Why FORGE Services AI Advisory Private Equity Give Back Program Book a Consultation →
Truly Independent · Zero Vendor Bias · Award-Winning

Expert IT Advisory. From Evaluation to Go-Live.

We do the research. Run the RFP. Negotiate the contracts. Manage the implementation. You make the decisions.

We guide every decision. We deliver every outcome.

Paid by your supplier of choice when your project is successfully delivered.
Our success depends entirely on yours.

Book a 30-Min Consultation Email Us
Outcomes, Not Hours.
📊 Benchmark 📋 RFP Mgmt 🤖 AI Advisory 🚀 Project Mgmt 💰 TEM 🔒 Security 🔍 Forensic ☁️ Cloud 30%+ AVG COST SAVINGS on technology contracts $0 COST TO YOU supplier covers our fee 350+ SUPPLIER PARTNERS benchmarked for you
0
Avg % Cost Savings
0
Supplier Partners
0
Benchmark Questions
0
Combined Experience
The FORGE Difference

Why Traditional Approaches Leave You Exposed

Vendors have quotas. Consultants bill by the hour. Your internal team is stretched thin. None of these models are designed to protect decision quality when it matters most.

🏢

The Vendor Problem

Their advice is constrained by quota and portfolio. The solution they recommend is the one they need to sell — not necessarily the one you need to buy.

Lock-in risk
🕐

The Consultant Problem

Prolonged discovery without accountability for outcomes. Billed by the hour, with no financial stake in whether the recommendation actually works.

Cost without accountability
👥

The Internal Team Problem

Limited market visibility and competing priorities. Your IT team is excellent — but they can't simultaneously run the business and benchmark 300+ suppliers.

Incomplete market data
The FORGE Model

We sit on your side of the table. Always.

We are not a vendor. We have no inventory to move and no quotas to hit. We bring you independent market data, forensic analysis, and best-practice guidance — then you choose the supplier that is right for your organization. The choice is always yours. Once you decide, we manage the full implementation from contract through go-live. Your supplier of choice covers our fee. You never receive a bill from FORGE.

✓
Truly Independent
We provide the data — you make the decision.
✓
Outcomes, Not Hours
Your supplier of choice covers our fee. You never pay us a dollar, ever.
✓
Forensic Rigor
500+ question evaluations across every technology category.
✓
Full Accountability
We manage implementation through go-live — not just recommendations.
The Process

From First Call to
Long-Term Partnership

A structured approach that protects decision quality at every stage.

01

Forensic Audit

We assess your contracts, spend, architecture, and vendor relationships. Single source of truth.

02

First 100 Days

Analysis and Decision Governance applied. Risks surfaced. Opportunities identified.

03

Strategic Advisory

Vendor selection, RFP management, benchmarking, and cloud or AI strategy.

04

Execution Governance

Implementation oversight via Teleboards. Decisions executed as intended.

05

Overwatch

Continuous monitoring, lifecycle management, and optimization after go-live.

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
🤖

AI Advisory — Across All Services

AI isn't a separate workstream — it runs through every discipline we practice. From benchmarking AI vendors to governing AI implementations, we evaluate every AI claim independently so your decisions are based on facts, not marketing.

New in 2025
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 →
New in 2025

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
At no cost to the portfolio company
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 →
Community Impact

A Partnership That Turns
Technology Decisions into Impact

Every technology decision a business makes can do more than reduce cost — it can directly fund the causes your community cares about.

Built for nonprofits, foundations, hospitals, and universities — we connect with the businesses in your donor and supporter community who are already making technology decisions. When they work with FORGE, we make a donation directly to your organization. No tax implications. No strings. Your network helps itself, and your mission gets funded.

"Decisions your supporters are already making — now working for your mission."

Learn More
Who We Partner With
Nonprofits & Charities Hospital Foundations Universities & Schools Community Organizations Faith-Based Organizations Arts & Cultural Institutions

How it works

1

Enroll Your Organization

We introduce FORGE to your donor and supporter community through your existing channels — newsletter, events, or a simple email.

2

Supporters Connect with FORGE

When a business in your network meets with FORGE, we make a donation to your organization. No selling — just an introduction.

3

Decisions Become Donations

When a supporter sources services through FORGE, we make an additional contribution based on the scope — turning everyday business decisions into direct mission impact.

4

Direct Impact, No Complications

Contributions go directly to your organization. No commission structures, no tax complications, no obligations — just business decisions doing more good.

Recognition & Press

Press & Awards

2026 Tech Advisor Thought Leadership Award
★ Award
Channel Partners Conference & Expo
2026 Tech Advisor Thought Leadership Award
April 2026Read →
Channel Futures
★ Award
Channel Futures
TA 101 Rising Star Award: Forge Technology Advisors
September 2025Read →
FORGE Technology Advisors TA 101 List
★ Award
Channel Futures
Technology Advisor 101 List — All Three Partners
February 2025Read →
BEST OF BEST REVIEW ★ ★ ★ ★ ★
★ Award
Best of Best Review
Forge Technology Advisors Wins 'Best Technology Advisor in the Western US of 2024'
2024Read →
Science Times
Science Times
Excellence in Action: FORGE's Success with Fortune 500 Clients
Sep 2024Read →
USA News
USA News
Redefining Technology Transformation for Medium and Enterprise Businesses
Dec 2024Read →
Tech Times
Tech Times
Innovative Solutions at the Intersection of Finance, Technology, and Engineering
Oct 2024Read →
AGEIST Magazine
AGEIST Magazine
Jacqueline Catala, 55: A Woman in Tech and in Love
October 2024Read →

Ready to Find Out What You're Leaving on the Table?

A free 30-minute call is all it takes. We'll tell you honestly whether a benchmark or advisory engagement would find anything meaningful for your organization.

Email Us: [email protected] Book a 30-Min Consultation

No obligation. No invoice. Ever.