Capabilities

What We Do

Four integrated capabilities, applied according to the needs of the firm.

01

Scale & Operating Model

Select, adapt and integrate the operating model appropriate to the firm, its leadership, stage and objectives.

  • Operating model assessment and design
  • Selection and integration of EOS, Scaling Up, Lean and Danaher Business System (DBS) principles
  • Organizational structure, roles and accountability
  • Process design and continual improvement
  • Scalability and operating readiness
02

Technology, Data & AI

Connect technology, data and AI decisions to business value, operating reality and responsible use.

  • Technology strategy and architecture
  • Responsible AI adoption and governance
  • Data and information governance
  • Technology platform evaluation and selection
  • Implementation oversight, integration and adoption
03

Implementation & Transformation

Close the gap between strategy and delivery.

  • Transformation planning and mobilization
  • Cross-functional leadership and workstream coordination
  • Organizational readiness and change
  • Delivery governance and accountability
  • Post-implementation stabilization and continual improvement
04

Strategic Evaluation & Selection

Bring structure, evidence and discernment to consequential business, technology and partner decisions.

  • Strategic options assessment
  • Requirements definition and decision criteria
  • Vendor and partner evaluation
  • RFI/RFP design, evaluation and selection
  • Contract and implementation readiness

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If you are working through an operating, growth, technology, transformation or AI challenge, we would welcome a conversation.

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718 Innovations LLC

Operating and transformation advisory for founder-led wealth management and professional services firms.

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Strategy · Operations · Technology · AI