Two people lean on a desk to look at a laptop
Two people lean on a desk to look at a laptop

Strategic Advisory Services

Start With a Solid Plan

Make the right moves for your business by choosing a strategic partner who can help you create a clear path forward.


The Benefits of Strategic Advisory

With the rapid pace of change impacting business technologies, many companies need additional expertise to help make informed decisions and operate more efficiently. Our strategic advisory services provide the technical insight you need to confidently execute large-scale strategic efforts – saving you time and money.

What We Offer

WSD is a trusted strategic advisor for a diverse set of enterprise clients. We engage with executive leadership on strategic initiatives to help inform decision-making and provide the support needed for growth and project success. Often we provide fractional CIO services and specialize in executive thought leadership, technology audits, business strategy, mergers and acquisitions, and tactical projects like system rollouts, product launches, technology implementations and integrations, and training programs.

A Personalized Approach

Unlike large, more traditional consulting companies, we take the time to work hand-in-hand with our clients. Our strategic advisory endeavors start with understanding our client’s business goals and unique needs. We then tailor our services to the level of involvement that makes sense for your company and executive team – providing advisory services on individual projects or functioning as a part of the management team.

With WSD, you will have direct access to senior-level experts throughout the lifecycle of a project. We believe in working one-on-one with our clients, providing highly skilled resources without the hefty price tag of traditional firms.

Profitable Results

Many of our clients have seen a tremendous profit from our strategic advisory partnership, including Douglass Winthrop, Recording Radio, Film Connection & CASA School, Loudr - acquired by Spotify, Pacific Union - acquired by Compass, and Tres Agaves - acquired by Trinchero.

"You are awesome!" – Mark McLaughlin, CEO Pacific Union


Current Strategic Advisory Work

Douglass Winthrop Logo

Douglass Winthrop Advisors

We partner with Douglass Winthrop Advisors (DWA) to provide a wide array of Strategic Advisory and IT Consulting services. As technology advisors, we led an enterprise-level Salesforce implementation and are executing on a three-year full life-cycle technology road map. Our team also helped DWA pivot during the pandemic by enabling a new communication platform and remote work strategy. DWA is an SEC-registered investment advisor to individuals, trusts, families, pensions, and endowments.



We proudly serve the Recording Radio, Film Connection & CASA Schools (RRFC) by providing comprehensive tech operations for the student life cycle. RRFC is a career training school with a mentor-extern approach to teaching students for over 30 years. Our multi-faceted partnership includes supporting student and mentor portals in WordPress, website hosting, Salesforce, Pardot marketing automation, and ancillary system integrations with products like Zapier.