• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Carlone Technology Group

IT Project Delivery Execution

  • Areas of Focus
  • Methodology
  • Who Is CTG?
  • Insights & Publications
  • Areas of Focus
  • Methodology
  • Who Is CTG?
  • Insights & Publications

Case Studies

Moving from Outputs to Outcomes: A PMP-Inspired Take

I recently read an insightful article called by Marty Cagan and Felipe Castro on shifting from “outputs” (the features we build) to “outcomes” (the value we create). It’s a concept that resonates deeply with Project Management Professional (PMP) principles, especially those taught by PMI.org.

Here is a correlation of the article’s main points alongside core PMP practices:

1. Defining Clear Problems and Goals

– Article Insight: Vague goals lead to “feature factories” that deliver outputs without verifying real impact.

– PMP Perspective: The project Charter should specify tangible objectives and success metrics. Defining the problem clearly helps ensure each deliverable ties back to a genuine need.

– My experience: In many cases, underperforming or languishing projects can be revitalized by returning to the core purpose and the outcomes the business truly needs. By taking an honest look at where the project stands now and aligning on the results we want at completion, organizations can decide whether to refocus and continue, reset the approach, or end the effort altogether.

2. Establishing Meaningful Measures of Success

– Article Insight: Not all KPIs matter. Find the few that truly reflect desired user or business behaviors.

– PMP Perspective: Monitoring & Controlling goes beyond schedule and budget; it verifies that metrics align with the project’s intended value, enabling data-driven adjustments.

– Field experience: Rather than getting caught up in buzzwords or workshops to redefine KPI’s or OKR’s, we can simplify the conversation by consistently evaluating whether our project’s progress aligns with its original objectives. This helps us stay honest about whether our completed work, and the tasks ahead, still serve the outcomes we intended. If new insights arise, we can adapt accordingly! From a PMP perspective, this continual check is essentially Quality Management in real-time, ensuring every effort contributes to the project’s true value proposition.

3. Building an Intentional Strategy

– Article Insight: Simply listing features doesn’t guarantee outcomes; a product strategy must guide the “why” behind each choice.

– PMP Perspective: Integration Management weaves scope, risk, and stakeholder requirements into a coherent roadmap. Strategy ensures each task or deliverable supports broader organizational objectives.

– Field experience: When leadership lacks a clear and unified business strategy, teams inevitably default to delivering work shaped by individual biases—whether intentional or not. A vague or inconsistent strategy can set the entire organization (investors, employees, and clients) on a path to long-term friction, at best. Tools like a Requirements Traceability Matrix can help ensure every effort maps back to that unified strategy. By regularly reviewing and directing intentional effort, leadership can effectively Manage Change and keep the organization aligned on its true strategic objectives.

4. Instrumenting for Real-Time Feedback

– Article Insight: Ongoing telemetry helps teams pivot quickly if outcomes fall short.

– PMP Perspective: Frequent stakeholder communication and adaptive methods (Agile) let PMs respond to new data and maintain alignment with goals. Real-time analytics is the backbone of fact-based, informed decision-making.

– Field experience: In reality, reporting and managing status updates can feel like two separate worlds. Project managers often expend significant effort drafting comprehensive weekly updates—only to watch them glossed over by leaders celebrating superficial wins. This disconnect stems from a broader lack of accountability at the leadership level. We owe it to our stakeholders (and our teams) to provide an honest, data-driven view of the work, and to address problems immediately when outcomes and progress deviate from plan.

5. Fostering Accountability and Leadership Support

– Article Insight: Cultural change, driven by leaders, is key to shifting from output-based thinking to outcome-driven cultures.

– PMP Perspective: Governance and Change Management become essential: leaders must champion a results-oriented mindset to embed accountability at every level.

– Field experience: Accountability starts at the top! When leaders consistently model results-oriented behavior and emphasize outcomes over outputs, teams naturally align more effectively. Conversely, if leadership is not unified on organizational outcomes, even the strongest product or project management methodologies will struggle, resulting in confusion and wasted efforts. A transparent and supportive leadership culture is crucial for keeping everyone focused on meaningful impact and ensuring that each milestone genuinely advances the organization toward its objectives.

Key Takeaway: The article’s message dovetails nicely with PMP principles! Whether you’re delivering a software product or leading a strategic project, the goal remains the same: solve the real problems, track your metrics diligently, and continuously align with the overarching strategy and organizational vision. By marrying the article’s focus on outcomes with PMI’s structure for planning, executing, and measuring success, teams can be confident they’re delivering genuine value—not just another “cool feature.”

