14 Engagement Pursuits · Cloud Advisory

Finding the next deal
while running the current one

Most of these engagements started with an assessment — CRA, TCO model, WAF scorecard. That work wasn't just a deliverable. It was how I got a detailed look at the client's actual environment, built credibility with the technical team, and put numbers in front of leadership that they hadn't seen before. By the time an assessment closed, the follow-on was usually obvious to everyone in the room. These briefs document what that looked like in practice. All client details are anonymized.

14
Engagements
10
SOWs Executed
$57M+
Savings Identified
$45M+
Follow-on TCV
8
Industry Verticals
AWS · Azure · GCP
Cloud Platforms
Pursuit Briefs

14 pursuits across 8 verticals

These range from a 5-week banking CRA to a 5-month Fortune 500 DC exit assessment. Click any card for the full brief — entry point, what was delivered, and where the commercial opportunity went.

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Insurance & Financial Services
Global Specialty Insurance Company
AWS (Rec.) ✓ SOW Executed
A pending hardware refresh on a $23M annual IT budget gave us the opening. The CFO needed a defensible number before committing to any direction. We ran the CRA, built an AWS vs. Azure vs. multi-cloud financial model with 5-year projections, and handed leadership a board-ready business case. AWS came out $21M ahead over 5 years. The migration execution SOW followed.
5-Yr Savings
~$21M
Program TCV
$16M–$19M
AWS Payback
12 months
Cloud Readiness AssessmentCloud Business CaseAWS vs. Azure vs. MultiMigration RoadmapCCOE / TOM Design
2022–2023 · 226 Apps / 1,127 Servers View brief →
Aviation & Cargo Logistics
Global Cargo Airline
GCP (Rec.) ✓ SOW Executed
The client had 759 apps and 149 servers on aging on-premises infrastructure and needed to pick a cloud. We ran the full platform comparison — AWS, Azure, GCP — with a quantified TCO model at each. GCP won on a combination of pricing and a $3.43M credit package that materially changed the payback math. The CRA produced the platform decision and migration roadmap.
5-Yr Savings (GCP)
~$10.24M
Migration Cost
~$2.46M
GCP Credits
~$3.43M
Cloud Readiness AssessmentGCP vs. AWS vs. AzureTCO ModelCloud Selection ScorecardMigration Strategy
2024 · 759 Apps / 149 Servers View brief →
Commercial Real Estate / PropTech
Global Commercial Real Estate Firm
AWS ✓ SOW Executed
4 global data centers, 1,052 servers, a lease clock ticking on at least two of them. The client knew they needed to exit on-prem but hadn't done the math. We built the full business case: $14.52M average annual cost as-is, dropping to $9M post-migration. AWS EDP + PS credits offset $7.1M of the $2.67M migration cost, bringing net PS spend to ~$1.19M. A clean deck the real estate team could use to accelerate the exit.
5-Year Savings
~$15.89M
Cost Reduction
~40%
Net PS Cost
~$1.19M
Cloud Business CaseDC ExitMigration RoadmapAWS EDP StructuringCloudScape Assessment
Feb 2025 · 4 Global DCs · 1,052 Servers View brief →
Telecom / Unified Communications (UCaaS)
Global Telecom & UCaaS Company
Azure + GCP ✓ SOW Executed
Coming out of bankruptcy, the client had made cloud commitments on both Azure and GCP that they were behind on attaining — 24,193 VMs across 13 sites, 120 Azure subscriptions, physical DCs they wanted to exit. This wasn't a clean advisory engagement. It was a mess to sort out. The $651K SOW covered the cloud business case, physical DC audit, landing zone assessment, 6Rs rationalization, and a Cloud Marketplace financial model to start burning down the commits.
VM Scope
24,193 VMs · 13 DCs
SOW Value
$651K
Subscriptions
120 Azure + GCP
DC ConsolidationPhysical DC AuditLanding Zone Assessment6Rs App RationalizationCloud Marketplace Strategy
Feb 2024 · 13 Global DCs · 4 Continents View brief →
Healthcare & Medical Devices
Global Healthcare & MedTech Company — Post-M&A Azure Consolidation
Azure ✓ SOW Executed
