IT consultancy
Emberwick Junction Technology Advisors · IT consultancy · Madison, WI
Ulla Ozturk is the principal at Emberwick Junction Technology Advisors, an IT strategy consultancy in Madison, and she runs every client engagement on one timeline, kickoff through handoff, so each report arrives when she said it would.
Legal and professionalProjectsTimeline4 tables · 5 views · 1 form · 2 dimension sets · 1 document · 1 notification · 2 stage rule sets · 1 agent
Use this templateEngagement timeline
EngagementsTables
Engagements
24 sample rows · 16 columnsEvery consulting engagement from kickoff to handoff, with the dates the work runs and the date the report is promised.
| Engagement | Job number | Client | Kind of engagement | Stage | Kickoff | Work starts |
|---|---|---|---|---|---|---|
| Ravencrest imaging system roadmap | EN-26-101 | Ravencrest Orthopedics | Jul 17, 2026 | Jul 30, 2026 | ||
| Sedgewick drawing storage migration | EN-26-102 | Sedgewick & Lorne Architects | Jul 24, 2026 | Aug 6, 2026 | ||
| Kestrelmoor branch network security assessment | EN-26-103 | Kestrelmoor Credit Union | Jul 31, 2026 | Aug 13, 2026 | ||
| Tillinghast plant scheduling software selection | EN-26-104 | Tillinghast Dairy Cooperative | Aug 7, 2026 | Aug 20, 2026 | ||
| Whitcombe practice systems integration plan | EN-26-105 | Whitcombe Family Dentistry | Aug 14, 2026 | Aug 27, 2026 | ||
| Oakhaven public computer licensing audit | EN-26-106 | Oakhaven Public Library | Aug 21, 2026 | Sep 3, 2026 | ||
| Brightmoor load board cloud migration | EN-26-107 | Brightmoor Freight Brokers | Aug 28, 2026 | Sep 10, 2026 | ||
| Pellam Street records system roadmap | EN-26-108 | Pellam Street Veterinary Hospital | Sep 4, 2026 | Sep 17, 2026 | ||
| Garrowby shop floor controls assessment | EN-26-109 | Ravencrest Orthopedics | Sep 9, 2026 | Sep 21, 2026 | ||
| Lindenmere resident call system selection | EN-26-110 | Sedgewick & Lorne Architects | Sep 11, 2026 | Sep 23, 2026 | ||
| Kestrelmoor online banking vendor selection | EN-26-111 | Kestrelmoor Credit Union | Sep 15, 2026 | Sep 25, 2026 | ||
| Tillinghast milk haul app cloud migration | EN-26-112 | Tillinghast Dairy Cooperative | Sep 17, 2026 | Sep 29, 2026 |
Clients
10 sample rows · 10 columnsThe small businesses and institutions the firm advises, with the person to call.
| Client | Contact | Contact phone | Contact email | Office address | Account | Client since |
|---|---|---|---|---|---|---|
| Brightmoor Freight Brokers | Saoirse Nakamura-Wells | (608) 555-0177 | saoirse.nakamura@brightmoorfreightbrokers-wi.com | 755 Dockside Pkwy, Madison, WI | Feb 25, 2025 | |
| Garrowby Machine Works | Zuleika Brandvold-Ito | (608) 555-0179 | zuleika.brandvold@garrowbymachineworks-wi.com | 9 Foundry Lane, Sun Prairie, WI | Sep 5, 2019 | |
| Kestrelmoor Credit Union | Delphine Oyewole-Strand | (608) 555-0173 | delphine.oyewole@kestrelmoorcreditunion-madison.org | 1400 Plover Bend Rd, Madison, WI | Mar 23, 2020 | |
| Lindenmere Senior Living | Octavian Pruett-Salazar | (608) 555-0180 | octavian.pruett@lindenmereseniorliving-wi.org | 300 Heron Meadow Dr, Madison, WI | Oct 9, 2020 | |
| Oakhaven Public Library | Cornelius Ferreira-Dunn | (608) 555-0176 | cornelius.ferreira@oakhavenlibrarydistrict-wi.org | 16 Reading Row, Oregon, WI | Jan 22, 2024 | |
| Pellam Street Veterinary Hospital | Ignatius Delacroix-Oduya | (608) 555-0178 | ignatius.delacroix@pellamstreetvet-madison.com | 61 Pellam St, Madison, WI | Sep 13, 2025 | |
| Ravencrest Orthopedics | Imogen Valderrama-Boateng | (608) 555-0171 | imogen.valderrama@ravencrestorthopedics-madison.com | 510 Quarrystone Way, Madison, WI | Aug 5, 2021 | |
| Sedgewick & Lorne Architects | Barnabas Achterhof-Kim | (608) 555-0172 | barnabas.achterhof@sedgewickandlornearchitects-wi.com | 88 Millrace Ct, Middleton, WI | Sep 9, 2022 | |
| Tillinghast Dairy Cooperative | Rutger Vasquez-Holm | (608) 555-0174 | rutger.vasquez@tillinghastdairycoop-wi.com | 32 Silo Hollow Rd, Fitchburg, WI | Jul 6, 2023 | |
| Whitcombe Family Dentistry | Anneliese Mbatha-Cruz | (608) 555-0175 | anneliese.mbatha@whitcombefamilydentistry-wi.com | 204 Larch Terrace, Verona, WI | Aug 9, 2024 |
Workstreams
57 sample rows · 7 columnsThe blocks of work inside an engagement: interviews, analysis, drafting and the readout.
