Who We Are
We are Strategy Planning Execution, Inc. (SPX), a practitioner‑led consulting firm focused on digital transformation and operational excellence for mid‑market companies. We help organizations modernize systems, strengthen operational performance, and build scalable foundations for growth.
We combine Tier‑1 consulting rigor with boutique agility — delivering hands‑on execution across ERP, revenue operations, and core business processes. When transactions occur, we provide targeted support to ensure systems and operations enable value creation rather than slow it down.
Our Mission
Our mission is to help mid‑market companies turn digital transformation into operational performance. We close the gap between strategy and execution by modernizing systems, aligning processes, and delivering outcomes leaders can measure and sustain.
Our Approach
Our approach is grounded in modular, value‑based delivery and a deep understanding of how systems, processes, and people actually work in mid‑market organizations. We focus on requirements‑driven outcomes, not one‑size‑fits‑all methodologies or open‑ended engagements.
We work alongside your team to modernize ERP and CRM platforms, improve operational visibility, and establish the working rhythms required to scale — with clarity on scope, cost, and results from the start.
Every Engagement
is led by senior practitioners with real experience delivering ERP, RevOps, and operational transformation — not junior teams or handoffs. We stay focused on execution quality, adoption, and measurable improvement
Our Services
We offer a suite of services designed to meet you where you are in your transformation journey.
Scale Enablement Services→
Lead-to-Cash Services →
Corporate Transaction Services →
Our Differentiators
Tier 1-level consulting quality, delivered with boutique speed
and care.
- Tier‑1 consulting rigor with boutique speed and hands‑on delivery
- Modular, value‑based pricing aligned to business requirements
- Deep expertise in ERP modernization, revenue operations, and operational excellence
- Flexible engagement models — including direct engagements and referral‑based partnerships
Who We Serve
We work with decision-makers and change leaders across the deal and growth lifecycle:
- Mid‑market companies ($50M–$100M revenue) seeking to modernize systems, improve operational performance, and scale
- Operational leaders and executives — CFOs, COOs, Controllers, CROs — accountable for execution and results
- Private equity sponsors and portfolio companies requiring situational transformation or integration support
START A TRANSFORMATION CONVERSATION