Management Consulting and Interim Management
Our operating philosophy: Collaborate with clients, Deliver results, and Achieve success all around.
COLLABORATE | DELIVER | ACHIEVE
Our general management consultants are subject matter experts who are available ONSITE and LOCALLY across the west coast and remotely anywhere in the United States. We serve all industries: Industry agnostic and industry specific, as needed.
Via our four Centers of Excellence that are delivered across six Service Areas, we comprehensively and holistically solve problems across the entire enterprise.
The Four Centers of Excellence (COE) pillars are:
Project Management | Change Management | Process Excellence | Interim Management
We deliver the four COEs across the six Service Areas:
Finance and Accounting • Information Technology • Compliance • Supply Chain • Strategy • Human Resources.
Our People are experts at SOLVING your People, Process, and Technology challenges. We listen to you, collaboratively scope out engagements, deploy qualified consultants and meet or better yet, exceed your goals.
atum is a general management consultancy that is dedicated to creating value for its clients and the community at large. We serve large and small companies alike, across all industries, in areas of business strategy, select support functions, and operations.
atum has been in business since 2011 and has successfully proven demonstrated value across the western United States. The firm has regularly been featured on the Top 10 consulting firms list by local Business Journal publications in core geographies it serves.
Assisting clients with management consulting and interim management solutions related to business strategy, support functions, and operations via versatile consultants powered by subject matter and industry expertise.
atum is a values driven firm. Every day we strive to develop and reinforce a strong culture, one that is fanatical about value creation. Our strong management team and advisory board has built a professional services firm that is focused on defining a suite of services that create a critical path to success for our clients.
Our strategy and execution is vetted by our advisory board which is reflective of our client base. We invite you to join us: As consultants to help serve our clients. As clients whom we can assist in achieving success.
atum levers the four Centers of Excellence in six functional areas which we call Service Lines to comprehensively and holistically provide an enterprise management consulting solution
Be it Portfolio Management, Program Management, Project Management, Product Management or Business Analysis, atum consultants are adept at delivering with the highest degree of skills and experience.
Project management is the disciplined approach to initiation, planning, executing, and closing projects to achieve specific goals within defined constraints such as time, budget, and resources. It involves coordinating tasks, managing teams, and addressing risks to ensure successful project delivery. Effective project management utilizes methodologies like Agile, Waterfall, or hybrid approaches, and relies on key skills such as communication, leadership, and problem-solving.
By aligning outcomes with organizational objectives, project management enables businesses to achieve strategic success and deliver value to stakeholders.
Leading projects in accounting: Audit Prep, Chart of Account Review, FASB Implementation, IFRS Change-Over (lease and revenue recognition etc.)
Leading projects in finance: Special projects, cost-benefit analysis and budgeting, forecasting, and financial planning,asset management, etc.
Leading projects in IT strategy, Assessments, Systems Selection, Improvements, Rationalization, ERP Implementations, Application Projects, Infrastructure Projects, Business Intelligence, Data Analysis, Custom Application Development, etc.
Leading projects in Sarbanes Oxley, Internal Audit co-sourcing, FERC compliance, State regulatory compliance, Affordable Care Act Compliance, HIPAA Compliance, etc.
Leading projects in Business Process Re-Engineering, Operations, Vendor (SRM)/Customers (CRM), Supply Chain Management, Sourcing Procurement, Warehouse Management, Inventory Management, Facilities, Fleet, Operations, etc.
Leading projects in Mergers & Acquisitions, Strategic Alliances, Product Strategy, Market Analysis etc.
Leading projects in Talent Acquisition Strategy Assessment and Definition, Onboarding Process Definition, Compensation Strategy Assessment and Definition, Talent Development, etc.
Be it training, communications, leadership alignment, change readiness assessments, or stakeholder engagement, atum consultants are adept at delivering the highest degree of skills and experience.
Change management is the structured approach to transitioning individuals, teams, and organizations from a current state to a desired future state. It involves preparing, supporting, and equipping people to adapt to organizational changes, ensuring minimal resistance and disruption.
Effective change management combines communication, training, leadership alignment, and stakeholder engagement to drive successful adoption of new processes, technologies, or strategies. It aims to foster a positive and proactive environment that embraces change as an opportunity for growth and improvement.
Enabling change in accounting: Audit Prep, Chart of Account Review, FASB Implementation, IFRS Change-Over (lease and revenue recognition etc.)
Enabling change in finance: Special projects, cost-benefit analysis and budgeting, forecasting, and financial planning,asset management, etc.
Enabling change in IT strategy, Assessments, Systems Selection, Improvements, Rationalization, ERP Implementations, Application Projects, Infrastructure Projects, Business Intelligence, Data Analysis, Custom Application Development, etc.
Enabling change in Sarbanes Oxley, Internal Audit co-sourcing, FERC compliance, State regulatory compliance, Affordable Care Act Compliance, HIPAA Compliance, etc.
Enabling change in Business Process Re-Engineering, Operations, Vendor (SRM)/Customers (CRM), Supply Chain Management, Sourcing Procurement, Warehouse Management, Inventory Management, Facilities, Fleet, Operations, etc.
