Capability Statement

Veteran-owned. Registered. Ready to perform.

Apto Strategic Consulting LLC helps federal, state, and local organizations adopt AI responsibly, improve how work actually gets done, and build the strategy and training to make it stick. Single accountable principal, no layers, no handoff to junior staff.

01 / Company Snapshot

The details a contracting officer needs first.

Legal NameApto Strategic Consulting LLC
UEIR24FMKHGQCG3
CAGE CodeAdd your CAGE codeIssued with your SAM.gov registration. Replace this field before publishing.
EIN41-4862868
Entity TypeLLC, sole owner
Primary NAICS541611Administrative Management and General Management Consulting Services
RegistrationsSAM.gov, Texas CMBL
CertificationsTX VetHUB designatedSDVOSB certification in progress through SBA
Set-Aside EligibilityVeteran-Owned, TX VetHUB, Small Business
Business SizeSmall business
LocationLakeway, Texas 78738
Geographic ReachNationwide, remote and on-siteEnglish and Spanish delivery
02 / Core Competencies

Six things we are hired to do.

01

AI Adoption Strategy & Readiness

Assessment of current workflows, identification of high-value AI use cases, tool selection, cost and ROI modeling, and a phased adoption roadmap. Includes governance guardrails, acceptable-use policy drafting, and staff readiness evaluation.

  • Readiness assessment
  • Use case triage
  • AI governance
  • Roadmap
02

Process Improvement & Automation

LEAN-informed analysis of administrative and operational workflows, waste identification, and implementation of automation using established commercial no-code and low-code platforms that client staff can maintain independently.

  • LEAN analysis
  • Workflow mapping
  • Automation build
  • SOP development
03

Strategic Planning & Facilitation

Facilitated strategic planning from environmental assessment through goal setting, KPI definition, and execution roadmap. Neutral third-party facilitation for leadership offsites, working groups, and cross-functional planning sessions.

  • Strategic plans
  • Facilitation
  • KPI frameworks
  • Mission clarity
04

Training & Curriculum Development

Design and delivery of instructor-led and self-paced training on AI literacy, leadership, decision-making under pressure, and Agile methods. Curriculum development, participant materials, and assessment design. Bilingual delivery available.

  • Curriculum design
  • Instructor-led
  • Workshops
  • EN / ES
05

Executive Communication & Decision Support

Development of briefings, decision papers, program documentation, and executive presentations that move senior decision-makers to a clear call. Structure and argument first, design second.

  • Executive briefings
  • Decision papers
  • Program docs
  • Presentations
06

Data Visibility & Reporting

Consolidation of scattered operational data into simple, maintainable dashboards and recurring reports so program managers can see performance without manual assembly. Built on tools the client already licenses where possible.

  • Dashboards
  • Recurring reports
  • Data cleanup
  • Metrics design
03 / Differentiators

Why this firm rather than a larger one.

The principal does the work

Every engagement is delivered by Juan R. Cuellar. There is no business development team that wins the contract and a junior analyst who executes it. What you evaluate is what you get.

Practitioner, not reseller

We build and operate our own AI tools, dashboards, and applications in production. We hold no vendor reseller agreements and receive no referral commissions, so tool recommendations carry no financial conflict.

Twenty years leading in accountable environments

Two decades of executive and operational leadership, including federal environments and service as a military attaché working with the officer corps of Guatemala, Mexico, and Argentina.

Fully bilingual delivery

Native-level English and Spanish across advisory, training, facilitation, and written deliverables. No translation vendor in the loop and no meaning lost in handoff.

Solutions the client can maintain

Deliverables are built on established commercial platforms with documentation and staff training included. The objective is client self-sufficiency at closeout, not a permanent support dependency.

Credentialed in delivery methods

Professional Scrum Master certification, LEAN process improvement, and current adjunct faculty appointment at Southern New Hampshire University. Methods are documented, teachable, and repeatable.

04 / Codes

NAICS and PSC.

NAICS Codes

541611Administrative Management and General Management Consulting Services (primary)
541618Other Management Consulting Services
541511Custom Computer Programming Services
541519Other Computer Related Services
611430Professional and Management Development Training
541990All Other Professional, Scientific, and Technical Services

PSC Codes

R408Support: Professional, Program Management and Support
R499Support: Professional, Other
R707Support: Management, Contract and Procurement Support
U008Education and Training: Training and Curriculum Development
U099Education and Training: Other
D307IT and Telecom: IT Strategy and Architecture

Codes beyond the registered primary reflect capability and intended pursuit areas. Confirm your active SAM.gov NAICS registrations match this list before submitting with a bid.

05 / Relevant Experience

Demonstrated capability.

Past performance status. Apto Strategic Consulting LLC is a newly registered entity and has no prior federal prime contract history. The experience below is offered as evidence of relevant capability, not as contract past performance. The firm is actively seeking subcontract and teaming opportunities to establish federal past performance and welcomes conversations with prime contractors.

Applied AI Delivery

Production AI tools, self-built

Designed, built, and deployed working applications including a strategic decision dashboard, an AI coaching application, a portfolio tracking tool, and a public AI toolkit. Full stack from requirements through deployment and maintenance. Live examples available for review on request.

Leadership

20+ years executive and operational leadership

Two decades directing operations, personnel, and strategy in high-consequence environments, including federal settings. U.S. Army veteran. Experience spans planning, execution oversight, and organizational change.

International

Military attaché service

Diplomatic and liaison service working with the officer corps of Guatemala, Mexico, and Argentina. Cross-cultural negotiation, protocol, and coordination across institutional boundaries.

Instruction

Adjunct faculty, Southern New Hampshire University

Current university instructor. Curriculum delivery, assessment design, and adult learner instruction, applied directly to client training engagements.

Methods

Professional Scrum Master, LEAN process improvement

Scrum.org certified. Agile delivery and LEAN waste-reduction methods applied in compliance-heavy environments where documentation and auditability are required alongside speed.

Published Training

Proprietary frameworks and course catalog

Six published training products and five proprietary decision and planning frameworks, developed, documented, and distributed commercially. Demonstrates ability to codify and transfer method rather than deliver ad hoc advice.

06 / Point of Contact

Juan R. Cuellar, Founder and Principal.

EmailJCuellar@aptostrategic.com
Websiteaptostrategic.com
LocationLakeway, Texas 78738
Response TimeWithin 1 business day