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Make Better Technology Decisions. We Make Sure They Deliver.

FORGE is an independent technology advisory firm helping enterprises evaluate, source, negotiate and implement complex technology initiatives. We bring market intelligence, executive experience and execution discipline to the table, then stay through the outcome.

FROM DECISION TO OUTCOME
01 UNDERSTAND 02 VALIDATE 03 SOURCE 04 NEGOTIATE 05 EXECUTE 06 OVERWATCH
Independent Advice. Market-Backed Decisions. Accountable Execution.
Outcomes, Not Hours.
Proof

Outcomes, Not Recommendations.

FORGE stays engaged beyond the strategy and the recommendation. Our work is measured by what changes in the business.

$2.5M
Annual Savings
National Childcare Organization
$650K+
Annual Savings
Retail Healthcare Organization
700%
WAN Performance Increase
Global Manufacturer
Why FORGE

Why bring FORGE into the room?

Independent Perspective

FORGE begins with the customer's environment, requirements and business objectives, not a preferred technology or supplier.

Market Intelligence

FORGE works continuously across the technology marketplace, giving customers current visibility into technology, providers, pricing, commercial structures and emerging alternatives.

Executive Experience

Customers gain experienced technology executives who understand both the strategic decision and the operational realities behind it.

Execution Accountability

FORGE doesn't disappear after delivering a recommendation. We remain engaged through sourcing, negotiation, implementation and lifecycle management.

Advice is only valuable if the outcome follows.

The FORGE Methodology

From Complexity to Outcome.

FORGE brings structure, market intelligence and accountability to complex technology decisions from the first question through execution.

01

UNDERSTAND

Establish the current environment, contracts, spend, architecture, business requirements and desired outcomes.

02

VALIDATE

Challenge assumptions. Benchmark architecture, technology, pricing and strategy against the market.

03

SOURCE

Identify the right market participants and create a competitive, requirements-driven evaluation.

04

NEGOTIATE

Use market intelligence and commercial leverage to improve pricing, terms, flexibility and contractual protection.

05

EXECUTE

Manage suppliers, dependencies, timelines and implementation through successful deployment.

06

OVERWATCH

Continuously manage performance, contracts, lifecycle events, market changes and optimization opportunities.

Continuous advisory lifecycle

Overwatch feeds the next decision. The lifecycle continues after go-live.

Capabilities

Complex Technology. One Advisory Partner.

FORGE works across the enterprise technology stack, allowing us to evaluate decisions in the context of the broader environment rather than in isolation.

Explore Our Capabilities →
Network & Connectivity
Cloud & Infrastructure
Cybersecurity
Communications & Customer Experience
Managed IT & Operations
AI & Emerging Technology
Strategic Engagements

Bring FORGE In When the Decision Matters.

Technology Transformation

Major modernization, consolidation or platform change.

Cost & Contract Optimization

Validate spend, contracts, architecture and market competitiveness.

Vendor & Technology Selection

Independent evaluation when the organization needs confidence in a major decision.

New CIO / First 100 Days

Rapidly understand the environment, identify risk and establish priorities.

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M&A / Private Equity

Technology diligence, integration planning and EBITDA optimization.

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AI Strategy & Readiness

Separate viable opportunities from market noise and determine organizational readiness.

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AI Advisory

AI Changes the Technology Conversation.

Every major technology provider now has an AI story. FORGE helps enterprises separate capability from marketing, identify where AI can create meaningful value, and determine whether the infrastructure, data, security and operating model are ready to support it.

Explore AI Advisory →
Private Equity

Turn Technology Into an EBITDA Lever.

Tech Diligence as a Service™

FORGE goes beyond identifying technology risk. We quantify the opportunity, validate it against the market, build the execution plan and remain engaged until identified savings become realized savings.

Explore TDaaS™ →
Customer Validation

Trusted When the Stakes Are High.

FORGE advises enterprise technology leaders across aviation, healthcare, manufacturing, retail, financial services and complex multi-location organizations.

FORGE helped us understand in weeks what would have taken months to uncover on our own. The visibility they created allowed us to prioritize investments, eliminate distractions, and establish a roadmap the executive team could confidently support.
Chief Information Officer
2026 Tech Advisor Thought Leadership AwardChannel Partners Conference & Expo
TA 101 Rising Star AwardChannel Futures, 2025
Technology Advisor 101 List, All Three PartnersChannel Futures, 2025
Best Technology Advisor, Western USBest of Best Review, 2024
See Press & Awards →

Have a Technology Decision on Your Roadmap?

Bring FORGE into the conversation. We'll help you understand the market, challenge the assumptions and determine the right path forward.

Talk With FORGE →
What We Do

Full Stack IT Advisory — End to End

From forensic analysis of your current environment to implementation oversight and lifecycle management. We handle the complexity so your team doesn't have to.

🔍

Benchmarking

We evaluate everything — carriers, data centers, cloud providers, managed services — across 500+ questions. Is your pricing competitive? Is your supplier the right one? We know.

Core Service
📋

RFP Management & Vendor Selection

We run the entire sourcing process — requirements capture, RFP design, supplier evaluation, negotiations, and contract execution. Clients save 30%+ on average. Every decision fully documented and defensible.

Core Service
💰

Telecom & Technology Expense Management

Telecom bills are notoriously complex. We identify overcharges, manage credits, and reduce your technology spend by an average of 21%. Every bill reviewed every month.