A $10B+ healthcare company that acquired a hospital tech subsidiary 4 years earlier and never integrated the Azure environments. We scored both tenants against a 23-category WAF framework — parent at 71.6, the acquired company at 45.1. The gap was the story. Key finding: don't merge yet. HIPAA and GDPR constraints mean a premature merge creates more risk than it solves. Delivered the 24-month remediation and consolidation roadmap.
Parent Score
71.6 / 100
Acquired Score
45.1 / 100
Roadmap
24 months
WAF ScorecardPost-M&A ConsolidationAzure Tenant StrategyHIPAA + GDPRFinOpsIaC / Terraform
May 2025 · 2 Azure Tenants · Healthcare / MedTech View brief →
Management Consulting / Professional Services
Global Management Consulting Firm
Azure ✓ SOW Executed
A top-3 global consulting firm wanted an outside perspective on its own Platform Engineering org. We ran a 12-dimension DevSecOps maturity scorecard across 4 internal platform squads (60–76% range), then ran VSM workshops with 5 product teams to find where the real bottlenecks were. Found that only 7% of their 14 scrum teams were adequately structured for the work they were doing. That's an uncomfortable finding to deliver to a firm that makes its living telling clients how to improve. We delivered it anyway. Cloud transformation scope behind that: $16M–$19M.
Transformation Est.
$16M–$19M
Squads Scored
4 · 60–76% maturity
VSM Teams
5 products · 14 squads
DevSecOps AssessmentValue Stream MappingCPE ScorecardPlatform EngineeringCloud Delivery Model
2023 · ~735 Servers / ~300 Apps View brief →
Education Technology & Publishing
EdTech & Publishing Company
AWS Follow-on Active
The entry point was a TechOps advisory engagement — org and operating model assessment for a 4-team function managing AWS infrastructure with an incumbent MSP alongside it. FinOps analysis identified $700K–$900K in immediate AWS savings, which was more than 6x the cost of the engagement in under 90 days. That result is now the commercial anchor for a $10M+ managed services conversation to displace the incumbent. Still working through 4 VP approvals.
FinOps Savings (90 days)
$700K–$900K
Managed Svcs TCV
$10M+ over 3yr
Engagement ROI
>6x in 90 days
TechOps AdvisoryFinOps InitiativeOperating Model DesignAIOps / SREManaged ServicesMSP Displacement
2025 · 35 Internal FTEs + 31 Incumbent MSP L1/L2 View brief →
AdTech / TV Ad Intelligence SaaS
TV Ad Intelligence & Measurement Platform
AWS Dual Proposal
M&A activity created two overlapping needs simultaneously. The acquirer needed technical due diligence on the target's ClickHouse/AWS data platform — Go/No-Go level analysis, four domains, ~$60K. And the target's leadership wanted BCP/DR documentation cleaned up before buyer scrutiny. We submitted both proposals within 3 days of each other. The 13TB MySQL-to-Aurora migration was part of the DR work, not the DD — that's the kind of detail that only surfaces when you're inside both conversations at once.
Combined Proposals
~$130K
DD Domains
4 (Data, Perf, Gov, WAR)
Data Migration
13TB MySQL → Aurora
M&A Due DiligenceBCP/DR PlanningClickHouse AssessmentAWS Well-ArchitectedData Migration
Aug–Sep 2023 · 80% AWS · 20% On-Prem View brief →
Banking & Financial Services
Regional Financial Institution — Cloud Readiness Assessment
Azure ✓ SOW Executed
5-week CRA for a Microsoft-heavy regional bank. 156 servers, 25 application stacks, dual AWS + Azure pricing workbooks. The real question wasn't which cloud — it was whether their Hyper-V private cloud was still viable as an intermediate step, or whether Azure was the only defensible long-term path. We answered both. Also scoped the VMware VDI replacement as a standalone opportunity — Azure Virtual Desktop was the right answer there and gave the account team a second workstream to pursue.
Discovery Scope
156 servers
CRA Duration
5 weeks
Managed Azure MRC
$15K–$35K
Cloud Readiness Assessment6Rs / R-FactorDual IaaS PricingVDI → AVDBanking / FinServ
2022 · 156 Servers · Banking & Financial Services View brief →
Global Consumer Goods / CPG
