Technology Executive, PE Advisor & Author

Turning complexity
into measurable
outcomes.

Technology executive and trusted advisor with a career built on stepping into high-stakes environments, restoring order, and delivering results that hold. From PE portfolio companies to Fortune-level CIOs, the underlying need is the same: quickly make sense of chaos, translate complexity into execution, establish governance and controls, and deliver results.

PE Portfolio Operations ERP Recovery Fractional CIO M&A Integration AI Strategy Expert Witness

The practitioner's perspective.

My career has been defined by a single pattern: being called in when the situation is high-stakes, the technology decisions are consequential, and the right path forward isn't yet clear. Whether the engagement is defining the technology and data merging path through an acquisition or restoring order to an initiative that has lost it, the approach is the same: assess quickly, establish clarity, and execute.

At Ellucian, I spent 18 years as the company's most deployed recovery specialist — leading its largest-ever deployment, pioneering repeatable methodologies, and resolving implementations that had escalated to legal action. At Academic Partnerships, I rebuilt a fractured delivery organization and contributed directly to a PE acquisition. At Gratton Advisory, I serve as the senior-most technology leader for mid-market and PE-backed organizations — whether that means owning the full IT strategy as a Fractional CIO, leading post-merger technology and data consolidation, or stepping into a failing implementation and delivering it. Engagements have included a full M&A technology integration that consolidated two technology stacks, remediated security gaps, and delivered $200K+ in annual OpEx savings.

What I bring to every engagement is the combination of deep technical credibility and executive presence — the ability to walk into a boardroom and a server room with equal confidence, and to translate between those two worlds in real time.

I am also an independent IT expert witness in technology disputes, specializing in ERP implementation failures, service delivery disputes, and standard of care assessments. My engagements have resolved through negotiated settlement, reflecting the persuasive weight of rigorous technical analysis.

$50M+
ARR retained across
at-risk engagements
75%
Efficiency gain delivered
at Academic Partnerships
41
School deployment —
Ellucian's largest ever

The Death of Data

The Death of Data book cover
Forthcoming
The Death of Data
A Critical Examination of the Decline of Data Quality in the Modern Enterprise

This book takes the reader on a journey from the disciplined past, through the chaotic present, into the perilous AI-driven future, and ultimately toward solutions. Thirty-five years of practitioner experience bridges generational knowledge gaps and sounds this alarm with both historical authority and modern relevance.

At a moment when organizations are racing to deploy AI, data quality has never been more consequential — or more ignored. This is the book that names what practitioners already know but rarely say out loud.

Status
In final edit · Preparing to publish

How I work with clients.

01
PE M&A Technology Operating Partner

Embedded technology leadership for PE sponsors, operating partners, and portfolio companies navigating acquisition, integration, or exit. I partner directly with investment teams on value creation planning, conduct IT due diligence, lead post-merger technology consolidation, and stabilize operations in the critical window after close. My track record includes lived experience inside a PE-backed company through a full acquisition cycle — I understand what the investment team needs from technology, and I deliver it on PE timelines.

02
Fractional CIO

Strategic technology leadership for mid-market and founder-led organizations that need the strategic weight of a CIO without building a full-time function around it. I own the IT strategy, technology roadmap, vendor relationships, and governance — aligning technology investment with business goals and positioning the organization for its next stage of growth. Particularly effective for professional services firms building toward predictable, scalable operations.

03
Transformation Recovery

Rescue and recovery for failed or stalled technology initiatives — ERP implementations, cloud migrations, post-merger integrations, and system consolidations that have gone off-track. I step in, diagnose quickly, establish governance and controls, rebuild team confidence, and deliver. This is the engagement type I have been called into repeatedly throughout my career, and where my instincts and experience are most deeply calibrated.

04
Expert Witness

Independent expert witness retained by legal counsel in IT disputes — ERP implementation failures, technology service delivery disputes, IT governance deficiencies, and standard of care assessments. My engagements have resolved through negotiated settlement, reflecting the persuasive weight of rigorous technical analysis grounded in 35+ years of hands-on delivery experience.

