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Consulting & Advisory
Consulting / Advisory helps business and IT leaders make better decisions and turn strategy into execution-ready initiatives. Most engagements start with a Discovery Initiative to confirm outcomes, and build a roadmap.
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Data & AI delivers modern data platforms, analytics, and practical AI assistants built on enterprise-grade cloud tools. Integent helps you govern, deploy, and drive adoption so solutions stick and scale across your organization.
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Integent can help you ensure continuity beyond Project Online by deploying OnePlan in the Microsoft Cloud—connecting portfolio governance, resources, and delivery execution for results.
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Consulting & Advisory Services

Helping business and IT leaders make better technology decisions and turn strategy into concrete, deliverable initiatives.

Most engagements start with a Discovery Initiative to confirm outcomes, clarify trade‑offs, and create an execution‑ready roadmap.

We help business and IT leaders cut through complexity, make confident platform and investment decisions, and turn strategic direction into execution‑ready initiatives across portfolio management, automation, data & AI, and enterprise applications.

From operating model and governance to high‑level architecture and value tracking, we clarify options and trade‑offs, build a prioritized roadmap, and establish the decision cadence teams need to deliver measurable outcomes.
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The challenges we address

We help leaders move from scattered initiatives to clear decisions, a deliverable roadmap, and governance that enables execution.

  • Too many initiatives, unclear priorities — Your portfolio grows, but it’s not clear what to do first or what to stop.
  • No shared direction for the Microsoft ecosystem — Teams make tool and platform decisions ad-hoc, creating fragmentation.
  • Strategy without execution — Plans exist, but don’t translate into owned, sequenced initiatives.
  • Governance gaps or heavy bureaucracy — Either shadow IT and risk, or governance that slows delivery.
  • Unclear ownership and operating model — Decision rights, roles, and responsibilities aren’t defined.
  • Value is hard to prove — Benefits and KPIs aren’t measured consistently, making funding decisions harder.

Advisory modules

Pick a focused engagement or combine modules into a strategy-to-execution package.

Discovery Initiative

Focused start: align outcomes, assess current state, define options, deliver prioritized roadmap + value/KPI hypotheses.

Strategy & Roadmap Advisory

Direction, priorities, and sequencing across PPM, automation, data/AI, and apps.

Assessments, Health Checks & Reviews

Current state, maturity, risks + periodic reviews, go/no-go, reprioritization, roadmap updates.

Governance & Operating Model

Decision rights, standards, KPIs, and steering cadence that scale.


Architecture & Solution Advisory

High-level target architecture and integration approach to support the roadmap.

Change, Adoption & Value Realization

Adoption plan plus benefits/KPI framework so outcomes stick.

How we work

  • Discovery Initiative: align on outcomes & decision scope (stakeholders, success measures, decision backlog)

  • Assess the current state (tools, processes, risks, readiness)

  • Develop options & recommendations (trade-offs + value cases)

  • Build a deliverable roadmap (3–6–12 months, ownership, waves)

  • Set governance & value tracking (KPIs + steering cadence)

Capabilities / Expertise

Grounded in delivery across our core practices

PPM & Portfolio

Portfolio decisions, operating model, reporting standards, tool strategy.

Data & AI

Use-case prioritization, data/AI governance, analytics and AI enablement.

Power Platform

Citizen development governance, guardrails, scaling and adoption.

Application Consulting

Architecture choices, integrations, modernization approach.

Deliverables / What you receive

Typical deliverables

  • Align on outcomes & decision scope

  • Assess the current state (tools, processes, risks, readiness)

  • Develop options & recommendations (trade-offs + value cases)

  • Build a deliverable roadmap (3–6–12 months, ownership, waves)

  • Set governance & value tracking (KPIs + steering cadence)

Engagement models / Pricing style

Engagement options

  • Discovery Initiative (2–10 days) — outcomes alignment, current-state assessment, prioritized roadmap + recommendations, value/KPI hypotheses.
  • Workshops (1–3 days) — focused decisions + next steps.

  • Advisory engagements (4–8 weeks) — assessment, roadmap, governance, architecture.

  • Ongoing advisory partner (retainer) — steering

The team at Integent has been extremely helpful in our growth with Microsoft Project Online. We couldn't have done it without them. Thanks again for everything you do!

Getting Started Is Easy

Schedule A Consultation
Schedule a call with Integent. We'll discuss your organization’s pain points in order to understand what it is you are trying to accomplish.
Review Our Proposal
Once we determine there is a fit, we walk you through the process of scoping out your engagement and document how we will work together in a detailed proposal. Timeline and cost for the scope of services will be laid out in detail.
Let's Get Started
From focused projects to ongoing services, we take a customer‑centric approach with every engagement — aligning stakeholders and clarifying outcomes so everyone is working toward the same goals. We design and build cutting‑edge solutions to enable your teams to deliver measurable business value over time.

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Have a question or need you would like to dicsuss? Schedule a meeting and let's discover together how Integent can help your organization succeed with Microsoft technologies.
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