Bringing Leadership to IT Transactions

We bring to the table years of experience in many types of organizations – private, publicly held, not-for-profit, or as due diligence advisors for a pending M&A transaction. We’re also retained as longer-term advisors just after an M&A transaction.  Many of our clients like to think of us as widely skilled CIO’s and CTO’s, augmented by our team’s financial and IT Audit perspectives.

But perhaps the most important question to ask is why we’re different:  In short, we’re objective, we provide you with strategic and prudent IT planning and project leadership, and we are accountable to you for our actions.  We use your business objectives as the driver to provide direction, strategy, a plan and effective execution.  Other consultants? Not always the case.  Here’s why: there are few standards or quality control mechanisms to ensure that value is properly delivered to businesses by the IT consulting community; we focus on proven IT protocols and reference our strong IT Audit experience.  Also, the majority of IT consultants sell hardware, software and/or cloud subscriptions to generate their income which tarnishes their objectivity. We don’t, which allows us to remain fully objective and sell you nothing other than advice and leadership.  We’ve got references to prove it. If you’d like to learn more, we’d like to meet you. Email us. 

Service offerings include:

Information Systems Diagnostic

Our Diagnostic process aims to evaluate the key components of your business’ IT “environment” and provide you with direction as to how to improve it in a manner that meets your business objectives, budget and timeframes. Consider it your framework for a successful Strategic IT Plan. We offer the most comprehensive diagnostic process by covering security, cloud adoption, infrastructure (hardware, software, utilities), IT staff, controls, policies and procedures, software mix/fit, information management, IT governance, business continuity planning/disaster recovery, and others.

On-going, retained IT Leadership

Do you have a void in your executive team in the IT area? Having trouble understanding “tech speak” from your IT people?  You’re not alone.  With us on board to fill that void as needed on a part time basis, you’ll never feel alone. We’re there to bring a completely objective perspective and to stay focused on your business’ goals. Sound familiar? After the Diagnostic, many of our clients ask us to play a role in overseeing the execution of the initiatives prioritized upon delivery of our Diagnostic findings and recommendations.

Transaction Advisory (M&A)

Our team deploys our Diagnostic process above to achieve objectives of Due Diligence before a transaction – or – to ensure that IT becomes a valued and capable asset, post-transaction.

Program/Project Management

Many of our clients have found themselves in a situation in which they’ve got an upcoming IT project to manage and don’t have a proper internal advocate and manager to do this. In most cases, we can provide a solid solution. We manage vendors and projects with the respect and focus they deserve, and have extensive experience among software selections, vendor evaluations and technology implementations of all kinds. We’re on board to ensure success.