What Charter Solutions does

Charter Solutions, Inc. is a Minnesota-based business and technology consulting firm headquartered in Plymouth, MN. Founded in May 1997 by Dee Thibodeau and Bill Leonard, the firm delivers real-time data analytics, cloud strategy and migration, IT consulting, product development, and staffing solutions to enterprise clients across the United States and Canada, with a workforce spanning 18 states. Core offerings include AWS-centric cloud enablement (S3, Glue ETL, Lambda, RDS, QuickSight, SQS), Tableau/QuickSight/Power BI visualization, embedded analytics, and end-to-end migrations, supported by a proprietary 24/7/365 managed services offering called CharterWISE that combines AI-driven cloud monitoring with human-validated optimization reviews.

The company operates a professional services and staff augmentation business model, generating revenue through billable consulting engagements (project- or retainer-based) and staffing placements including right-to-hire arrangements. Its go-to-market is enterprise field sales with direct client engagement, targeting blue-chip brands and fast-track innovators across verticals where healthcare and financial services are primary, followed by public sector, retail, manufacturing and distribution, education, and construction. Charter Solutions holds certifications as a Women Business Entity (WBE) and Small Business Consulting Firm, and is a formal partner of AWS, Tableau, Amazon QuickSight, Microsoft Azure, Google Cloud, Power BI, and DataDog. AWS partnership dates to 2016, Tableau partnership to 2014, and the firm's Chief Innovation Officer Michael Krouze holds the AWS Ambassador designation (one of 48 in the US), with a recent CTO transition in January 2023 signaling continued emphasis on data analytics and innovation.

Name

Charter Solutions

Legal name

Charter Solutions, Inc.

Website

https://chartersolutions.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

101–250 employees

Short description

Charter Solutions is a Minnesota-based consulting firm delivering real-time data analytics, cloud strategy, managed services, and IT consulting. Founded in 1997, it serves enterprise clients across healthcare, financial services, and other verticals throughout the US and Canada.

Ownership category

akta.pro rank

Product category

Technology & data analytics consulting

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Strategy & IT Advisory (BPAEAAAA)

Keywords

• Data analytics consulting
• Cloud managed services
• AWS consulting services
• IT staffing solutions
• Cloud strategy advisory

Headquarters

HQ city

Plymouth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Consulting and Professional Services: Business and technology consulting services delivered by elite experts across real-time data analytics, cloud strategy, cloud managed services, IT consulting, product development, and project staffing. Revenue is generated through billable consulting engagements on a project or retainer basis.
2. Staffing Solutions: Staff augmentation services providing project teams, individual consultants, and right-to-hire candidates. Engagements include entire teams of consultants on a project basis, embedded individual practitioners, or two-or six-month right-to-hire arrangements.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Charter Solutions is a technology consulting firm that helps enterprise organizations accelerate how they aggregate and use data. Core offerings include real-time data analytics, cloud strategy and migration, 24/7 cloud managed services through its proprietary Charter*WISE* platform, IT consulting, product development, and IT staffing solutions. Engagements span data strategy, cloud enablement, ETL modernization, AI/ML implementation, and managed service support.

Product overview

Charter Solutions is a technology consulting firm offering a comprehensive suite of services centered around real-time data analytics, cloud solutions, and AI implementation. Their core offerings include real-time data analytics, cloud strategy and managed services (including their flagship Charter*WISE 24/7 managed service), IT consulting, product development, and staffing solutions. These services are delivered through specialized modules including Embedded Analytics, End-to-End Migrations, Amazon QuickSight implementation, AWS Glue ETL services, and AI strategy services. The company partners with AWS as a primary technology platform and offers Tableau and Power BI expertise for visualization. Charter Solutions positions their consulting services as helping organizations accelerate their digital transformation journey from concept through execution.

Differentiator

Problem solved

Functional benefit

Brands

• Charter*WISE*: A cloud managed services offering that addresses cloud challenges including rising costs, unpredictable spending, lack of real-time visibility, IT resource constraints, security, compliance, and incident response. Delivered as a 24/7/365 support service by expert cloud engineers.

