Create alignment between your business and technology teams to realize business value at each stage of the DT Journey.

Business and Digital Advisory Services

Engage with our Business and Digital Transformation Experts to Accelerate Value Creation

Advisory Client Success Stories »

Messina Group provides a broad range of Business and Digital Advisory services to fast-growing companies. From Digital Transformation to M&A Readiness to ERP Platform Selections to Program and Change Management, we partner with our clients to design a clear path to success to help them reach their goals.

Digital Transformation Planning

Are you ready to beat the odds and experience digital transformation success?

Most typical digital transformation initiatives realize less than 40% of the desired business value. Organizations are increasingly looking to create value and differentiate their organization for competitive advantage in the marketplace by leveraging innovative technology solutions such as mobility, big data and social media.

Your opportunity to drive high-impact change improves dramatically with our proven approach. We work with  strong executive leadership teams to develop a clear, prioritized road map, and follow a structured stage gate process.

Contact us to learn how our clients Create Value throughout their Digital Transformation journeys and to discover ways we can help you deliver business value with your initiatives.

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Build your Digital Transformation Roadmap

A quick-hitting, collaborative work session that brings Clarity to your Analytics opportunities.

Deliver Architecture to Support Your Future

Identify and Align your Sales Enablement capabilities with business objectives, focus on incremental investment, and improve ROI.

Assemble Delivery Teams to Execute Your Program

A diagnostic engagement, focused on specific current state problematic areas and future state solutions.

Business Process Improvement

Today’s customers expect your organization to deliver digital products and services with an intuitive user experience. When companies get it right, they lower their operational costs and offer more competitive pricing. We take a data-driven approach that delivers quantifiable business value for our clients.

Messina Group will help you meet customer expectations by overhauling and accelerating the digitization of your business processes. This includes cutting the number of steps in the process, reducing the volume of documents, automating decision making, and limiting regulatory and fraud issues.

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Build Your Future State Processes

We develop your streamlined and automated “To Be” Future State processes that help you achieve your goals.

Drive Costs Out of Your Operations

Our data- driven approach to process improvement and automation drives measurable operational cost reduction.

Help Drive Meaningful Change

The People make the difference and we make sure your People are ready to adopt to the Change coming their way.

Platform Selection Process & Implementation Support

Selecting, negotiating, and managing the right platform program is complex and challenging, and as a result, most companies fail to capture their desired business results. But when managed successfully, companies take a business-driven approach and ensure that the business drivers and platform are properly aligned.

We work with business and technology executives to provide the platform leadership, insight, and management needed to help ensure their program is business-driven and set up for success. Our Selection Advisors and Program & Project Managers have extensive experience leading, managing, and delivering successful programs for:

  • ERP –  Enterprise Resource Planning
  • CRM – Customer Relationship Management
  • FP&A – Financial Planning and Analysis
  • LIMS – Laboratory Information Management System
  • ELN – Electronic Lab Notebook
  • Bioinformatics, Cheminformatics and more.

Read the Case Study »

Platform Selection Services

Our proven Use Case approach delivers the information you need to select the right platform. We add tremendous value to help you negotiate the pricing and Terms and Conditions with your vendor.

Program & Project Management

Our effective Program and Project Managers represent the Business and ensure your team and vendor are focused on driving business value.

Build Your Implementation & Integration Teams

We help you assemble the right blend of internal, vendor and consultant resources to successfully implement and integrate the right solution.

IT Due Diligence

The greatest value from IT Due Diligence comes from analyzing the “Art of the Possible” that digital and IT assets can deliver toward an organization’s proposed Value Creation Plan.

Our Senior team of Business and Technology leaders, with more than 30 years of experience, have hands-on M&A experience, are skilled at identifying Value Creation opportunities, and understand how to transform companies into integrated data and process driven “Digital” companies.

The expertise of our team members provides us with the unique ability to gain a deep understanding of the IT maturity, team, and capabilities. Key deliverables from our IT Due Diligence engagements typically include:

  • Cybersecurity Risk Assessment
  • Technology Architecture Assessment
  • Analytics Maturity Assessment
  • Sales & Marketing Tech & Alignment Assessment

Read the Case Study »

Assess your Data and Cybersecurity Risks

We help you discover your cybersecurity risk levels, vulnerabilities, and threats so you can understand your exposure liability and costly remediations.

