How We Work Together
IT is not delivering. The symptoms are visible. The root cause is fixable.
You are a CEO/CFO responsible for IT in a company which has grown successfully but is now at an inflection point. The scrappy, informal IT practices which supported the company’s growth are no longer scaling. IT spending is increasing faster than revenue. The team is stretched thin, and the business is losing confidence in IT’s ability to deliver results.
IT cannot provide project forecasts, inhibiting budgeting and planning. At the same time, the business is increasingly exposed to the risk of system outages, data loss and security incidents. The cost of inaction is stalled growth and damage to customer trust.
IT feels a lot like a cost center because it is being run like one. And no, you are not “One Tool Away” from righting the ship.
This is a governance problem. When addressed, it can move IT from a cost center to a business accelerator. IT lacks the same operating discipline you already apply to finance: clear priorities, controls and accountability.
IT Accelerator
For the organization ready to build the operating model
The full engagement. The Quadrant is built with your leadership team through facilitated sessions, not just interviews. A roadmap your organization owns. The governance structure that moves IT from a cost center to a business accelerator.
During the sessions, items are going to surface which need to be addressed immediately. The Foundation Plan identifies immediate actions to stabilize operations, reduce risk, and rebuild trust. Most clients begin this work before the engagement is done. The roadmap sequences what comes next so decisions are made deliberately rather than by whoever argued loudest that week.
This engagement typically identifies $30–60K in annualized financial impact through cost savings, reduced rework, and improved operating efficiency. More importantly it establishes a repeatable operating model for IT planning, prioritization, and budgeting that leadership can rely on going forward.
This is not an AI play. This is applying the basics: clear priorities, honest tradeoffs, and ownership of the decisions that keep getting deferred.
What happens:
Phase 1: Discovery (3 weeks) Interviews with executive leadership, IT team members, and department heads. Review of current systems, services, and operating practices. Establishes a shared current state picture of the relationship between IT and the business.
Phase 2: The Quadrant (4 weeks) Facilitated sessions to evaluate each core business process by Business Importance and Operational Maturity. Results are visualized and reviewed with leadership. For many leadership teams this is the first time they have seen the same picture at the same time.
Phase 3: Analysis and Roadmap (5 weeks) Synthesis of findings into a practical Foundation Plan and 12–18 month roadmap. Iterative reviews with leadership to pressure-test assumptions and sequencing. Most clients begin executing before this phase concludes.
What you walk away with: Business Importance vs. Operational Maturity Quadrant of your core processes. 90-day Foundation Plan with immediate actions to stabilize operations, reduce risk, and rebuild trust. 12–18 month IT Strategic Roadmap with governance initiatives, priority improvements, and cost estimates. Commodity Services Review, a prioritized list of IT services suitable for outsourcing.
Investment: $18,000 (one-time)
Strategic IT Advisor
For the organization that has the operating model and needs a strategic partner to sustain it.
The IT Accelerator reset IT — brought clarity, priorities, and established an operating model. The Strategic IT Advisor Retainer exists to maintain and evolve that model as the business grows.
Most clients don't need me forever. They need me in the room while they grow.
This is an ongoing advisory relationship focused on strategy, governance, and decision quality. Not execution. If execution requires my direct involvement, the system is broken. We fix the system, not the symptoms.
How it works:
Monthly Executive Strategy Sessions With the CEO, CFO, and leadership team. Review the roadmap: priorities, tradeoffs, risk, sequencing.
Quarterly IT Business Review Progress against strategy. Value creation and spend alignment. IT capability maturity across team, vendors, and partners. Focus for the next quarter.
Annual Quadrant and Roadmap Update Adjust alignment of IT strategy to business direction. Address sequencing as the company evolves.
Decision Support, Not Delivery, I advise on major vendor proposals, architecture decisions, build vs. buy decisions, and organizational structure changes. I advise on decisions. I do not manage vendors, projects, or people.
IT Governance and Guardrails Maintaining the governance structure that protects IT from lost focus, noise, and reactionary decision making. These guardrails prevent loudest voice wins prioritization, tool-driven strategies, responsibility creep, and reactionary buying.
What this engagement does not include: Project management, vendor management, staff management, on-call availability, incident response, or implementation oversight.
Investment: $6,000 per month.
Six-month minimum commitment.
Extended Advisory Tier: $10,000 per month. Ideal for organizations navigating mergers, acquisitions, platform or ERP modernization, or heightened regulatory pressure. Invitation only.