Products and services

• Real-time Data Analytics Consulting service focused on accelerating how organizations aggregate and use data to enable digital data transformation and real-time analytics insights. Target users are enterprise clients seeking cloud-native data and analytics modernization.
• Cloud Strategy Strategic consulting for cloud adoption including data ingestion, transformation, storage architecture, and serverless application development designed for high availability and disaster recovery. Intended for organizations modernizing their data platforms.
• Charter*WISE* Cloud Managed Services 24/7/365 personalized cloud support service featuring expert cloud engineers conducting daily monitoring of cloud infrastructure, databases, network performance, and security, with AI-driven insights, human validation, and monthly/quarterly/annual optimization reviews. Delivered to clients needing ongoing cloud operations support.
• IT Consulting Professional technology consulting services that align technology solutions to business needs, optimize existing systems, and develop new solutions for enterprise clients.
• Product Development Full-lifecycle product development services including strategy, architecture, development, testing, security operations, and API development delivered using agile methodology. Targeted at organizations building or modernizing technology products.
• Staffing Solutions Talent acquisition services providing project teams, individual consultants, and right-to-hire candidates to bolster client internal resources. Engagements include entire teams of consultants on a project basis, embedded individual practitioners, or two- and six-month right-to-hire arrangements.

Quantifiable outcome

• Entrust Corporation achieved 400% acceleration in access to vital insights using AWS-powered solutions from Charter Solutions
• +1 more outcomes

Named customers9 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Amazon Web Services (AWS)coreTechnology or Integration · 1 January 2016AWS is a primary technology partner for Charter Solutions. The company is an AWS partner with deep expertise in AWS services including S3, Glue ETL, QuickSight, Lambda, RDS, and SQS. CTO/Darrin LaPoint hold AWS certifications at Associate and Professional levels. Michael Krouze achieved the exclusive AWS Ambassador designation (1 of 48 in the US, 1 of 255 globally). Multiple case studies published on AWS website showcasing joint client work including Entrust Corporation. Joint white paper with AWS on real-time data analytics published.
• TableaucoreTechnology or IntegrationTableau is a key analytics partner for Charter Solutions, with the partnership established in 2014. Charter Solutions provides Tableau deployment, dashboard development, and data visualization services for clients across healthcare, financial services, and other industries. Multiple case studies reference Tableau implementations.
• Amazon QuickSightcoreTechnology or IntegrationCharter Solutions is a partner for Amazon QuickSight, a cloud-native BI tool. Services include QuickSight deployment, dashboard development, and analytics integration for clients. Referenced in multiple case studies and client engagements.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Slalom: Slalom is a technology and business consulting firm with deep AWS, cloud, data, and analytics practices serving enterprise and mid-market clients across the US. It is a direct peer given overlapping cloud strategy, data analytics, managed services, and IT consulting offerings and similar vertical mix.
• Trek10: Trek10 is an AWS Premier Consulting Partner focused on cloud architecture, data analytics, and serverless development. Its AWS-centric consulting model and analytics/QuickSight expertise make it a closely comparable direct peer for Charter Solutions.
• Onix: Onix is a cloud consulting and managed services firm with strong partnerships across AWS, Google Cloud, and Azure. Comparable to Charter Solutions in providing cloud strategy, migration, data analytics, and managed services to enterprise and mid-market clients.
• 2nd Watch: 2nd Watch is a managed cloud services and consulting firm specializing in AWS, with expertise in cloud migration, analytics, and managed cloud operations. Its AWS-first managed services approach closely mirrors Charter Solutions' Charter*WISE* offering.

Broad incumbents

• TEKsystems: TEKsystems is a large-scale IT staffing and consulting services provider with deep enterprise relationships across the US. It overlaps with Charter Solutions' IT consulting and staffing solutions practices and competes for the same client engagements, though at a much larger scale.
• Insight Global: Insight Global is a large staffing and consulting firm providing IT talent and project-based engagements across industries. Its staffing and consulting model is comparable to Charter Solutions' Staffing Solutions revenue stream, although it operates at significantly greater scale.
• Deloitte Consulting: Deloitte is a global professional services firm with cloud, data analytics, and AI consulting practices serving Fortune 500 enterprises. It is a broad incumbent peer that competes with Charter Solutions for large enterprise data transformation and cloud strategy mandates.
• Cognizant: Cognizant is a global IT services and consulting firm with significant cloud, data, and analytics practices across healthcare, financial services, and other verticals. It competes with Charter Solutions for digital transformation engagements, especially in healthcare and financial services verticals.
• Rackspace Technology: Rackspace Technology is a managed cloud services provider delivering multi-cloud strategy, migration, and 24/7 managed services across AWS, Azure, and Google Cloud. Its managed services model is directly comparable to Charter Solutions' Charter*WISE* cloud managed services practice.

Emerging players

• 10th Magnitude: 10th Magnitude is a cloud-focused consulting firm specializing in Microsoft Azure, data, and application modernization. Its cloud-first consulting approach and mid-market focus make it an emerging player that overlaps with Charter Solutions' cloud strategy and migration services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/thecharterway
• YouTubeyoutube.com/channel/UCDfPwXC3MkTGdNCE3988rYg
• Facebookfacebook.com/CharterSolutions
• LinkedInlinkedin.com/company/charter-solutions

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Charter Solutions