Vizionara

What Vizionara does

Vizionara is a private technology consulting firm specializing in digital transformation program management, AI readiness assessment, and portfolio management for senior technology leaders. Founded in 2020 by Barbara DeLoureiro, the firm operates as a remote-first organization headquartered in Canton, CT, with approximately 10 employees, including senior consultants with more than 20 years of experience advising CIOs and CTOs.

The firm does not sell a packaged software product; it delivers advisory and implementation services that configure third-party platforms — notably monday.com (where Vizionara is a certified Partner), Planview, Tableau, and Snowflake — for client portfolio management, workflow automation, and reporting. It also integrates AI features, including Custom GPT, into monday.com implementations and offers a dedicated AI readiness assessment service line. Engagements are structured around discovery sessions, assessments, and implementation projects targeting enterprise technology organizations.

Revenue is generated through professional services consulting work. The go-to-market is direct enterprise field sales aimed at CIOs and CTOs, supplemented by content-driven marketing across LinkedIn, blog, case studies, and testimonials. The firm holds Women Business Enterprise (WBE) and WOSB certifications, and its client base spans enterprise technology organizations, financial services firms, and nonprofits, with named engagements including SAFE Coalition, NorthStar Financial Services, and a Boston-based global consulting firm. Vizionara is bootstrapped, privately held, and founder-owned.

Name

Vizionara

Legal name

Vizionara

Website

https://vizionara.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Vizionara is a private, women-owned technology consulting firm providing digital transformation program management, AI readiness assessment, and portfolio management implementation services for enterprise CIOs, CTOs, and nonprofit clients.

Ownership category

akta.pro rank

Product category

IT Consulting Services

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Digital & Technology Transformation Consulting (BPAHACAH)

akta.pro secondary industries

Digital Strategy & Transformation (BPAHAEAA), Operations & Process Improvement Consulting (BPAHACAB), Software Engineering & Application Modernization (BPAHAEAD)

Keywords

• Digital transformation consulting
• IT portfolio management
• AI readiness assessment
• IT operating model design
• Technology advisory services

Headquarters

HQ city

Canton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Consulting: Vizionara generates revenue through consulting engagements with technology organizations. Services include digital transformation program management, IT governance, portfolio management implementation, and AI readiness assessments. Engagements are structured around discovery sessions, assessments, and implementation projects.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Vizionara provides digital transformation program management consulting services to senior technology leaders and IT organizations. Engagements cover digital transformation delivery, AI readiness assessment, IT operating model redesign, portfolio management implementation (monday.com and Planview), and process and platform scaling. Services are delivered through customized consulting projects following an initial 30-minute Discovery Session.

Product overview

Vizionara is a technology consulting firm specializing in digital transformation program management services. The company does not offer a packaged software product; instead, it provides advisory and implementation services including digital transformation consulting, IT portfolio management and governance, AI readiness assessment, IT operating model redesign, and process and platform scaling. Services are delivered through experienced consultants who work alongside client organizations, often leveraging third-party platforms such as monday.com and Planview as implementation tools. The firm is a monday.com Partner and applies its expertise across technology, financial services, social media, information storage, and consulting industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Digital Transformation Program Management End-to-end digital transformation consulting service for senior technology leaders, covering assessment, strategy development, and implementation support to drive adoption and measurable business outcomes.
• AI Readiness Assessment and Maximizing AI Investments Service that assesses, aligns, and prioritizes high-value AI use cases for technology leaders and applies practical governance to translate AI pilots into measurable business impact.
• IT Operating Model Redesign Consulting service that rebuilds trust in IT by connecting technical effort to business value through transparent, outcome-driven delivery and portfolio management governance.
• Portfolio Management Implementation (monday.com) Implementation and configuration of monday.com for portfolio management, including data migration, workflow automation, multi-currency financial tracking, AI integrations, and reporting for global organizations.
• Portfolio Management Implementation (Planview) Software assessment and implementation of Planview as a Portfolio and Project Management platform, providing standardized project management, executive-level portfolio summaries, and transparency across the organization.
• Process and Platform Scaling Consulting service that redesigns efficient ways of working with scalable, human-centered processes and modern platforms so teams can grow without added friction.

