The work, and the people who carry it.

Charles Schwab leads the market in serving registered investment advisors, and invests continually in helping those advisors grow. Retained as a sponsored educational speaker at SchwabIMPACT, on national webinars, and at regional events, we have worked with dozens of RIA teams inside the Schwab network — applying Revenue Architecture to sharpen their brand value positioning and structure their go-to-market. The work centers on the strategies that deepen advisor relationships with high-net-worth clients and business owners: a compliant, advisor-centric digital presence across websites, content, and social.

Natixis Investment Managers is among the world's largest asset managers, connecting clients to a multi-affiliate network of independent managers across public and private markets. In a category where trust and clarity decide the relationship, the work applied Revenue Architecture to align positioning and go-to-market across a complex, multi-brand offering — translating deep institutional capability into a coherent value narrative for the advisors and institutions Natixis serves.

Directions on Microsoft is an independent IT planning and advisory service focused exclusively on Microsoft since 1992 — a near-ideal fit for the way we work. The relationship started where it should: with a Revenue Architecture Diagnostic to surface the priority opportunities, which led to a flexible retainer to sharpen an already-strong marketing and sales practice. From there we deployed a full-funnel platform — marketing automation and CRM — and ran programs across account-based selling, sales enablement, coaching, and content for demand generation. Diagnose first, then architect, then operate.

Cognizant is one of the world's largest professional services and technology firms, helping enterprises modernize technology, reimagine processes, and transform customer and employee experiences. In a consulting-led model selling complex solutions across long enterprise cycles, the work applied Revenue Architecture to align go-to-market and sharpen how high-consideration offerings are positioned, packaged, and sold.

4R Systems helps retailers manage inventory as an investment, with advanced demand planning, replenishment, assortment, allocation, and markdown. Facing evolving competition, 4R chose to build on its track record by transforming its architecture for revenue growth. We worked with 4R to envision a future-state Revenue Architecture and deliver full-funnel marketing and sales services — revamping the go-to-market strategy and customer value proposition, modernizing the brand presence, integrating sales processes with an expanded team, and running technology-enabled campaigns toward more predictable revenue.

Imprivata is the leader in digital identity for healthcare — securing fast, frictionless access to systems and patient data across complex clinical environments. Selling a high-consideration security solution into healthcare means navigating long buying committees and strict compliance. The work applied Revenue Architecture to the demand and opportunity layers: structuring the go-to-market, sharpening positioning, and aligning marketing and sales around how healthcare organizations actually buy.

Arcserve has delivered trusted data protection, backup, and disaster recovery for more than thirty years, serving enterprise and mid-market businesses through a global channel. The work applied Revenue Architecture to a channel-driven, solution-led growth model — aligning positioning, demand generation, and sales motions across a broad product portfolio and partner ecosystem.

Static1 designs, builds, and runs corporate IT infrastructure — managed network, security, and connectivity services for firms in financial services, healthcare, media, and retail. As a service-led provider competing on trust and reliability, Static1 applied Revenue Architecture to define its market, sharpen its value positioning, and structure a go-to-market matched to the high-consideration buyers it serves.