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JoMax Consulting 
Project Case Studies

$100M+ New Jersey Multi-Agency Tax Modernization Stabilization

EXECUTIVE RISK

A $100M+ state-level tax modernization initiative replacing a 40-year-old legacy system faced schedule instability, fragmented governance, and limited executive transparency. Multi-agency coordination risked further delays and public-sector scrutiny.

EXECUTIVE INSIGHT

Large public modernization efforts fail when governance lags behind complexity. Structured transparency and quantified risk thresholds are prerequisites for recovery.

ROOT CAUSE DIAGNOSTICS

  • Weak executive governance structure

  • Inconsistent Agile metric adoption

  • Limited transparency risk

  • Vendor handoff inefficiencies

  • Communication gaps across project

INDEPENDENT ASSESSMENT 

  • Program-wide health review

  • Stakeholder alignment workshops

  • Risk tolerance modeling (RMQ™)

  • Dashboard redesign for executive visibility

  • Vendor milestone review and accountability reset

VENDOR & DELIVERY STABLIZATION

  • Clarified deliverable ownership

  • Realigned milestone accountability

  • Instituted vendor performance tracking

  • Improved cross-functional coordination

GOVERNANCE RESET

  • Implemented structured steering cadence

  • Introduced Agile-based performance metrics

  • Developed executive risk dashboards

  • Standardized reporting transparency across agencies

QUANTIFIED OUTCOMES

  • Restored schedule transparency

  • Stabilized delivery trajectory

  • Successfully brought Sales & Use Tax Portal into production (May 2025) 

  • Improved executive confidence and public accountability

$150M Global Oracle ERP Rollout Rescue – 159 Countries

EXECUTIVE RISK

A $150M global Oracle ERP rollout spanning 159 countries experienced governance misalignment and delivery breakdown, threatening global operations continuity. 

EXECUTIVE INSIGHT

In global ERP programs, governance inconsistency, not technical capability, is often the primary destabilizer.

ROOT CAUSE DIAGNOSTICS

  • Fragmented global communication channels

  • Inconsistent regional execution standards

  • Insufficient independent validation

  • Escalation pathways unclear

INDEPENDENT ASSESSMENT 

  • IV&V (Independent Verification & Validation)

  • Regional governance review

  • Global stakeholder communication audit

  • Delivery sequence reassessment

GOVERNANCE RESET

  • Re-established centralized program authority

  • Standardized global reporting structures

  • Clarified executive sponsorship roles

  • Improved cross-border communication alignment

VENDOR & DELIVERY STABLIZATION

  • Reset expectations across global vendors

  • Reinforced accountability structures

  • Standardized milestone reporting

QUANTIFIED OUTCOMES

  • Enabled program continuation toward delivery

  • Stabilized global deployment governance

  • Restored executive oversight confidence

Cybersecurity Readiness & NERC/CIP Alignment – Energy Utility

EXECUTIVE RISK

A major energy utility required cybersecurity readiness improvements aligned with federal standards and critical infrastructure compliance. 

EXECUTIVE INSIGHT

Critical infrastructure cybersecurity must align operational leadership, regulatory compliance, and executive oversight.

ROOT CAUSE DIAGNOSTICS

  • Gaps in control alignment

  • Compliance exposure

  • Infrastructure vulnerability risks

  • Incident response maturity gaps

INDEPENDENT ASSESSMENT 

  • NIST and NERC/CIP framework review

  • Federal coordination engagement

  • Risk posture evaluation

  • Incident response workflow review

GOVERNANCE RESET

  • Implemented compliance-aligned controls

  • Strengthened executive oversight reporting

  • Defined accountability structures

FEDERAL & VENDOR COORDINATION

  • Collaborated with Homeland Security and FBI 

  • Aligned federal expectations with enterprise controls

QUANTIFIED OUTCOMES

  • Strengthened cybersecurity posture

  • Reduced regulatory exposure risk

  • Improved operational resilience

Microsoft Power Platform & Agile Governance Modernization–State Agencies

EXECUTIVE RISK

State agencies lacked standardized Agile governance, backlog visibility, and performance tracking across Microsoft ecosystems. 

EXECUTIVE INSIGHT

Agile without executive-aligned metrics becomes activity without accountability.

ROOT CAUSE DIAGNOSTICS

  • Poor backlog hygiene

  • Inconsistent Agile metric use

  • Limited executive reporting visibility

  • DevOps process immaturity

INDEPENDENT ASSESSMENT 

  • Azure ADO configuration review

  • Backlog workflow audit

  • Governance maturity benchmarking

  • KPI redesign

GOVERNANCE RESET

  • Implemented standardized Agile dashboards

  • Introduced structured backlog controls

  • Enhanced risk tolerance tracking (RMQ™)

OPERATIONAL STABLIZATION

  • Coaching for DevOps teams

  • Standardized reporting cadence

  • Improved vulnerability remediation workflows

QUANTIFIED OUTCOMES

  • Increased operational visibility

  • Improved backlog tracking discipline

  • Enhanced transparency to executive stakeholders

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