Project Rescue & Delivery Oversight: How CTG Brings Projects Back from the Brink

In every organization’s portfolio, there are projects that quietly slip off-track. They start with enthusiasm and solid intentions, but somewhere along the line, they stall, sprawl, or spiral. Sometimes it’s scope creep. Sometimes it’s resource misalignment. Often, it’s just the accumulation of small misses that snowball into a critical breakdown.

At Carlone Technology Group (CTG), project rescue is not just something we do—it’s one of the ways we deliver our most transformative impact. With 30+ years of experience in infrastructure, application, and cybersecurity project delivery, we step into complex, high-stakes environments and provide the leadership, clarity, and execution discipline that turn failing initiatives into success stories.

The Anatomy of a Failing Project

One of the most common calls we get starts like this: “We need help. This project is off the rails.”

Take, for example, a Fortune 1000 financial services company that reached out to us mid-implementation of a massive CRM migration. They were six months past their original go-live date, vendor invoices were stacking up, and user confidence had hit rock bottom.

Our project rescue approach always begins with a Project Health Assessment, including:

  • Stakeholder interviews across tech and business teams
  • Review of scope, change requests, and delivery artifacts
  • Timeline validation against actual velocity
  • Risk log audit

In this case, we identified five core issues:

  • Unclear ownership between the client and third-party vendor
  • No single source of truth for project status
  • Conflicting priorities between departments
  • Scope creep with no formal change control process
  • Low morale among team members due to uncertainty

With these insights, we built a remediation plan and took over as delivery oversight.

Establishing Delivery Discipline: The First 30 Days

In the first 30 days, we focus on stabilizing the project and re-establishing structure:

  1. Clarify governance: Who owns what? Who approves what?
  2. Create visibility: Launch real-time status dashboards and weekly executive reports
  3. Align stakeholders: Reconfirm business objectives and trade-offs
  4. Clean up scope: Freeze scope and introduce formal change control
  5. Rebuild momentum: Quick wins that restore confidence

For the CRM rescue, we ran parallel tracks: one to finish mission-critical integrations, and another to redesign the training and adoption plan. Within 60 days, the project was back on a revised but firm timeline. 90 days in, user adoption was up 58%, and customer service metrics had improved noticeably.

Real-World Rescue Stories

1. Healthcare ERP Deployment

A regional healthcare system engaged us to rescue an ERP deployment spanning finance, HR, and clinical operations. The software was sound, but the delivery process was fragmented and unstructured. Departments were blaming each other. Reporting was inconsistent. Workstreams were duplicating effort.

CTG stepped in as the central program delivery office. We implemented a workstream governance model, introduced integrated reporting tools, and facilitated cross-functional standups.

Results:

  • Consolidated 40+ disconnected spreadsheets into a unified project tracker
  • Delivered go-live early
  • Reduced user-reported issues by 60% in the first post-launch month

2. Cybersecurity Audit Preparation

A SaaS company was six weeks away from a third-party cybersecurity audit tied to major enterprise sales contracts. Their internal team was strong technically but disorganized in execution. Policies were incomplete, evidence was scattered, and leadership had no visibility.

We ran a hyper-focused rescue mission, introducing agile sprints for policy review, establishing a document repository, and running readiness simulations.

Results:

  • Passed the audit with zero major findings
  • Sales team closed $4M in new contracts within the quarter
  • Executive team adopted our delivery model company-wide for future security initiatives

3. Remote Workforce Tool Rationalization

A technology services firm operating across six time zones had fallen into “tool sprawl.” They were using 15+ communication and project management tools, leading to delays, confusion, and missed handoffs. Morale and productivity were both suffering.

We conducted a rapid diagnostic, consolidated tooling into three platforms, created usage standards, and coached team leads on digital etiquette.

Results:

  • Reduced tool cost by 30%
  • Increased cross-team delivery velocity by 45%
  • Boosted internal satisfaction (measured by employee pulse survey) by 22%

What Makes CTG’s Delivery Oversight Different

Project rescue requires more than project management certifications. It takes:

  • Empathy and diplomacy to manage stressed stakeholders
  • Structured thinking to bring order to chaos
  • Cross-functional literacy to align tech, business, and compliance
  • Executive presence to communicate with clarity and confidence

At CTG, we don’t just manage timelines and tasks. We:

  • Rebuild trust where it’s been lost
  • Translate complexity into clear action plans
  • Drive toward meaningful outcomes, not just checkboxes

The Long-Term Benefits of Rescue and Oversight

While our immediate goal is to save the project, the long-term value is even greater:

  • Stronger governance frameworks
  • Improved risk management culture
  • Higher stakeholder satisfaction
  • Better ROI on tech investments

Often, clients retain us after a rescue to oversee future programs and embed our methodology into their teams. In doing so, they prevent future breakdowns and create a culture of proactive, disciplined delivery.

