Strategy & Advisory

We help you define what to build—and why. Through expert technology planning, governance, budgeting, and digital transformation leadership, we guide your organization in making confident, strategic technology decisions. Our Technology Strategy Consulting and Virtual CIO (vCIO) services act as an extension of your leadership team, aligning technology initiatives with business objectives, identifying emerging trends, and ensuring your technology investments drive long-term efficiency and growth.

Strategy & Roadmap

We help define your technology vision and create a strategic plan that aligns technology initiatives with your business goals, ensuring long-term success. We can deliver a plan and a roadmap that will:

  • Assess your current technology landscape and business needs
  • Define the appropriate short and long-term technology goals to achieve desired outcomes 
  • Develop and Execute the technology roadmap with key milestones
  • Prioritize initiatives based on ROI and Organizational impact

Budgeting & Cost Optimization

We can help manage your technology spend more effectively, reduce waste, and fund innovation. Through cost optimization initiatives, we can:

  • Deliver technology budget planning and forecasting
  • Implement process to perform continuous measurement of operations and technical efficiencies 
  • Identify cost-saving opportunities (e.g. cloud vs on-prem, licensing efficiency)
  • Evaluate vendor contracts and software utilization
  • Recommend scalable, cost-effective tech solutions

Security & Compliance Planning

We design robust technology infrastructures to meet requirements with a focus on security, ensuring your systems are secure, scalable, and resilient to future threats.  Our strategic planning protects systems and data while meeting regulatory requirements. We promise to:

  • Conduct risk and security assessments
  • Perform analysis of trends and develop strategies to maintain awareness of security guidelines and standards  
  • Develop policies that support and meet security frameworks (NIST, ISO 27001, etc.)
  • Create compliance roadmaps for HIPAA, GDPR, SOX, etc.
  • Design Incident Response,  Business Continuity, and Disaster Recovery Action Plans

Governance & Policy

We establish frameworks, policies, and best practices to ensure that your technology environment and operations remain compliant with industry standards and regulatory requirements, facilitating effective decision-making and accountability. We can help you:

  • Define and Develop technology roles, responsibilities, and decision rights
  • Create technology usage, data access, inventory management, and security policies
  • Design governance frameworks for security and technology service delivery
  • Help enforce policy adherence and standards through proven processes and tools

Digital Transformation Planning

We offer strategic guidance to modernize business operations using digital technologies. Our approach starts with a thorough assessment of your company’s architecture, data infrastructure, Office communications,  applications, web tools and services, integration processes, and delivery methods. From there, we develop a clear and actionable digital strategy that will:

  • Identify opportunities for automation, cloud, and digital tools
  • Apply advanced digital technologies to enhance business processes, culture, and customer experiences, improving efficiency and innovation.
  • Develop transformation strategies aligned with business outcomes
  • Support change management and stakeholder buy-in

Tech Leadership & Change Management

We offer guidance for leading technology driven organizational change and fostering innovation. Our service offerings focus on aligning your strategic business goals with technology-driven processes, ensuring the right resources are deployed at the right time to achieve your desired outcomes.  You gain access to seasoned leadership, expertise in diverse systems, and the ability to connect technology solutions to your organization’s growth and sustainability objectives. As a Technology Partner, we can also help: 

  • Support executive teams in tech-related decisions
  • Lead organizational change initiatives
  • Train and upskill internal teams for new systems or tools

Let's Work Together