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PMO Setup · Governance · Business Analysis · Modernization · Transformation

Bridging Gaps.
Delivering Results.

Strategy without execution is just a presentation.

Tricrest Solutions is a New York-based management consulting firm that builds the PMO structures, governance frameworks, and operational capabilities organizations need to stop planning and start delivering — for good.

Speak directly with a founding partner: info@tricrestsolutionsinc.com

About Us

Who we are and
what we do.

Tricrest Solutions INC is a New York-based management consulting firm. Our three founding partners bring 30+ years of combined experience running programs inside federal agencies, Fortune 500 enterprises, and complex healthcare systems — the kinds of environments where the cost of getting it wrong is real.

We build the structures organizations need to execute — PMOs, governance frameworks, business architecture, business analysis, legacy modernization, financial management, and operational transformation. We do not write reports and leave. We embed with your team, do the work alongside you, and transfer the capability so it runs without us when we close out.

Every engagement is led by a founding partner from kickoff to handoff — fixed-fee, outcome-scoped, with clear success criteria defined before a single day of work begins.

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Outcome-Driven

We define success before we start and measure against it throughout.

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Embedded Partners

We work inside your organization, not above it.

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AI-Augmented

Every engagement accelerated by AI tools our team uses daily.

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Structure That Lasts

We build capability that works without us. No dependency created.

What we specialize in

Eleven service lines built around the gaps we have seen most often — and closed successfully — across enterprise and government engagements. PMO setup and governance, business architecture, business analysis, program management, legacy modernization, financial management, change management, data governance, process improvement, AI enablement, and operational transformation.

How we engage

We start with structured discovery — listening before recommending. We assess the real problem, align on what success looks like, then deliver. No selling a solution before we understand the situation. Every engagement ends with a documented handoff so your team owns the capability permanently.

Who does the work

A founding partner leads every engagement — not a project manager two levels down. The person who scopes the work is the person doing the work. That is not how most consulting firms operate. It is exactly how we do.

Our Services

What we
actually do.

Each service line is backed by direct, hands-on delivery experience from our founding partners — not theory, not frameworks borrowed from a textbook. We have closed these gaps before, inside real organizations under real pressure.

Core Services

PMO Setup and Enablement

We build Project Management Offices from the ground up — charter, operating model, governance framework, template library, and reporting structure. We exit with your team trained and running independently.

Most RequestedOur most in-demand service — organizations at every stage of maturity need PMO structure to execute programs reliably.

Governance Design

Decision rights, escalation paths, steering committee structure, and accountability frameworks. We design governance that creates clarity without bureaucracy — ensuring the right decisions get made by the right people.

Foundation ServiceGovernance design is foundational — without clear decision rights and accountability, every other capability underperforms.

Business Architecture

We map how your organization operates — processes, capabilities, systems, and roles — and design the target architecture that aligns to your strategy. Includes current-state analysis, gap identification, and future-state design.

Strategic AdvisoryDelivered at the executive level — requires deep understanding of how the organization operates before any design work begins.

Business Analysis & Requirements

We translate complex organizational needs into clear, actionable delivery plans. Requirements definition, process mapping, stakeholder alignment, and gap analysis — the connective tissue between strategy and execution.

Delivery Enabler

Operational Strategy and Transformation

When strategy has shifted but operations have not followed, we redesign the operating model — structure, process, governance, and performance management — and manage the transition end to end.

Executive AdvisoryOperational transformation requires executive alignment and sponsorship — we engage at the leadership level from day one.

Digital Transformation Support

We support organizations through every phase of digital transformation — current-state assessment, technology selection support, implementation management, change integration, and post-go-live stabilization.

Enterprise FocusBest suited for mid-to-large organizations running complex, multi-workstream digital transformation programs.
Extended Capabilities

Legacy System Modernization

Managing the risk of change without disrupting operations. We plan and execute technology transitions — from current-state assessment through migration, workforce readiness, and post-go-live stabilization.

Federal & Enterprise

Financial Management & Budget Control

Budget planning, cost tracking, financial reporting, and audit readiness across large government and enterprise programs. We bring rigor to program financials so there are no surprises at closeout.