A career built on execution.

2020 — Present
Current
Founder & Principal
Gratton Advisory
Fractional CIO and operational transformation services for mid-market and PE-backed organizations ranging from $50M to $500M in revenue across healthcare, higher education, and professional services.
  • Doubled TCV in Year 2 through referral and repeat business
  • Recovered $12M ERP implementation in crisis — on time and on budget
  • Led post-merger integration delivering $200K+ in annual OpEx savings
  • Active IT expert witness — all engagements resolved through negotiated settlement
2018 — 2020
Senior Vice President, Client Technology & Operations
Academic Partnerships
PE-backed B2B technology services company. Led 30-person Client Delivery team across 55+ enterprise accounts. Recognized as a direct contributor to the company's acquisition by The Vistria Group in December 2019.
  • 75% efficiency gain through operationalizing team and standardizing IT launch via delivery model transformation
  • 30% increase in client retention increasing enrollments and company bottom line
  • Member of IT Steering Committee and IT Governance, Co-Owner of Data Governance
  • Owner of the AP Governance Committee, Business Process Improvement Committee, and CRM selection board
2000 — 2018
Senior Principal Consultant
Ellucian / SunGard Higher Education
18 years at the dominant Higher Education ERP platform. Accountable for delivering $15M+ in services across large-scale Banner ERP implementations. De facto CIO partner for institutional C-suite leaders.
  • Led company's largest-ever deployment — 41 schools, 25 development teams
  • Recovered multiple failed implementations, including Ivy League, ceasing active legal actions
  • Pioneered first multi-region deployment methodology, adopted as Professional Services delivery standard
  • Top seller of value-add consulting engagements across the client portfolio, earned through delivery relationships rather than a formal sales function

Where the work gets done.

PE M&A Operations
  • PE Portfolio Company Operations
  • Post-Merger Integration & Technology Consolidation
  • IT Due Diligence & Synergy Identification
  • Data Separation & Transition
  • IT Cost Reduction & Technology Rationalization
Advisory & Leadership
  • Fractional CIO & Interim Technology Leadership
  • IT Strategy & Technology Roadmapping
  • AI Strategy & Readiness Advisory
  • Digital Transformation & Cloud/SaaS Migration
  • Team Building & Talent Development
Technology Execution
  • ERP Implementation & Service Recovery
  • Vendor Management & Ecosystem Governance
  • IT Organization Transformation
  • Cybersecurity Governance & Risk Management
Governance & Delivery
  • PMO Leadership & Delivery Governance
  • Change Management (Prosci® Certified)
  • Program Governance & KPI Frameworks
  • Organizational Change & Adoption

Education & professional development.

In Progress
Post-Graduate Certificate — Generative AI for Business Applications
UT Austin
Nov 2024
Prosci® Certified Change Practitioner
Prosci, Fort Collins, CO
Dec 2023
Artificial Intelligence: Implications for Business Strategy
MIT, Cambridge, MA
Mar 2022
Innovation in Medical Technology
MIT, Cambridge, MA
Data Processing / Information Systems, A.S.
Champlain College, Burlington, VT

What others say.

"
Bernadette is a well-respected, collaborative partner who holds herself and others accountable, gives her best, and consistently delivers results that exceed expectations. Her professionalism, integrity, and poise under pressure are second to none.
Mark M. — EVP & COO
"
Bernadette is an amazing professional — smart, go-getter, can solve the toughest tech problems while building rapport with C-Suite executives with ease. She always goes above and beyond in leading tech talent and driving innovation.
Jaime C. — Technical Executive
2026–27
Marquis Who's Who in America
2016–17
VIP Woman of the Year Circle — National Association of Professional Women
2003–17
13 Company Awards — Ellucian / SunGard Higher Education
Turnaround performance, client success, outstanding leadership — including CEO recognition
2026
SEAK Expert Witness Directory
IT Expert Witness — ERP Implementation & Service Recovery
Ready to discuss your
most complex challenge?
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