A platform decision is on the table.
A new CRM, practice-management system, or ERP. A quote in hand, a renewal coming, a vendor being very persuasive.
Simplify. Align. Accelerate.
Most businesses aren't short on tools, they're short on clarity about which one actually matters. Blue Harbour Navigator™ is an independent assessment for growing companies with a major technology decision on the table: a new platform, a rollout nobody adopted, an AI project someone is pushing hard. I take no referral fees and no vendor commissions, so the recommendation is worth something.
Is this you, right now?
Either something is on your desk this quarter with a number attached, or you know you need to modernize and can't tell what's real, what's hype, or where to start. Both are the right time to call.
A new CRM, practice-management system, or ERP. A quote in hand, a renewal coming, a vendor being very persuasive.
Eighteen months in, adoption never happened, and now you're being asked to approve the replacement.
A board, a partner, a lender, a client. It came with a date attached, and no one has a real answer.
Nothing was documented. It turns out the operating model was one person.
You hired five people and the business got harder, not easier. The ops model didn't scale with the revenue.
And the uncomfortable truth is the firm only runs because of you. That's a valuation problem with a deadline.
No single decision yet, but you can tell you should be doing more with technology, and you have the budget and intent to act this year. You just need to know where to start.
The licence fee was never the expensive part.
The expensive part is the year that follows it.
A growing firm that picks the wrong core platform doesn't just lose the subscription. It loses the implementation, the migration, the training, and eighteen months of everyone's patience, and then it has to make the same decision again, tired.
Which makes this the cheap part
$5,000 to pressure-test
a $60,000 decision.
From someone who takes no money from any vendor in the room.
The methodology
Not a tool audit. A business diagnosis, the same four questions, asked of every engagement, in the same order.
Are you maximizing your ability to attract, convert, retain, and expand customers?
Are customers getting the experience they expect and deserve across the full journey?
Where is the business working harder than it should?
Where could modern technology, AI, or automation help the business work smarter, without chasing hype?
The deliverable
Five parts, delivered as a branded document and walked through with you in an executive readout.
Where the business is today across the four Navigator pillars, and where friction is creating real business impact.
How important work moves today, where it slows down, and what a better future state actually looks like.
The measurable business outcomes that improve if the right changes are made, with baseline metrics.
The relevant technology, AI, and automation directions, with example platforms where useful. Directional, not a vendor shortlist.
What to address first, what to defer, what to ignore for now, and the next decision leadership should make. Includes a 30-day action plan and a directional 60-90 day view.
How it works
A short, no-obligation conversation to confirm Navigator is the right instrument for your situation. If it isn't, I'll say so.
A working session run on the Navigator Discovery Console, plus optional short stakeholder interviews where they're needed.
Scoring against the Navigator Scorecard™, gap and opportunity mapping, workflow and outcome mapping. Done off your calendar.
A live walkthrough of the Brief and the Priority Roadmap™ with leadership, and the decision you should make next.
Engagement
A fixed fee for a fixed scope. No hourly billing, no change orders, no discovery-call pricing games. Half on signature, half at the readout. If the assessment isn't right for you, the fit call will surface that before anyone signs anything.
You'll leave the executive readout with a clear, independent call on the decision or direction in front of you and a prioritized plan to act on it, with the cost of getting it wrong quantified. If you don't, there's no fee. I'd rather carry that risk than ask you to.
Founding rate: I'm launching this practice, and I need the case study more than I need the margin. The first three clients pay $3,500, in exchange for a written case study and a reference call once it's delivered. After that it's $5,000. I take two assessments a month.
The three things I don't do
Every one of these is something I could be paid for. Each one would quietly bias what I tell you. So I don't take them.
You're not buying a document.
You're buying the one opinion in the room that isn't being paid for by the answer.
If you do want someone in the room for what comes next, that's Advisory™, chosen freely, never a condition. Plenty of clients take the roadmap and run it themselves. That is a completely fine outcome, and I have priced the assessment so it stands on its own.
Independence & disclosure
An advisor who quietly profits from his own advice isn't an advisor. I hold a contract with a hyperscaler and I run a second company, and you'd find both in one search, so here is the whole arrangement in plain language, before you have to go looking for it.
