Trestle Advisory Group helps enterprises turn AI and technology investment into workforce outcomes. We design the adoption strategy, operating model, and change discipline that close the gap between what a system can do and what people actually use. Deep roots in healthcare, with work spanning financial services and manufacturing.
Most AI and digital investments fail at the adoption gap: the distance between what a system can do and what an organization actually uses. That gap is where ROI is lost, and it is the discipline Trestle Advisory is built around.
Our method is the 8-Pillar OCM Capability Model, a framework for building adoption capability into the enterprise rather than bolting it onto a project. We measure it with The Human ROI: adoption, proficiency, utilization, and trust. Not license counts. Not training hours.
We work with executives and private equity backed leadership teams wherever the technology investment is real and the workforce shift is the limiting factor. AI adoption, platform and ERP modernization, operating model redesign, and integration.
Turn AI investment into workforce outcomes. Adoption playbooks, persona-based readiness assessments, maturity models, and dashboards that show leaders who is using what, and how well.
Change strategy, stakeholder alignment, communications, training, and measurement built on the 8-Pillar OCM Capability Model. Certified CCMP and Prosci practitioner, proven in regulated, complex enterprises.
Stand up transformation offices, redesign operating models for product and platform delivery, and install the governance that holds change in place after the consultants leave.
Implementation strategy and change leadership for ERP modernization, data migration, and platform programs, including the process redesign required to make the technology pay off.
The people, process, and operating model side of integration and divestiture, with business continuity through the transition window as the priority.
Transformation roadmaps that unlock value at the operating model and workforce layer. Direct CEO and board level engagement on scope, sequencing, and signal.
Senior delivery across healthcare payers, providers, life sciences, and medtech, plus financial services and other enterprise environments. Across both Trestle Advisory and prior practice and in-house leadership roles.
For consulting engagements, executive advisory conversations, or speaking and panel inquiries, direct outreach is welcome.