Consulting & Technical Advisory
Consulting & Technical Advisory is for teams that know something in their AdTech stack isn't working but don't have the internal bandwidth or outside perspective to diagnose what, exactly. We start with an honest assessment of your current platforms, workflows, and data flows, identify where the friction or waste actually is, and recommend changes that fit your budget and team size — not a generic best-practices deck. That might mean a platform swap, a workflow redesign, or simply confirming that what you have is fine and the real problem is process. All of it is grounded in what we've seen work across other ad ops teams, not theory.
A typical engagement starts with a discovery phase — reviewing your stack, sitting in on how your team actually works day to day, and pulling together findings into a straight assessment of what's working and what isn't. From there we build a prioritized roadmap, not just a list of recommendations, so you know what to fix first and what can wait. Our recommendations are based on fit with your infrastructure and goals, not on which platform we'd prefer to implement afterward — and if the answer is 'don't migrate yet,' we'll tell you that too.
Strategic advisory to optimize your advertising technology and operations.
What an assessment produces
The deliverable is a written assessment, not a slide deck of general advice. It contains a map of your platforms and data flows, a ranked list of friction points with their cost or risk, a recommendation for each (keep, fix, replace or remove) and a sequenced roadmap showing what to do now, next and later. Recommendations include the effort on your side as well as ours.
If the answer is to keep the current stack and fix the process, the assessment says so. For a typical scoped version, see the ad tech stack audit solution.
How vendor evaluation and RFP support run
We help write the requirements from how your team actually works, shortlist vendors against them, and build a scoring sheet. Demonstrations use your real scenarios, for example migrating one placement or reconciling one campaign, instead of the vendor's standard demo. We then review proposals against your requirements and flag the gaps and assumptions that a sales deck leaves out. Contract and legal review stay with your counsel.
If the decision is to move, the work continues as platform implementation and migration, as in the ad server migration case study.
What you provide and what you receive
You provide access to the people who run the platforms day to day, the current architecture and contract list, and the business outcome that is not being met. You receive the assessment, the roadmap and, if needed, scoring sheets and evaluation notes for the vendors you compare.
Next step: send a short description of the decision you are facing and a list of the platforms involved. We will reply with a proposed scope and the interviews we would need.
How an engagement runs
Discovery
We review your stack and sit in on how the team works day to day.
Assessment
We write up what works, what creates friction and why, ranked by cost and risk.
Roadmap
You receive a sequenced plan that says what to fix first and what can wait.
Evaluation support
If you are choosing vendors, we help define criteria, score proposals and check references.
Frequently asked questions
What does an 'ecosystem assessment' actually involve?
We review your current ad servers, DSPs, SSPs, and supporting tools, how data flows between them, and where your team spends time on manual workarounds. The output is a written assessment of what's working, what's creating friction, and where the highest-impact changes would be — not a generic audit template.
How is this different from your Platform Implementation & Migration service?
Advisory is the 'should we, and if so how' conversation; migration is the 'let's actually do it' execution. Many engagements start with advisory to build the case and the plan, then move into migration once a direction is chosen — but you can also use advisory on its own if you're not ready to commit to a switch.
Are your platform recommendations influenced by vendor relationships?
Our recommendations are based on what fits your infrastructure, budget, and goals, not on which vendor we'd prefer to implement afterward. If the right call is to keep your current setup, that's what we'll recommend.
Can you help us run an RFP or evaluate vendor proposals?
Yes. We can help define your evaluation criteria, review vendor proposals against your actual technical requirements, and flag gaps that a sales deck won't mention.
Is this a one-time engagement or ongoing advisory?
Both are common. Some clients bring us in for a single assessment tied to a specific decision, like a platform switch; others keep us on retainer as an ongoing technical sounding board as their stack and needs evolve.