Quantifiable outcome

• Reporting time reduced from days to minutes through monday.com implementation
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Five partnerships are on record, tiered flagship, core and supporting.

• SAFE CoalitionflagshipStrategic or Co-development Partner · 1 January 2025Vizionara's inaugural partner under the Vizionara Gives Back program. SAFE Coalition is a grassroots nonprofit in southeastern Massachusetts combating opioid addiction. Vizionara provided in-kind consulting services including needs analysis, strategic roadmap development, multi-year budget forecasting, and fundraising collateral for SAFE's community expansion effort.
• monday.comcoreTechnology or IntegrationVizionara is an official monday.com Partner. They leverage monday.com to scale business impact and unlock team potential for clients. Vizionara implements monday.com for portfolio management, workflow automation, and project tracking across client organizations, including features like automated workflows, multi-currency financial tracking, and AI integrations.
• PlanviewcoreTechnology or IntegrationVizionara helps clients select and implement Planview as their Portfolio and Project Management (PPM) platform. For a financial services client, Vizionara conducted software assessment of industry leading technologies and helped implement Planview for standardized IT project management with executive-level reporting.
• SnowflakesupportingTechnology or IntegrationIntegrated Snowflake database for structured data storage in enterprise portfolio management implementations, enabling advanced data insights across multiple sources.
• TableausupportingTechnology or IntegrationIntegrated Tableau reporting for enhanced portfolio analytics, combining monday.com information with data from outside source systems for executive dashboards and analysis.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Infosys Consulting: Infosys Consulting delivers enterprise digital transformation, IT modernization and AI advisory as part of Infosys' global services portfolio. It competes with Vizionara for enterprise transformation RFPs while offering much larger delivery capacity.
• KPMG Advisory: KPMG's advisory practice includes technology transformation, CIO advisory and IT operating model work. It is a broad incumbent competing for enterprise IT modernization mandates, with comparable client segments (senior technology leaders) to Vizionara.
• Accenture: Accenture is a global professional services incumbent offering digital transformation, IT strategy and large-scale platform implementation across all industries. It competes with Vizionara at the enterprise CIO/CTO level but with vastly broader scale, delivery capacity and proprietary assets.
• Deloitte (Consulting / Digital): Deloitte's consulting practice offers enterprise-wide digital transformation, IT operating model redesign and AI/analytics advisory. It is a broad incumbent in the same buyer segment as Vizionara (CIOs, CTOs) but at much larger scale and broader capability depth.
• IBM Consulting: IBM Consulting delivers hybrid cloud, IT transformation and AI advisory for large enterprises, including platform implementations similar to Vizionara's Planview/monday.com work. It is a broad incumbent competing for the same enterprise IT modernization budgets.
• Capgemini Invent: Capgemini Invent is the digital transformation arm of Capgemini, focused on strategy, technology advisory and operating model redesign. It overlaps with Vizionara on CIO-level transformation mandates but operates at global scale.

Direct peers

• Pariveda Solutions: Pariveda is a boutique technology consulting firm that delivers digital transformation, platform implementation and IT advisory for enterprise clients. Comparable to Vizionara in size, talent-led delivery model and focus on technology organization modernization.
• Point B: Point B is a boutique management and technology consulting firm with horizontal coverage of digital transformation, operating model and technology delivery work. It mirrors Vizionara's boutique senior-talent model and CIO-level engagement style.
• West Monroe Partners: West Monroe is a mid-sized consultancy focused on technology, digital and operational transformation for mid-market and enterprise clients. It is comparable to Vizionara in its focus on CIO/CTO advisory, IT governance, and portfolio/PPM modernization engagements.
• Slalom: Slalom is a boutique technology and digital transformation consultancy that delivers IT strategy, operating model redesign and platform implementation for enterprise clients. Like Vizionara, it competes on senior-talent depth, localized delivery and outcome-oriented engagements rather than staff-augmentation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/vizionara
• Facebookfacebook.com/sharer.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Vizionara