Transformation Practice
Strategy, technology, and intelligent systems in one practice
Silver Ridge Advisors helps organizations modernize enterprise platforms, unify their data, and deploy AI that creates durable operational advantage. From strategy through implementation.
“IDEO engaged SRA to shape and drive our systems strategy to action. I truly value their expertise and combination of business and technical knowledge. They are trusted and valued partners to me in modernizing IDEO's business systems and data, and I have recommended them to other clients where they have also received accolades.”
Tom Eich
Chief Technology Officer, IDEO
Digital Transformation
Enterprise modernization and process redesign
We help organizations replace antiquated platforms, integrate disconnected systems, and redesign the processes underneath them, from system selection through go-live.
Phase 01
Discovery & Requirements
Approx. 4 weeks
Understand current architecture, objectives and gaps
- • Stakeholder interviews across business, technology, and operations
- • Document existing architecture, workflows, and integrations
- • Identify business objectives, compliance requirements, and performance metrics
- • Gap analysis between current state and desired outcomes
Phase 02
Platforms & Architecture
Approx. 6 weeks
Evaluate leading systems against requirements
- • Identify two to three leading platforms aligned with strategic goals
- • Feature-by-feature comparison against the requirements matrix
- • Assess scalability, integration capabilities, and global operations support
- • Evaluate total cost including licensing, implementation, and long-term support
- • Organize system demos and pilots for key business users
Phase 03
Selection & Planning
Approx. 3 weeks
Synthesize findings and recommend path forward
- • Comparative analysis with strengths, weaknesses, and alignment assessment
- • Recommend optimal platform based on fit, ROI, and scalability
- • High-level roadmap and implementation timeline
- • Next steps for executive approval and vendor negotiation
01 Global Professional Services
ERP overhaul for a leading global design and innovation firm
Situation
A leading global design and innovation firm needed to re-architect its enterprise systems across all functional domains. Antiquated platforms were impairing employee experience, slowing delivery, and limiting access to reliable management data.
Solution and Outcomes
Led system selection across financial management, CRM, professional services automation, and expense management. Guided requirements gathering through TCO analysis to assemble a best-of-breed architecture, then managed third-party implementation partners through go-live.
- • Full replacement of financial, CRM, expense, and resource planning platforms
- • Best-of-breed architecture assembled across all major enterprise domains
- • End-to-end management of third-party configuration and implementation partners
02 Sports and Entertainment
Enterprise modernization across a global sports and entertainment organization
Situation
A major global sports and entertainment organization needed comprehensive platform modernization across financial, marketing, consumer products, legal, and HR domains. Obsolete systems were limiting operational performance and preventing data integration across business units.
Solution and Outcomes
Led full platform replacement across all enterprise domains and implemented an automated Exchange Service Bus connecting core systems. Served as interim functional leadership throughout the transformation across finance, consumer products, legal, and HR.
- • Full platform replacement across financial, marketing, consumer products, legal, and HR
- • Enterprise Service Bus automating data exchange across the entire organization
- • Served as interim functional leadership across multiple domains during transition
03 Digital Media and Ad Technology
Data integration and process redesign for a leading media quality platform
Situation
A leading independent media quality company needed to automate data integration across CRM, trafficking, financial management, and billing systems, and redesign processes to improve billing cycles and customer service responsiveness.
Solution and Outcomes
Recommended and deployed an Enterprise Service Bus automating data exchange across all core platforms. Delivered end-to-end program management from requirements through deployment, with process redesign across sales, account management, billing, and customer service.
- • ESB connecting CRM, billing, trafficking, and financial systems
- • Billing and traffic reconciliation cycles expedited through automation
- • Customer account data surfaced in real time, improving service responsiveness
On Process
A structured, repeatable methodology from requirements through go-live, so every decision is defensible and every trade-off is visible.
On Data
AI does not fix a messy data layer. We build the foundation first: denormalized, documented, drillable, so every agent reads cleanly from the first call.
On Governance
Every system includes human approval gates, full audit trails, and structured escalation paths. AI that cannot be audited cannot be trusted in production.
AI Transformation
Intelligent systems built on clean data architecture
We work with leadership teams to define where AI creates real operational advantage, build the data foundation it requires, and implement the workflows and governance structures that make it trustworthy at scale.
01 Global Payment Processing
Natural language data intelligence replacing static dashboards across Finance, Operations, and Sales
Situation
A leading global, white-label, embedded payment gateway needed consistent, authoritative data accessible across Finance, Operations, and Sales — without the logic fragmentation where different tools produced different answers to the same question.
Solution
A multi-agent system backed by a documented dbt semantic layer and denormalized BigQuery data marts. An orchestrator routes natural language queries to domain agents that understand the underlying data structure through MCP connections into dbt. Agents query BigQuery directly through a separate MCP connection, with every interaction logged.
- • All teams query enterprise data in natural language with no dashboard dependency
- • Single consistent logic layer eliminates conflicting answers across tools
- • Surfaced a previously invisible merchant growth segment in the first exec planning session
02 Education Technology
LLM classification pipeline standardizing unstructured transaction data across hundreds of school databases
Situation
A leading provider of school accounting and payment processing solutions captured transaction data across its customer base, but each school defined its own item catalog using free-text names with no standardized classification schema. This prevented the provider from analyzing purchasing behavior trends across customers.
Solution
We built a classification pipeline that categorizes items using LLM technology against a client-defined two-level hierarchy. A preprocessor first checks a classification cache to identify previously categorized items, reducing LLM calls and cost. Uncached items are sent to the LLM for classification, while low-confidence matches are flagged for human review.
03 Regulatory Technology
Automated compliance intelligence managing 300 state-level rules with structured human oversight
Situation
A regulated device manufacturer managing compliance across 300 state-level rules relied on spreadsheets, email chains, and a single subject-matter expert who held all institutional knowledge; a material business risk and a drag on enterprise value.
Solution
A web workflow ingests regulatory notices via the LexisNexis API and manual email upload. Claude scores the probability of impact against each rule and surfaces high-probability flags for legal review. Accepted changes flow to a single auditable knowledge base with a natural language chat interface available to all teams.
- • 300 compliance rules monitored continuously with AI-scored probability of change
- • Single auditable knowledge base replaces hundreds of spreadsheets and email chains
- • Compliance posture demonstrable to investors and enterprise customers for the first time
Core Capabilities
What we bring to every engagement
Effective transformation requires architectural discipline, rigorous process, and a clear path from strategy to production. These six capabilities underpin every engagement we take on.
Digital Transformation
01
System Selection and Architecture
Structured three-phase methodology from requirements through vendor selection, producing defensible decisions with full visibility into trade-offs.
02
Enterprise Integration
ESB design and deployment connecting CRM, ERP, billing, and operational systems with automated, reliable data exchange across all domains.
03
Program and Change Management
End-to-end oversight from requirements through go-live, including process redesign, vendor management, and organizational change.
AI Transformation
04
AI Strategy and Use Case Design
We identify where AI creates durable advantage — prioritizing the use cases with the clearest ROI and the lowest organizational risk to deploy first.
05
Data Architecture for AI
Denormalized marts, dbt semantic layers, and fully documented schemas — built so AI reads enterprise data cleanly without manual context.
06
AI-Enabled Process Automation
Structured workflows that route decisions, enforce human approval gates, and maintain full audit trails, so AI operates within governance boundaries your organization can defend.
Ready to transform your enterprise?
Let's discuss how Silver Ridge Advisors can help modernize your platforms, unify your data, and deploy AI that creates durable operational advantage.
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