Classic, in-person method of working with consultants and clients alike.
Collaborate with us to identify your challenges, scope your objectives, discuss initiatives, and employ the best options to deliver successful results.
Local consultants for local engagements. West coast focused. For clients who prefer an in-person, collaborative approach, we will be onsite as needed and be highly responsive to your requests. Let’s have fun together, create enterprise value, and fulfill your organization's objectives and success.
Our clients count on our responsiveness and reliability — you can too.
The process for our traditional consulting option is a “back to basics” and human-centric approach.
Read about our service offerings and determine if we are a fit. Feel free to email or pick up the phone and call if you have questions.
Contact us via the website, email or call us to share the preliminaries of your objectives, concerns, or pre-scoped project. We will confirm if we are qualified to assist. We want to establish trust up front and we are above-board and transparent about our qualifications.
In-person or online detailed scoping meeting to discuss parameters and objectives, details that entail administrative items such as duration, start date etc., your culture assessment, and also a technical scope assessment. This part is essential and critical in partnering with clients for a successful outcome.
We will subsequently put forward a solo consultant or a team as warranted. As a client you will have the opportunity to either endorse or reshuffle our selection. This phase ensures the optimal team member fit with the dynamics, culture, and expectations of your company and the mission.
If we have worked with you before, then we will have pre-onboarded our consultants for an expeditious and smooth start. If not, then we will work with your relevant departments to onboard our consultants. This last phase confirms that our consultants function effectively within your human resource policies and culture.
After you have completed all five steps — we’re at project Kick-Off! atum is delighted to include you in our family of clients. Let’s have fun together and create enterprise value while fulfilling your organization's goals and success.
atum leverages four Centers of Excellence in six functional areas which we call Service Lines to comprehensively and holistically provide enterprise management consulting solutions.
Be it Portfolio Management, Program Management, Project Management, Product Management or Business Analysis, atum consultants are adept at delivering leadership 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 its 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.
With exceptional skills and depth of experience, atum consultants deliver expertise across a range of interim management and fractional roles, from C-suite and executive/senior leadership positions to first-line management.
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
