Better decisions about the platforms, processes, and programs that actually run the business.

Clarity for complex decisions.

OZZEUS Advisory is a boutique practice for organizations evaluating, consolidating, or executing complex technology and operational programs. Tight scopes. Defensible answers. No 200-slide decks.

Book a 20-minute assessment → See how we work
Experience from
CitigroupHewlett-PackardProcter & GambleBaxter AmericasExperianBeqomTriNet
15+
years inside global
technology programs
30+
countries
delivered across
$300K+
in three-year
hard savings unlocked
4 → 1
FTE migration
completed
Outcomes delivered

Tangible results across global engagements.

A career-aggregate view of measurable outcomes from programs led across financial services, life sciences, HR Tech, and consumer goods.

$300K+

In three-year hard savings unlocked across platform rationalizations.

$75K+/yr

Annual vendor savings via PEO platform consolidation.

30–40%

Reduction in deployment time and cost per country (global rollout).

4 → 1

FTE consolidation completed in four months without service disruption.

$50K

Savings via automated quality testing in multi-country treasury migration.

16

Countries delivered in a single treasury platform migration (expanded from 10 mid-program).

6

Countries with compensation platform rollout under a replicable methodology.

9+

Companies onboarded to a standardized Salesforce CRM template across diverse industries.

When clients call us

Six situations where OZZEUS typically gets brought in.

Different problems, one common pattern: a decision with consequences too real to defer. If any of these describes your situation, let's talk before you act.

A platform renewal lands in the next 90 days and you need a defensible recommendation, not a vendor pitch.
Multiple vendors with overlapping capabilities and rising annual spend, with no consolidated view of trade-offs.
A new CHRO, CFO, or COO inherited a platform portfolio they didn't choose and needs a 90-day defensible position.
An in-flight program is missing milestones and the executive sponsor needs an independent assessment and a recovery path.
An M&A or reorganization left parallel systems unconsolidated and nobody has a credible plan to merge them.
A vendor implementation is underway and you need senior validation of delivery, timelines, and accountability.

Recognize your situation? Schedule a 20-minute assessment →

What we do

Four engagements. Sequenced or standalone.

Most engagements begin with a 2–4 week diagnostic. Subsequent phases scope based on what the diagnostic reveals. We frame the decision tightly enough to act on, and only that work.

01
Strategic Technology Assessment
details
A focused diagnostic of your platform footprint, decision triggers, and ROI exposure. Output: a defensible recommendation an executive committee can act on in 30 minutes.
This is for you if
  • You’re staring at a renewal or RFP and need a defensible answer in weeks, not months
  • You inherited a platform footprint and don’t trust the inherited assumptions
  • Your executive committee can’t agree on what the actual decision is
What you receive
  • One-page executive recommendation
  • 5–8 page diagnostic memo
  • Capability matrix & TCO model
  • Risk register with mitigation paths
02
Program Design & Roadmap
details
When the diagnostic surfaces a real program need, we design the structure: governance, KPI instrumentation, vendor positioning, sequenced milestones.
This is for you if
  • You know what to do but need the how
  • Stakeholder alignment on scope is missing
  • Prior implementations lacked structure
What you receive
  • Program charter & governance model
  • KPI framework & instrumentation plan
  • Sequenced milestone roadmap
  • Vendor engagement strategy
03
Implementation Oversight
details
Senior oversight while your team or vendor does the build. Governance facilitation, KPI tracking, vendor management, executive reporting.
This is for you if
  • Your program is mid-flight and losing momentum
  • You need independent oversight vendors can’t provide
  • Executive visibility into progress is lacking
What you receive
  • Weekly steering committee facilitation
  • KPI dashboard & risk tracking
  • Vendor management & escalation
  • Monthly executive reports
04
Fractional Executive Advisory
details
Retainer-based strategic advisory. Senior judgment on demand, without the cost of a full-time hire. Board-ready, decision-focused.
This is for you if
  • You need senior advisory without a permanent hire
  • Recurring platform or program decisions require continuous judgment
  • Board reporting on transformation needs external validation
What you receive
  • Monthly strategic advisory sessions
  • On-demand judgment for major decisions
  • Board-ready summary reports
  • Access between sessions for urgent items
How we work

Diagnostic first. Always.

Every engagement starts with a tight, scoped diagnostic. If the diagnostic shows we're not the right fit, or the work doesn't need an outside advisor, we say so. That conversation usually saves the client more than the engagement would have cost.

01

Diagnose

2 – 4 weeks. We frame the decision underneath the symptoms. You leave with a defensible answer or a clear next step, even if that step is "do nothing yet."

02

Design & roadmap

4 – 8 weeks. Where the diagnostic surfaces a real program need, we design the structure: governance model, KPI instrumentation, vendor positioning, sequenced milestones.

