Quote-to-Cash Health Check
Identify bottlenecks, gaps, and opportunities to simplify your revenue engine.
- Current state analysis
- Bottleneck identification
- Process optimization roadmap
- Implementation recommendations
Our Services
Strategic Systems Partnership for Scaling Companies
We help you simplify your stack, align your teams, and make your systems work together — without bloated platforms or endless projects.
15+ years enterprise experience
Columbus-based, national reach
Proven ROI frameworks
We Understand the Stakes
Your job is on the line, the board is watching, your team's success depends on getting it right; we've been there.
We've sat in your seat. We know what happens when systems fail, when growth outpaces infrastructure, and when tools start owning you instead of the other way around.
We're not here to sell you something and disappear. We're here to build systems that work, that your team loves, and that drive measurable business results.
Our approach is simple:
1
Right-size your stack.
2
Align your teams.
3
Prepare for what's next.
(especially AI)
Your Systems Executive (Fractionally)
Our flagship offering gives you ongoing access to senior systems leadership, without hiring a full-time executive. We align engineering, product, and operations around your growth goals, reduce waste, and keep your systems strategy accountable.
Advisor
Monthly strategic alignment + async guidance
Starting at $4K/mo
Strategic Partner
Bi-weekly direction + roadmap ownership
Starting at $7.5K/mo
Fractional Systems Leader
Embedded oversight + executive reporting
Starting at $10K/mo
Align your teams and reduce your spend.
Systems & Revenue Architecture
Make your revenue systems make sense.
Your quote-to-cash process should accelerate deals; not slow them down. We modernize the systems that run your business, connect the dots between sales and product, and bring engineering rigor to your revenue platforms.
Salesforce CPQ Migration
Replace legacy CPQ and streamline lifecycle management with modern, integrated quoting and billing.
- Legacy CPQ replacement
- Modern quoting workflows
- Integrated billing systems
- Team training & support
Lifecycle Management & Billing Architecture
Connect your billing, provisioning, and CRM to work like one system.
- System integration design
- Billing automation setup
- CRM synchronization
- Ongoing optimization
Procurement & Vendor Rationalization
Reduce cost and tool sprawl with data-backed procurement policies.
- Vendor audit & analysis
- Cost optimization strategy
- Procurement policy design
- Implementation support
Systems Audits & AI Readiness
Before you buy new tools, make the ones you have actually work.
We help you understand what's working, what's redundant, and where to invest next. From cost audits to AI strategy, we give you clarity before you commit.
Technology Stack Audit & Cost Optimization
Map your systems, uncover redundancies, and cut unnecessary spend.
- Complete system inventory
- Redundancy analysis
- Cost optimization recommendations
- Implementation roadmap
AI Readiness & Strategy Assessment
Discover where AI can drive impact — before you buy a single license.
- AI opportunity mapping
- Current state assessment
- Strategic AI roadmap
- Implementation planning
M&A Systems Due Diligence
Evaluate the maturity, risk, and scalability of target systems pre-acquisition.
- System architecture review
- Risk assessment
- Integration complexity analysis
- Post-acquisition roadmap
AI Enablement Workshop (Exec or Team)
Practical AI education — from prompts to policy — for your leadership and teams.
- Executive AI education
- Team training sessions
- Policy & governance guidance
- Hands-on implementation
Enablement & Alignment Workshops
Systems Thinking for Every Team
The best systems don't just connect tools — they connect people. We facilitate workshops and training that help leaders and teams think strategically about how their work fits together.
Strategic Alignment Workshop
Unblock silos, reset priorities, and set a unified north star.
- Cross-team alignment sessions
- Priority reset & goal setting
- Silo-breaking exercises
- Action plan development
AI for Leaders Training
Bring executives up to speed on practical AI, agentic systems, and modern decision frameworks.
- Executive AI education
- Decision framework training
- Practical AI applications
- Policy & governance guidance
Leadership Coaching / Mentorship
Help rising leaders think like systems architects — not just managers. Add-on to Retainer.
- Systems thinking development
- Leadership skill building
- Strategic decision making
- Ongoing mentorship support
"Right Sized Tech helped us cut $300K in wasted tools."
— CFO, SaaS Company
Proven Impact:
↓ 20–40%
software spend
↑ 1.5–2×
team velocity
4–6 week
stack stabilization
We Build Solutions That Last
We believe in doing work that endures: systems that grow with you, teams that move faster, and processes that don't break when you scale.
We've seen what works — and what doesn't — across startups, SMBs, and enterprise. Now, we bring that experience to help you avoid the traps, skip the noise, and focus on what actually matters.
Matt Pieper
Founder and Principal
15.2K LinkedIn Followers
Your success is my success. I'm not a vendor - I'm your advocate. I'll turn down business that doesn't align with your values rather than take your money.
We invest, we don't spend. Every recommendation is something I'd do for my own business. No channel partners, no kickbacks, just honest advice.
Human-first in an AI world. People and process come before technology. We ensure your team is ready before we touch any systems.
We're your fractional business systems team. Not a project, not a vendor - we're an arm and voice of your team, focused on your long-term success.
The Partnership Promise
- We'll say no to business that doesn't align with your values
- We'll cut through the sales BS and give you reality
- We're customer-obsessed, not revenue-obsessed
- We run engagements like we would for our own business
Your Fractional Business Systems Team
We're your engineering arm for internal systems - financial, HRIS, martech, integrations, and custom tooling. No more swivel chair work.
We understand the stakes. When your job is on the line, when the board is watching, when your team's success depends on getting it right - we've been there. We're not here to sell you something and disappear. We're here to build solutions that work, that your team loves, and that drive real business results.
The Business Systems Reality
Teams juggling multiple systems with no integration
Swivel chair work between financial, HR, and sales tools
Custom solutions that become technical debt
AI experimentation without clear business value
Internal tooling that doesn't scale with growth
How We Partner With You
🏗️
Product-Grade Internal Systems
We treat internal systems like a product team would - with PMs setting vision, engineering building reliable, extensible systems that your team can maintain and evolve.
🔗
Integration & Automation
Eliminate swivel chair work with seamless integrations between financial systems, HRIS, martech, and sales tools. We build solutions that actually work.
🤖
AI Experimentation with Purpose
We drive AI experimentation that delivers real business value, not just shiny demos. From Salesforce DevOps to custom tooling, we make AI work for your business.
⚡
Fractional Business Systems Leadership
We're your fractional business systems team - an arm and voice of your team, focused on long-term success across all internal systems.
Ready to Build Integrated Business Systems?
Let's discuss how we can partner with your team to build scalable, maintainable internal systems that eliminate swivel chair work.
Ready to explore a partnership?
Ready to Right-Size Your Systems?
Let's simplify your stack, align your teams, and future-proof your business for AI.
No long-term contracts
Proven ROI frameworks
Enterprise expertise