Discovery that becomes delivery truth
Workshop use cases don’t die in a deck — they become structured requirements the build team owns.
Solutions · Consulting & SI
Many clients. Zero leakage. Shared accelerators.
Systems integrators juggle concurrent implementations across tenants, stacks, and geographies. Catalio isolates every client while letting your practice reuse templates and patterns safely.
For firms running multi-client enterprise implementations
Tenant isolation · shared practice IP
Spreadsheets can’t isolate competitors.
Per-client installs don’t scale. Generic PM tools weren’t built for discovery workshops, SI workflows, or audit-grade handoff docs across live projects.
Isolate
Org-level multi-tenancy by design
Assign
Consultants across tenants with RBAC
Reuse
Practice templates without client leakage
See a client org the way your delivery team does
Discovery use cases, requirements, and change history scoped to the engagement — ready for handoff.
Accelerators without leakage
Practice templates stay in your firm org; client data stays in theirs. Consultants see only assigned tenants.
Run the engagement from discovery to change control
Catalio’s multi-tenant model was built for consultancies that share people across clients.
1
Discover
Structure stakeholder conversations as use cases — clerks to executives — without dumping a 200-page BRD day one.
2
Isolate
Each client is a tenant. Assign consultants per org with RBAC; competitive data never co-mingles.
3
Deliver & hand off
Reuse patterns, track change, and leave the client with documentation that survives the engagement.
Built for boutique firms and global practices
Same platform whether you staff three specialists or a multi-shore delivery army.
Practice leadership
Standardize discovery and requirement patterns without forcing one shared spreadsheet across clients.
Client collaboration
Invite client stakeholders into their tenant — not your internal workspace — for reviews and sign-off.
Traditional SI tooling vs. Catalio
How multi-client delivery usually runs versus how it runs with tenant-isolated living specs.
| Category | Traditional | Catalio |
|---|---|---|
| Client isolation | Folders, hope, and NDAs | Org-level multi-tenancy by design |
| Staffing model | One tool install per client or shared chaos | Consultants assigned across tenants safely |
| Accelerators | Copy-paste decks and stale checklists | Shared templates without exposing client data |
| Discovery | Notes that never become requirements | Use cases → structured, owned requirements |
| Handoff / audit | Scramble at go-live | Change history and docs ready throughout |
Advisory board
Guided by enterprise veterans who ran the systems we document.
Wayne Shurts
3× public-company CIO
Ex-CTO Sysco · Global CIO Cadbury · CIO Hall of Fame
Full bio
Wayne has 40 years helping food, retail, distribution, and consumer products companies transform their businesses worldwide. He most recently served as Executive Vice President and Chief Technology Officer at Sysco Corporation, the global leader in foodservice distribution, and was previously Chief Information Officer at SUPERVALU and Global CIO at Cadbury PLC, where he was based in the UK and led ERP and customer-facing programs across six continents. Wayne is currently an Independent Director at Armstrong World Industries (NYSE: AWI). He is a Boardroom Certified Qualified Technology Expert (QTE) and a 2017 inductee into the CIO Magazine Hall of Fame.
Jonathan C. Williams
Founder · CTO · advisor
Founded ForceIQ, acquired by Huron · West Monroe
Full bio
Jonathan has 25+ years building and scaling technology organizations across healthcare, financial services, energy, and SaaS. He founded and grew ForceIQ through its acquisition by Huron Consulting Group, and has served as CTO and strategic advisor to PE-backed and enterprise product companies at critical growth inflection points. His background spans platform modernization, engineering transformation, and responsible AI adoption, with a focus on how large organizations navigate complex technical change.
Wesley Story
Former CIO, Genesys
Ex-AWS, Sysco, Walmart · 2023 Orbie Global CIO of the Year
Full bio
Wesley has 30+ years building and scaling global technology organizations and leading enterprise-scale digital transformation. He most recently served as CIO at Genesys and enterprise strategist at Amazon Web Services, with prior senior technology leadership roles at Sysco and Walmart, spanning retail, wholesale distribution, hyperscaler cloud, SaaS, and telecom. His work spans cloud and platform modernization, responsible AI/ML and data adoption, and post-M&A integration across global, matrixed environments. Wesley was named a 2023 Orbie Global CIO of the Year.
Scale the practice. Protect every client.
Isolation and reuse aren’t opposites — Catalio was built for both.
FAQ
Questions SI leaders ask
Can one consultant work on multiple client orgs?
Yes. Assign users to multiple tenants with role-based access; they only see organizations they’re explicitly granted.
How do templates work across clients?
Keep a master template library in your firm org; client orgs inherit patterns without inheriting other clients’ data.
What about client confidentiality between competitors?
Multi-tenancy is the default boundary. Competitive clients never share a workspace; consultants only see assigned orgs.
Ready to run multi-client delivery on one platform?
Book a demo and walk an engagement model with isolation and shared accelerators.
Book a demoGet started
Ready to finally understand your systems?
A working session on one of your systems: connect it, watch the extraction, and read the first requirements together. 30 minutes.
- → First application documented in days, not months
- → Encryption · RBAC · SSO via SAML 2.0 / OAuth 2.0 · audit logs
- → Our team connects your first platform with you