Government Ready

Data Governance & Reporting

Performance reporting frameworks, data governance design, and compliance-ready dashboards built to federal and enterprise standards. We ensure the right data reaches the right people at the right time.

Compliance Ready

Process Improvement & Efficiency

Eliminating waste without losing accountability. We identify inefficiencies across workflows, redesign processes for clarity and speed, and implement improvements that stick long after the engagement closes.

Operational Impact

AI and Automation Enablement

From AI readiness assessment to adoption roadmap, we help organizations identify, prioritize, and deploy AI solutions that solve real operational problems — with the change management built in from day one.

Fastest GrowingAI and automation enablement is our fastest-growing service as organizations move from AI curiosity to operational deployment.
Why Tricrest

Real operators.
Not slide-makers.

Large firms send associates. You pay partner rates for associate work. Engagements stretch. Invoices grow. When the project ends, the methodology leaves with them. We operate differently — and the difference shows up in the work, not just the pitch.

Large Consulting FirmsvsTricrest Solutions
01

Faster Execution

No internal approval loops. No methodology theater. Founders make calls on the spot. Work begins within days — not weeks after a kickoff deck and a scoping workshop.

02
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Embedded Partnership

We are inside your standup, inside your Slack, inside the actual work — not presenting from a conference room once a month and calling it oversight.

03
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Outcomes, Not Hours

Scope and success criteria are locked before day one. We have no financial incentive to drag an engagement out — our incentive is to close it on time, on scope, and with a result you can measure.

04
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Lean Governance

Governance that creates clarity, not paperwork. Every meeting, every report, every artifact justifies its place. We strip out overhead that slows delivery and keep only what drives decisions.

05
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Founder on Every Engagement

The partner who scopes your engagement is the partner who runs it. No hand-off to a team you have never met. The experience you bought is the experience you get — start to finish.

06
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We Build, Then Exit

We are not here to create dependency. The goal of every engagement is to make ourselves unnecessary — your team owns the capability when we leave, not a dependency on our continued presence.

07
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Proven in the Field

Federal agency modernization. Healthcare claims transformation at scale. Fortune 500 enterprise programs. Legacy system migrations. Financial management and audit readiness across government programs. We have been inside the complexity — under real pressure, with real consequences, where failure had a cost.

Our Approach

How we work
with clients.

The same four-step process on every engagement. No exceptions. Predictability for you, accountability for us — from the first call to the final handoff.

01

Listen and Understand

Before we recommend anything, we listen. Most problems presented to consultants are symptoms. We find the cause — not the version that fits a pre-packaged solution.

02

Analyze and Diagnose

Structured current-state assessment. Root cause identification. A clear map of the gap between where you are and where you need to operate.

03

Propose and Align

A written recommended approach with defined scope, timeline, and measurable success criteria. No work starts until everyone signs off on what done looks like — and what it costs.

04

Deliver and Transfer

Structured governance. Weekly stakeholder reporting — status, risks, decisions needed, next steps. Closes with a documented handoff so your team owns the capability permanently.

PMO and Governance Style
How we run programs

Lean governance by default. Rigorous but not bureaucratic. Every process, every meeting, every document earns its place — or it gets cut.

Weekly stakeholder reporting. Status, open risks, decisions needed, and next steps — every week, on time, without being chased.

Formal change control. Every scope change requires a signed change order before work proceeds. No budget surprises, ever.

Escalation paths defined upfront. Every engagement starts with agreed escalation protocols so issues surface fast and get resolved faster.

Engagement Standards
What every client can expect

Fixed-fee only. Scope and fees agreed in writing before any work begins. No timesheets. No hourly billing. No invoices that grow as scope shifts.

Founding partner on every engagement. Actively working — not checking in quarterly. The person accountable for delivery is in the work daily.

Documented handoff at close. Every engagement ends with your team trained, the work documented, and the capability fully transferred. We do not leave loose ends.

Government-ready invoicing. Compliant with federal and state invoicing, reporting, and documentation requirements. No friction for contracting officers.

Who We Work With

Built for
your situation.

We are selective about the engagements we take on. These are the three client profiles where we consistently deliver the most impact.

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Mid-Size Enterprises

Companies with 100 to 5,000 employees navigating growth, transformation, or operational complexity without the internal PM infrastructure to manage it effectively.

