How It Works
Every business demands a custom strategy. That’s why we dive deep into your organisation, then engineer a perfectly tailored solution utilising our global network of 1,200 specialists in finance, data, and AI. The result? You get the strategic depth of a global firm, executed with clarity and conviction. Crucially, we enhance your existing stack – we don’t waste time replacing your existing ERP.
We’re confident in our system — so confident, we guarantee it
If your ROI doesn’t improve by at least 10% after full implementation of the Board North strategy, we’ll refund our fees.*
Your Next Steps
We make it simple to start. Whether you’re ready for a full partnership or just want a clear diagnostic, every engagement begins with clarity and ends with measurable impact.
Step 1
Initial Assessment
We begin with a focused discovery — analysing your data, people, and processes. You’ll receive a clear roadmap showing where to act first for the biggest gain.
Step 2
Choose Your Engagement
Select what suits your goals best:
Ongoing Partnership – a consistent team that drives progress month after month.
One-off Project – targeted delivery for a one-off project
Step 3
Implementation & Results
We integrate our frameworks, automation, and dashboards into your workflow — then measure the impact on ROI, efficiency, and growth.
Initial Assessment
We always kick off with an Initial Assessment of your business. This is the critical first strike where we evaluate your financial health, data, and any strategic gaps. This pinpoints your biggest, most profitable opportunities in AI, efficiency and growth acceleration.
What’s included:
- Discovery Session with leadership/operations team
- Review of current dashboards, KPIs, and data flows
- Gap Analysis across finance, operations, and sales systems
- Recommendations for automation, AI, and reporting improvements
What you get:
- A Strategic Roadmap with clear implementation priorities
- A tailored plan to move from data confusion to clarity and trust
- Foundational structure set up, including initial recommendations for
Dashboard Scorecard (Rocks, To-Dos, Issues) framework
Flexible Engagement Models
You dictate the engagement. We can either provide the playbook and structure or we can execute a full-scale implementation for you. You only pay for the resources you need – no waste, just impact. We offer three paths to success:
Monthly Packages
A dedicated CFO, CTO, and data engineering team working in rhythm with your business. Each month includes clear deliverables and dedicated hours focused on achieving measurable results. This model builds structure, accountability, and steady progress — turning plans into performance through consistent delivery.
Outcome: Predictable growth, powered by aligned teams and continuous momentum.
Defined Projects
Your catalyst for change — delivered inside a structured partnership. We scope, execute, and embed high-impact projects that connect your data, systems, and automation tools for fast, tangible wins. Projects that start strong — and sustain through your ongoing monthly rhythm.
Outcome: Rapid transformation that integrates seamlessly into your long-term operating system.
Fractional Team (Ongoing Strategic Support)
The ultimate competitive advantage: a dedicated team embedded in your business — fractional CFOs, CTOs, data engineers, UI/UX specialists, and developers. You get high-level expertise, integrated delivery, and scalability at a fraction of the cost of full-time hires.
Outcome: Continuous strategic support, rapid scalability, and a cross-functional team embedding the Board North Operating System to drive growth.
Start Your AI Journey Today
Our Engine: The Board North Operating System (BNOS)
Every piece of work we do – from a single project to full fractional support – is powered by the Board North Operating System (BNOS). We install this structure around your existing EOS or similar frameworks for traction, scaling, and maximum business valuation.
The BNOS is your blueprint for success:
- Strategy to Execution: We use the proven EOS model to align your Mission, Purpose, and Core Values to your 10-year, 3-year, and 1-year goals. No more strategic drift.
- The Operating Rhythm: We mandate disciplined routines, including focused meetings and Scorecard tracking, ensuring continuous, real-time performance visibility.
- Accountability: We define 90-day Rocks (quarterly priorities) with clear ownership, ensuring everyone is focused on the goals that directly drive revenue and value.
Are You Ready for Growth? Take our Traction Health Check
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* Guarantee applies once all recommended actions are implemented and signed off by Board North. Subject to terms and conditions.