Learn more about Ongoing Cybersecurity Audits »

Assess your Technology Architecture

Reviewing your technology assets including platforms, architecture, security, and scalability, will help prioritize your investments.

Report on the Maturity of your Data & Analytics

We assess the maturity of your Analytics and build a roadmap of high-impact Analytics opportunities.

Check Sales & Marketing Alignment

Find ways to streamline and automate your processes to supercharge your revenue engine.

Cybersecurity Assessment Program (CAP) for Private Equity

Our Cybersecurity Assessment Program (CAP) provides a holistic review across people, process, and technology, resulting in a one-time or ongoing program that is customizable based on your PE Firm or Company’s business model and industry.  

With cyber breaches and attacks on the rise worldwide, Portfolio companies of Private Equity Firms as well as other fast-growing organizations need an unbiased, standardized cybersecurity assessment to identify their cyber risks and provide a remediation plan.

Most companies face these cybersecurity challenges: 

  • Inconsistency around the business risk profile 
  • Limited enforcement and accountability 
  • Limited time availability from management to monitor MSPs and cyber risks 
  • Difficult to determine the right level of investment in cybersecurity protection 
  • Financial fraud exposure risk as a result of their clients’ cybersecurity breaches
  • Lack of a clear path to resolution 

Our efficient team of experts help CFOs and CIOs find a clear path forward from these common challenges with a brief, efficient, high-impact Cybersecurity Risk Assessment engagement that not only identifies risks, but provides a clear remediation plan for resolution going forward.

Customizable Programs

Each Cybersecurity Assessment program can be tailored to the unique needs of your business, including depth and frequency, to match your risk profile.

Unbiased Advisor

As an independent third-party, we act on behalf of Executives, Board Members, and PE firms to ensure action is being taken to meet their goals and expectations for the company.

Cybersecurity Risk Assessments for Portfolio Companies

We work with Private Equity Firms to establish a Program for Portfolio-wide Cybersecurity Baseline, then work with each of their PortCos’ Leadership Teams and their MSP providers on an annual basis to ensure consistency and compliance.

Support ESG Initiatives

Environmental, Social, and corporate Governance (ESG) initiatives are a top priority for investors. A clear, agreed upon Cybersecurity Program can support your Governance goals and plans for your PE firm and/or company and can ensure strict adherence to the plan as well as improve reporting to your Board and investors.

Cybersecurity Report for Your Investors

Cybersecurity can feel like a moving target. We solve that for our Clients by providing a Cybersecurity Scorecard along with a clear set of actionable deliverables at the end of each Assessment, including remediation instructions to reduce risks. Investors 

Merger and Acquisition
Readiness and Integration

Most M&A transactions fail to deliver the planned business value and would benefit from increasing the speed of the integration process. Our many years of deep experience and proven tools accelerate merger integration.

Messina Group brings a data-driven approach to M&A integration to identify potential synergies and create the integration plan with the prioritized, detailed list of activities to execute.

We bring an experienced, focused team to help you speed up M&A integration and realize value faster.

M&A Integration Planning

Our proven approach takes a data-driven approach to deliver a prioritized integration roadmap.

Drive Operational Efficiency

Business process optimization which supports your M & A objectives and drives value across People, Process and Technology.

Realize Cost Reduction

Capturing pricing and cost synergies across your customers and vendors.

Program and Change Management

Many organizations struggle with the fundamentals of project and change management, leading to high failure rates among their strategic initiatives. A fully aligned project management function, with integrated change management services, ensures consistency in delivery across the organization, as well as visibility into project risks, impact and overall health.

Messina Group helps you turn a well-crafted strategy into a well-executed plan. Our consulting practice brings a unique blend of project management soft-skills, functional and technology expertise, and project management rigor to help mitigate risk associated with your projects. Our project management experts bring a hands-on and pragmatic approach to managing your strategic initiatives

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Business Results Project Management

Our Project Management approach is focused on driving and maximizing your business benefits.

Lead Organizational Change

We accelerate the ROI of your projects through improved communications, involvement and adoption.

How can we help you reach your goals?