Turn ambition into execution
Our Work.
Valeris Advisory Group helps leaders turn inflection points into momentum. Because in every move, execution defines impact.
Strategy without execution is intention. Valeris Advisory Group partners with executive leaders to close the gap, whether we are setting the direction or driving it forward, across M&A integration, operational transformation, and workforce change. From setting direction to driving results, we engage at the level the organization requires.
A cross-section of our work: The situations we walked into, the scope we took on, and what we delivered
Results you can point to.
Enterprise Transformation & Operational Restructuring
A high-growth fintech platform was scaling faster than its internal structure could support. Team alignment had deteriorated, technology investments weren't producing the efficiency gains leadership expected, and the gap between strategy and execution was widening.
Holistic assessment spanning organizational design, product management, technology architecture, governance, vendor management, and marketing effectiveness.
Delivered a three-horizon roadmap targeting a 20% reduction in technology and operations spend with faster time-to-market. The operational foundation built during this engagement directly supported the company's subsequent public listing and acquisition.
Organizational Assessment & Operating Model Design
A growing consumer brand recognized the need for an objective evaluation of its organizational structure and capabilities. Rapid expansion had tested existing processes and leadership capacity and capability, raising questions whether the current operating model could support future growth.
Holistic organizational assessment spanning organizational construct, leadership structure, organizational capacity, decision-making processes, and resource deployment across corporate and franchise operations. Benchmarked current-state effectiveness against the capabilities required to sustain the next stage of growth and evaluated whether the organization was structured, led, and resourced to get there.
A prioritized roadmap and impact analysis identifying structural, leadership, and capability enhancements required to improve agility, accountability, and cross-functional effectiveness. Recommendations included an updated operating model, clarified role definitions, and targeted capability development to position the organization for sustainable growth and operational maturity. Provided ongoing advisory support directly to the CEO and President, including guidance on workforce planning, budget decisions, and leadership transitions as the organization restructured for scale.
A cross-section of work across industries and engagement types
Talent Acquisition Redesign
Rebalanced onshore talent acquisition model across two top-ten banks, optimizing service delivery and infusing capability and capacity.
- Average 15% cost reduction achieved
IT Workforce Assessment
Identified cost optimization opportunities across location strategy, process design, and service delivery restructuring for an East Coast regional bank.
- Cost optimization roadmap delivered
Location Strategy
Delivered multi-market analysis to diversify application development talent access for a Midwest regional bank facing acute tech talent shortage.
- Multi-market analysis delivered
Partner Ecosystem Strategy
Secured leadership buy-in on partner ecosystem strategy and provided ongoing advisory support across resourcing and technology selection.
- Advisory Support Services
Technology Assessment & Selection
Evaluated current technology landscape and internal capabilities in collaboration with an IT consulting firm. Delivered a multi-year technology enablement and implementation plan.
- Multi-year technology enablement plan
Technology & Operations Strategy
Assessed technology and operations strategy for an emerging fintech company. Delivered future-state service delivery and technology enablement roadmap.
- Service Delivery & Technology Enablement Plan
Every engagement begins with
a conversation.
Tell us what you are navigating and we will schedule a brief call to listen, learn and honestly let you know if we are the right fit.
Voices
Unedited. Unscripted.
Valeris was founded by Ami Sarnowski, a principal advisor with more than 30 years of transformational client experience. These are the leaders who brought her in at the moments that mattered most. In their own words.
"Ami has tremendous range in her capabilities. Her ability to think through numerous concerns at key decision points has helped me through several situations, including building new tech teams, forming industry advisory groups, and enhancing relationships with different levels of organizations."
"Ami's ability to build relationships, listen to her clients' needs, and deliver quality results sets her apart. I enjoyed partnering with her over this 6-month initiative and hope to get the chance to work with her again."
"Ami's guidance was invaluable as I navigated difficult technical and operational challenges. She has an exceptional knack for breaking down complex topics, offering insights that helped me not only improve as an IT professional but also grow as a leader. Ami's supportive and empowering approach fosters collaboration and brings out the best in everyone around her."
"Ami is an insightful, solution-focused leader. She is a skilled group facilitator able to generate innovative thinking and creative solutions. Ami is not only a strategist but also an implementer. She is a talented change agent that leaves teams better than she finds them."
"Ami brings a mature, broad perspective on designing, building and implementing solutions for an organization. Ami helped our organization conceptualize the right outcome, then built and drove a plan to get there successfully. What is key here is that she took an experience-based, realistic approach based on our skills and maturity, ensuring success."
"I worked with Ami on several real estate projects. She is a true professional who is laser-focused on creating value. Her attention to detail is second to none, and she brings a real talent for structuring equitable solutions. She has extensive experience negotiating complex deal structures that allow for maximum flexibility and works tirelessly to ensure that her client's needs are met."