When to Call in CTG

If you’re seeing any of the following, it might be time to bring us in:

  • Repeated delays without clear causes
  • Burnout or attrition among key project staff
  • Conflicting reports on status or progress
  • Budget overruns and change order confusion
  • Stakeholders disengaging or losing trust

We know what red flags look like—and more importantly, we know how to respond.

From Rescue to Resilience

In a world of constant change, it’s no longer enough to start strong. Organizations must finish strong. Whether it’s an application rollout, cybersecurity initiative, infrastructure refresh, or business process modernization, disciplined delivery is the difference between good ideas and real impact.

At Carlone Technology Group, our project rescue and delivery oversight work is a cornerstone of that impact. We don’t just bring projects back from the brink. We turn them into platforms for lasting transformation.


If you’re staring at a project dashboard that’s more red than green, don’t wait. Let’s talk. We can help you steady the ship, build confidence, and deliver results—without the drama.

Why Delivery Discipline is the Most Underrated Advantage in Tech Consulting

In the world of IT consulting, success is often measured by technical innovation, architecture elegance, or the ability to deploy cutting-edge solutions. But there’s a hidden truth many organizations learn the hard way: none of it matters without disciplined delivery.

At Carlone Technology Group (CTG), we’ve built our reputation on designing effective solutions and ensuring those solutions are implemented on time, within budget, and fully adopted. With over 30 years of experience in infrastructure, applications, and cybersecurity, we’ve learned that delivery discipline isn’t just a back-office function—it’s the competitive advantage that defines success.

The Cost of Overlooking Delivery

Let’s start with what happens when delivery is overlooked. One of our clients, a mid-sized financial services firm, had invested heavily in a cloud migration initiative. They brought in top-tier architects, partnered with major cloud vendors, and had executive support. Yet, two years in, the project was over budget by 70%, key components were still in testing, and end-users had lost trust.

CTG was brought in to assess and rescue the initiative. What we found wasn’t a tech issue—it was a delivery failure:

  • No clear RACI (responsible/accountable/consulted/informed) model
  • Agile ceremonies inconsistently applied
  • Teams unclear on prioritization
  • Missed dependencies between security and app teams

Within 90 days of engagement, we implemented a delivery framework that included daily standups, backlog realignment, and a fact-based status dashboard. Six months later, the migration was completed. Adoption went up 50%, and leadership reallocated budget to other strategic priorities.

Delivery as a Strategic Lever

Delivery is not just about Gantt charts and standups. Done right, it becomes a lever for:

  • Accelerating time-to-value
  • Improving organizational trust in IT
  • Increasing resource efficiency
  • Strengthening cross-functional collaboration

A great example is a manufacturing client we supported in deploying an enterprise resource planning (ERP) system across six divisions. While the ERP software was off-the-shelf, the challenge was aligning business units, each with its own processes and resistance to change.

Rather than treat this as a technical implementation, we led with delivery discipline:

  • Engaged stakeholders through working groups
  • Created cross-functional pilot teams
  • Set up a feedback loop between end users and the dev/configuration team
  • Tracked burn-down charts by workstream to ensure visibility

As a result, go-live occurred ahead of schedule, and user training satisfaction scored 93% on post-deployment surveys. IT was no longer the department of “no”—they were seen as a transformation partner.

Why So Many Get It Wrong

In our experience, delivery fails when it’s:

  • Understaffed: Project management is seen as overhead
  • Unstructured: No standardized methodology or frameworks
  • Undervalued: Success is measured only by output, not outcomes

This is especially true in cybersecurity projects. One recent engagement involved helping a retail client implement new endpoint protection and MFA protocols across 10,000+ employees. Their internal IT teams were skilled, but overwhelmed. There was no rollout plan, and compliance deadlines were looming.

We stepped in with a hybrid approach:

  • Defined phased deployment by business unit
  • Created training materials and change communications
  • Synced legal, IT, and HR on policy updates
  • Used delivery metrics to report progress to the board weekly

The client not only met their compliance deadline, but experienced a 70% drop in phishing-related incidents within the first quarter.

Delivery Discipline in Remote and Hybrid Environments

The rise of hybrid work has made disciplined delivery even more crucial. In one project for a healthtech startup, we were brought in to help streamline their digital collaboration tools. Teams were remote across five time zones, using a mishmash of Slack, email, Google Drive, and Notion. Projects were slipping, and morale was low.

