FOR ENTERPRISES
Practitioner depth without the layered hierarchy.
PluggedIn partners with enterprise leaders running complex organizations through transformations, transactions, technology overhauls, and AI adoption. Practitioner teams sit at the table with your executives — and stay through delivery.
WHEN WE GET THE CALL
Six situations where enterprises engage us.
Enterprise clients bring PluggedIn in when the work is too senior for the consulting firm they have, too specific for the Big Four to staff appropriately, and too critical to risk on a generalist. Six patterns recur.
A transformation that has stalled.
The strategy was set, the consultants delivered the deck, and twelve months later the change hasn't landed. You need senior practitioners who can re-enter the work, diagnose what's stuck, and execute the parts that need doing. Not a fresh strategy — a fresh delivery.
A transaction with hard timing.
A divestiture, an acquisition, a recapitalization, a carve-out. The deal mechanics are clear; the operational and financial execution is where the value gets won or lost. You need senior people who've done this before, embedded with your team, fluent across finance, technology, and operations.
A technology overhaul too critical to outsource.
Replacing the ERP. Migrating to a new cloud architecture. Standing up a new financial system. Rebuilding the security posture. Work that's too important for a vendor-led implementation alone, but too operationally heavy for your internal team to own without senior augmentation.
An AI adoption push with real stakes.
Your board is asking for AI strategy. Your operating units are running uncoordinated pilots. Your CIO needs governance, your CFO needs ROI, your legal team needs control. You need a partner who's done this in regulated industries — and who can advise your team without becoming dependent on us.
A leadership gap that can't wait for a search.
A CFO transition, a CIO departure, a Chief of Staff vacancy. The function can't pause. You need an interim senior practitioner who can hold the seat, develop the team, and hand off cleanly to the permanent hire when they arrive.
A regulatory or compliance lift on a deadline.
A new regulatory standard, an upcoming audit, a remediation order, a pre-IPO compliance build. Specific deliverables, hard dates, no room for ramp time. You need a practitioner team that arrives ready and produces.
WHY ENTERPRISES PICK US
What enterprise leaders tell us made the difference.
Practitioner depth without the layered hierarchy
The team you meet in the first conversation is the team that delivers. Engagements aren't staffed with a partner up front and junior consultants for the duration. Direct access to practitioner judgment is structural, not negotiable.
Cross-functional work, single accountable team
Most enterprise initiatives cross finance, technology, and strategy. A transformation needs financial impact modeling, system implementation, and operating model redesign together. We deliver the cross-functional work in a single engagement, with the same team holding the integration. No multi-vendor coordination overhead, no scope-of-work gaps where the disciplines meet.
Modern delivery infrastructure, transparent governance
Our practitioners use approved enterprise AI tools under documented data controls, with retention disabled where the tool allows and no client data used for model training where contractually covered. We can deliver in AI-Free mode for engagements where regulatory caution or internal policy calls for it. See our AI Principles.
Microsoft stack specialization
For enterprises running on Microsoft — Azure, Microsoft 365, Dynamics 365, Power Platform, Sentinel, Defender, Intune, Purview — we bring deep working fluency. We're not vendor-agnostic for the sake of being agnostic. We're deliberate about the stack we know best, and we say so.
Practitioner culture, not partner culture
The biggest complaints we hear from enterprise leaders about their existing firms: layered teams, partner drift after PE acquisitions, junior staffing under senior pricing, decisions escalating up a chain the client can't see. We're built deliberately the other way. Practitioner teams do the work — at every level the engagement requires.
ENGAGEMENT MODELS
Three shapes for enterprise work.
Project Engagement
Defined scope. Defined timeline. Named team.
Specific work bounded in scope and time. Common engagements include transformation execution recovery, transaction support (pre-deal, deal, integration), ERP or financial systems implementation oversight, AI adoption strategy and governance build, regulatory readiness programs, pre-IPO finance and operations build, cybersecurity posture and SOC 2 / ISO programs, and operating model redesign.
Best for: Discrete strategic initiatives where the deliverable and timeline are clear.
Discuss this model →Fractional Leadership
Multi-quarter to multi-year fractional engagement, scaled to the role.
A practitioner embedded into your leadership cadence in a defined capacity. Common configurations: embedded Office of the CFO partner, embedded Office of the CIO partner for strategic technology guidance and vendor oversight, embedded Office of Strategy partner for planning cycles and M&A pipeline, combined finance + technology partnership, and interim leadership during a transition or search.
Best for: Enterprise functions that need ongoing senior depth without a permanent hire — or transitional periods requiring senior interim leadership.
Discuss this model →Full Engagement
Operational ownership with service expectations, reporting cadence, and handback plan defined in the SOW.
