Advisory services

Technology Advisory & Fractional CTO Services

Senior, vendor-neutral technology guidance for business owners who need clear decisions, accountable vendors, practical budgets, and lower operational risk.

Schedule a 30-Minute Technology Strategy Call See Advisory Outcomes

Ways to Work With Me

Choose the engagement model that fits the decision, project, or leadership need.

Project Review

Independent review of a proposed technology project, vendor recommendation, migration, or major purchase before you commit.

Monthly Advisory

Ongoing technology guidance for business owners who need senior-level advice without hiring a full-time executive.

Part-Time CTO Support

Structured leadership for planning, vendor oversight, budgeting, modernization, and risk reduction.

Engagements can be structured as one-time reviews, monthly advisory retainers, or part-time CTO support.

The Problem Is Not Usually a Lack of IT Support

Most clients already have vendors. What they need is independent judgment before approving major commitments.

You are being asked to approve expensive work

Cloud migrations, security tools, licensing changes, server replacements, and software projects need business-level review.

Vendors are not aligned by default

MSPs, software providers, telecom carriers, and consultants often optimize for their own scope, not your full risk picture.

Technical risk becomes business risk

Downtime, data loss, security gaps, and unclear ownership can become revenue, compliance, and reputation problems.

How engagements work

Choose the Level of Oversight the Decision Requires

Some businesses need a steady fractional CTO relationship. Others need a focused review before a major project or contract. The common thread is independent senior judgment.

Ongoing Advisory Retainer

Best for: Owners and executives who want regular oversight without hiring a full-time technology leader.

  • Technology roadmap and budget planning
  • Vendor and MSP accountability
  • Security and continuity prioritization
  • Executive check-ins and decision support

Project or Decision Review

Best for: Specific proposals, migrations, software choices, recovery plans, or vendor problems.

  • Proposal and contract review
  • Cloud or infrastructure planning
  • Disaster recovery assessment
  • Software build-versus-buy guidance

What I Will and Will Not Do

The engagement is designed to protect your interests, not create another support vendor relationship.

I will

  • Review recommendations before you commit budget.
  • Help vendors define scope, deliverables, and accountability.
  • Translate technical risk into business decisions.
  • Prioritize practical improvements that reduce risk and waste.

I will not

  • Replace your helpdesk or day-to-day MSP.
  • Push hardware, software, or cloud services to hit a quota.
  • Recommend complexity just because it is technically interesting.
  • Let vendor language hide business risk.

Common Advisory Areas

Microsoft 365 and AzureLicensing, security defaults, migration sequencing, identity, backup, and governance.
Infrastructure modernizationServer, network, virtualization, storage, and remote access decisions.
Disaster recoveryRecovery expectations, backup validation, testing, documentation, and continuity planning.
Vendor and MSP oversightMake sure providers deliver what they promised and that major technology purchases are justified.
Technology budgetingRoadmaps, renewals, replacement planning, and tradeoffs for owners and CFOs.
Custom software consultingScope review, integration strategy, technical feasibility, and business value checks.

Need Independent Technology Advice Before Your Next Major IT Decision?

Schedule a 30-minute Technology Strategy Call to clarify whether the recommendation is right, oversized, under-scoped, or missing the real business risk.

Schedule a Call