Operational Performance & Transformation
Build an operating model that can carry your ambition.
Explore this serviceCulture-first transformation
Stronger teams.Better operations.Measurable progress.
We help leadership teams improve performance through experienced operating leadership and practical AI and automation. Align your people, processes, and technology around the results that matter.
Independent management consulting & executive advisory · Established 2007
How we helpFrom operating priorities
From operating priorities
to progress you can see.
Four connected services. A shared focus on capable people, practical change, and sustainable performance.
AI & Automation for Operating Value
Put intelligence to work where it creates value.
Explore this serviceFractional Executive Leadership & Advisory
Experienced operating leadership, focused on what matters.
Explore this serviceCulture, Leadership & Organizational Effectiveness
Give people the clarity and support to own the outcome.
Explore this serviceAI & automationStart with the work.
Start with the work.
Build for the outcome.
Technology creates value when it solves a real operating problem. We help identify the right opportunities, redesign workflows, and guide implementation and adoption with technical partners.
Charles Szabo brings experience leading the operating design of AI-enabled and automated workflows in complex service environments.
Put AI to work in your operationsOur operating lens
- Find the friction.Understand the workflow and establish the baseline.
- Choose the value.Prioritize the use cases that matter to the business.
- Make it work.Connect delivery, controls, and team adoption.
- Measure the change.Review realized value, quality, and capacity.
Selected engagementBuild operating discipline.
Build operating discipline.
Put automation to work.
An 85-person regional valuation services group brought together an appraisal management company, a staff appraisal firm, and a valuation technology business. The work connected operating performance, leadership, automated workflows, and acquisition integration.
Read the engagement story34%higher EBITDA margin
31%revenue growth
Approximate 2025 results versus the 2023 pre-engagement baseline: 15% higher gross margin and 34% higher EBITDA margin. An 85-person group; operating leadership began in 2024.
Regional-group phase: March 2024–November 2025; integration continued through October 2026.Culture firstPeople make
People make
performance possible.
Servant leadership means developing leaders, removing obstacles, and supporting people to take ownership. We practice accountability with dignity and Assume Positive Intent.
That philosophy shapes how we work alongside your team and how improvement is sustained.
Meet the experience behind our workWhat you can expectClarity. Ownership.
Clarity. Ownership.
Practical follow-through.
A focused scope, agreed measures, and direct executive involvement—from understanding the problem to putting change into practice.