All Case StudiesDigital Transformation

$10M+ IT Portfolio — Post-Merger Technology Refresh

Full CIO Office IT portfolio leadership following a major acquisition — cloud transitions, ERP/CRM integrations, and data center consolidation.

Client
High-Growth Health Data SaaS Company
Geography
United States — Global Distributed Team
Duration
14 months
Service
Digital Transformation
$10M+
IT program portfolio managed
3
Data centers consolidated into cloud architecture
100+
Global team members migrated to M365
0
Unplanned downtime across all migrations
The Challenge

Following a major acquisition, a high-growth health data SaaS company faced a $10M+ IT transformation portfolio that needed to be executed simultaneously: migrating from on-premise data centers to cloud, integrating Oracle NetSuite and Coupa, transitioning from Google Workspace to Microsoft 365, and consolidating three data centers — all while maintaining operational continuity for a globally distributed team.

Our Approach
1

Established a CIO Office program governance model to create visibility across all simultaneous initiatives — dependency mapping, resource allocation, and unified executive reporting.

2

Sequenced the program portfolio to minimize operational risk: stabilized the most business-critical systems first, then systematically addressed cloud migration and collaboration platform transition.

3

Led the Google Workspace to Microsoft 365 migration across 100+ globally distributed team members with phased cutover, training programs, and hypercare support.

4

Managed the Oracle NetSuite ERP and Coupa procurement system integrations through design, testing, and go-live — coordinating with finance, procurement, and IT stakeholders simultaneously.

5

Consolidated three data centers into a unified cloud architecture, eliminating legacy infrastructure costs and improving system reliability.

6

Delivered all workstreams on time with zero unplanned downtime — establishing a program delivery record the CIO could report confidently to the board.

Technologies
Microsoft 365Google WorkspaceOracle NetSuiteCoupaAWS
Related Services
Digital Transformation
Post-Merger Integration
Project Management
Confidentiality: Client identities are protected. All details are anonymized by industry, company size, and geography in accordance with standard consulting confidentiality practices. All metrics represent verified outcomes from RGE-led programs.
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