vCIO Strategy Retainer 

Technology is complex and it changes fast.  Most businesses are wasting valuable time and money using systems that no longer suit their business today.  Even worse, outdated systems stand in the way of business growth. With all the choices out there for technology to support your business, it can be overwhelming, time-consuming, and confusing to figure out what you need and how to implement it well.  Our consulting engagement will give you access to the strategic and tactical leadership expertise you need, when you need it. 

How does it work? 

Our agreement entitles you to unlimited 24/7 access to 1 dedicated practitioner via phone, email, and IM. We return all messages no later than the next business day, although in practice response time is much quicker (particularly between 8 am to 4 pm PST). 

Meetings are scheduled in advance, typically take place over the phone, and are sometimes supplemented with online meeting and/or screen sharing software (e.g. Teams, Zoom) 

There are 6 possible areas of involvement: 

  • Participation in an initial in-depth, in-person meeting to capture long-term business goals, existing systems architecture, active projects, and organizational challenges. 
  • Regular meetings with the primary contact to discuss strategy, longer-term issues, and business goals. 
  • Strategic and tactical advice based on a series of ongoing meetings with team leaders. These are individualized and mutually agreed upon. In addition, we’ll serve as a sounding board as they work to achieve their business and technical goals. 
  • Maturity model review of infrastructure, management, business processes, business applications, documentation, and the like. Where appropriate, we’ll provide best practice frameworks, documentation templates, proof-of-concept examples, and roadmaps.  
  • Periodic market innovation insights and continuous improvement analysis based on business leadership community interactions. 
  • Situational responsiveness to needs that arise that you deem require my assistance, which is not covered elsewhere. 

The investment for a vCIO Strategy Retainer is $8,500 USD/month, all-inclusive Professional courtesy discounts are available for annual arrangements.  Participation is extremely limited.  You can elect to be added to the waiting list if spots are not available. 

Please contact us to sign up or for more information.


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