Business Operations Services
Whether you are strengthening operations, aligning teams around strategy, or navigating organizational change, Summitivity provides the leadership and partnership to help you execute with confidence and scale effectively.
Ways We Partner With YOU:
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Partnering with leadership to build on existing momentum with disciplined, scalable execution.
Enterprise alignment, integration, and execution of strategic plan
Operation modernization and process refinement for scalable growth
KPI and performance infrastructure development
Organizational design and leadership alignment
Culture alignment during growth and change
Cross-functional execution management
Board and executive reporting support
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Focused support for growth projects and transitions.
Alignment and execution of growth initiative
Due diligence leadership
Post-merger integration planning and execution
Cultural alignment strategy
Expansion feasibility and infrastructure readiness
Governance and reporting structure redesign
Board of Directors, internal, and external communications
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Creating and evolving the infrastructure to scale for growth.
Enterprise Risk Management framework design
Infrastructure build-out for Legal, Compliance, Audit, and Government Affairs functions
Board governance advisory and reporting structures
Crisis management planning
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Reinforcing credibility and trust for high stakes situations and preparing for change and growth.
Executive messaging strategy
Board of Directors and investor communications
Crisis communications and rapid response frameworks
Internal communications during transformation
Brand narrative alignment during growth or restructuring
Government and regulatory communications
Reputation management and stakeholder engagement
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Individualized coaching for executives and emerging leaders to strengthen leadership effectiveness, communication, decision-making, and prepare high-potential talent for greater responsibility.
Executive role clarity and structure design
Leadership team alignment
Board communications coaching
Change management strategy
Executive presence and messaging refinement
Confidential strategic sounding board support
Experienced operations leadership to help you streamline processes, improve execution, and build the infrastructure your organization needs — without the full-time overhead.
Serri Helm partners with organizations to strengthen performance through fractional leadership and business operations expertise.
Meet Serri
Serri Helm
COO and Executive Business Operations Services
Serri is an experienced executive known for identifying opportunities and helping organizations perform at a higher level. She works closely with leadership teams to turn strategy into action, supporting growth while building the structure and discipline needed to sustain it over time.
Her broad experience in operations, strategic execution, communications, risk management, and legal uniquely equips her to partner with organizations in furthering performance founded on transparency, teamwork, and ongoing improvement. She has guided organizations through periods of growth, transformation, and change – helping leaders align their teams, strengthen execution, and build the infrastructure needed to scale effectively.
Serri is particularly skilled at bringing clarity to complex situations, aligning stakeholders, and ensuring that strategy translates into action. Her background includes leading enterprise initiatives, managing cross-functional teams, and advising executives and boards, where she has held positions of COO, Chief Administrative Officer, Chief Strategy Officer, and General Counsel.
Serri holds an economics degree and JD from the University of Arizona and has completed executive education at the Kellogg School of Management, Northwestern University, focusing on risk management and operational risk.
Strategy Into Execution: Transforms high-level vision into clear operational plans, accountability, and measurable results
Cross-Functional Leadership: Brings executive experience across operations, strategy, communications, legal, and organizational leadership
Growth + Transformational Expertise: Guides organizations through growth, restructuring, change management, and operational scaling with stability and clarity
Complex Problem Solver: Skilled at simplifying complex challenges, aligning stakeholders, and helping leadership teams move forward with confidence
Partnership Mindset: Works alongside founders and leadership teams as a trusted advisor focused on long-term business success
Operational Infrastructure Builder: Helps organizations strengthen processes, improve communication, create operational consistency, and build scalable foundations for growth
Relationship-Centered Leadership: Known for bringing calm, collaboration, and strategic perspective to organizations navigating growth and change
Executive Business Perspective: Combines strategic execution with operational and risk-management insight to support thoughtful decision-making and organizational alignment
What Sets Serri Apart
Let’s Connect and Reach Your Summit