Full operational ownership of a function or initiative. Common scenarios: outsourced Office of the CFO during high-growth or transition, managed AI governance program, full lifecycle transformation program from strategy through execution, and stand-up of a new function such as an internal audit team or compliance program.
Best for: Enterprise needs that exceed project-based work and require sustained operational presence, but don't yet justify permanent build-out.
Discuss this model →
WORKING ALONGSIDE OTHERS
We don't try to replace your other advisors.
Most enterprise clients arrive at PluggedIn already working with multiple advisory firms — a Big Four for audit and tax, a strategy boutique for board work, a systems integrator for technology, a law firm for transaction work. We're not trying to displace any of them.
We're built to fit between and beside them. Where the Big Four can't engage because of independence rules, we engage. Where a strategy firm produced a deck that needs to become an operating reality, we deliver. Where an SI is implementing the technology and someone needs to hold the financial impact modeling and adoption planning, we're that someone.
We won't propose work that conflicts with your existing engagements. We'll often work alongside other firms — coordinating directly with them, reporting jointly to your leadership, integrating our deliverables with theirs. We're explicit about scope, hand-offs, and where our work ends and another firm's begins.
ENTERPRISE-GRADE TRUST
What enterprise procurement teams need to know.
Data governance
Approved enterprise AI tools with retention disabled where the tool allows and no client data used for model training where contractually covered. Data residency is scoped at engagement start and supported on a per-tool basis; constraints may affect tool selection, timing, and pricing.
Contracts and agreements
NDAs are signed by default at first contact. BAAs, DPAs, MSAs, and industry-specific data-handling addenda signed before any sensitive data exchange. We are prepared to review client paper and negotiate data, insurance, liability, and security terms during contracting.
Security posture
Internal security practices follow SOC 2 control families. Formal SOC 2 attestation is in progress. We can provide documentation of relevant internal controls, AI tooling configurations, and access management practices during diligence.
Insurance and liability
We carry professional liability and cyber liability insurance at appropriate enterprise levels. Certificates of insurance available on request during contracting.
References
At our stage, references are confidential and provided during the contracting process to qualified prospective clients. We don't publish client logos until our portfolio is mature enough to do so without singling out individual clients.
See our full AI Principles for complete data and delivery posture documentation.
FREQUENTLY ASKED
What enterprise leaders ask us most.
- How do we know your senior practitioners stay senior throughout the engagement?
- The same senior practitioners who scope the engagement deliver the engagement. We don't have a partner-up-front-then-junior-team model. Engagement letters name the senior people involved, and we don't substitute them without explicit client agreement.
- Can you sign our standard MSA?
- Yes, in most cases. We've worked through Fortune 1000 procurement standards before. For most clauses, our standard terms and yours are compatible. Where they aren't, our legal team negotiates with yours during contracting.
- Do you use offshore resources?
- No. Our practitioners are senior, and our network spans multiple geographies, but we don't use traditional offshore staff augmentation models. The senior practitioner you contract with is the senior practitioner who delivers.
- What's your AI governance posture for regulated industries?
- We deliver under our AI-Amplified default model with strict data governance — but for engagements in regulated industries (banking, insurance, healthcare-adjacent, public sector), many clients elect AI-Free Delivery for all or part of the engagement. Either choice is honored contractually. See AI Principles for the full mode comparison.
- How do you price enterprise engagements?
- Pricing is set per engagement after the discovery call. We don't publish ranges, and we don't bill on hours. Most enterprise work is scoped on outcome and price-fixed; multi-quarter partnerships use monthly retainers with defined scope; full engagements use service-level commitments. The pricing logic is transparent in every proposal.
- Do you have specific industry expertise?
- Our practitioners and network span multiple industries. We don't lead with industry positioning publicly because most of our work is industry-agnostic at the senior level — but for engagements where industry depth is essential, we mobilize practitioners from our network with that specific fluency. Discussed in scoping.
- Can you work alongside our existing Big Four firm?
- Yes. Most of our enterprise engagements run alongside existing Big Four relationships. We don't compete with audit, tax, or independence-restricted advisory work. We deliver the work the Big Four can't take on for independence reasons, or the work that needs more operational depth than their advisory practices typically provide.
- What if the engagement is too sensitive to scope without preliminary work?
- For highly sensitive engagements, we can begin with a scoped diagnostic — typically 2–4 weeks, fixed-scope — that produces a privileged read-out and a recommended scope of work. The diagnostic phase carries the same NDA protections as a full engagement.
Let's talk about the engagement on your mind.
Enterprise engagements often start with a single 30-minute conversation. Tell us where you are and what's stuck. We'll tell you whether we're the right partner, what we'd do, and what we wouldn't take on. No pitch deck, no qualification gauntlet.
Or read our AI Principles to see how we handle data and delivery posture for enterprise engagements.