Services

Strategic Modernization Services That Protect Operations

Flexible engagement models designed to deliver clarity, control, and confidence in your technology evolution.

Fixed-Scope Engagement

Modernization Roadmaps

A comprehensive assessment of your current technology landscape, delivering a prioritized, phased plan for evolution. No theoretical frameworks — actionable steps with clear business justification.

  • Current state assessment and technical debt analysis
  • Risk identification and prioritization
  • Phased modernization roadmap with dependencies
  • Vendor and solution landscape analysis
  • Budget and resource planning
  • Executive presentation and board materials

Typical Duration: 4-8 weeks

Ideal For

Organizations needing clarity on where they stand, what to do first, and how to sequence modernization investments. Perfect for PE due diligence, pre-acquisition assessments, or breaking through analysis paralysis.

Ongoing Engagement

Fractional CIO & Technology Advisor

Senior technology leadership on a part-time basis. Strategic guidance, vendor management, team development, and executive communication — without full-time overhead.

  • Technology strategy development and refinement
  • Vendor evaluation, selection, and management
  • IT team leadership and mentorship
  • Budget planning and cost optimization
  • Board and executive communication
  • Project governance and oversight
  • Security and compliance guidance

Engagement Model: Typically 2-4 days per month, adjusted to your needs

Ideal For

Mid-market companies that need strategic technology leadership but don't require (or can't justify) a full-time CIO. Also valuable as interim leadership during transitions or as a complement to existing IT management.

Targeted Support

Executive Advisory

Focused guidance for specific technology decisions. When you need an experienced perspective on a particular challenge without a broader engagement.

  • ERP and WMS selection advisory
  • Vendor contract negotiation support
  • Migration planning and risk assessment
  • Technology due diligence (M&A)
  • Board presentation preparation
  • Second opinion on major initiatives

Engagement Model: Hourly or project-based, scoped to your specific need

Ideal For

Executive teams facing a specific technology decision who want an independent, experienced perspective. Also valuable for validating vendor proposals, challenging assumptions, or preparing for board discussions.

Capabilities Across All Engagements

Every engagement draws on deep experience across these critical areas.

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Technical Debt Assessment

Clear visibility into hidden risks, dependencies, and costs in your current technology portfolio.

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Phased Roadmapping

Realistic plans that sequence work based on business priority, risk, and dependency management.

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Vendor Strategy

Objective evaluation, selection support, and negotiation guidance free from vendor influence.

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ERP & WMS Planning

Migration strategy and oversight for enterprise system transitions that protect operations.

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Cost Optimization

Contract renegotiation, license optimization, and spend reduction opportunities.

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Governance Design

Frameworks that keep modernization on track without creating bureaucratic overhead.

Which Engagement Model Fits Your Needs?

Let's discuss your situation and determine the right approach. No commitment required — just a conversation.

Schedule a Discussion