| Workstream | Engagement | Kind of work | Status | Starts | Ends | Consultant |
|---|---|---|---|---|---|---|
| Ravencrest imaging system roadmap: stakeholder interviews | Ravencrest imaging system roadmap | Jul 21, 2:00 PM | Jul 23, 9:00 PM | Thaddeus Oyelowo-Marsh | ||
| Ravencrest imaging system roadmap: executive readout | Ravencrest imaging system roadmap | Aug 7, 2:00 PM | Aug 7, 5:00 PM | Priyanka Duvall-Okeke | ||
| Sedgewick drawing storage migration: stakeholder interviews | Sedgewick drawing storage migration | Jul 28, 2:00 PM | Jul 30, 9:00 PM | Vesper Lindgren-Abara | ||
| Sedgewick drawing storage migration: executive readout | Sedgewick drawing storage migration | Aug 17, 2:00 PM | Aug 17, 5:00 PM | Thaddeus Oyelowo-Marsh | ||
| Kestrelmoor branch network security assessment: stakeholder interviews | Kestrelmoor branch network security assessment | Aug 4, 2:00 PM | Aug 6, 9:00 PM | Calloway Reinholt-Ng | ||
| Kestrelmoor branch network security assessment: executive readout | Kestrelmoor branch network security assessment | Aug 25, 2:00 PM | Aug 25, 5:00 PM | Calloway Reinholt-Ng | ||
| Tillinghast plant scheduling software selection: stakeholder interviews | Tillinghast plant scheduling software selection | Aug 11, 2:00 PM | Aug 13, 9:00 PM | Leofric Santangelo-Pryce | ||
| Tillinghast plant scheduling software selection: executive readout | Tillinghast plant scheduling software selection | Sep 2, 2:00 PM | Sep 2, 5:00 PM | Priyanka Duvall-Okeke | ||
| Whitcombe practice systems integration plan: stakeholder interviews | Whitcombe practice systems integration plan | Aug 18, 2:00 PM | Aug 20, 9:00 PM | Ulla Ozturk | ||
| Whitcombe practice systems integration plan: executive readout | Whitcombe practice systems integration plan | Sep 4, 2:00 PM | Sep 4, 5:00 PM | Thaddeus Oyelowo-Marsh | ||
| Oakhaven public computer licensing audit: stakeholder interviews | Oakhaven public computer licensing audit | Aug 25, 2:00 PM | Aug 27, 9:00 PM | Thaddeus Oyelowo-Marsh | ||
| Oakhaven public computer licensing audit: executive readout | Oakhaven public computer licensing audit | Sep 14, 2:00 PM | Sep 14, 5:00 PM | Calloway Reinholt-Ng |
Also included
- Engagement board
- Workstream board
- Report due soonNudges the lead consultant two days ahead of any report promised to a client.
- Handoff letterThe note a client receives along with the finished report.
Related templates
- Bookkeeping practiceGalewood Row Bookkeeping4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 notification · 2 stage rule sets · 1 agentTimeline
- Consulting firmRaman Operations Partners5 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agentDashboards
- Personal injury firmQuaintree Row Injury Law4 tables · 7 views · 1 form · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 checklist · 1 notification · 1 agentClient portals
- Private investigation agencyLarkhaven Junction Investigations4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentTimeline
- Translation agencySaltmeadow Park Translations4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentTimeline
- Accounting firmAlbright Tillman CPA Group5 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentLinked tables