Blue Harbour takes no commissions, no reseller margin, and no kickbacks from any vendor named in your assessment. The fee comes from you, and only from you.
The Solution Direction Map names categories and example platforms so you can evaluate them yourself. I'm not here to sell you a tool, I'm here so you know which question you're actually answering.
I hold a contract role leading partner marketing for the global system integrators at Amazon Web Services. I am not an AWS employee. Blue Harbour is not an AWS partner or reseller, and neither Blue Harbour nor I earn anything from whichever cloud you land on. Navigator is cloud-agnostic, and where the honest answer is that you don't need cloud at all, that is exactly what the roadmap will say. Nothing here is written, reviewed, or endorsed by AWS.
PhoneStack is a separate company, an AI phone service for businesses that miss inbound calls, where I'm co-founder and CEO. It is not a Blue Harbour product, and Blue Harbour earns nothing from it. If it's genuinely the right answer to your problem, I'll name it and name my role in it in the same breath. It never appears in your assessment as a neutral recommendation, and it's only ever shown beside independent alternatives you're free to choose instead.
"Every advisor has interests. Most of them just don't tell you what they are. The value isn't that I recommend a tool, it's that you leave knowing which problem is worth solving first, including when the honest answer is that you don't need to buy anything at all." Trevor Jamieson · Founder, Blue Harbour Solutions
After the map
The assessment stands on its own, plenty of clients take the roadmap and run it themselves, and I've priced it so that's a completely fine outcome. But if you'd rather not make the next four decisions alone, there's one option, not a ladder of them.
The independent second opinion. Diagnosis, workflow map, what the problem is costing you, and a priority roadmap: what to do first, what to ignore. 7-10 days.
Then you're free to go. No obligation, no next phase, no follow-up sequence.
Three or six months, depending on scale. I'm in the room for the decisions that follow: vendor selection, the contract, rollout sequencing, and month four, when adoption stalls. It always stalls.
One bad platform decision costs more than a year of this. That's the entire case for it. If you're not at risk of one, don't buy it.
Engaging implementation partners is part of the advisory work, not a separate invoice, which is precisely why I have no reason to introduce you to the wrong one.
Who delivers it
Navigator is delivered personally, not staffed to a junior consultant, not templated by a bot. You get one senior person, and the same person all the way through.
Now, all three, declared
Before
I spend my week watching enterprise AI projects either ship, or burn a year and quietly die in pilot. Most die. That is a useful thing to have watched a hundred times before you start yours.
I lead partner marketing for the global system integrators at AWS, on contract, which puts me in the middle of the GenAI buildout at the largest hyperscaler, watching enterprise technology decisions get made and un-made at close range. Before that: channel sales at Dayforce, partner leadership at TELUS. Two decades on the vendor side of the table.
So I know how roadmaps get sold. I know how "AI-ready" gets defined by the people selling AI. And I know the part nobody selling it will tell you: which of these projects actually reaches production, and which ones consume a year and get quietly shelved. Businesses your size are rarely told that honestly, because the people in the room are usually paid on the outcome.
I also still build. I'm co-founder and CEO of PhoneStack, and Blue Harbour ships WildEcho. That's deliberate: an advisor who hasn't shipped anything in a decade is guessing, and I'd rather be the person who has recently had to make these calls with real money on the line.
All of which means I have interests to declare, so I declare them, in writing, on this page, before you have to ask. Navigator is the one room where the only interest I am paid to serve is yours. Halifax, Nova Scotia. Working with growing businesses across Atlantic Canada and Canada-wide.
Also from Blue Harbour, a product, not a deck
“The Shazam for nature.”
Wondering what's calling outside? Describe the sound or snap a photo, WildEcho names the creature and what's active near you right now.
iOS · in App Store review
Type what you hear, “high whistle at night,” “deep hooting from the forest”, and get the most likely species.
Point your camera at a frog, insect, bird, or reptile for an instant identification.
Capture a short clip to remember the moment, then describe it to identify.
Start with clarity
A fit call is 20 minutes. If Navigator isn't right for where your business is, or if the honest answer is that your existing IT provider already has this handled, I'll tell you on that call and we're done. I'd rather be the person you call in two years.