AI Strategy & IT Consulting Services for Businesses
Strategy, architecture, build-vs-buy, vendor selection, M&A tech-DD and transformation programme leadership — by an ISO 27001 certified technology advisory firm in India.
How It Works
Technology advisory engagements we run
Senior-led, outcome-priced engagements for boards, CXOs and PE-backed operators who need an honest, vendor-independent technology partner.
When CXOs call us in
We're the call you make when the answer matters more than the consulting hours. Senior-led, no army of juniors, no PowerPoint theatre.
Industries we serve
BFSI
Core-system modernisation, payments architecture, regulatory tech, RBI framework alignment.
Manufacturing
MES selection, OT/IT integration, plant-digital roadmap, ERPNext vs SAP analysis.
Retail & QSR
POS modernisation, dealer-portal strategy, omnichannel architecture, BNPL integration.
Healthcare
EMR/EHR selection, telemedicine architecture, HIPAA-aligned cloud strategy.
PE / VC
Buy-side tech DD, portfolio company CTO advisory, exit-readiness assessments.
SaaS / Tech
Scale-up architecture review, SOC 2 / ISO 27001 readiness, AI integration strategy.
Technologies & frameworks
Delivery lifecycle
Listen
Stakeholder interviews — board, exec team, ops, customers, engineering. No deck until we understand.
Assess
Code review, architecture review, vendor-contract review, KPI baseline, risk register.
Recommend
Written report. Options laid out with cost, risk, time-to-value. One clear recommendation per question.
Execute
Hands-on, embedded leadership through transformation. Weekly metrics, monthly steering, quarterly board.
Govern
Operating-model design, decision rights, escalation paths, KPI governance handed back to your team.
The economics — ROI Benefits
Typical strategic-assessment engagement length.
ROI multiple typical on vendor-selection engagements vs going direct.
Vendor-independence guarantee. No backhand commissions, no kickbacks, ever.
Every engagement led by 15+ year operator. No army of juniors.
Selected case studies
PE portfolio CTO advisory — SaaS scale-up
Architecture re-platformed in 9 months. ARR grew 2.3× without re-firing the engineering team.
Manufacturer — MES vendor selection
3-month RFP. 11 vendors → 2 finalists → 1 winner. Saved 38% vs initial vendor's first quote.
PE buy-side tech DD — D2C target
Found ₹40 Cr concealed re-platforming debt before LOI. Valuation re-cut. Deal closed at better terms.
AI strategy for boards — beyond the hype
Every board is asking the same question. The good answers depend on the company's stack, data and risk appetite — not generic AI thought leadership. We run AI-strategy engagements that produce an actionable 6-12 month plan, not a slideware moonshot.
- AI opportunity assessment — quantify TAM/cost-save by workflow, not by buzzword
- Make-vs-buy AI roadmap — OpenAI/Anthropic API vs fine-tune vs on-prem private LLM
- Data readiness audit — is your data clean enough to ship AI on top of it?
- Vendor selection — Glean vs custom, Copilot vs custom, Salesforce Einstein vs better
- Governance — DPDP/GDPR-aligned AI policy, model risk management, audit trail
On-prem private LLM development
Run Llama, Mistral or fine-tuned models behind your firewall. We handle GPU sizing, RAG pipelines, observability and the secure SDLC around them.
Talk to our AI engineering teamSecurity & compliance
ISO 27001:2022 certified — advisory engagements run under the same ISMS.
Mutual NDA standard; sensitive engagements (M&A, IP) executed under fortified terms.
No conflict of interest with vendors — we charge clients, never receive vendor commission.
Document control — every deliverable retained in client-controlled storage.
Compliance-aware advisory — DPDP, GDPR, SOC 2, ISO 27001, RBI, IRDAI sectoral.
Why CXOs choose Proeffico Service Advisory
Client testimonials
"They ran our MES RFP and saved us 38% versus the vendor's first quote. The honesty was unusual."
"Their architecture audit found three issues our internal team had missed for two years. Now we sleep better."
"Best tech DD I've seen. They found ₹40 Cr of concealed re-platforming debt before LOI. The deal closed at better terms because of their work."
Frequently asked questions
How is your service advisory different from a Big-4 / strategy consulting firm?+
Three things. (1) Engineering depth — we can read your code, audit your architecture, stress-test your vendor's claims. Most strategy firms can't. (2) Senior-led — no army of MBA juniors generating PowerPoint. Every engagement led by a 15+ year operator. (3) Vendor-independent — we don't take commission from any vendor, ever. Compared to Big-4: we go deeper technically; compared to MBB: we go deeper operationally.
What does a technology advisory engagement cost?+
Strategic assessment (4-6 weeks): ₹15-40 lakh. Vendor-selection RFP (8-12 weeks): ₹15-30 lakh. M&A tech due diligence (2-4 weeks): ₹8-20 lakh depending on scope. Embedded interim CTO/CIO: ₹6-15 lakh/month. Architecture review (3-4 weeks): ₹8-18 lakh.
Do you offer M&A tech due diligence — buy-side and sell-side?+
Yes. Buy-side: we audit the target's code, architecture, team, contracts, security posture, technical debt. Produces a written report with valuation-impact assessment. Sell-side: we prep the target — clean up the deck, fix obvious gaps, prepare the data room, coach exec team for DD interrogation. Both 2-4 weeks typical.
Can you sit as interim CTO or CIO?+
Yes, with a clear exit plan. We embed a senior operator at exec level for 6-18 months while we transition the role to a permanent hire — which we also help recruit. Common engagement pattern for PE-backed scale-ups post-acquisition or pre-Series B/C.
How is vendor selection structured to avoid bias?+
We charge you, not the vendor. No referral commissions, kickbacks, or BD agreements with the vendors on the shortlist — disclosed in writing at engagement start. Evaluation criteria built jointly with your team in week one. Scoring is double-blind where practical. You see every assessment. The decision is yours.
What does AI strategy advisory cover?+
6-12 week engagement that produces: (1) AI opportunity map per workflow with quantified TAM/cost-save, (2) make-vs-buy roadmap covering OpenAI/Anthropic/Llama options, (3) data-readiness audit, (4) AI governance policy aligned with DPDP/GDPR, (5) recommended pilot with success criteria. We can also execute the pilot if you want a one-vendor accountability chain — but not required.
Related capabilities
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