We conducted a tool audit and designed a cohesive digital workplace:

  • Implemented Asana for project visibility
  • Created documentation hubs in Notion
  • Facilitated remote team rituals (Monday check-ins, Friday demos)
  • Rolled out a governance model for tool usage

Productivity rebounded, and leadership finally had clarity into what was being worked on. Perhaps more importantly, team satisfaction rose because people weren’t working in chaos.

The CTG Methodology: Vision to Execution

Our approach is grounded in a simple truth: every project lives or dies by how well it’s delivered.

We use a repeatable but flexible methodology:

  1. Problem Identification: What are we solving?
  2. Analysis & Synthesis: What is the root cause and what options exist?
  3. Presentation: What’s the plan, and how will it align stakeholders?
  4. Design & Implementation: Build with discipline
  5. Transition: Ensure adoption, knowledge transfer, and measurement

This methodology has helped clients recover failing initiatives, launch new platforms, and increase the ROI on their tech investments.

What Delivery Discipline Looks Like in Action

A Fortune 500 client once told us, “You made our project feel simple.” That’s the magic of delivery discipline. When roles are clear, communication is frequent, and blockers are resolved quickly, even the most complex projects feel smooth.

For example:

  • A healthcare client’s patient portal modernization launched 4 weeks early
  • A cloud migration we led finished under budget due to early risk detection
  • A cybersecurity framework implementation passed external audit with zero findings

None of these outcomes happened by accident. They were the result of structured delivery leadership combined with technical excellence.

Conclusion: Delivery is a Brand Advantage

In today’s market, clients don’t just want solutions—they want certainty. They want to know their initiatives will land. That’s what Carlone Technology Group brings.

We believe delivery is the most underrated advantage in IT consulting. It transforms vision into execution. It makes your investment count.

If you’re struggling to bring order to the chaos, or if you simply want a partner who gets it done without the drama, let’s talk.


Want to see how delivery discipline can change the game for your organization? Reach out today. We’ll help you make it real.

Cutting IT Costs During A Financial Downturn

Client Overview:

The client is the world leader in recovery auditing services. Headquartered in Atlanta, GA, the client has over 1000 associates servicing clients in more than 30 countries.

Business Problem:

Following the acquisition of its top competitor, a leading Audit Recovery firm had experienced significant growth in IT assets yet did not standardize or change its purchasing strategy. For several years after the acquisition, systems and supporting gear were purchased on an as-needed basis for each new application or project. The industry began to change and more competition entered the market which resulted in a sharp decline of revenue. In 2006, the business leaders found themselves needing to drastically reduce operating costs as revenue began to decline.

The Facts:

  • The IT department was a cost center for the business. Although the company would not be able to function without a strong technology group, the core of the business were the auditors and analysts that provided the billable services to clients.
  • The corporate data center had reached capacity and cooling was becoming a major problem.
  • The company was nearing capacity at a co-location facility that it paid close to 40k per month for.
  • The company had a mature systems management practice which monitored all critical systems and applications.
  • The company was in the process of implementing change management practices.
  • Virtualization technologies were not being used at the company.

The Solution:

The business asked the CIO to make deep cuts in IT spending, but was not able to provide funding of any kind to address and remedy the problem due to the dire financial state of the company.

Because the two data centers were essentially full and due to the fact that the company had a history of purchasing systems based on application and project use, the most obvious place to begin was with the IT assets themselves. Typically, we find that server assets are highly underutilized and consolidation is almost always possible. This not only lowers the number of physical systems deployed, but can also reclaim significant amounts of expense in maintenance contracts, licensing, backup methods, and engineering support.

We leveraged the already in-place systems management framework to gather and analyze six months worth of performance data for each of the 300 systems spread across all business units. Combining the utilization data with a system interdependency matrix and input from the business owners of the equipment, we classified and created a workload profile for each system in the organization.

We were quickly able to identify close to 100 physical systems within the production environment that were underutilized and in some cases, not being used at all. Further, our workload profiles illustrated that most of the servers purchased within the previous few years were powerful enough to be re-purposed for new projects created by the business to increase revenue. The remaining 200 systems were eliminated from the first phase of the project due to high utilization levels, heavy database activity, and complex interdependencies.

Since the company was not currently using in any virtualization technology, we ran a proof of concept pilot using both VMware Server and Microsoft Virtual Server in order to test and select a platform that could also be used to create a free server farm built with existing equipment in which to consolidate physical servers to.

