Quarterly business reviews. Annual technology roadmaps. Budget planning, compliance posture, cyber-insurance prep. AI-augmented insights generated from your real telemetry — not opinions, not vendor brochures, not last year’s slide deck.
Simulated client environment
A 30-person firm doesn’t carry a six-figure CIO on payroll. But every quarter, decisions get made without the data — software bought, security underfunded, compliance pushed off. The vCIO role solves that without the headcount.
Every vCIO engagement produces tangible artifacts you can put in front of a board, a carrier, or an auditor — not just a quarterly lunch meeting.
90-day rolling report: ticket metrics, security posture, backup health, license spend, project status, risks, recommendations. Board-ready.
12 / 24 / 36-month horizon. Refresh cycles, software lifecycle, security investments, AI initiatives, M&A readiness. Reviewed annually, adjusted quarterly.
Annual IT/security budget. License waste flagged. Subscription audit. Refresh costs forecasted. Insurance-premium impact modeled. Numbers your CFO can use.
HIPAA, FL data privacy, ABA Model Rules, FINRA, SOC 2 alignment, cyber-insurance attestations. Mapped to controls. Evidence kept current.
Living document. Top technology risks, likelihood, impact, owner, mitigation status. Updated quarterly. Direct path from risk → project → budget → closure.
Where AI fits in your roadmap. Sanctioned tools. Usage policy. Rollout sequence. Training plan. The board slide your competitors don’t have yet.
One throat to choke. Carrier renewals, software contracts, hardware vendors, escalations. We sit in the seat so you don’t have to.
Plain-English summaries for non-technical leadership. Where we are, what we’re doing next, what it costs, what risk we’re reducing. No jargon tax.
Carrier questionnaire answered by us. Attestations signed by us. Evidence package delivered. Renewals become a 30-minute conversation, not a 30-day fire drill.
Traditional vCIO reports are PowerPoint decks built once a quarter. Ours are generated from live telemetry: ticket data, security posture, license usage, backup health, environmental risk. AI handles the synthesis. We handle the judgment. You get insight that’s actually grounded.
30-minute strategy session. We’ll review your environment, identify the three highest-leverage moves for the next year, and deliver a one-page roadmap snapshot — yours to keep.