About Us

Deep expertise,
amplified by AI

Our Story

Mallory Consulting was founded on a simple belief: organizations deserve a project management partner who understands both the technology and the business behind it.

With years of hands-on experience implementing and configuring enterprise project management platforms, we bring a rare combination of technical depth and strategic thinking to every engagement.

We specialize in Planview AdaptiveWork — one of the most powerful project and work management platforms available — and we know it inside and out. From custom field configurations to complex workflow automations, we help organizations unlock the full potential of their investment.

Today, we pair that depth with an AI agent trained specifically on AdaptiveWork. General-purpose AI is fluent but often wrong about a platform this specialized, so over many months we've corrected its errors, worked out why they happened, and built up a library of configurations verified against how the platform really behaves. The agent is exceptionally good at the slow, detail-heavy work of tracing dependencies, documenting configurations, and comparing environments. It is not a substitute for judgment about what your organization should build, so we put the time it saves into the decisions, trade-offs, and change management that determine whether an implementation succeeds. Here's why that difference matters.

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Our Approach

Every engagement follows our proven five-phase methodology: Requirements Analysis, Data Dictionary, Configuration Breakdown, Implementation Steps, and Test Plan. A trained AdaptiveWork agent supports each phase, and an expert reviews the results before anything moves forward.

Our Methodology

A structured, repeatable process, accelerated by a trained agent at every phase and verified by an expert before moving on.

01

Requirements Analysis

We start by deeply understanding your business processes, pain points, and goals. Our agent checks each request against your existing configuration early, so impacts are known before work begins.

02

Data Dictionary

Every custom field, object, and relationship is documented in a comprehensive data dictionary, drafted with AI from your environment and verified by a consultant.

03

Configuration Breakdown

We map every requirement to specific platform configurations, identifying dependencies and sequencing the work for maximum efficiency. Dependency analysis flags rule conflicts and cascades before they are built.

04

Implementation

Hands-on configuration of your platform: custom fields, workflow rules, custom actions, panels, and global customizations, built to spec. Environment comparisons confirm exactly what changed.

05

Test Plan & Validation

Rigorous testing against documented requirements ensures everything works as expected before going live. Test cases are drafted from the requirements, then refined by a consultant.

Let's work together

Ready to bring clarity and structure to your project management? We'd love to hear from you.

Get in Touch