03

Implementation oversight

Engagement-dependent. Senior oversight while your team or a vendor does the build, governance facilitation, KPI tracking, vendor accountability. We validate delivery; we don't replace the delivery team.

Decision framework

How we frame a platform or program decision.

Diagnostic engagements follow a deliberate sequence. Each step produces an artifact that stands on its own. Each step gates the next.

1
Current state
What's actually in place today
2
Capabilities
What each platform really does
3
Cost model
Three-year TCO and ownership
4
Risk profile
What breaks under change
5
Recommendation
The defendable next move
Selected work

Representative engagements.

Across 15+ years inside global technology programs at Citigroup, Hewlett-Packard, Procter & Gamble, Baxter, Experian, and TriNet, these are the kinds of problems we’ve sequenced and shipped.

PEO · HR Tech · Vendor Consolidation
Multi-platform rationalization at a U.S. PEO
Situation
Three concurrent platform renewals across HR, Finance, and IT were generating procurement pressure without a unified view of overlapping capabilities or vendor leverage.
Recommendation
Reframed the renewals as a phased rationalization with explicit reassessment triggers, instead of three isolated vendor negotiations. Installed cross-functional governance so HR, Finance, and IT owned the trade-offs together.
Outcome
$75K+ annual savings via vendor consolidation. +25% delivery efficiency across the program. Governance model adopted as the standard for subsequent renewals.
Compensation · Global Rollout
Global compensation platform deployment across six countries
Situation
A global compensation and performance platform was being deployed country-by-country without a unified methodology, causing repeated learning cycles and inconsistent localization quality.
Recommendation
Built a replicable deployment methodology with a country-agnostic core plus disciplined localization gates, sequencing rollouts to compress learning curves.
Outcome
30–40% reduction in deployment time and cost per country versus prior rollouts. Methodology adopted as the global standard.
Treasury · Multi-Country Migration
Treasury platform migration across 16 countries
Situation
A treasury platform migration was scoped for ten countries when scope expanded to sixteen mid-program. The original FTE plan and manual testing approach would not scale.
Recommendation
Built quality testing automation to replace manual cycles, and consolidated reporting under U.S. GAAP across business units. Re-sequenced the migration so the additional six countries did not derail the original timeline.
Outcome
16-country migration delivered. $50K in savings via testing automation. FTE consolidation 4 → 1 in four months without service disruption.
CRM · Multi-Industry Rollout
CRM standardization across nine companies
Situation
CRM was being deployed across nine companies in distinct industries, each rollout starting from near-scratch, with no shared template or cross-implementation learning.
Recommendation
Standardized a deployment template covering the 70% common to all industries, while preserving structured configuration paths for the 30% vertical-specific. Captured lessons learned into the template after each rollout.
Outcome
Repeatable deployment framework. Cycle time reduced with each subsequent rollout. Cross-industry pattern library used in subsequent CRM advisory work.
FP&A · Operating Model
FP&A transition across four business units
Situation
An FP&A operating-model transition spanning four business units risked disrupting monthly close cadence and regional finance team stability if not sequenced carefully.
Recommendation
Co-designed a transition plan covering process redesign, tooling alignment, and stakeholder transition, sequenced to protect close cadence in each business unit. Regional finance teams onboarded in waves.
Outcome
Transition delivered on schedule. Monthly close cadence preserved throughout. Operating model adopted across all four business units.
Multi-Platform Rationalization · Methodology
Rationalization analyses across the modern HR technology stack
Situation
A modern HR technology stack — spanning talent, sourcing, compensation, and recruiting platforms — had grown organically with overlapping capabilities and rising vendor spend, with no consolidated view of trade-offs.
Recommendation
Delivered per-platform analyses, each as a one-page capability matrix, three-year TCO model, DEI&B impact assessment, and phased recommendation. Each analysis enabled an executive committee to act in 30 minutes.
Outcome
$227K – $300K in three-year hard savings unlocked across the analyses, without losing capability.
Why OZZEUS

Six reasons clients hire us, and stay.

Boutique advisory means different things to different firms. Here's what it means at OZZEUS, in concrete terms.

Practitioner inside, not consultant outside

15+ years inside the rooms where these decisions get made, at Citigroup, Beqom, Experian, TriNet, Baxter. We're not theorists with a methodology; we're program leaders who saw what works and what burns money, then built an advisory practice around it.

Trilingual delivery, real US–LATAM bridge

Engagements delivered fluently in English, Spanish, or Portuguese. Useful when your program spans multiple countries, your stakeholders aren't all native English speakers, or your operations cross hemispheres. Translation isn't a workaround, it's part of the practice.

