Tech for Execs

Advisory areas

Need an expert but only for a minute? Don't know what you need? Don't want to hire someone full time — just as-needed consultation? We keep a bench of specialists across every area below.

A bench of experts, on your schedule

You don't need to know the category before you reach out. Describe the situation — we'll match you to the right expertise.

One relationship, many specialties — you don't hunt for a new firm each time
Technology advisory and project management counsel — separate practices, same trusted team
As-needed access: a single question, a focused session, or ongoing retainer
Plain-language answers first — jargon translated before it reaches your desk
Private counsel outside your org chart — no politics, no agenda

Describe your situation

Separate practice

Project & program management counsel

Not every challenge is an IT question. When delivery, timelines, vendors, or cross-functional coordination are the problem — we bring experienced project management counsel across industries.

This is a separate practice from our technology advisory. You might need both; you might need only one. We'll help you figure out which — without forcing everything into a software conversation.

Construction & facilitiesHealthcare operationsManufacturing & supply chainProfessional servicesNonprofits & associationsEvents & capital campaigns

Project rescue & recovery

When a critical initiative is behind, over budget, or losing stakeholder confidence.

Common questions

·Honest assessment without blame
·What to cut, defer, or re-scope
·Communicating bad news to boards and sponsors

Scope, timeline & budget reality checks

Before you commit — or when a plan already feels too optimistic.

Common questions

·Reading a project plan when you're not a PM
·Identifying hidden dependencies and risks
·Build vs. phase decisions

Vendor & contractor oversight

Independent eyes on integrators, GCs, agencies, and implementation partners.

Common questions

·Are they delivering what the contract says?
·Change orders and scope creep
·When to escalate vs. when to collaborate

PMO & governance setup

Lightweight project discipline without bureaucracy your team will ignore.

Common questions

·Status reporting that leadership actually uses
·Decision rights and escalation paths
·Portfolio prioritization when everything is "critical"

Executive & stakeholder alignment

When sponsors disagree, departments silo, or no one owns the outcome.

Common questions

·Facilitation prep for steering committees
·Translating technical or operational detail for executives
·RACI and accountability without org-chart politics

Resource & capacity planning

Knowing whether your team can actually deliver what you've promised.

Common questions

·Staffing models for multi-month initiatives
·Fractional PM vs. hire vs. outsource
·Balancing run-the-business with change work

Request project management consultation

Technology advisory

IT & technology areas

When the question is systems, vendors, security, or technology strategy — these are the areas we cover under Tech for Execs.

Strategy & leadership

When you need a senior technology voice without hiring a full-time executive.

Virtual CIO / technology leadership

Ongoing counsel for companies that need executive-level direction but not a full-time hire.

Common questions

·Monthly strategy sessions and a living technology roadmap
·Vendor liaison and decision documentation
·Adoption dashboards so you see what's working

Technology roadmap & budgeting

Align spend with business priorities — and explain it in terms finance and leadership understand.

Common questions

·12-month roadmap with budget bands
·Build vs. buy recommendations
·Prioritizing initiatives when everything feels urgent

Board & stakeholder communication

Translate technical risk and opportunity for boards, investors, and non-technical partners.

Common questions

·Briefing materials before major decisions
·Risk summaries without alarmism
·What to ask vendors in diligence

AI & automation

Cut through hype and decide what AI is actually worth for your business.

AI readiness & use-case selection

Figure out where AI can save real time — not where it sounds impressive in a demo.

Common questions

·2-week AI readiness sprints
·Pilot criteria and success metrics
·When to wait vs. when to move

Vendor evaluation (AI tools)

Compare platforms when every vendor claims to "transform" your workflow.

Common questions

·Side-by-side: what they say vs. what it means for you
·Data handling and contract red flags
·Reference checks and proof-of-value plans

Workflow automation

Automate repetitive work without breaking the processes your team already trusts.

Common questions

·Identify high-friction manual workflows
·Integration between tools you already pay for
·Change management for non-technical teams

Security & compliance

Make confident calls on risk without becoming a security expert yourself.

Cybersecurity priorities

Know what actually reduces risk for a company your size.

Common questions

·MFA, backups, access control — in plain language
·Incident response when something goes wrong
·Cyber insurance requirements explained

Compliance & vendor trust

Understand SOC 2 reports, privacy obligations, and what vendors are really promising.

Common questions

·Reading a SOC 2 (the parts that matter)
·HIPAA, PCI, or industry-specific basics
·Vendor security questionnaires

Identity & access

Who can get into what — and what happens when someone leaves.

Common questions

·Single sign-on (SSO) — do you need it yet?
·Offboarding and permission reviews
·Shared accounts and shadow IT

Systems & vendors

Choose, negotiate, and implement technology your team will actually use.

ERP, CRM & line-of-business systems

Major system decisions that touch every part of the company.

Common questions

·ERP selection and implementation oversight
·CRM fit for sales and service teams
·When customization becomes a trap

Cloud, email & productivity

Google vs. Microsoft, cloud migrations, and the tools everyone uses every day.

Common questions

·Email platform decisions
·File storage and collaboration
·Cloud cost surprises explained

Vendor contracts & negotiations

Independent review before you sign multi-year agreements.

Common questions

·What's negotiable in SaaS contracts
·Renewal leverage and exit clauses
·Implementation timelines vendors won't put in writing

People & operations

Build and lead technology capability without guessing at roles and structure.

Hiring & team structure

Know what role you actually need — developer, admin, manager, or fractional.

Common questions

·Job descriptions that attract the right fit
·Fractional vs. full-time vs. outsourced
·Interview support for non-technical hiring managers

Managed service providers (MSPs)

Evaluate IT vendors when you're not sure what good looks like.

Common questions

·MSP scope and SLA review
·When to switch providers
·Bridging gaps between business and IT support

M&A & major transitions

Technology diligence and integration when the stakes are high.

Common questions

·Pre-acquisition technology review
·Post-merger system consolidation
·Leadership transitions and knowledge transfer

When you're stuck

You don't need to know the right question — that's what we're for.

"Something is broken" triage

Outages, security scares, or vendor failures — calm, prioritized guidance.

Common questions

·What to do in the first hour
·Who to call and what to document
·Separating urgent from noisy

"Should we do this?" gut checks

Quick, confidential reads on ideas your team or vendors are pushing.

Common questions

·A vendor's proposal landed on your desk
·Your team disagrees and you need a neutral view
·A board member asked a question you can't answer yet

Nonprofit & mission-driven organizations

Practical technology counsel on a budget that respects your mission.

Common questions

·Retainer options for qualifying nonprofits
·Donor data and volunteer systems
·Doing more with constrained staff and spend

Don't see your situation listed?

Most engagements start with “I'm not sure what I need.” That's normal. Tell us what's going on — we'll figure out the right expert together.

Start with intake