About Us

SOAR is a management consulting firm specializing in helping public and private sector organizations improve how they serve their constituents with technical and business solutions. We help our clients fulfill their highest vision through effective strategy, human capital, management and service delivery transformation.

Mission Statement:
SOAR empowers organizations and communities to rise above challenges through strategic transformation, sustainable change management, and leadership development that drive lasting impacts.

Community Giving:
Giving back to our community is a key part of our mission. SOAR is a supporter of the Tallahassee Oasis Center for Women and Girls. Founded in 2007, The Oasis Center was created to be a community resource center for women and girls to come together, dream, achieve, and thrive. It was created with the vision of being a diverse environment where women and girls from all walks of life are connected and empowered. 

Established in 2021, Strategic Optimization and Research, LLC (SOAR) is a Florida-based consulting firm dedicated to serving the public and private sector. SOAR is driven to foster innovation and deliver tangible results for our clients and their constituents. Our clients span diverse public and private sectors, including health, social services, and public health at the national, state, and local levels.

Advancing Professional Excellence

Today’s competitive marketplace demands professionals who possess cutting-edge skills and recognized credentials. Our comprehensive certification programs in project management, organizational change management, and agile methodologies help individuals and organizations build the expertise needed to drive success and accelerate career growth.

Transforming Business Operations

We understand that organizations face constant pressure to adapt quickly to market changes while maintaining operational excellence. Our strategic consulting and training solutions help you optimize processes, enhance workforce performance, and accelerate growth in today’s dynamic business environment.

Supporting Client Performance and Growth

Performance improvement is critical to organizational sustainability and growth. We work with you to identify key performance indicators and measurement protocols that align with your organization’s mission and vision and drive lasting organizational impact. And as your organization grows and your workforce needs change, SOAR can provide flexible, scalable staff augmentation solutions to fill critical skills gaps.  

Business Certifications

Our Clients

Florida State University

Florida State University (FSU)’s Florida Institute for Child Welfare (FICW), School of Social Work seeks to promote safety, permanency and well-being among the children and families of Florida that are involved with the child welfare system through research, outreach, education and policy reform. This is achieved through the design and implementation targeted and trauma-informed strategies for children and families involved in the child welfare system. In collaboration with SOAR and Tallahassee Community College (TCC), we conducted leadership training on topics such as vulnerability, motivation, change management and emotional intelligence and their significance in effective leadership. Included in this work was a review of the FICW Strategic Plan and staff training to integrate staff roles, responsibilities and priorities in alignment with their overall Plan.

Florida Agency for Health Care Administration

Florida Agency for Health Care Administration

SOAR led the organizational change management strategy for Florida’s largest technology transformation, the $1+ billion Medicaid Transformation Project (FX) at the Agency for Health Care Administration. SOAR planned, built, implemented, and governed the comprehensive OCM program from inception. This included developing organizational structures, proprietary methodologies aligned with ACMP standards, comprehensive training programs, and governance frameworks that could scale across the state’s most complex technology initiative.

The project’s unique challenge involved coordinating change management efforts across five major consulting vendors while creating a unified approach to OCM through training, communications, and implementation.

Louisiana Department of Children and Families

Louisiana Department of Children and Family Services
As a Project Advisor to the Assistant Deputy Secretary and Secretary to the Department’s Child Welfare Technology (CCWIS) Project, SOAR conducted a review of the LA project, provided remediation recommendations that would assist in redirecting the project toward successful outcomes. Recommendations across Project Management, System Development Lifecycle phases, Development Design and Implementation (DDI) and Organizational Change Management as well as conducting project health assessments and costs of similar projects across five different states of similar size and scope was completed. Once these recommendations were accepted SOAR assisted the vendors and client in adjusting project processes, resourcing and technology to support the state’s mission and vision.

Tallahassee State College

Tallahassee State College

Partnering together to provide a professional assessment of and recommendations for Florida’s county health departments to enhance employee work experience and improve service delivery.

Florida Department of Health

Florida Department of Health

Providing training and change management services and business performance modeling to enhance employee work experience while improving public health service delivery.

Location

We are located minutes away from the Capitol Building on beautiful Park Avenue in The Corbett House.

Built in 1905, the Corbett House has been placed on the National Register of Historic Houses.