Delivery·Jan 2026·5 min
The first 90 days of a high-stakes program are about cadence, not Gantt charts.
How to build operating rhythm and stakeholder alignment before the work goes sideways.
The market
Modern organizations are moving faster than ever.Technology is table stakes.The organizations that win invest in people and process change, too.
01
AI is moving past pilot
Copilots and agents enter live workflows faster than governance, observability, and adoption muscle can be built.
02
Compliance expectations are expanding
New supervisory regimes for digital communications, AI, and third-party risk land before existing programs are stable.
03
Critical programs stall under complexity
Cross-functional initiatives drift in the gap between strategy decks and operational reality.
04
Technology outruns the operating model
Systems go live before the people, processes, and controls that make them work.
Service Areas
Services focused on high-stakes change.
01
AI Strategy & Enablement
For organizations moving from AI interest to actual outcomes.
AI opportunity assessment & roadmap
Microsoft Copilot adoption at scale
Custom agent strategy & lifecycle
Responsible AI governance & controls
Adoption planning & value measurement
0
employees using AI solutions daily at asset manager
02
Governance, Risk & Compliance
For organizations modernizing compliance without losing control.
Digital communications governance
Compliance technology implementation
Archiving & supervision programs
Risk and control operating models
Regulatory change programs
0
operations saving at financial services client
03
Change & Delivery Advisory
For complex programs that need traction, alignment, and execution.
Program strategy & mobilization
Executive stakeholder alignment
Operating rhythm & PMO design
Change & adoption strategy
Post-implementation stabilization
0
higher order size after technology rollout
The difference
We connect intention with execution.
We help organizations turn ambitious ideas into lasting change. A 30-minute conversation is the easiest way to see if Sole is the right partner.
StrategySoleExecution
Experienced operators
Led by people who have built, governed, and scaled change across a range of projects.
Proven in messy, cross-functional environments
Fluent across business, technology, risk, compliance, and the realities of execution.
Adoption is part of the work
We design for governance, operating rhythm, and durable adoption — not just go-live.
Senior enough to shape the agenda. Hands-on enough to make it real.
We work from strategy through implementation, staying close to the decisions and details that determine whether work sticks.
Selected work
Real-world execution.
Regulated insurer
11mo
from mobilization to live
Stood up a regulatory change program under board scrutiny.
Built program governance, executive cadence, and cross-functional delivery structure for a high-visibility regulatory remediation — keeping the program executable when scope, politics, and timing all moved.
Change & Delivery Advisory
Read case studyTier-1 broker-dealer
4 → 1
platforms consolidated
Modernized digital communications governance.
Led vendor selection, implementation, and post-go-live operating model design for archiving and supervision — aligning legal, compliance, IT, and the business under a single governance structure.
Risk & Compliance
Read case studyGlobal financial services
10,000+
employees onboarded
Scaling Microsoft Copilot adoption across a global enterprise.
A pilot that excited leadership had stalled below 20% active use. Sole designed the operating model, governance, and value measurement that moved Copilot from a promising experiment to durable use across legal, risk, technology, and front-office teams.
AI Strategy & EnablementChange & Adoption
Read case studyField Notes