Core Service
📊

Lifecycle Management

Contracts, assets, renewals — nothing falls through the cracks. We maintain a live inventory of your technology environment so decisions are based on facts, not guesswork.

Core Service
🚀

Project Management via Teleboards

The vast majority of IT projects fail expectations. We manage implementation from contract through go-live using Teleboards — purpose-built for telecom and IT transformation projects.

Core Service
Technology Solutions

Every Layer of Your IT Infrastructure

We benchmark, advise, source, and manage across every major technology category.

🌐
Voice & Data Networks
Traditional networking, connectivity, SD-WAN, SASE, POTS replacement
🎧
Cloud Contact Center (CCaaS)
CCaaS platforms, AI-enhanced service, omnichannel customer experience
☎️
Cloud Phone System (UCaaS)
UCaaS, hosted PBX, Microsoft Teams voice, legacy PBX migration
☁️
Cloud Strategy
Public, private, and hybrid cloud — AWS, Azure, Google, and beyond
🔒
Cybersecurity
Threat detection, Zero Trust, SASE, compliance frameworks
🏢
Data Center & Colocation
Secure, efficient data storage — benchmarked across 500+ questions
📱
Mobility
Mobile device management, fleet optimization, wireless solutions
⚙️
IT Managed Services
Helpdesk, IT outsourcing, application management, cloud migration
💰
Technology Expense Mgmt
Billing audit, cost reduction, contract management — avg 21% savings
📈
FinOps & Cloud Cost
Cloud cost governance, real-time optimization, consumption guardrails
🔄
Lifecycle Management
Asset tracking, renewals, inventory — nothing falls through the cracks
🚀
Project Management
Technology transformation project management across all areas, powered by Teleboards — purpose-built for IT and telecom implementations
Discuss Your Environment →
AI Advisory

You Run Your Business.
We Navigate AI For You.

You Are busy running your business. Figuring out AI is a full-time job on its own — which vendors are real, which tools actually fit your environment, what your infrastructure needs to support it, and where to start. That's the work we do for you.

"AI touches every part of your technology stack — networking, contact center, cloud, security, managed services. Every one of those areas now has vendors claiming AI capability. We cut through that noise across all of them and tell you what is genuinely ready and right for your organization."

Schedule AI Review
🏗️

Infrastructure Foundation

We assess whether your network, compute, and cloud architecture can actually handle AI inference loads and latency demands before you commit.

🔒

Data Sovereignty

In every AI engagement, we treat data sovereignty as non-negotiable. We ensure your data governance, residency, and compliance requirements are built into every recommendation from the start.

💡

Vendor Intelligence

We separate genuinely AI-ready suppliers from those rebranding legacy products. Our daily market presence means you don't have to.

💸

Cost Governance

We help you avoid surprise AI costs by defining how AI is used, measured, and scaled before it runs — so your spend stays predictable and justified.

Private Equity · TDaaS

Turn Technology into
an EBITDA Lever.

FORGE pioneered Tech Diligence as a Service (TDaaS).
We don't just identify technology risk, we quantify the savings opportunity and execute it. IT becomes an EBITDA lever, not a line item.

Traditional Diligence
✕Identifies risk — doesn't quantify opportunity
✕Static reports disconnected from execution
✕Savings assumptions left unvalidated
✕Stops at close — where the real work begins
The TDaaS Difference
✓Quantify savings with confidence ranges
✓Validate against real vendor market data
✓Day 1 execution plan delivered at close
✓Stay through execution until savings hit P&L
Four Phases. One Outcome: Realized Savings.
🔍

Phase 1 — Pre-Close Diligence

Full contract and spend review across network, cloud, UCaaS, and security. Vendor risk, lock-in exposure, and live market benchmarking. Output: 20–30% savings range, risk profile, integration complexity score.

📊

Phase 2 — Deal Model Alignment

Validate IT cost assumptions against live vendor data — not stale surveys. Every finding mapped directly to EBITDA impact. Output: adjusted cost baseline, upside/downside scenarios.

⚡

Phase 3 — 100-Day Execution Plan

Renegotiate, replace, or consolidate — sequenced for maximum savings in minimum time. Output: Day 1→Day 100 roadmap, defined actions, no ambiguity.

🎯

Phase 4 — Overwatch

We own execution — managing vendors, renegotiating contracts, tracking every dollar to the P&L. Identified savings become realized savings. We don't hand you a report. We deliver the outcome.

FORGE Pioneered
Tech Diligence as a Service™
"Most firms tell you what's wrong. We show you what it's worth — and then go get it."
From diligence to dollars. That's TDaaS.
20–30%
Typical IT Savings Range
100 Days
To Realized Savings
Day 1
Execution Plan Delivered
100%
Projects Managed
First to Market
30%+
Average technology cost reduction across FORGE-managed portfolio engagements
350+
Supplier partners benchmarked with live pricing — not stale survey data
Voice, data, cloud, security, managed services
75 Yr
Aggregate industry experience across the FORGE advisory team
Senior expertise from day one

Deal in motion?
We'll show you what TDaaS finds, what it's worth, and how fast it hits the P&L.

Talk to the TDaaS Team →

Have a Technology Decision on Your Roadmap?

Bring FORGE into the conversation. We'll help you understand the market, challenge the assumptions and determine the right path forward.

Talk With FORGE →