Forward deployed help, from the first model to lasting change.
“How fast can we get this running — and who makes sure it sticks?”
Dotwork’s services team works inside yours — strategists and engineers together, on your data from day one. Start with a bootcamp scoped to one real problem, build to production with a forward deployed pod, lead the change, prove the return and leave your teams able to run it without us.
On this page
- Operating Model BootcampStart here — on your own data
- TransformationPlan and lead the change with our team
- Forward DeployedDotwork engineers embedded with your teams
- Value EngineeringBuild the business case and prove the return
- Product EnablementGet your teams fluent in Dotwork
- SupportIncluded for every customer
How engagements run
Prove it, plan it, build it, run it.
Most customers start with a bootcamp and add services as the model grows. Value Engineering runs alongside every stage, so the return is measured from the start.
Start here · Operating Model Bootcamp
Start with a working model, not a proposal.
Your data, your people at the keyboard, scoped to one question that matters — a portfolio, a budget, a set of controls or an AI program. You leave with a live slice of your operating model that answers it, built by your team with ours.
- A live slice of your operating model, on your own data
- Built by your team, so they can extend it
- An executive readout and a plan to production
- Step 1
Frame and connect
Agree the question, the people who own it and the systems that hold the answer. Connect them.
- Step 2
Build the slice
Shape the model and the views on your own records, with your people building alongside ours.
- Step 3
Run a real review
Use the slice for an actual decision meeting, with Dot drafting from the model.
- Step 4
Read out and decide
What it showed, what it would take to scale, and what it is worth — then you decide.
Plan and lead the change with our team
Transformation
Change the operating model one capability at a time — on a model, not a slide.
“What should we change first — and how will we know it worked?”
Our transformation team works with your leaders to see how the enterprise really runs today, design the operating model it needs, and lead the change wave by wave. Progress is measured in Dotwork — outcomes, value and maturity — not in a plan that is out of date before it lands. We run the first waves with you, then hand the cadence to your transformation office.
Who does the work
A transformation lead and operating model strategists, with forward deployed engineers when the build needs them.
What you leave with
- Your current operating model, captured in Dotwork
- A target operating model with outcomes and a maturity baseline
- A wave plan with owners, measures and a value case for each wave
- Steering reviews running in Dotwork, owned by your team
Diagnose how you run today
Teams, rituals, funding paths and decision rights, captured as a model you can see — not a stack of interview notes.
Design the target state
The operating model you need, shaped on Dotwork’s reference model, with outcomes, measures and maturity targets attached.
Sequence the waves
Change ordered capability by capability, each wave with an owner, a measure and a value case.
Lead it, then transfer it
We run the steering reviews and readouts with you, then your transformation office runs them without us.
How it runs
- Step 1
Diagnose
Working sessions with your leaders to map the current model and agree where change pays off first.
- Step 2
Design
The target operating model, the maturity baseline and the wave plan, all in Dotwork.
- Step 3
Deliver in waves
Each wave sized to the change it carries, then planned, tracked and read out in the model, with value proven before the next one starts.
- COO and transformation office
- Chief strategy officer
- CIO and CFO teams
- Private equity operating partners
Dotwork engineers embedded with your teams
Forward Deployed
Dotwork engineers, inside your teams, shipping on your data.
“How do we get to a working model fast — and keep it running?”
A forward deployed pod — a deployment strategist paired with forward deployed engineers — works inside your teams to connect your systems, shape the model and build the views, agents and skills your people need. Every engagement is scoped to the problem and ends in production on your data, not in a pilot waiting for phase two.
Who does the work
A deployment strategist, who owns the outcome, paired with forward deployed engineers sized to the scope.
What you leave with
- A production model on your data, with integrations running
- Views, agents and skills live, each with an owner
- Builders on your team who can extend all of it
- A runbook for the model and its connections
Connect your systems
Integrations across the 1,200+ connectors Dotwork offers, mapped onto the model — your systems stay the source.
Shape the model
The reference model extended with the objects, fields and relationships your business actually uses.
Build agents and skills
Agents and skills for your reviews and planning cycles, tested on your own scenarios before they go live, with people approving what they act on.
Ship, then hand over
We pair with your builders throughout, so the model, the views and the agents are theirs when we step back.
How it runs
- Step 1
Bootcamp
A live slice of the model on your data, so the scope is set by something that works.
- Step 2
Production deployment
Integrations, model, views and agents built to production for the first domain.