Global Consumer Products Company
AWS + Azure ✓ SOW Executed
2,600+ VMware VMs plus 26 IBM Power hosts with ~408 LPARs running SAP and Oracle EBS — two very different cloud cost profiles depending on how you model the IBM workloads. We built a dual-cloud financial model (AWS and Azure) with 5-year projections, RI scenarios, and rightsizing. By Year 3 the optimized AWS path was at $2.3M/yr vs. $4.25M as-is. The IBM Power question was the messiest part of the analysis and also the part the client couldn't get from anyone else.
VM Scope
~2,600 VMs
As-Is AWS Annual
$4.25M/yr
Optimized Yr 3
$2.30M/yr
Cloud StrategyDual-Cloud TCO5-Year ModelIBM Power / iSeriesSAP & Oracle EBS
2021–2022 · ~2,600 VMs + 408 IBM LPARs View brief →
Specialty Retail
Specialty Jewelry Retailer — Analytics Platform Migration
AWS ✓ SOW Executed
Hadoop analytics migration for the world's largest specialty jewelry retailer. The interesting wrinkle was holiday seasonality — Oct through Feb is a completely different sizing requirement than the rest of the year, so the instance selection and pricing models had to reflect 150 peak days, not average utilization. We built three pricing scenarios. The bigger opportunity we surfaced was $500K+/yr in automation savings from stop/start scheduling on DEV, UAT, and PROD — something the ops team hadn't quantified before.
PROD Run Rate (OD)
~$150K/mo
RI Savings
~14%
Automation Opp.
$500K+/yr
Hadoop / AWS EMROracle RDSInformatica ETLSeasonal Sizing3-Scenario TCO
2022 · 5 Platform Stacks · Specialty Retail View brief →
Hospitality & Gaming
Luxury Hospitality & Gaming Resort
Azure / GCP CRA Delivered
Cloud-agnostic CRA for a major Las Vegas resort. 1,850 VMs across two VMware DCs, 300 apps, a 100% cloud exit target by 2025. The AS/400 running the hotel management system and gaming floor was the first thing we scoped — two iSeries units across both sites, every other app in the estate had dependencies running through them. You can't sequence a migration without solving the AS/400 question first. We produced dedicated AS/400 upgrade notes and built the wave plan around that critical path. Phase 2 execution is the follow-on.
VMs in Scope
~1,850
Applications
300
CRA Fee
$85K–$100K
Cloud StrategyCRA / TCOAzure & GCP Dual EvalAS/400 LegacyDC Exit
2022 · 2 VMware DCs · Hospitality / Gaming View brief →
Government / Public Sector
Provincial Government Agency — DR & Backup Strategy
Azure ✓ SOW Executed
A provincial workers' compensation agency — hybrid DC + Azure, about 20% migrated at the time. They thought they had a DR plan. When we looked at it, the Azure Canada East landing zone had never actually been built. Estimated RTO was 4–10 weeks. We scored their DR maturity, evaluated three recovery options, and recommended the combination of IBM DB2 HADR, Azure Site Recovery, and a proper landing zone build that gets them to under 3 hours RTO with a 15-minute RPO. Phase 1 was documentation; Phase 2 is the implementation SOW.
Starting RTO
4–10 weeks
Target RTO
<3 hours
Phases
2
DR StrategyBackup AssessmentDR Maturity ScorecardAzure Site RecoveryIBM DB2 HADRGovernment
2022 · Hybrid DC + Azure · Provincial Government View brief →
Fortune 500 Internet & Media
Fortune 500 Internet & Media Company — DC Exit Value Acceleration
AWS + GCP Assessment + Follow-On
60,000+ servers, three North American DCs pending sale, $520M AWS and $1.4B+ GCP cloud commitments behind attainment target. Five months of deep-dive work — Mail (400PB, GCP), Search (AWS), Central Data — focused on what could be moved fast enough to matter for the cloud commit clock. Not every migration is a strategy exercise. Sometimes it's an execution race and the question is just which workloads can move in time to hit an EBITDA target. That's what this was.
Servers in Scope
60K+
AWS + GCP Commits
$2B+
Mail Data
~400PB
DC Exit StrategyValue AccelerationEBITDA / TCOPrivate Cloud On-RampMigration COECloud Commit Optimization
Jul–Nov 2024 · 3 NA DCs · Fortune 500 Internet / Media View brief →