Direct access to senior judgment

The same person who writes the proposal is the person who runs the engagement and signs the deliverable. No junior consultants doing the work and senior partners showing up at milestones. Faster decisions, no context loss, consistent judgment.

Working tools, not library studies

Every deliverable is designed to be used: roadmaps that get executed, decision frameworks that get referenced, governance models that hold under pressure. If a deliverable can't be acted on within 30 days, we haven't done our job.

Defensible recommendations, not impressive ones

The cost of a wrong call falls on you, not on us, so the work has to be defensible to your CFO, your CEO, and your board. We build recommendations that hold up under scrutiny, not ones that look good in a deck.

Close accompaniment through the engagement

Formal milestone reviews, monthly written updates, and an open consultation channel for tactical questions. No "deliver the deck and disappear." The plan becomes a working rhythm with your team.

About the founder

Grettel Soto, Founder & Principal Advisor.

Grettel Soto, Founder & Principal Advisor of OZZEUS Advisory

View LinkedIn profile →

For 15+ years I led complex technology and operations programs from inside global organizations: Citigroup, Hewlett-Packard, Procter & Gamble, KPMG, Baxter Americas, Experian, Beqom, and TriNet. I sat in the rooms where the wrong decisions cost millions. I watched what happens when an RFP gets approved without proper framing, when a platform consolidation gets sold but never delivered, when a program runs three years over budget because no one structured the governance on day one.

OZZEUS Advisory is the practice I built to do that work from the outside, same rigor, same standards, but as your advisor instead of your employee. The cost of a bad recommendation now falls on you, not on me, so the work has to be defensible, not impressive. Sober, evidence-led, scoped tight. That's the practice.

I work with leaders facing complex decisions about platforms, processes, or programs, across multiple ecosystems, including HR Tech, compensation, finance, treasury, and CRM. The underlying problem is usually the same: a decision that's been framed too loosely to act on. If that's where you are, let's have a conversation.

Engagements run fluently in English, Spanish, and Portuguese, useful when your operations don't fit one timezone or one language.

Education

MBA, Durham University Business School (UK), with Merit. BBA, Tecnológico de Costa Rica.

Languages

Trilingual, English, Spanish, Portuguese. Engagements delivered across the Americas and EMEA.

Discipline

Agile, Hybrid, Lean, DMAIC. Program leadership across HR Tech, finance services, life sciences, and PEO ecosystems.

In their words
Recommendations from senior leaders
"
Grettel has a remarkable ability to bring clarity, structure, and momentum to highly ambiguous situations. She stepped into complex initiatives, quickly organized the work, aligned stakeholders, and established a path forward, particularly skilled at navigating challenging stakeholder dynamics.
Norris Rosario-Alvarez
Norris Rosario-Alvarez
Director, Program Management
TriNet
"
Grettel's agile expertise significantly accelerated the project timeline, reducing scope by 50% compared to previous implementations that took 14 to 18 months. She excels in translating client needs into successful deliverables with strategic thinking and strong execution.
Jeannette Ramirez
Jeannette Ramirez, PMP, CSM
Global Senior Program & IT Delivery Manager
Payrollminds
"
Grettel's ability to manage diverse stakeholders and deliver results in complex environments is exemplary. Her strategic thinking, leadership qualities, and commitment to professional excellence stand out consistently across every initiative she leads.
Fernando Luján
Fernando Luján
Regional Controller Latin America & Brazil
Diebold Nixdorf
"
Grettel did a fantastic job of converting business needs to requirements. She has a unique ability to understand quickly and articulate clearly what the business is looking for.
Dan Rietz
Dan Rietz
Client Retention
TriNet
"
One of her standout achievements was leading the migration of six business units within a tight timeline. Her strategic thinking and coordination were key to navigating this complex process successfully.
Manuel Portuguez Vega
Manuel Portuguez Vega
Finance & Accounting
Hologic
"
Grettel stood out for her intellectual curiosity and proactive mindset. She consistently brought fresh perspectives to complex problems and demonstrated strong ownership across every initiative.
Fabricio Rivas
Fabricio Rivas
Associate Director of Finance
Zoetis
"
Trustworthy under pressure, with a high commitment to her performance. Grettel consistently delivered even in demanding contexts and earned the trust of every team she worked with.
Jose Maria Zuniga
Jose Maria Zuniga
PMO Project Coordinator
Fujitsu
Full recommendations on LinkedIn
Start a conversation

If you have an important decision, let's have a conversation.

Initial conversation: 20 minutes · no deck · no charge.

We get specific about your decision and tell you if a focused diagnostic would help. If it wouldn't, we say so.

Replies typically within one business day.

OZZEUS Advisory SRL

San José, Costa Rica · Engagements delivered across the Americas and EMEA.

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