Programs that have outgrown spreadsheet management
Organizations standing up a PMO for the first time
Leadership needing portfolio visibility and governance
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Government Agencies

Federal, state, and local government organizations undertaking modernization programs, technology implementations, or operational redesign.

Agencies with SAM.gov or state procurement requirements
Programs requiring regulated, auditable delivery
Modernization initiatives with workforce change components

Organizations at an Inflection Point

Any organization where the gap between strategy and execution is creating real business risk and leadership is ready to close it.

Programs behind schedule that need recovery
AI or digital transformation initiatives gaining momentum
Operating model that no longer fits the strategy
Industries We Serve

Deep expertise
where it matters.

Our founding partners have run programs in the sectors where failure is most visible and most costly. Domain knowledge is not optional in these environments — it is what separates delivery from damage control.

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Healthcare and Life Sciences

IT infrastructure, clinical system implementations, payer modernization, HIPAA-compliant delivery, and workforce change management in regulated environments.

Payer SystemsHealth insurance payer platforms managing claims processing, member enrollment, and provider billing systems.HIPAAHealth Insurance Portability and Accountability Act — federal law governing the privacy and security of patient health information.Clinical ITTechnology systems used in clinical settings — EHRs, patient portals, lab systems, and care coordination platforms.
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Federal and State Government

Federal modernization programs, agency transformation, state and local government procurement-ready delivery, and SAM.gov-registered contracting capability.

Federal ProgramsLarge-scale government initiatives delivered under federal procurement rules, compliance requirements, and auditable delivery standards.SAM.govThe federal vendor registration system — Tricrest is registered and active, making us eligible for federal contracts and task orders.ModernizationReplacing or upgrading legacy government systems with modern technology, improved processes, and better user experiences.
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Financial Services

Program delivery across banking, insurance, fintech, and capital markets. Deep understanding of compliance environments, risk frameworks, and financial operations.

BankingProgram delivery inside retail, commercial, and investment banking — including compliance, digital transformation, and operational efficiency.FintechFinancial technology companies — fast-moving organizations building payments, lending, insurance, and investment platforms.Capital MarketsEquities, fixed income, and derivatives markets — program delivery inside trading, risk, and operations environments.
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Technology and Telecom

Enterprise platform migrations, cloud adoption, workflow automation, Agile transformation, and AI integration across technology organizations.

Cloud MigrationMoving applications, data, and infrastructure from on-premise systems to cloud platforms like Azure, GCP, or AWS.AutomationUsing tools like RPA, Power Automate, and AI to eliminate manual work and streamline business processes at scale.AI EnablementIdentifying, prioritizing, and deploying AI solutions into business workflows — with the change management built in from day one.
Technology Stack
Platforms & Tools Our Team Works With

Hands-on experience across the platforms most commonly used in enterprise and government environments.

