What People Are Saying.

  • “Peterson Advisory helped us quickly navigate through the noise and focus on what’s most important. They listened to our needs and leveraged their industry expertise to personalize a solution for us. Working with Peterson Advisory expedited our ability to achieve targeted outcomes.”

    — Valerie L., Senior Director Product Operations, Xsolis

  • “It has been an absolute delight to work Peterson Advisory on multiple fronts. I have worked with Paul close to 5 years and his "do right by the client" work ethic is always at the forefront. Paul is a big picture guy who doesn't lose the forest for the trees. Always more than a consultant, he is a true partner with impressive Salesforce skills and a mindset for developing impactful solutions. Paul is a true professional in every sense, a thoughtful listener, transparent in his advisory role, and fun to work with.”

    — Puneet G., Salesforce Practice Lead, big 4 consulting compay

  • “I have worked with Paul Peterson for several years. His level of Healthcare acumen, detail to the customer experience, outcomes based thought leadership, and excellent personality, provides tremendous value. I would highly recommend Paul and believe he will exceed all expectations to the future state strategic imperatives in focus.”

    — Josh F., Principal Healthcare Advisor, Amazon

  • Paul has been working with Shalom Task Force since 2020 and is an absolute pleasure to work with. Shalom Task Force had previously been using an incredibly outdated database system and decided to make the move to Salesforce. As a small nonprofit agency, with no internal IT department, this was a big endeavor. Paul has worked tirelessly and patiently, not only during our initial development and implementation phase, but as we continue to adapt and tweak our database to best meet the needs of our agency and when problems arise. Our agency has some unique needs and Paul is always eager to think creatively and research potential Salesforce solutions. Paul has helped a group of social workers and lawyers find excitement in database development, something none of us expected at the start of our careers. When I say that Shalom Task Force would be lost without Paul, I mean it with absolute sincerity.

    Rebecca S., Director of Hotline Services, Shalom Task Force

“In 45 years years of IT experience, I have seen a major evolution of corporate IT. These major advances of technology takes determination, grit, ingenuity, creativity, instincts, personnel management, organization, and the ability to navigate corporate challenges. In three major multi-year large technology advances, I had a front row seat working with and seeing Paul work with patience, integrity, and sheer will to lead, direct, master mind major technology advances. He led in an environment that was conservative in forward motion, technology that was leading edge, and management that needed a vision and succeeded in every case.”

Robert Dillingham, Director, IT Change Management, AIG/Corebridge Financial

Janet Ply PhD

“I have worked with Paul since 2000 on various consulting engagements, most of which have been high visibility, complex programs. Paul is one of the few "go-to" consultants who can go into any situation, quickly assess it, propose a path forward, and lead the delivery. He is professional, thinks strategically at the enterprise level, and gets the job done - and he's a lot of fun to work with! Any time I have a highly complex client engagement, Paul is the first person I contact to see if I can enlist his services.”

Janet Ply, PhD, Co-Founder/Managing Partner, Pendére

Paul Peterson at Concentrio Consulting is a skilled executive advisor and program leader with years of experience delivering complex transformational projects that provide long-term business value. I worked with Paul on a $55M dollar initiative that transformed the way Insurance agents provide service and sell products to their customers. This project had many ‘firsts’, including First Cloud-based solution for the company, first integration between Salesforce and iPipeline for the insurance agent, first use of Agile methodology at the organization. Additionally, a middleware layer was built to seamlessly integrate multiple agent-facing systems along with legacy administration systems with built-in retry/restart/resume capabilities for a low-touch, automated process that delivered real-time value across the landscape. This transformation initiative resulted in a modernized agent sales process, faster placement of business, and improved sales. It is still actively being used after 10 years, and the project continues to be lauded for its stellar execution. Paul Peterson was the lynchpin for the project, managing through challenges to deliver successful outcomes for long-term benefit. Paul is capable of walking that very fine line between Executive Advisory and detailed IT technology solutions leadership. Paul doesn’t just “report the news”; he lives it by embedding it within the teams. He gains a depth of understanding to drive the planning process and ensure accountability at all phases. With years of experience delivering complex programs, Paul Peterson delivers business benefits that will scale for long-term value. He is an asset to any organization.
— Vanessa Brusseau, Program/Project Management Lead

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