Engagement Mode 01 · Consulting & Advisory

Senior advisory for the decisions that shape the next decade.

Architecture reviews, modernization roadmaps, AI readiness assessments, M&A integration planning, FinOps strategy, and fractional CTO engagements — designed for IT leaders who need senior thinking, not implementation hands.

When This Fits

Strategy first. Implementation when you're ready.

Consulting & Advisory is for moments when your team needs an experienced second opinion — not a delivery crew. A new IT leader's 90-day plan. A board demanding an AI strategy. A pre-close M&A technology review. A cloud bill that's outgrown its budget. The architectural decisions you make in these moments will compound for years.

Our advisory engagements are short, dense, and deliverable-driven. Free 1-hour readiness assessments. Multi-day discovery sprints. Multi-week strategic engagements. Each one ends with an artifact your team can act on independently.

The Free 1-Hour Assessment

Bring us your trigger event — recent acquisition, new IT leader, compliance deadline, scaling pain. We arrive prepared with a pre-drafted architecture diagram and walk away leaving a one-page action map.

  • Pre-call diagram tailored to your industry
  • Our senior team facilitating, not a sales rep
  • Action one-pager you can use whether we engage or not
  • Optional follow-on Discovery Sprint
Six Advisory Capabilities

Where we apply deep architecture leadership.

Every advisory engagement is led by our senior team with deep enterprise experience. Each one ends with an artifact you can use independently — whether you continue the relationship or not.

01
// Architecture Review

Architecture & Modernization Roadmaps

Independent review of your current state, target architecture, and the phased roadmap that bridges them. We deliver board-ready artifacts: capability gap maps, target reference architectures, and prioritized initiative sequencing tied to business KPIs.

Reference ArchitectureCapability MappingSequencingRisk RegisterBoard Pack
02
// Cloud & AI Readiness

Cloud, AI, and Data Readiness Assessments

Honest gap analysis with a prioritized action plan. Where you are vs. where you need to be — and how to close the gap without breaking the run-rate. Outputs map directly to a phased delivery program if you choose to act.

Cloud MaturityAI Use-Case TriageData FoundationsFinOps PostureSkills Gap
03
// M&A & PE Advisory

Pre-Close & Post-Close M&A Technology

Pre-close due diligence on the technology stack, hidden integration debt, and remediation cost. Post-close 90-day playbooks for ERP, identity, data, and compliance consolidation. Built for PE-backed acquirers and roll-up platforms.

Tech Due DiligenceSynergy Modeling90-Day PlaybookIdentity StrategyCarve-Out Planning
04
// FinOps Strategy

FinOps & Cloud Cost Strategy

Cloud spend out of control? We diagnose the root causes — over-provisioning, missed reserved instances, untagged resources, architectural inefficiency — and produce a governance framework with predictable, board-defensible savings targets.

Cost DiagnosisTagging StrategyReserved Instance PlanGovernance ModelShowback / Chargeback
05
// Compliance Posture

Compliance & Regulatory Posture Review

Where do you actually stand against HIPAA, SOC 2, PCI-DSS, ISO 27001, or CMMC 2.0? We map controls to evidence, identify the highest-risk gaps, and produce a defensible remediation roadmap for the next audit.

HIPAASOC 2PCI-DSS 4.0ISO 27001CMMC 2.0NIST 800-171
06
// Fractional CTO / CIO

Fractional CTO and CIO Engagements

Architecture and IT leadership for mid-market companies between full-time hires — or for those whose scale doesn't justify a dedicated executive. Strategy, vendor management, hiring, board reporting, and team mentorship.

3-Month MinimumStrategy & VendorHiring SupportBoard ReportingTeam Mentorship
1hr
FREE READINESS ASSESSMENT — NO OBLIGATION
5day
DISCOVERY SPRINT TURNAROUND
90day
TYPICAL ROADMAP DELIVERY WINDOW
100%
SENIOR-TEAM-LED ENGAGEMENTS
A clarifying note

Looking for business process consulting?

This page covers PEXIVA's architecture and advisory consulting practice — the work that answers CIO and CTO questions about cloud architecture, AI roadmap, M&A technology integration, and FinOps strategy.

If you're a COO or operations leader asking "why does our work flow this way, and how do we make it faster, cheaper, less error-prone?" — that's our separate Business Process Consulting practice. Different unit of analysis (workflows, not systems), different KPIs, different sponsorship model.

→ See Business Process Consulting

How They Work Together

  • Process design leads architecture decisions — design the workflow first, then choose the platform that supports it
  • Shared discovery — interviews and data analysis serve both engagements
  • Joint sponsorship — typically COO + CIO for cross-functional programs
  • Single delivery team — process consultants and senior specialists on the same engagement
Start with a Conversation

Bring us your trigger event.

Recent acquisition. New IT leader. Compliance deadline. Scaling pain. Whatever sparked the search for an architecture partner — we'd like to hear about it. Free 1-hour readiness assessment, no commitment.