Project & Portfolio
PMO delivery and program management
JiraIssue tracking and Agile project management used to run sprints, backlogs, and release planning. MS ProjectMicrosoft's enterprise project scheduling tool for managing timelines, resources, and dependencies. Azure DevOpsEnd-to-end DevOps platform for planning, tracking, and shipping software across Agile teams. SmartsheetCollaborative work management platform used for project tracking, reporting, and dashboards. ConfluenceTeam wiki and documentation platform — used for SOPs, project documentation, and knowledge bases. ServiceNowEnterprise workflow platform for IT service management, automation, and operational processes.
Collaboration
Stakeholder and team coordination
Microsoft TeamsEnterprise communication and collaboration platform for meetings, messaging, and file sharing. SlackReal-time team messaging platform used for cross-functional coordination and project communication. ZoomVideo conferencing platform used for stakeholder meetings, workshops, and remote collaboration. SharePointMicrosoft's document management and intranet platform for storing and sharing team content.
Visual & Diagramming
Process mapping and architecture
MiroOnline whiteboard used for process mapping, workshop facilitation, and visual collaboration. LucidchartDiagramming tool for creating flowcharts, process maps, org charts, and architecture diagrams. Microsoft VisioEnterprise diagramming tool for detailed process flows, network diagrams, and business architecture.
Data & Reporting
BI, analytics, and stakeholder reporting
Power BIMicrosoft's business intelligence tool for building real-time dashboards and executive reports. TableauData visualization platform used to turn complex data into clear, interactive reports. SQLStandard language for querying and managing structured data across databases and reporting systems. Excel (Advanced)Advanced Excel including macros, pivot tables, and financial models for data analysis and reporting.
Enterprise Systems
ERP, CRM, and BPM platforms
PegaEnterprise BPM and CRM platform used for workflow automation, case management, and digital transformation. SalesforceLeading CRM platform for managing customer relationships, sales pipelines, and service operations. WorkdayCloud-based ERP platform for HR, finance, and workforce planning across large organizations. SAPEnterprise resource planning software used to manage business operations and customer relations globally.
Cloud Platforms
Cloud infrastructure and delivery
Microsoft AzureMicrosoft's cloud platform for hosting applications, managing infrastructure, and running enterprise workloads. Google CloudGoogle's cloud platform — used for data storage, AI/ML workloads, BigQuery analytics, and cloud migration. AWSAmazon Web Services — the world's leading cloud platform for compute, storage, and enterprise services.
Workflow Automation
RPA and intelligent process automation
Power AutomateMicrosoft's automation tool for building workflows that connect apps, automate tasks, and reduce manual work. UiPathRobotic Process Automation platform used to automate repetitive business processes at enterprise scale. Copilot StudioMicrosoft's platform for building AI-powered copilots and automation agents for business workflows. ZapierNo-code automation tool that connects apps and automates workflows without engineering support.
AI Assistants
LLMs actively used across engagements
Microsoft CopilotMicrosoft's AI assistant integrated into Office 365 — used for drafting, analysis, and meeting summaries. Claude (Anthropic)Anthropic's AI assistant — used for research, document drafting, analysis, and engagement acceleration. ChatGPTOpenAI's AI assistant used for content generation, analysis, and rapid research across engagements. GeminiGoogle's AI assistant integrated with Google Workspace for drafting, summarizing, and data analysis.
Government and Public Sector

Ready to contract
from day one.

Tricrest is fully registered and eligible to contract with federal, state, and local government agencies. We have the registrations, NAICS codes, and compliance infrastructure in place. Contracting officers can verify our status directly through SAM.gov — no waiting, no back and forth.

SAM.gov RegisteredSystem for Award Management — the federal database all vendors must register in to be eligible for government contracts.UEI VerifiedUnique Entity Identifier — the 12-character ID assigned by SAM.gov that identifies Tricrest in all federal procurement systems.Small BusinessCertified small business under SBA size standards — eligible for small business set-aside contracts at the federal, state, and local level.NAICS 541611Administrative Management and General Management Consulting Services — our primary industry classification code for federal contracting.NAICS 541618Other Management Consulting Services — covers program management, PMO setup, governance design, and operational transformation engagements.NY State VendorRegistered vendor with New York State — eligible to receive state agency procurement contracts and task orders.Municipal RegisteredRegistered at the municipal and county level in New York — eligible for local government contracting without additional registration steps.
Contracting Identifiers
UEI Number
Available on request
NAICS Codes
541611 · 541618
SAM.gov Status
Registered and Active
DUNS / CAGE
Available on request
Business Type
Small Business
State Registration
NY State · Municipal · County
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Open to Teaming and Subcontracting
We actively partner with prime contractors who need delivery capacity on federal health, IT modernization, and management consulting engagements. If you have a contract and need a subcontractor who can execute — let's talk.
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Capability Statement Available
A formal capability statement with our NAICS codes, past performance, core competencies, and contracting identifiers is available on request. Email info@tricrestsolutionsinc.com and we will send it same day.
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Federal Health Experience
Direct delivery experience inside federal health programs — payer systems, claims transformation, HIPAA-compliant environments, and GRC frameworks. We understand the compliance and audit requirements federal health contracts carry.
Fast to Mobilize
No procurement delays on our end. SAM.gov active, invoicing compliant, and a founding partner available to engage within days of award. We do not create friction for contracting officers.
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Direct Line to a Founding Partner
Government inquiries go directly to a founding partner — not a BD coordinator. Call (848) 207-8894 or email info@tricrestsolutionsinc.com for a same-day response.
Our Founding Partners

The people behind
every engagement.

