Where Technology Meets Collaboration


Delivery. Reflection.


We are experts in interactive, collaborative technology.

We work with you to identify unique solutions that will set you on a path to your individual definition of success. Our process is customized to meet your goals, drive high performance results, embed collaborative technologies deep into processes, and create a culture of collaboration.


Our Process

Technology has the potential to impact how your people become more creative, innovative, and successful. But the product only goes so far. This is where our skilled team of use case consultants makes all the difference. We recommend and integrate intuitive technologies and build a learning plan that implements adoption quickly and efficiently, supports and expands existing collaborative use cases, improves business processes, and creates an ongoing, collaborative relationship.

We start with discovery.

Our experts spend time alongside your users to identify patterns, assess needs, behaviors, approaches and processes. From the beginning, we actively involve users and identify champions.

The next step is delivery.

We strategize and deliver hands-on, customized, engaging instruction designed to support roll-out and adoption through the introduction of use case development in a variety of contexts.

We follow with reflection.

We gather data and insights, analyze the solutions, and provide an executive summary. Most importantly, together we plan next steps to keep you on a positive path to your goals. We recommend and create user adoption solutions for your people, your processes, your devices, and your locations.


Use Cases

PhiServices_Icons_Asset 1Ideation.png

Ideation + Visualization

Visualizing information can make developing new ideas a team effort. When you provide participants with effective collaboration tools, they become an active part of the process whether they are in the same room, the next building, or another time zone.

Lifecycle of Business Technology

Business technology represents a growing capital expenditure. Visualizing the existing process to procure, provision, deploy, support and retire business technology is the first step on the path to streamlined processes that insure support, effectively utilize vendors, and result in sizable cost savings.

Pfizer Case Study


At the heart of agile methodology is reflection and improvement. As sprints are completed, teams look back to note what they should start, stop, and continue. The goal is an honest appraisal without blame of what they could have done better, both individually and as a group. These insights are then applied to future engagements. Collaborative tools are invaluable for providing rapid brainstorming; participation by all stakeholders regardless of their rank or location; identifying patterns; and saving for instant reference.

Business Insider Case Study

Design Review

Permitting all team members to collaborate on design elements in real time whether in the room or off-site can save valuable time and resources. Coordinate different disciplines – managers, designers, production staff – regardless of their location and make faster and better-informed design decisions by improving collaboration and reducing travel costs.

Apparel Design

Providing remote annotation capabilities for design collateral can reduce paper copies, centralize design feedback, and improve communication. This shortens design cycle times and provides more timely updates. Designers appreciate having all changes consolidated in one place where they are easily accessible and not held up in transfer from location to location for approval.

The Limited Case Study


Process Management

A common challenge of managing projects and ongoing processes is often simply a matter of getting the right people together to review the right sets of information in a timely way. Solve that challenge with the right tools to meet, review, and collaborate on relevant content, make clear decisions and move on to other work more quickly.

Agile Development

Many organizations deploy Agile methodologies that rely on analog processes like tape lines and sticky notes to manage their development processes. This requires every review and change to occur on-site and makes documentation an arduous process. Digitizing this methodology provides automatic documentation and permits participants to collaborate from anywhere. Content can be moved and saved easily and travel costs reduced significantly.

Engineering and Construction

The construction industry depends on accurate Building Information Modeling (BIM) data. A company’s headquarters needs to coordinate among different trades on the job site. Real-time collaborative solutions permit fast and accurate updates and design approvals. More frequent updates result in fewer conflicts and faster delivery of high quality work. Team members on-site have confidence that the information they have is accurate and current. Customers receive positive results and fewer surprises.

Data Analysis

Data analytics can bring speed, efficiency and meaningful change providing insights for informed decisions. Collaborative technologies facilitate this by providing the ability to visualize, review, and apply data trends together.

Consumer Products Development

Emphasis in consumer goods companies today is the ability to continuously bring new products to market. Quick, repeating cycles of evaluating sales data, appraising marketing approaches, revising sales processes and re-evaluating data are the norm. Using technology to visualize data analytics offers the ability to work faster, stay agile and maintain a competitive edge in the market.

Financial Services

Improving customer centric services is at the heart of the banking industry. It’s no longer about the bank, but the customer experience of banking. Constant, increasing flow of data is enabling these institutions to monitor their clients’ transactions and transform their services accordingly. Technology provides visualization of this data and tracking of these services and customer responses.

Manufacturing Processes

Product production is frequently geographically distributed and monitored by multiple databases operating independently. The ability to view these databases simultaneously and collaboratively can lead to improved analysis, development of more effective processes and considerable cost savings.



Training strengthens the abilities of all employees, increases job satisfaction and reduces turnover. Face to face relies on expensive transportation, to central locations, long range planning and results in lost work time. Interactive e-learning can provide a personalized experience over distance.

Sales and Marketing

Many enterprises depend on a channel of partners to sell their product. In the past, this required continuous travel to meet and train on site. With the advent of collaborative technologies, sales managers can work effectively with remote partners with more frequency and spontaneity, protect their quality of life and decrease time away from work.

Gordon International Case Study

Higher Education

Higher education is changing dramatically. The Sage on the Stage is sliding over to become the Guide on the Side. The goal is to transform the well-established “Death by Power Point” into students taking responsibility for their own learning through a team approach to problem solving and studying with mentors. Collaboration is at the heart of this process. Technology plays a major role in facilitating this new way of interacting.

Active Learning k–12

The 4 C’s—creativity, critical thinking, communication and collaboration—are at the heart of education today. Schools are rapidly transforming learning spaces into areas where students can be challenged to actively engage together in science, technology, engineering, arts and math. These spaces represent a community’s values. Collaborative technologies are integral to take students from engagement to empowerment.

Byram Hills Case Study


Presentations are essential to working and learning. Ideally they inform, inspire, visualize and engage. Collaborative technologies enable participants, local or distributed, to actively contribute to the content of any presentation and establish a bond between the presenter and the audience.

Marketing Events

Marketing events are exciting opportunities to interact with your client. Research shows that the average adult is unable to sustain attention for more than 20 minutes. Mixing up a presentation with opportunities for audience interaction with technology in activities such as ideation, brainstorming, and opinion polls is a powerful way to engage and empower.


We had a few crazy ideas but did not know if they were even possible. Thankfully we found Phi Services. They helped us on every step of the process. They were there during the design, ordering, installation, and training. From beginning to end they provided us with quality products and quality services.

– Dr. Andrew A. Taylor, Director of Technology and CIO
at Byram Hills Central School District


Moving forward together.

Learn how Phi Services can help shape the collaborative behaviors that lead you to new ways to work and learn together.

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