How I work
Every engagement begins with a complimentary initial assessment. Based on its findings, you choose the model that suits you, according to your needs and the level of involvement you require.
A 45-minute initial call with your leadership team and a 2- to 5-day assessment, with a short questionnaire; the scope is agreed on the call. I deliver a one- or two-page summary of the main findings and how serious they are, and we review it together.
Fixed scope, with interviews and a review of contracts, systems, costs and risks. The report explains root causes, quantifies the impact, sets priorities and proposes a roadmap. Its fee is credited if you engage the fractional CIO service.
Using the assessment, we define together what to address first, which results to measure and with what time commitment.
I take part in decisions, lead the team and the vendors, and report progress to management and the board in terms of value and risk.
Engagement models
Starting point
When it fits
A first approach: you want to know what is wrong and how much it matters before committing budget.
Format
An initial call, a 2- to 5-day assessment and a summary of the main findings and how serious they are.
Before investing
When it fits
You need to know why the problems identified are happening and how to solve them before investing.
Format
Fixed scope. A report with root causes, quantified impact, priorities and a roadmap.
A specific decision
Lean on an expert for a specific decision.
When it fits
A specific decision or problem that needs expert judgment, without an ongoing engagement: renegotiating with a vendor, leasing versus buying, reviewing a proposal or a second opinion before an investment.
Format
Scope in writing, 1 to 3 days of work, with a written recommendation or a decision session. Fixed price.
Specific initiative
When it fits
A specific initiative: AI strategy, selecting a core system (ERP, CRM, ATS or financial back end), a compliance program.
Format
Per project, with milestones and deliverables agreed from the start.
Core service
When it fits
You need ongoing technology leadership without a full-time position, or coverage during a transition. It is not a fit if all of the execution would depend on me or my network, or if technology carries little weight in your business.
Format
Fixed monthly fee with part-time commitment, in tiers that scale up or down with your company's stage.
Governance
When it fits
The board needs independent oversight of technology, risk and investment.
Format
Regular sessions as a board member or external advisor.
Days, meetings and response times agreed from the start, along with what is not included.
You deal with me from start to finish and I am accountable for the outcome.
When an expert from my network is needed, you receive a single proposal and a single invoice.
I do not resell third-party products or services: I recommend what is right for you.
Book a conversation for your leadership team and within a few days you will have a clear picture of your technology.
Book your complimentary assessment