For Firms
Strategic guidance. Hands-on execution.
From fractional advisory to data migrations, I help professional services firms solve real technology and operations challenges.
Many professional services firms need strategic technology and operations guidance but don't need (or can't justify) a full-time role. ODOV provides fractional engagement—ongoing strategic input, hands-on problem-solving, and a consistent partner who learns your firm's operations over time.
Engagement model: Retainer-based, typically monthly
What's Included
- Regular advisory sessions
- Strategic roadmap development
- Ongoing oversight of technology and operations initiatives
- Vendor evaluation and selection support
- A sounding board for firm leadership on technology decisions
Your firm's technology stack has probably grown over years—sometimes strategically, often opportunistically. ODOV helps you understand what's working, what's redundant, and what's missing.
Deliverable: Clear recommendations with rationale, not generic best practices
What's Included
- Technology stack audits and assessments
- Practice management system evaluation
- Build vs. buy analysis
- Integration architecture review
- Vendor selection and implementation oversight
The data is in your systems. The question is whether you can actually use it. ODOV helps firms build reporting that matters—WIP visibility, realization analysis, profitability by client/matter/practice area.
Focus: Reports that get used, not reports that get ignored
What's Included
- Custom report development
- Dashboard design and implementation
- KPI definition and tracking
- Data extraction and transformation
- Practice management reporting optimization
Every firm has processes that someone does by hand because "that's how we've always done it." ODOV identifies automation opportunities and implements solutions that actually stick.
Philosophy: Automate what should be automated. Keep humans where humans add value.
What's Included
- Process discovery and documentation
- Workflow automation design and implementation
- System integration (calendar sync, data flows)
- Notification and alert systems
- Recurring task automation
Switching practice management systems? Consolidating after a merger? Need to get data out of a legacy system? ODOV handles the unglamorous but critical work of moving data without losing what matters.
Reality check: Migrations are never as simple as vendors promise. Plan accordingly.
What's Included
- Practice management system migrations
- Database conversions (SQL Server, PostgreSQL, and others)
- Data validation and reconciliation
- Historical data preservation
- Schema translation and transformation
Not Sure Where to Start?
Let's have a conversation about your firm's challenges.
No commitment, just an honest discussion about what you're facing and whether I can help.
Get in Touch