Fractional CTO and Technology Leadership
Standing executive technology leadership on a monthly retainer. Roadmap ownership, capital and operating budget planning, vendor selection and governance, contract review, and board or ownership level reporting in language the finance side actually uses. We sit on the client's side of every vendor conversation.
Enterprise ERP and Business Systems Strategy
Microsoft Dynamics 365 Business Central and Dynamics NAV, including migration from on-premises to SaaS, multi-entity and multi-currency configuration, warehouse management and EDI integration, environment strategy across production and sandbox, and post go-live governance. We have done this at scale across multiple countries, and we know the difference between a partner who is delivering and a partner who is billing.
The Golden Tier: Business Intelligence Strategy
A structured framework for identifying, sequencing, and building the management reports that actually change decisions. Detailed on its own page.
Explore The Golden Tier →Artificial Intelligence Strategy and Governance
Use-case identification, vendor evaluation, licensing governance, written AI acceptable use policy, and non-human identity discovery. Detailed on its own page.
Explore AI Practice →Identity, Security, and Compliance Architecture
Microsoft Entra ID identity architecture including group design, conditional access, environment segregation, and role assignment at enterprise scale. Microsoft Purview data loss prevention discovery and policy design. Written information security policy frameworks covering acceptable use, email security, incident response, and phishing response. Cyber insurance renewal support, including the part most firms skip.
Attestation Assurance
A short, high-value engagement. Before an executive signs a cyber insurance application, a customer security questionnaire, or a vendor attestation, we verify that every control claimed is actually enabled, in effect, and evidenced. Signed attestations are legal instruments. A control that was assumed rather than confirmed becomes a coverage denial at the worst possible moment. We verify first and document the evidence.
IT Due Diligence and Transaction Support
For owners preparing to sell, and for buyers evaluating what they are acquiring. Full infrastructure, licensing, security, contract, and continuity assessment, packaged to the standard diligence sections that buyers and their counsel expect. Delivered on the timeline the deal requires.
Technology Cost and Licensing Optimization
Microsoft 365, Dynamics, Power Platform, and infrastructure license rationalization. Most mid-market tenants carry between fifteen and thirty percent in licenses that are misassigned, duplicated, over-tiered, or attached to accounts that no longer have a person behind them. We find it, we document it, and we build the governance that keeps it from returning.