Capabilities

Practical help with
the technology you rely on.

Bring us in for technology leadership, custom automation, a major software implementation, or ongoing support. The work is shaped around your systems, your staff, and what the business needs.

Fractional CTO & vendor management

Get an experienced technology leader involved in the decisions and the delivery. We work with leadership, staff, and providers to set priorities and carry the work through.

Planning
Technology roadmaps, budgets, risk discussions, architecture, and executive guidance.
Vendors
Selection, proposal review, contract strategy, coordination, and accountability.
Delivery
Project planning, implementation, testing, migration, cutover, documentation, and follow-through.

More about fractional CTO support

Custom automation & business workflows

Build automation around the way your business works. That can mean modernizing an unsupported print solution, connecting business systems, or using RFID events to update inventory as material moves into production.

Print workflows
Customized solutions for print production and the replacement of outdated printing workflows.
Business processes
Connect the systems and steps involved in an operational process, with automation built around the business requirements.
Inventory & RFID
RFID tagging and reader-triggered inventory updates, including moving material into an in-process status when it enters production.

Software implementation & ERP projects

Lead the work of moving to software that fits the business. This includes replacing an out-of-the-box accounting system with an industry-specific enterprise resource planning (ERP) platform, as well as other major business software implementations.

Planning
Business requirements, workflow review, software evaluation, project scope, and implementation sequencing.
Implementation
Coordinate the software provider and internal team, work through configuration and data migration, and plan testing and rollout.
Adoption
Account for the people using the system, the changes to their work, and the support needed through the transition.

Microsoft 365 & device management

Make Microsoft 365 easier to manage and easier to use. We handle the configuration, migration, and day-to-day standards behind email, collaboration, identity, and devices.

Platforms
Microsoft 365, Exchange, Teams, SharePoint, OneDrive, Entra ID, and Intune.
Typical work
Licensing reviews, email and file migrations, device enrollment, sign-in controls, onboarding, and offboarding.
What we work through
Who needs access, where files belong, how devices are managed, and who maintains the standards.

Security & business continuity

Understand the risks, put practical controls in place, and plan for an interruption. Security and recovery decisions need to account for how your organization actually operates.

Security
Multifactor authentication, conditional access, endpoint protection, encryption, privileged access, and data loss prevention.
Continuity
Backup, recovery testing, retention, and business continuity planning.
What we work through
The risks that need attention first, who owns the controls, and how staff will keep working during an outage.

Cloud, server & QuickBooks hosting

Host the servers and business applications your staff depend on, including QuickBooks Desktop. Plan the environment, access, backups, and ongoing support around how the business works.

Server hosting
Managed hosting for Windows servers and line-of-business applications, including the server environment and ongoing maintenance.
QuickBooks Desktop hosting
Hosted access to QuickBooks Desktop, with setup, user access, backups, and support planned around the business and its application requirements.
Cloud & infrastructure
Azure, cloud file platforms, hybrid environments, networks, Wi-Fi, server migrations, and retirement of legacy systems.

Customized VPN & secure remote access

Set up VPN access around the people, locations, and systems that need to connect. We handle the configuration and ongoing support for secure access to hosted or on-site resources.

Staff access
Customized VPN connections for employees who need to reach business servers, applications, and internal systems remotely.
Location connections
VPN connections between offices, hosted environments, and other business locations where that approach fits the network.
Configuration & support
User access, firewall and network coordination, connection documentation, and troubleshooting when access stops working.

Phones, fax & messaging

Modernize communications around the actual call and service workflow. That includes the less visible details, from after-hours routing to fax delivery and recording retention.

Channels
Cloud phones, extensions, softphones, SMS, secure messaging, and specialized fax.
Call workflows
Routing, number porting, business hours, after-hours coverage, and continuity routing.
Recording
Call recording and analysis, pause workflows, access, and retention requirements.

Help desk & complex workflows

Support the people using the technology and work through issues that do not sit neatly with one vendor. That can mean a routine device replacement or a workflow involving several platforms.

User support
Help desk, device and application support, onboarding, offboarding, and access changes.
Specialized work
Line-of-business applications, regulated workflows, kiosks, specialized hardware, and integrations.
Coordination
Cross-system troubleshooting and the vendor follow-up needed to get a problem resolved.

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