People
Stakeholder alignment, recruiting, interviewing, onboarding, coaching, adoption, and the human judgment required to navigate complex change.
Core thesis
Technology creates value when the operating model is ready for it.
Most organizations over-focus on tools. Sustainable transformation requires people who understand the change, processes with enough discipline to scale, and technology that supports how the business actually works. Automation and AI become practical outcomes of that maturity, not substitutes for it.
Operating model
People, process, and technology move together.
Process
Operating model maturity, SOPs, approvals, exception handling, UAT, controls, compliance, documentation, and execution rhythm.
Technology
ERP, CRM, workflow platforms, integrations, reporting, automation, data foundations, and AI enablement where the foundation supports it.
Transformation work
Strategy with enough detail to become operational.
Upaya works between executive strategy and operational reality: clarifying the future state, then building the governance, workflows, systems, and team capacity to get there.
Transformation Ownership
Program leadership across scope, timelines, risks, dependencies, decisions, stakeholders, communication, and delivery.
M&A and Integration
Post-acquisition alignment across systems of record, reporting, operating processes, data migration, controls, and go-live readiness.
Operational Maturity
Process standardization, exception management, approval paths, role clarity, training, and audit-ready operating discipline.
Automation Foundations
Integration reconciliation, workflow orchestration, scripts, data validation, and the governance required for responsible automation.
Team Capacity
Recruiting, interviewing, onboarding, mentoring, documentation, and standards that help teams create value beyond a single project.
AI Readiness
Practical preparation for AI adoption through cleaner data, stronger process ownership, review points, guardrails, and privacy-aware experimentation.
Selected patterns
Evidence across complex operating environments.
Client details are intentionally anonymized. The focus is the transformation pattern, operating context, and value creation.
Major M&A integration / bioscience manufacturing
Integrated acquired manufacturing, inventory, costing, and operational workflows.
Aligned costing strategy, BOM/routing design, inventory movement, UAT scenarios, data migration, and go-live planning into a practical post-acquisition operations roadmap.
Facilities services / M&A
Onboarded acquired subsidiaries into a more disciplined operating model.
Refined processes, migrated data, and helped newly acquired entities move into shared systems, workflows, and execution standards.
KKR-owned global advisory firm
Improved cash capture and close confidence through technical solutioning.
Worked through billing, revenue, approvals, deployment, and support workflows with controllers and global teams under audit sensitivity, treasury needs, and sponsor pressure.
Consumer products / distribution
Standardized warehouse receiving, exceptions, bin movement, and WMS adoption.
Built discovery questions, SOPs, bin definitions, exception handling, training paths, and execution governance for physical operations.
Public medtech
Translated complex revenue policies into governed system behavior.
Structured requirements, use cases, UAT scripts, GL validations, role access, and adoption routines for revenue recognition transformation.
Crypto infrastructure / bitcoin mining
Modeled emerging-industry operations into ERP-ready transactions.
Structured historical imports, digital asset activity, intercompany flows, hosting revenue, invoices, tax treatment, and journal-entry migration.
Energy / field operations
Created inventory trust and approval-path discipline during major workflow change.
Brought inventory into the system and strengthened workflows, approval paths, and operating controls around field execution.
Founder
Gabriel Rollano, CPA, PMP
Gabriel entered transformation through enterprise systems because ERP reveals how a business actually works: customers, orders, revenue, inventory, approvals, exceptions, reporting, and controls.
The work has grown beyond any single platform. Today, the focus is helping organizations move from fragmented operations to coordinated action: aligning leaders, developing teams, maturing processes, and building the technology foundations that allow the business to scale with trust.
Next conversation
For transformation mandates, interim leadership, or Automation / AI Readiness conversations.
The brand language is still being refined, but the work is clear: turning aspiration into action through people, process, and technology.
Contact Gabriel