Using free VMware Server software, we consolidated 30 legacy Windows NT 4.0 systems down to 3 physical blade servers in a single chassis which:

About 60 of the production Windows 2000+ servers were virtualized to about 30 physical servers hosted on Windows 2003 servers running VMware Server software. (Compression ratios are much higher today by using a bare bones hypervisor like VMware ESX server.)

Of the remaining 10 systems, 7 were SQL database servers that served light duty across the enterprise and 3 were web servers hosting about 5 websites in total. We were able to consolidate each function to one instance with plenty of remaining capacity for future growth. Decent savings were realized for future projects from the 6 reclaimed SQL Server licenses alone.

The net remaining 35 physical servers were put into surplus stock and repurposed back to the business throughout the year. We were able to use existing equipment and a newly approved VMware standard to satisfy all 2006 server requests, thus eliminating the need to spend even a single penny on new physical servers that year. The business used most of the reclaimed servers for projects aimed at servicing new revenue streams as it attempted to reclaim the top spot in the Audit Recovery industry.

The Results:

This project was a major success and an excellent example of what is possible for most businesses that have not analyzed and optimized their IT departments recently.

Some highlights include:

  • A 500K cost savings related to new hardware and licensing purchases in the IT budget.
  • Freed up the rack, power, and port space that 65 physical servers consumed in the data center.
  • Eliminated hardware maintenance contracts for the 65 virtualized servers.
  • Created a far more efficient way to backup and recover the virtualized systems.
  • Actually increased productivity of the Windows NT systems due to the new architecture and faster speeds of the host systems.
  • Identified 9 “mystery” systems that were powered on but not in use by anyone within the organization.
  • The proven VMware technology allowed IT to finally satisfy a need by developers for QA and development systems without having to loan out physical systems needed for business purposes.

Disaster Recovery For A Florida Food Provider

Client Overview:

A major food supplier with customers ranging from small delicatessens to major grocery store chains located throughout the  United States.

Business Problem:

Years of non-standard builds and procedures for implementing technology led to an inefficient infrastructure. Coupled with the fact that the company had a major operations center in the middle of Florida’s hurricane country, new management determined that a new design was needed in 2008.

The company had six regional offices in the Eastern half of the US, relying on local storage and non-technical support staff in most of the sites. Two major data centers in New York and Florida were critical to business, but ran independently of each other causing inefficiencies.

The Facts:

  • Government regulations required the company to pay its vendors within ten days of receipt of food product – a disaster could cause the company to shut down if payments were not made on time.
  • There was no disaster recovery plan, yet the company’s largest data center was located in the middle hurricane country.
  • Most remote sites do not have local IT support and thus support technicians would have to fly to remote sites when routine problems arose.
  • Local storage and an aging NAS device was the only storage in use.
  • Technical staff was not trained or proficient with VMware, yet had it deployed for some production systems.
  • The environment had to be mobile enough to be quickly recovered and to allow for quick migration of systems to another site in the event of an impending hurricane.
  • Management created an opportunity to address the entire infrastructure while it began gathering data to create a disaster recovery plan.

The Solution:

Physical servers were assessed and it was quickly determined that most of the 60 critical systems could be virtualized and moved to less than ten hosts spread across the two major sites. Remote sites would get a standardized virtual infrastructure consisting of file, print, database, and application services. Messaging was consolidated to run from the major data center sites.

To meet the requirements for the ability to quickly move running systems to hosts in another region of the US, a new NetApp SAN environment was built. Virtual machines, user data, and backup data was located on SAN units in each location. Each location replicated with the two major data centers and could effectively be locally shut down and kept running elsewhere if necessary.

The Results:

The resulting environment gave the client several things they did not have prior – remote manageability of critical business systems, business continuity and disaster recovery plans, and a shared storage environment.

The remote manageability solved the problem of having to fly technicians out to sites which delayed repair time and was an expensive way to support remote sites. The cutting edge site to site replication and agile nature of the infrastructure gave the business the option of “pressing a button” to begin the short migration of systems from Florida to New York in the event that a hurricane was on it’s way. Locating virtual machines and user data on a SAN that replicated to other sites eliminated the traditional methods of restoring from tape, which would take several days due to the volume of data.

  • Page 1
  • Page 2
  • Go to Next Page »

Footer

Let’s get started on your project!

Contact us to kick things off. This will be more fun than you think!
I Am Ready!
  • Areas of Focus
  • Methodology
  • Who Is CTG?
  • Insights & Publications

Copyright © 2025 · Carlone Technology Group