Services

Four ways to work together

Every engagement puts a senior technology leader on your side of the table. I set direction and hold vendors accountable. Your IT company keeps doing the hands-on work.

The cost of waiting

What it costs when nobody leads technology

Most of the damage happens quietly. A contract renews before anyone reads it. Someone pastes private data into an AI tool. A board member asks about cybersecurity, and nobody has an answer. Any of these can cost money or trust. The services below start with a clear picture of where you stand, and the retainer keeps someone watching after that.

Service 01 Where most clients start

Technology Ownership Review

In three weeks, you learn where your IT money goes, what puts you at risk, and what to fix first.

Fee $3,500 fixed
Timeline Three weeks
Best for Leaders who want a clear, independent picture before making their next technology decision.

What you receive

A spending summary by vendor and category
A contract and renewal calendar
A security and backup readiness rating
Findings on how your staff use AI tools
A review of your support and staffing model
Your top five risks in plain English
A 12-month roadmap with costs
A one-hour briefing with your leadership team

A good fit if

You can't say exactly what your IT company provides
A contract renewal, budget cycle, or board meeting is coming up
You sense gaps but can't see where they are
Service 02

AI Use Policy Sprint

Your staff already use AI. In two weeks, they'll know which tools are safe and what data stays out.

Fee Fixed fee. Pricing shared on our call.
Timeline Two weeks
Best for Organizations where staff use ChatGPT, Copilot, or Gemini with no written rules.

What you receive

A staff survey showing which AI tools people use and what they enter
A list of approved and restricted tools
A draft AI acceptable use policy for your attorney to review
A two-page briefing for your board
A rollout guide for your managers and IT company

A good fit if

A board member has asked about AI
You worry about private or client data in AI tools
You want clear rules before a problem forces them
Service 03

Fractional CTO Retainer

A senior technology executive on your team, part time. Your IT company answers to me, and I answer to you.

Fee Monthly. Pricing shared on our call.
Commitment Six-month minimum
Best for Organizations ready for steady technology leadership without a full-time hire.

What you receive

A monthly meeting with your executive team
IT and AI strategy, built in the first 90 days and managed every month
Oversight of every IT vendor
Quarterly vendor performance reviews
Review and written recommendation on IT proposals before you sign
Two or three goals set together at kickoff
A one-page scorecard every month
A quarterly report for your board
A quarterly check on AI tools and policy

A good fit if

You pay an outside IT company and no one on staff oversees their work
Your board expects regular, clear technology reporting
You want a long-term plan and someone to keep it moving
Service 04

IT Company Selection

Choose the right IT company with confidence, and sign a contract that protects you.

Fee Fixed fee. Pricing shared on our call.
Timeline Four weeks
Best for Organizations with no IT company, or one that keeps falling short.

What you receive

A clear list of your needs
A request for proposals sent to qualified IT companies
Vendor interviews and side-by-side scoring
A contract review before you sign
A written recommendation

A good fit if

Your current IT company misses deadlines or leaves problems open
Your contract is up for renewal and you want options
You have never had a formal IT company and need one
Clear lanes

I lead the technology, and your IT company handles the hands-on work

When everyone knows their role, projects keep moving and costs stay in check.

What I do
IT and AI strategy
12-month and multi-year roadmaps
Budget guidance and spending reviews
Vendor selection and performance reviews
Contract and proposal reviews
AI use policy direction
Board and leadership reporting
The person your IT vendors answer to
What your IT company does
Help desk tickets
Device setup and repairs
Password resets and account changes
Network, server, and cabling installs
Software installs and updates
After-hours and on-call support
Day-to-day system administration
Staff training

When a hands-on request comes to me, I send it to your IT company and track it until it closes.

How we work together

What you can expect from me

01

You make the decisions

I review proposals, contracts, and purchases, then give you a written recommendation. Your leadership or board decides. I act on your behalf only when you give me written authority.

02

You hear back quickly

Urgent issues get a response the same business day. Leadership and board questions get a response within one business day. Proposal reviews take three business days or less.

03

You see the results

Your monthly scorecard shows progress on your goals, money saved, risks closed, project status, and how your IT company is performing.

04

You know the terms

Every engagement starts with a signed engagement letter. It covers scope, decision authority, response times, fees, and confidentiality.

Not sure which fits

Start with a conversation

Most leaders start with a 15-minute call, which is enough time to see whether there's a real fit. If there isn't, I'll tell you and point you toward someone who can help.

Book a 15-minute call
Next step

See where you stand

Take the free assessment to see where you stand, or book a call to talk through what you're facing.