Technology Assessment
We map your systems, risks, costs, and bottlenecks—then turn it into a prioritized plan.
Get a Technology Assessment →Technology that actually supports your mission
I help mission-driven organizations fix tech friction, tighten security, and build systems that scale—without chaos.
Practical systems. Clear roadmaps. No fluff.
Who this is for
If any of these sound familiar, you're in the right place.
- Your tech stack grew fast and now it's messy.
- Security feels like a risk you can't quantify.
- You're paying for tools you don't fully use.
- Processes live in people's heads.
- You need a real plan, not another app.
What I do
Core services designed to bring clarity and control to your technology.
Systems & Workflow Optimization
Automate handoffs, reduce manual work, and make the tools you already pay for actually work.
Map & streamline workflows →Cybersecurity & Risk Cleanup
Practical security improvements: access control, policies, training, and foundational hardening.
Explore 13-layer architecture →Implementation & Vendor Selection
I help you choose the right platforms, manage rollout, and avoid expensive mistakes.
Compare vendors with us →Reporting & Visibility
Dashboards and operational clarity so leaders can see what's working.
See dashboard examples →Ongoing Technology Support (Fractional)
Monthly advisory support to keep systems clean and aligned as you grow.
Explore fractional support →Why Work With a Technology Consultant or Trusted Advisor?
The Risk Is Real
For boards and executives, breach exposure isn't fear marketing—it's governance risk. Technology complexity, vendor bias, and fragmented security create exposure a trusted advisor can help you address.
- $4.24M average breach cost
- 287 days to contain
- 82% tied to misconfigurations—not sophisticated attacks
Source available on request.
Strategy Before Products
Technology consulting at its best starts with your goals, not a product catalog. We map your infrastructure, identify gaps, and build a strategy that turns IT into a growth enabler—not a cost center.
- Recommendations based on fit, not vendor relationships
- Honest assessment of build vs. buy vs. optimize
- Roadmaps aligned to your timeline and mission
Protection from Misconfiguration Risk
Most breaches stem from misconfigurations—cloud settings, access controls, network rules. A trusted advisor helps you audit configurations, tighten security posture, and reduce exposure.
- Configuration audits and hardening
- Access control and identity management
- Ongoing monitoring and remediation
Vendor-Neutral Leverage & Executive Clarity
We work across 450+ vetted suppliers with no incentive to push specific products. We also translate technology decisions into governance and risk terms for boards and executives.
- Side-by-side evaluation and negotiation support
- Board-ready assessments and recommendations
- Fractional advisory when you need it
Technology Ecosystem We Support
End-to-end infrastructure, security, growth, software, and integration — designed to work together, not in silos.
Cybersecurity & Risk
- Vulnerability assessments & penetration testing
- Identity & access management
- Security awareness training
Cloud & Infrastructure
- Cloud migration and optimization
- Data center and hybrid cloud
- Helpdesk and ITO
Networking & Connectivity
- SD-WAN and SASE
- Managed WiFi and connectivity
- Network security assessment
Customer Experience & Contact Center
- Contact center and UCaaS
- Omnichannel and IVR
- AI-assisted communications
Mobility & Workforce Enablement
- MDM and managed mobility
- LTE/4G/5G connectivity
- Device staging and RMA
Software Solutions
- Business productivity platforms
- CRM and operations software
- Licensing, procurement, and deployment
Digital Growth (Web + SEO + Automation)
- Website development
- Technical SEO
- Marketing automation
Online Reputation Management
- Review generation systems
- Review response workflows
- Listings consistency
AI Communications
- Chatbots and web assistants
- AI call routing and summaries
- AI workflow automation
Custom Applications & Integrations
- Custom software development
- Internal tools and dashboards
- Systems integration
IoT & Physical Security
- Sensors and vertical IoT
- Physical security and access control
- Video surveillance and analytics
Digital Signage & Menu Boards
- Digital menu boards
- Managed content updates
- Hardware deployment and support
How it works
1
Discovery
Understand your goals, pain points, constraints
2
Roadmap
Prioritized plan (quick wins + medium projects + long-term)
3
Execute & Improve
Implementation support, training, iteration
Results you should expect
- Fewer tools, less spend, more adoption
- Clear ownership and documentation
- Reduced security and compliance risk
- Faster onboarding and fewer fire drills
- Systems that scale with the team
What this looks like in practice
Nonprofit with messy intake—applications fell through cracks, follow-up was manual.
What changedStreamlined workflow, automated follow-up, and clear handoffs.
ResultCut onboarding time in half; no more dropped leads.
Professional services firm with uneven access controls and no security baseline.
What changedAccess control audit, security baseline, and documented processes.
ResultAudit-ready in 6 weeks; reduced compliance risk.
Team drowning in tools—duplicate subscriptions, no training, no playbook.
What changedConsolidation, training, and an SOP playbook.
ResultCut software spend by ~30%; fewer fire drills.
Technology consulting FAQ
- What does a technology assessment include?
- We review your current systems, security posture, costs, and workflows. You receive a prioritized roadmap with quick wins, medium-term projects, and long-term recommendations—no jargon, no fluff.
- How fast can we see improvements?
- Quick wins often land within 2–4 weeks. Larger projects depend on scope, but we focus on visible progress early so you feel momentum.
- Do you work with small teams?
- Yes. We work with teams of all sizes—from solo operators to mid-size organizations. The approach scales to your context.
- Can you work with our current vendors?
- Yes. We integrate with your existing stack and vendors. We're not here to replace—we're here to optimize and align.
- Do you do implementation or just strategy?
- Both. We provide strategy and roadmap, and we support implementation—rollout, training, and iteration. Scope is tailored to your needs.
- What does ongoing support look like?
- Fractional advisory: monthly check-ins, priority access for questions, and ongoing alignment as your organization evolves. Flexible engagement models.