Strategic Technology
Advisory & Counsel
Independent technology consulting from fractional executive advisory to cybersecurity strategy, risk assessment, and technology planning—we provide senior-level strategic guidance to family offices, nonprofits, and discerning organizations.
Independent strategic technology counsel without vendor bias or implementation commitments
We provide objective, senior-level advisory services across technology leadership, strategy, architecture, security, and governance. Every engagement delivers unbiased recommendations grounded in your mission, informed by deep expertise, and designed to guide your decision-making with clarity and confidence.
Strategic Technology Consulting
Fractional CTO/CIO Advisory
Strategic executive technology counsel on a fractional basis. We provide architectural guidance, strategic planning, vendor evaluation, and board-level advisory without the commitment or cost of a full-time executive.
- Technology strategy & roadmap development
- Architecture assessment & planning guidance
- Technology team advisory & mentorship
- Vendor evaluation & selection counsel
- Board presentations & executive briefings
Cybersecurity & Risk Advisory
Independent security strategy counsel, risk assessment, and compliance framework guidance. We evaluate your security posture, recommend controls, and guide governance decisions to protect your digital assets.
- Security posture assessment & audits
- HIPAA, SOC 2, ISO compliance advisory
- Incident response planning guidance
- Security program strategy & roadmaps
- Zero-trust architecture planning
IT Operations Advisory
Strategic counsel on infrastructure management, operations optimization, and service delivery models. We evaluate your IT operations, recommend improvements, and guide vendor selection for managed services and support.
- IT operations assessment & optimization
- Managed service provider evaluation
- Cloud strategy & vendor selection guidance
- Disaster recovery planning advisory
- Service delivery model recommendations
Strategic Technology Advisory
Objective counsel for complex technology decisions and organizational transformation. We guide digital transformation planning, technology evaluation, M&A due diligence, and innovation strategy through independent, expert recommendations.
- Digital transformation strategy & roadmaps
- Technology stack evaluation & recommendations
- M&A technology due diligence
- Innovation strategy & emerging tech assessment
- Technology governance framework design
AI & Automation Strategy
Strategic guidance on artificial intelligence implementation, intelligent automation, and machine learning adoption. We assess AI opportunities, develop automation roadmaps, and advise on responsible AI governance and change management.
- AI opportunity assessment & use case identification
- Intelligent automation strategy & RPA advisory
- Machine learning feasibility & planning
- AI governance & ethical framework design
- Automation vendor evaluation & selection
Data Architecture & Analytics Strategy
Strategic counsel on data architecture, analytics platforms, and governance frameworks. We guide data warehouse design decisions, business intelligence strategy, and analytics program development to enable data-driven leadership.
- Data architecture strategy & assessment
- Business intelligence platform evaluation
- Analytics program advisory & roadmaps
- Data governance framework design
- Analytics vendor selection guidance
Software Development Strategy
Advisory on custom application strategy, integration architecture, and technology modernization. We guide build-vs-buy decisions, evaluate development vendors, and advise on software roadmaps that align with business objectives.
- Application strategy & roadmap planning
- Build-vs-buy decision framework
- Development vendor evaluation & selection
- Integration architecture advisory
- Legacy modernization strategy
Cloud Strategy & Architecture Advisory
Independent counsel on cloud architecture, migration strategy, and multi-cloud planning. We assess cloud readiness, develop migration roadmaps, and guide vendor selection across AWS, Azure, and GCP to optimize for your requirements.
- Cloud readiness assessment & strategy
- Migration planning & roadmap development
- Multi-cloud & hybrid architecture guidance
- Cloud cost optimization recommendations
- Cloud vendor evaluation & selection
Technology Due Diligence
Independent technology assessments for mergers, acquisitions, and vendor selection. Objective evaluation of systems, risks, and opportunities to inform strategic decisions.
- M&A technology assessment
- Vendor evaluation & selection
- Technology stack analysis
- Technical debt evaluation
- Integration feasibility studies
A Proven Approach to Excellence
Discovery & Assessment
Comprehensive evaluation of your technology landscape, strategic objectives, and organizational context to identify opportunities and inform our recommendations.
Strategy & Recommendations
Tailored strategic recommendations with clear priorities, implementation guidance, and measurable success criteria aligned with your mission.
Advisory & Guidance
Ongoing counsel during implementation phases, vendor selection support, and decision-making guidance to ensure successful outcomes.
Strategic Oversight
Continuous strategic advisory, performance monitoring guidance, and recommendations for optimization as your organization evolves.
Independent Advisory Counsel
Objective technology guidance from senior advisors with no vendor relationships, no implementation obligations—only strategic counsel focused on your success.
Pure Advisory—No Implementation Bias
We provide strategic counsel only. No implementation services, no vendor partnerships, no product sales. Our sole agenda is delivering objective recommendations that serve your best interests.
Senior-Level Expertise
Every engagement led by principals with 20+ years of enterprise technology leadership. No junior consultants—only experienced advisors who understand your challenges.
Flexible Engagement Models
From strategic assessments to ongoing fractional leadership, we adapt our counsel to your needs—scaling engagement as your organization evolves.
Sector-Specific Knowledge
Family Offices
Confidential, multi-generational technology strategies with discretion and sophistication.
Nonprofits
Mission-aligned technology that maximizes impact and ensures stewardship transparency.
Healthcare
HIPAA-compliant solutions, EHR optimization, and patient data protection strategies.
Financial Services
Regulatory compliance, cybersecurity, and fintech innovation for wealth management.
Professional Services
Secure infrastructure and collaboration tools for law firms and consultancies.
Agriculture & Horticulture
IoT integration, supply chain optimization, and precision agriculture technology.
AI & Automation
Strategic AI implementation, machine learning strategy, and intelligent automation advisory.
Manufacturing & Operations
Industrial IoT, process automation, and smart manufacturing technology guidance.
Schedule Your Advisory Consultation
Discover how independent technology advisory can provide the strategic guidance and objective recommendations you need to make informed, confident technology decisions.
Complimentary initial consultations | Independent, objective counsel
Serving Tampa, Boca Raton, Orlando, Jacksonville, Hampton Roads, Washington DC, and New York