IT strategy · vCIO
A 12-month technology plan you can budget for.
A virtual CIO looks past this week's tickets: what to replace and when, what it will cost, which vendors are worth keeping, and what your insurer or auditor will ask next.
What's included
What IT Strategy & vCIO covers.
- Technology roadmap. A 12-month plan of what changes, when and why, reviewed every quarter.
- IT budget. Hardware refresh, licenses and projects forecast by quarter, so nothing is a surprise.
- Vendor management. We review contracts, renewals and support for the software and services you already pay for.
- Compliance readiness. Controls and documentation for HIPAA, cyber insurance and client security questionnaires.
- AI and Copilot readiness. Permissions, data cleanup and policy before AI tools are switched on.
- Quarterly business review. A plain-English report on security, support trends and what's next.
Related tool:
Build Your IT PlanHow it works
Four steps, in this order.
- 01
Discover
We learn where the business is going over the next year or two.
- 02
Assess
We compare today's technology against what that plan needs.
- 03
Plan
You get a prioritized roadmap and a budget by quarter.
- 04
Review
Every quarter we check progress and adjust.
Tools we use
- Microsoft Secure Score
- [PSA / reporting platform]
- Microsoft 365 admin center
- Intune reports
Complete
vCIO, the roadmap and quarterly reviews are included in Complete. On other plans, planning engagements are quoted as a project.
FAQ
What clients ask before they sign.
- Do we need a vCIO if we're only 15 people?
- Not always. If you have no hardware refresh plan, a renewal you don't understand, or an insurance questionnaire coming, a roadmap pays for itself.
- Will you push us to buy things?
- No. We'll tell you when something isn't worth replacing, and every recommendation comes with a reason and a cost.
- Can you deal with our software vendors?
- Yes. We handle renewals, support calls and contract reviews for the tools you already use.
- What does a quarterly review cover?
- Security score and gaps, ticket trends, hardware age, upcoming renewals and the next quarter's priorities.
Plan the next 12 months of your technology.
Book a 30-minute planning call. You'll get a written summary either way.
No pressure. If your setup is fine, we'll tell you.