioner to sustain governance and validate vendor delivery. We step in as the senior voice through milestones, not as additional staff.
This is for you ifOZZEUS Advisory delivers strategy, design, and senior oversight of complex programs. Each engagement is shaped to the problem — from a 4-week scoped diagnostic to leadership of a 12+ month multi-phase program. Scope, milestones, and investment are defined in the initial conversation.
Every engagement starts with a tight, scoped diagnostic. If the diagnostic shows we're not the right fit — or the work doesn't need an outside advisor — we say so. That conversation usually saves the client more than the engagement would have cost.
2 – 4 weeks. We frame the decision underneath the symptoms. You leave with a defensible answer or a clear next step — even if that step is "do nothing yet."
4 – 8 weeks. Where the diagnostic surfaces a real program need, we design the structure: governance model, KPI instrumentation, vendor positioning, sequenced milestones.
Engagement-dependent. Senior oversight while your team or a vendor does the build — governance facilitation, KPI tracking, vendor accountability. We validate delivery; we don't replace the delivery team.
Diagnostic engagements follow a deliberate sequence. Each step produces an artifact that stands on its own. Each step gates the next.
Across 15+ years inside global technology programs — Citigroup, Hewlett-Packard, Procter & Gamble, Baxter, Experian, TriNet — these are the kinds of problems we've sequenced and shipped.
Three concurrent platform renewals across HR, Finance, and IT were generating procurement pressure without a unified view of overlapping capabilities or vendor leverage.
RecommendationReframed the renewals as a phased rationalization with explicit reassessment triggers, instead of three isolated vendor negotiations. Installed cross-functional governance so HR, Finance, and IT owned the trade-offs together.
$75K+ annual savings via vendor consolidation. +25% delivery efficiency across the program. Governance model adopted as the standard for subsequent renewals.
A global compensation and performance platform was being deployed country-by-country without a unified methodology, causing repeated learning cycles and inconsistent localization quality.
RecommendationBuilt a replicable deployment methodology with a country-agnostic core plus disciplined localization gates, sequencing rollouts to compress learning curves.
30 – 40% reduction in deployment time and cost per country versus prior rollouts. Methodology adopted as the global standard.
A treasury platform migration was scoped for ten countries when scope expanded to sixteen mid-program. The original FTE plan and manual testing approach would not scale.
RecommendationBuilt quality testing automation (QTP) to replace manual cycles, and consolidated reporting under U.S. GAAP across business units. Re-sequenced the migration so the additional six countries did not derail the original timeline.
16-country migration delivered. $50K in savings via QTP automation. FTE consolidation 4 → 1 in four months without service disruption.
Salesforce was being deployed across nine companies in distinct industries — each rollout starting from near-scratch, with no shared template or cross-implementation learning.
RecommendationStandardized a deployment template covering the 70% common to all industries, while preserving structured configuration paths for the 30% vertical-specific. Captured lessons learned into the template after each rollout.
Repeatable deployment framework. Cycle time reduced with each subsequent rollout. Cross-industry pattern library used in subsequent CRM advisory work.
An FP&A operating-model transition spanning four business units risked disrupting monthly close cadence and regional finance team stability if not sequenced carefully.
RecommendationCo-designed a transition plan covering process redesign, tooling alignment, and stakeholder transition — sequenced to protect close cadence in each business unit. Regional finance teams onboarded in waves.
Transition delivered on schedule. Monthly close cadence preserved throughout. Operating model adopted across all four business units.
A modern HR technology stack — Eightfold, JDXpert, Talemetry, Redwood Recruiting Booster, Beqom ICM — had grown organically with overlapping capabilities and rising vendor spend, with no consolidated view of trade-offs.
RecommendationDelivered per-platform analyses, each as a one-page capability matrix, three-year TCO model, DEI&B impact assessment, and phased recommendation. Each analysis enabled an executive committee to act in 30 minutes.
$227K – $300K in three-year hard savings unlocked across the analyses, without losing capability.
Every engagement closes with a concise executive recommendation, backed by a supporting diagnosis. Format and length vary by engagement type — the sample shown is the typical one-page recommendation for platform rationalization work.
Download a sample (PDF) →Representative format example. Client name, figures, and scenario have been anonymized for confidentiality.
Boutique advisory means different things to different firms. Here's what it means at OZZEUS, in concrete terms.
15+ years inside the rooms where these decisions get made — at Citigroup, Beqom, Experian, TriNet, Baxter. We're not theorists with a methodology; we're program leaders who saw what works and what burns money, then built an advisory practice around it.
Engagements delivered fluently in English, Spanish, or Portuguese. Useful when your program spans multiple countries, your stakeholders aren't all native English speakers, or your operations cross hemispheres. Translation isn't a workaround — it's part of the practice.
The same person who writes the proposal is the person who runs the engagement and signs the deliverable. No junior consultants doing the work and senior partners showing up at milestones. Faster decisions, no context loss, consistent judgment.
Every deliverable is designed to be used: roadmaps that get executed, decision frameworks that get referenced, governance models that hold under pressure. If a deliverable can't be acted on within 30 days, we haven't done our job.
The cost of a wrong call falls on you, not on us — so the work has to be defensible to your CFO, your CEO, and your board. We build recommendations that hold up under scrutiny, not ones that look good in a deck.
Formal milestone reviews, monthly written updates, and an open consultation channel for tactical questions. No "deliver the deck and disappear." The plan becomes a working rhythm with your team.
For 15+ years I led complex technology and operations programs from inside global organizations — Citigroup, Hewlett-Packard, Procter & Gamble, KPMG, Baxter Americas, Experian, Beqom, and TriNet. I sat in the rooms where the wrong decisions cost millions. I watched what happens when an RFP gets approved without proper framing, when a platform consolidation gets sold but never delivered, when a program runs three years over budget because no one structured the governance on day one.
OZZEUS Advisory is the practice I built to do that work from the outside — same rigor, same standards, but as your advisor instead of your employee. The cost of a bad recommendation now falls on you, not on me — so the work has to be defensible, not impressive. Sober, evidence-led, scoped tight. That's the practice.
I work with leaders facing complex decisions about platforms, processes, or programs — across multiple ecosystems, including HR Tech, compensation, finance, treasury, and CRM. The underlying problem is usually the same: a decision that's been framed too loosely to act on. If that's where you are, let's have a conversation.
Engagements run fluently in English, Spanish, and Portuguese — useful when your operations don't fit one timezone or one language.
MBA, Durham University Business School (UK) — with Merit. BBA, Tecnológico de Costa Rica.
Trilingual — English, Spanish, Portuguese. Engagements delivered across the Americas and EMEA.
Agile, Hybrid, Lean, DMAIC. Program leadership across HR Tech, finance services, life sciences, and PEO ecosystems.
Initial conversation: 20 minutes · no deck · no charge.
We get specific about your decision and tell you if a focused diagnostic would help. If it wouldn't, we say so.
Replies typically within one business day.