Three founders. Thirty-plus years of combined experience running programs inside the environments our clients face — federal agencies, Fortune 500 enterprises, complex healthcare systems. A founding partner is on every engagement we take, from the first conversation to the final handoff.

RB
Robert L. Botts III
Founding Partner
Enterprise Business Architect & Program Executive
16+ years across Healthcare, Federal Government & Financial Services
PMP CertifiedProject Management Professional — the gold standard certification in program and project management, issued by PMI. Pega Senior SAPega Senior System Architect — one of the highest-level Pega certifications, held by a very small number of practitioners globally. Business ArchitectureFormal training and practice in mapping organizational capabilities, processes, and systems to business strategy.
"Delivered $1.2M+ in financial impact and increased IRS tax filing accuracy by 86% on a federal modernization program."
Enterprise Business Architect and PMP with a career built inside two of the most demanding delivery environments that exist — federal government and large-scale healthcare. Led IRS modernization programs that increased filing accuracy by 86% and delivered $1.2M+ in documented financial impact. Has run healthcare claims transformation at scale and enterprise system redesigns across Fortune 500 clients. Pega certified at the highest level — a credential held by a very small number of practitioners globally.
PMO design, governance frameworks, and program recovery
Federal agency modernization and regulatory compliance delivery
Business process architecture and workflow automation (Pega)
Healthcare claims systems and payer operations transformation
Business ArchitectureFederal ProgramsPMO DesignPMP · Pega
NK
Nita Kacic
Founding Partner
Senior Program Manager & Agile Transformation Lead
10+ years across Healthcare IT, Agile Transformation & IT Infrastructure
PMP CertifiedProject Management Professional — the gold standard certification in program and project management, issued by PMI. SAFe Scrum MasterScaled Agile Framework Scrum Master — certified to lead Agile teams inside large enterprise SAFe delivery environments. M.S. Software EngineeringMaster of Science in Software Engineering — advanced technical degree covering systems design, architecture, and engineering principles.
"Led complex healthcare IT programs across multiple concurrent teams, delivering on time and within budget in highly regulated environments."
Certified PMP and SAFe Scrum Master with a Master of Science in Software Engineering. Built her career at the intersection of technology delivery and organizational change — running healthcare IT infrastructure programs, large-scale application implementations, and Waterfall-to-Agile transformations where most firms lose discipline and timeline. She keeps both.
Healthcare IT infrastructure and clinical application delivery
Agile and SAFe transformation across large, concurrent workstreams
Program governance in regulated and compliance-driven environments
IT infrastructure modernization and systems integration
Healthcare ITAgile TransformationM.S. Software Eng.PMP · SAFe
NS
Nithin Sankepalli
Founding Partner
Enterprise Program Manager & Digital Transformation Lead
7+ years · Healthcare · Finance · Technology · Cloud & AI
B.S. Finance — RutgersBachelor of Science in Finance from Rutgers University — brings financial discipline and business case rigor to every engagement. Google Cloud Digital LeaderGoogle Cloud certification validating knowledge of cloud concepts, GCP products, and how cloud transforms business operations. PMP ExposureExtensive hands-on exposure to PMP frameworks and methodologies through enterprise program delivery at Wipro Technologies. SAFe AgileScaled Agile Framework — methodology for running Agile across large enterprises with multiple teams and complex dependencies.
"Delivered $450K in cloud cost savings, $500K+ in product launch savings, and 95% stakeholder satisfaction across 5 enterprise releases — coordinating 10+ Agile teams simultaneously."
7+ years at Wipro Technologies leading enterprise programs across healthcare, finance, and technology. Finance degree from Rutgers University — every engagement he runs is tied directly to a business case and measured against it. Has deployed GRC frameworks, led cloud migrations generating $450K+ in savings, integrated AI into live operations, and coordinated 10+ Agile teams across simultaneous enterprise releases.
Large-scale program delivery using SAFe, Agile, and Waterfall
AI and automation integration into business operations
GRC frameworks, HIPAA compliance, and audit readiness
Cloud cost optimization and Google Cloud Platform
Executive reporting, KPI dashboards, and financial modeling
Enterprise ProgramsFinance StrategyAI · CloudAgile SAFe

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Headquartered
New York City, NY
Remote engagements nationwide
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Response Time
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