© 2019 by FortéONE        www.forteone.cominfo@forteone.comTel: 847-291-9944 | Fax: 847-291-9955

North Shore (HQ): 500 Skokie Blvd, Suite 515 | Northbrook, IL 60062​    Chicago: 200 S Wacker Dr, Suite 3100 | Chicago, IL 60606

Systems & Information Strategy

Process, systems, and technology strategy and advisory services with implementation support

Is your systems group requiring ever larger investments and falling farther behind on projects?  Do you worry that you are losing ground to competitors with more advanced IT strategies? Do you know what to do with the data you have and how to get the data you don’t? At FortéONE, we rapidly assess your IT organization, then work with you to implement a high-performance organization, governance, and project management capability.  


Today, every company needs technology at some level. And there are many great options available. But systems alone won’t “fix” poor internal processes nor will they cause a company with silos to work together. The art is first establishing efficient processes, then choosing and carefully implementing technology that automates those processes and can scale as you grow. Our people have helped companies build their internal processes and then install financial and ERP systems, as well as specialized systems throughout the enterprise. And we have been asked to help in situations where new systems were installed with great expectations but are still not working, while frustrations grow. We see these as opportunities to build sustainable value, and by asking the following questions, we can quickly assess the path to value.


Effective Processes 

  • Have key processes in each critical function been mapped so employees can be trained to contribute when they join the firm or move into a new position?

  • Do only a few Super Stars know how to “make things happen” or is this knowledge transferred throughout the organization?

  • Is succession planning in place to reduce the risk of key personnel departures?


Productive Systems

  • Are technology systems in place with the right level of functionality for each department? Do these systems provide the metrics that are used by managers to monitor performance?

  • Do people within the firm use the systems, and if so are they accurate and timely?

  • Are there systems that have been purchased but not installed, or installed but not successfully?

  • How are current and new employees trained on the systems? Do employees use the system as intended, or are there workarounds?

Risk Management

  • Are you completing a risk assessment annually? It's important to identify risks to your business, both tangible and intangible (fire, data availability and security, theft, etc.)

  • Have you quantified these risks based not only on loss of income but also on reputation?

  • Do you have a risk prioritization and containment strategy in place?

The Outcome? Sustainable and effective internal processes and systems that maximize efficiencies and improve company value.

Recent Engagements

International Industrial Components Manufacturer
New CEO needed financial leadership following a tuck-in acquisition, the installation of a new ERP, and an inability to issue timely and accurate reports. We provided an experienced CFO who fixed the above issues, and also functioned as a Project Manager for the ERP implementation. He works alongside the CEO and will remain with the firm until it sells in 2017.

National Restaurant Holding Company
National firm with more than 7,000 employees. Following an IT/systems assessment of the department that involved all business units, a transition plan was developed and interim CIO was provided along with day-to-day PM resource to implement new system implementation.

National Protein Processor

Firm had multiple new client opportunities requiring large capital investments. The firm wanted a planning capability to model forward looking scenarios. FortéONE built financial tools to model the impact of large new clients, and interfaced these tools with their ERP systems. These tools are now part of the annual planning process, and new business modeling which will support growing profitable new clients and avoiding capital investments in unprofitable opportunities.

FortéONE Team - Example Technology Experts


Technology and strategy executive with 40 years’ of experience in assessment and design of IT systems and support, technology deployment, and consulting services


CIO and technology strategist with more than 35 years’ in information and data management for manufacturing, retail, and ecommerce companies; previous companies include: Orbitz, Ameritech/SBC, GTCR, and Obama for America


CEO of national software firm with 35 years’ experience in sales, operations, and technology; previous companies/clients include: Collaborating Minds, Cap Gemini Ernst & Young, and several colleges/universities

Contact us today to learn more about our services and how we can help you build and implement a Systems & Information Strategy.