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How we work

From diagnosis to documented results in thirty days.

Most IT consulting engagements end at the report. Ours starts there. Below is the Helix Pulse cadence: free 60-minute conversation, full CTGA scoring, hands-on work on the three highest-impact gaps, and a before-and-after number you can defend to your CFO.

The Roadmap

What happens after the score.

Most consultants hand you a report and leave. We fix the problems and measure what changed. Here's what the first 30 days look like.

  1. Phase 1 Day 1

    Pulse

    A conversation, not a sales call.

    A free 60-minute conversation with our team. We cover your operations across all four CTGA pillars. You get your top three gaps, an estimated Helix Score, and a plain-English summary of what's broken. No intake form, no pitch deck. You own the results.

    • Free 60-minute operations conversation
    • Estimated Helix Score (100-900)
    • Top 3 operational gaps identified
    • Plain-English summary you can act on
  2. Phase 2 Days 2–7

    Score

    We find every gap.

    Full CTGA assessment across Controls, Technology, Growth, and Adoption. We score both what your systems do and what your people do for each pillar. You get your real Helix Score and a clear picture of what's broken, ranked by dollar impact.

    • Full CTGA assessment, all 4 pillars
    • Official Helix Score (100-900)
    • Gap analysis: tools vs. team alignment
    • Priority ranking by dollar impact and risk
  3. Phase 3 Days 8–15

    Solve

    We close the highest-impact gaps.

    We deploy automation, process design, and systems integrations to close the highest-priority gaps. This is hands-on work, alongside your team, with training built into the process. Not a report that sits on a shelf.

    • Automation deployed for top-priority workflows
    • Systems integrations configured and tested
    • Process redesign for broken handoffs
    • Hands-on training with your team
  4. Phase 4 Days 16–30

    Sustain

    We measure what changed.

    After deployment, we track what actually changed. Missed calls reduced. Invoices collected faster. Compliance deadlines tracked automatically. Results are documented and reported. Not described. Quantified.

    • Before/after metrics for every change
    • Documented results, not descriptions
    • Team adoption tracking (real usage)
    • Monthly retainer review
Phase 5 Ongoing

We Stay

Before you have a problem, we've already fixed it.

We don't wait for something to break. We check in every month, re-score every quarter, and fix what's drifting before it becomes a problem. By the time you notice something's off, we've already handled it.

  • Monthly review with documented metrics
  • Quarterly Helix Score re-assessment
  • Proactive gap monitoring
  • Direct line to your ops partner

That's 30 days from diagnosis to documented results.

Clients typically see the Helix Score move by Day 15.

After the Pulse

Three retainer cadences. Pick the one that matches the seat you need filled.

The Pulse is free. What happens after is a choice. Most clients land in one of three retainer shapes, from a monthly check-in to a full CIO-services seat. We scope the size with you on the Pulse, once we have seen your top three gaps and what it takes to close them. You get one fixed monthly number after that call, not a price list to guess from.

  1. Monthly check-in cadence

    Helix Pulse Retainer

    A monthly conversation with our team on what moved, what slipped, and what to do next. The lightest touch that still keeps CIO-level thinking in the room.

  2. 90-day engagement, fixed scope

    Helix Engagement

    We score, we ride the top three gaps, we measure what changed. Same structure as the 30-day Pulse, scaled to 90 days for the work that needs hands inside the system.

  3. Ongoing CIO-services seat

    Helix Operate

    CIO-level IT strategy on retainer. Quarterly re-score, monthly cadence, direct line to your ops partner. For service businesses that need the seat filled without filling the headcount.

See how the tiers differ on the CIO Services page

Start with the Pulse.

Sixty minutes. Free. You walk out with your top three gaps written down and an estimated Helix Score.

Book Your Free Pulse