Agile fractional chief of staff and compliance services serving the M&A, data security audit, and operations needs of growing organizations.
About
Agility PMI LLC specializes in M&A integrations (from smallest to $100M + revenue carveouts), integration management office (IMO) standup, portfolio, program & project management, data security audit & compliance, and operational transformation services. Anja Timmerman founded Agility PMI LLC in 2012 to serve as a force multiplier for growing organizations leveraging her management, client services, and award winning revenue production experience. Agility PMI's services are informed by Anja’s diverse experiences working on teams from small startups to Fortune 500 companies in SaaS, tech enabled services, healthcare tech & operations, and business process outsourcing.
Areas of Focus
• Post-merger integration management and diligence synthesis
• Customized merger integration framework and playbooks
• M&A lifecycle software selection & implementation
• IMO setup, support, and maintenance
• Portfolio, program, and project management
• Compliance audit prep, assessment, & remediation services for SOC2 Type I & Type 2, HIPAA, HITRUST & GDPR
• SOC2 Type I & II, HIPAA, HITRUST audit management
• GRC software implementation services
• Strategy, objectives & key results, and metrics management
• IT Infrastructure and Information Security projects
• Systems integration and implementation projects
• Enterprise transformation projects
• Product commercialization projects
Sample Engagements
• Developed & operated outsourced IMOs for rapidly growing SaaS and services platform companies delivering embedded M&A integration services yielding agile results across numerous mergers, acquisitions, and partnerships.
• Successfully transitioned post merger integration management of a $300 million Fortune 100 carveout project spanning over six months previously run by a Big 4 accounting team while resolving human resource challenges, delivering significant cost savings, and enabling executive leadership to achieve transaction synergies.
•Created & implemented standard operating procedures, leading practices, reporting, framework, workflows, automation, and streamlined audit management for SOC2 Type I & Type II, HIPAA, & HITRUST audits yielding unqualified opinions from CPA audit firms & Validated Assessments from HITRUST external assessors.
•Led critical organizational initiatives via portfolio, program, and project management.
•Stood up outsourced project management offices (PMOs) for rapidly growing lower to middle market companies. Configured and delivered project management & consulting services for executive teams, including IT, DevOps, product, operations, sales, and corporate strategy.
•Successfully delivered operationally significant portal migration and data center migration project impacting 300 customers in a global software company delivering annual savings of > $420k.
•Guided a SaaS company through the vendor selection project including requirements definition, evaluation, and implementation for a merger and acquisition lifecycle management software tool coinciding with the post-merger integration of a large acquisition which doubled the size of the company.
Services
Agility PMI serves as quarterback to executive leadership at growing organizations
Data Security Compliance
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Project management for SOC2, HIPAA, and HITRUST audits
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Assessment, remediation, & readiness services for GDPR, SOC2, HIPAA, and HITRUST audits
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Implementing governance, risk, and compliance software to support SOC2T2, HIPAA, and HITRUST audits
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HITRUST CSF audit prep & validations
PMI AND IMO
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Post-merger integration (PMI) project and program management
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M&A lifecycle and integration management office (IMO) software implementation
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M&A post-merger framework & playbook customization and rollout
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Interorganizational change management and communications
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Integration management office (IMO) setup, support, & maintenance
Portfolio Management
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Objectives & key results
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Project portfolio inventory & prioritization
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Embedded project management office (PMO)
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Enterprise business transformation
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IT infrastructure & information
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ERP software implementation
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Systems & portal migrations
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Product commercialization and legacy product consolidations
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Customer Journey mapping
Testimonials
"Anja possesses excellent skills and core expertise required to successfully manage and complete complex projects (e.g., M&A integrations, data & security audits, key initiatives) while ensuring every last detail is completed timely and accurately. Her knowledge and expertise in the healthcare technology space have also proven quite meaningful, and all-in-all, she is a valuable part of our team"