About

A firm built around the question whose interest is being served?

Relatio exists because the mid-market deserves the caliber of independent counsel that only the largest enterprises can usually afford, and because the prevailing model, where advice and implementation are sold by the same firm, has a structural problem with the truth.

The Name

Formal, independent, accountable.

Relatio comes from Latin; the root of ‘relate’ and ‘report.’ In Roman usage, a relatio was a formal, independent account, brought forward on its own merits, not shaped by whoever was listening. That’s the whole business model, in one word.

Pronounced reh-LAH-tee-oh.

Mission

The gap we exist to close.

Businesses deserve advice with no agenda but their own. Relatio gives senior counsel on AI, business applications, and data, and earns nothing from what you buy or who delivers it.

Principal Advisors

A real stake in the outcome.

Relatio is led by its principal advisors: senior practitioners with 20+ years each and a real stake in the outcome. They built their playbooks by delivering and advising, one client at a time. That’s the standard Relatio is held to.

Between them, direct expertise across multiple platforms and industries. You can find us at various industry and community events.

Shikhar Agarwal

Principal Advisor

20+ years across ERP, CRM, ITSM, and low-code platforms, including roles at Avanade and Capgemini, most recently as VP of Digital Enterprise Delivery at Synoptek, spanning data and AI. An early, hands-on adopter of AI in delivery governance, driving adoption and ROI through predictive models built directly into a Fortune 100 company's own solution. His pattern: building the practice and methodology a team runs on, stabilizing delivery on stalled, at-risk programs, and making sure what gets delivered actually gets used and pays off.

Healthcare & life sciences · manufacturing · distribution

Sanjay Salgaonkar

Principal Advisor

20+ years leading Microsoft Dynamics 365 and Power Platform implementations, including roles at Avanade, EY, and Accenture, and time building his own consulting practice. Now building and governing agentic AI at scale: Copilot Studio, Azure AI Foundry, and the ownership, review gates, and security guardrails that keep a growing library of AI agents accountable.

Financial services · manufacturing · distribution

Values

What we hold to

Independence is structural

We earn no implementation revenue. The business model rules it out.

Practitioners, not proxies

The person who reasons through your decision is the person whose name is on the recommendation. No hand-off, no smoothing-over in between.

Long horizons

We optimize for the third conversation, not the first invoice.

No clock, no invoice, shaping the advice

Every engagement is fixed-fee, agreed before work begins. Nothing about what we recommend changes based on how long it takes.

Start a conversation

One question, no obligation.

What are you trying to decide? If Relatio isn't the right fit, we'll say so.

Book a conversation