Enterprise Advisory | We Represent You

Enterprise platform decisions — ERP, CRM, MDM, the full alphabet soup — commit millions of dollars and are hard to reverse.

Most companies make them without anyone on their side accountable for the outcome.

Not every client comes to us at the same moment — so there are two ways in.

When the situation is acute — a failing program, a contract about to be signed, a vendor you no longer trust, a decision on the next board agenda — start with a Reality Check: a five-day, fixed-fee independent forensic read on that single high-stakes situation.

When you know something needs to change but aren't sure where to start, begin with an Enterprise IT Assessment — a fixed-fee independent diagnostic that tells you exactly what you have, what it costs, and what decisions are coming before anyone tries to sell you anything.

Enterprise IT Assessment

What We Do

A fixed-fee, independent diagnostic for CFOs and CEOs who need clarity before major shifts in strategic direction or transformation investments.

What It Covers

• Current systems landscape — what exists, what it costs, and what it actually does for the business
• Vendor and contract exposure — renewals, concentration, and where you have leverage you are not using
• Gap analysis — where current systems no longer fit where the business is going
• Decision inventory — what technology decisions are coming in the next 12 to 24 months whether you plan for them or not
• Risk profile — where the business is most exposed before any major direction change is made

Core Capabilities

Decisions | Platform Selection, Vendor Negotiation, and Implementation Governance

The platforms that run your finance, operations, and customer experience. We run a controlled vendor process, negotiate the commercial terms from your side of the table, and prove the right choice before anything is signed. No vendor-driven shortlists. No implementor-influenced recommendations. When the platform is selected and the implementor is contracted, we stay — keeping the implementation aligned to the outcome it was supposed to deliver.

Turnarounds | When Programs Go Wrong

Most enterprise technology failures are organizational before they are technical. That sounds like good news — until you realize the people responsible for fixing it are the same people who couldn't see it coming. Unclear ownership, misaligned leadership, and dissolved accountability are invisible from inside the structure that created them. We diagnose what others miss, say what others will not, and take control. If your program is already in trouble, our Turnarounds practice is where you would start.

Cost Optimization | Delivery and Operations

For companies that have made the right platform decisions but are paying too much to operate them. Most mid-market organizations are running significant cost inefficiencies in delivery, software licensing, and IT operations — and have the mandate to fix them. We bring the experience and the operating model to do it without breaking the business.

Deals & Diligence | When a Transaction is in Play

Enterprise technology decisions look different when a deal is on the table. M&A, divestitures, carve-outs, and roll-ups all compress timelines, elevate stakes, and surface technology risk that standard diligence misses. We work with companies navigating a transaction and buyers evaluating a target — always independent, always on the client's side.

How We Work

• Fixed-fee or retainer. Scope, deliverables, and decision gates are defined before work begins.
• Embedded with the client team — not parachuted in for presentations.
• Delivered by practitioners who have been on the buy side, not the sell side.

Proof

IT OpEx Reduced $10M → $6.7M — Vendor consolidation and contract renegotiation that had gone ungoverned for years — brought under control.

Multi-Billion Dollar Carveout: 28 Applications. Day 1. No Disruption. — Day 1 IT readiness delivered for a PE-backed acquisition without breaking the business.

$1M+ Saved. Consistently. — Platform selection driven by challenging vendor pricing and implementation proposals — no internal team had the mandate to question them.

Common Questions

What does an independent technology advisor do that a consulting firm doesn't? Most consulting firms monetize the implementation — which means their advice on what to buy is never fully separable from what they'd like to build. Safebox takes no vendor money and no revenue from implementors. We advise on the decision, negotiate on your behalf, and hold the implementor accountable, because our only revenue is from you.

Can you run our ERP or software selection and negotiate the contract? Yes — that is the core of our Decisions practice. We run a controlled vendor process from requirements through shortlist, manage the RFP, negotiate commercial terms from the buyer's side of the table, and stay through implementation to keep the program aligned to the outcome it was sold on.

Do you take vendor referral fees or implementation revenue? No. Safebox takes no vendor referral fees, no reseller margin, and no revenue from the implementors we oversee. When we stay through your implementation, you pay us — to hold them accountable.

What's the difference between a Reality Check and an Enterprise IT Assessment? A Reality Check is five days on a single acute situation — a failing program, a contract about to be signed, a vendor you no longer trust. An Enterprise IT Assessment is three to four weeks across your full technology landscape, producing a board-ready decision roadmap. Acute and specific → Reality Check. Broad and directional → Assessment.