Run Your Next Technology Project Like A Pro

With Ideal State's Advisory Service, professionals from any department, and with any level of technology experience, can lead a successful digital transformation project.



70% of digital transformation projects fail to meet their stated objectives 

Taken from a 2020 BCG study

5 common reasons why technology projects fail

1. Getting pulled into a software sales process too soon

2. Not taking the time to listen to end users about what they really need

3. Weak or non-existent communication and change management

4. Choosing the wrong technology solution(s)

5. Going over budget/schedule due to last-minute changes or late-breaking discoveries

Don't stress.
We're here to help.

About Ideal State Advisory Services

Next-Level Support

On-Call Expertise

Execute every move with an experienced guide by your side. Every Ideal State advisor has 10+ years of digital transformation leadership experience and is available to meet 1-on-1 anytime you need. Coaching, strategizing, providing actionable feedback. It's all in a day's work for an advisor fully invested in your success.

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Timesaving Tempates

Templates For Every Stage Of The Journey

Access 100+ templates from our proprietary knowledge base along with step-by-step guides. You’ll have everything you need to move forward quickly and confidently. 

What's Included


Weekly 1:1 Meetings

Meet weekly with your Advisor and, if you like, invite colleagues or staff to join the discussion.


Unlimited Advice 

Your Advisor is always a chat away to help you navigate the twists and turns of your projects.


Documentation Review & Feedback

Your Advisor will review any project-related plans and communications. May include comments, edits, and light revisions.


Monthly Stakeholder Meeting

Your Advisor can join a regular call with your stakeholders to help everyone stay in sync. 

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Unlimited Templates

Access to the Ideal State Playbook, a massive collection of field-tested templates for every project stage, is included at no additional cost.

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Save 100s of Hours 

The guidance provided by your experienced Advisor combined with our pre-built templates will save you hundreds of hours, and headaches.

See What Our Clients Are Saying

The guidance that Ideal State has provided has been very instrumental for me and my team. With their support, we developed a strategic roadmap, a change management plan, and a detailed plan for implementation that has set us up for success.”

I don't come from a technology background so when I was charged with revamping our enterprise systems it was daunting, to say the least. Without Ideal State's advisory, this project would have languished for months, if not years. We received approval for the project in 5 weeks!”

Ideal State has helped us create a roadmap, a visual of the future state. I know what problems we have and the tools that will help everyone get aligned around a solution. We have a two-year plan of how we’re going to get to a better place."

Steps to Become an Ideal State Advisory Client


Step 1

Schedule a Consultation Session

Use the calendar below to schedule a call with us. Sessions typically last 30-45 minutes.

Step 2

Meet With a Member of Our Team

We'll learn a little about you, your organization, and what you're working on to make sure our advisory service is a good fit. If it is, we'll talk about pricing and next steps.

Step 3

Get Paired With an Advisor

You will be paired with an advisor based on your needs and organization type. Your Advisor will reach out to schedule an in-depth orientation and onboarding session.

Step 4

Let the Work Begin!

Get started on your journey to digital transformation success with your Advisor by your side every step of the way.


Schedule a Time To Meet With Us