- Step 3
Expand and hand over
The next domain on the same model, with your team building and ours reviewing.
- IT and platform teams
- Finance and operations analysts
- Programs with a fixed deadline
- Portfolio companies after a deal closes
Build the business case and prove the return
Value Engineering
Build the business case. Then prove it in the model.
“What is this worth — and can we prove it afterward?”
Value engineers work with finance and your sponsors from before you commit to long after go-live: a baseline from your own numbers, a business case finance will sign, measures agreed up front, and realized value tracked in Dotwork — planned, proven and banked, with only evidenced value counted.
Who does the work
A value engineer with a finance background, backed by our transformation and data teams.
What you leave with
- A baseline built from your own numbers
- A business case with assumptions and sensitivity
- A value tree linking outcomes to measures and owners
- A value readout for executives and the board, on the cadence they already run
Baseline today
What the current tools, effort and spend cost, from the numbers finance already reconciles.
Size the opportunity
Where the value comes from and how much, with every assumption written down and tested for sensitivity.
Agree the measures
Each value claim gets an owner, a metric and the evidence that will count — before the work starts.
Track realized value
Value followed in Dotwork after go-live, from planned to proven to banked, so the return is shown rather than claimed.
How it runs
- Step 1
Value assessment
Baseline and opportunity sized with finance, from your own data.
- Step 2
Business case
A case your CFO will sign, with assumptions, measures and owners on the record.
- Step 3
Value reviews
Realized value read out against the case, for executives and the board, for as long as the value keeps landing.
- CFO and finance
- Executive sponsors
- Procurement
- Boards and private equity owners
Get your teams fluent in Dotwork
Product Enablement
Every team fluent in Dotwork. Your own center of excellence behind them.
“How do we get every team running on Dotwork — without needing us?”
Role-based onboarding, working sessions on your own model and builder training for the people who extend it — so executives, managers and analysts run their reviews in Dotwork, and your center of excellence keeps the model current as the business changes.
Who does the work
Enablement leads and solution architects, with office hours from the product team.
What you leave with
- People trained by role, on their own reviews
- Builders and admins who can extend the model
- A center of excellence with owners and model standards
- Regular health checks of the model and how it is used
Role-based paths
Onboarding for executives, managers, analysts and admins, each built around the decisions they make.
Working sessions on your data
People learn in your own model, running your own reviews — not in a sample workspace.
Builder training
Admins and builders learn the Studios, so they can extend the model and build views and agents themselves.
A center of excellence
Owners, model standards and a release rhythm, so the model keeps up with the business after rollout.
How it runs
- Step 1
Launch
Role-based onboarding for the first teams, timed to their first review in Dotwork.
- Step 2
Expand
Each new team and module onboarded the same way, with your builders taking over the training.
- Step 3
Sustain
Office hours and regular health checks of the model, its owners and how it is used.
- New customers rolling out
- Teams adding a module
- Admins and builders
- Center of excellence leads
Support
Support for every customer. More when you need it.
Every Dotwork customer is supported by our team under our standard SLAs. When a rollout, a deadline or the stakes call for more, enhanced support packages go beyond those SLAs.
Included for every customer
Standard support
Our support team, working to our standard SLAs, with product documentation and learning resources for every user.
- Help from the Dotwork support team
- Response under our standard SLAs
- Product updates as they ship
- Documentation and learning resources
Packages beyond our standard SLAs
Enhanced support
For teams that need more than the standard — shaped to how critical Dotwork is to the way you run.
- Service levels beyond our standard SLAs
- A named contact who knows your model
- Proactive reviews of the model and its connections
- Priority help around launches and key reviews
How we work
What every engagement has in common.
Your data from day one
No sample workspaces and no slideware pilots. Everything is built on your own records.
A named end state
Every engagement is scoped to the problem, not to a calendar, and finishes with something running — a model, a review, a readout.
Strategists and engineers together
The person who owns the outcome and the people who build it work in the same pod.
Value measured in the model
The business case lives where the results show up, so nobody has to rebuild it for the review.
Built to hand over
Your team runs it when we step back — and we are there when you want us.
Field work shapes the product
What we learn inside your teams goes back into Dotwork, not into a custom fork only you maintain.
The model underneath
Every module makes the next one smarter.
Steer, Fund & Optimize and Govern & Deliver all read and write the same Enterprise Operating Model. The first module you license builds the model. Every module after it adds context instead of another silo — and Dotwork AI reads all of it, stopping where the decision is yours.
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