Enabling change in Mergers & Acquisitions, Strategic Alliances, Product Strategy, Market Analysis etc.
Enabling change in Talent Acquisition Strategy Assessment and Definition, Onboarding Process Definition, Compensation Strategy Assessment and Definition, Talent Development, etc.
Whatever the methodology, Lean, Six Sigma, Kaizen, Business Process Reengineering, Continuous or Incremental Process Improvement, atum consultants are adept at delivering the highest degree of skills and experience.
Process Excellence focuses on optimizing business processes to improve efficiency, quality, and overall performance. It involves identifying and eliminating inefficiencies, reducing waste, and ensuring consistent outcomes through methodologies like Lean, Six Sigma, and continuous improvement.
By aligning processes with organizational goals, Process Excellence helps deliver greater value to customers, reduce costs, and drive innovation. It fosters a culture of accountability and adaptability, enabling organizations to remain competitive in a dynamic market environment.
Improving processes in accounting: Audit Prep, Chart of Account Review, FASB Implementation, IFRS Change-Over (lease and revenue recognition etc.)
Improving processes in finance: Special projects, cost-benefit analysis and budgeting, forecasting, and financial planning,asset management, etc.
Improving processes in IT strategy, Assessments, Systems Selection, Improvements, Rationalization, ERP Implementations, Application Projects, Infrastructure Projects, Business Intelligence, Data Analysis, Custom Application Development, etc.
Improving processes in Sarbanes Oxley, Internal Audit co-sourcing, FERC compliance, State regulatory compliance, Affordable Care Act Compliance, HIPAA Compliance, etc.
Improving processes in Business Process Re-Engineering, Operations, Vendor (SRM)/Customers (CRM), Supply Chain Management, Sourcing Procurement, Warehouse Management, Inventory Management, Facilities, Fleet, Operations, etc.
Improving processes in Mergers & Acquisitions, Strategic Alliances, Product Strategy, Market Analysis etc.
Improving processes in Talent Acquisition Strategy Assessment and Definition, Onboarding Process Definition, Compensation Strategy Assessment and Definition, Talent Development, etc.
Be it interim management or fractional roles ranging from the C-suite, executive/senior leadership, to first line management roles, atum consultants are adept at delivering with the highest degree of skills and experience.
Interim or fractional management involves appointing experienced professionals to take on temporary leadership roles within an organization during periods of bandwidth constraints, long term leave, transition, crisis, or change. These interim managers provide specialized expertise and strategic direction to address specific challenges, stabilize operations, or drive transformation projects.
Unlike consultants, interim managers are integrated into the organization, taking direct accountability for achieving results. This approach offers businesses agility and access to high-level talent without long-term commitment, ensuring continuity and effective leadership during critical periods.
Interim and fractional roles in:
• CFO, CAO, VP of Finance/Accounting
• Corporate Controller, AVP of Accounting and Finance, Director of Accounting and Finance, FP&A, Reporting
• Divisional Controller, Senior Manager and Manager of Finance and Accounting, FP&A, Reporting
Interim and fractional roles in:
• CIO, CTO, CDO
• VP, Sr. Director, Director of IT Applications, Security, Cyber Security, Data, Infrastructure, Enterprise Solutions, BI & Analytics
• Senior Manager of IT Applications, Security, Cyber Security, Data, Infrastructure, Enterprise Solutions, BI
Interim and fractional roles in:
• CCO, VP of IA, VP of Compliance
• Director of SOX, IA, Compliance, Industry Specific Regulatory Compliance
• Sr./ Mgr of SOX, IA, Compliance, Industry Specific Regulatory Compliance
Interim and fractional roles in:
• COO, VP of Operations, VP of Supply Chain
• Director of Operations, Supply Chain, Transformation, Business Process Re-Engineering
• Sr./Mgr of Ops, Vendor (SRM)/Customers (CRM), SCM, Proc., WM, MM, Transportation
Interim and fractional roles in:
• CEO, CSO, VP of BD, VP of Corp Strategy
• Director of BD, Strategy, Mergers & Acquisitions, Strategic Alliances, Product Strategy
• Sr./Mgr of BD, Strategy, Mergers & Acquisitions, Strategic Alliances
Interim and fractional roles in:
• VP of HR
• Sr./Director of Talent Acquisition, Retention, Development, Employee Relations
• Sr./Mgr. of Talent Acquisition, Retention, Development, Employee Relations
"A set or system of methods, principles, and rules for regulating a given discipline" – tools and methods are only as good as the people using them – deploying the optimal method is our strength.
Methodology or not? There is no “one size fits all” approach to all client situations, problems, or strategy. Clients hire us to develop business strategy, diagnose problems, develop roadmaps to fix problems, share knowledge while fixing situations, and backfill for client personnel when they undertake projects.
We will recommend the use of a standard methodology, work within the construct of your methodology, or develop a tailored critical path approach to your situation. This can be determined in the scoping meeting.
