Services
Five ways to engage, depending on where you are. You can engage me at any stage of the process.
Technology Investment Risk Review
For organizations preparing to sign a major technology contract and wanting an independent expert to validate the decision before committing.
What this protects you from: Signing a contract that locks you into unfavorable terms, an unrealistic timeline, or a vendor-managed implementation with no independent accountability.
Most organizations sign technology contracts based on vendor proposals — documents written to sell, not to protect the buyer. Before you commit to a significant investment, an independent review of the proposal, implementation plan, and risk exposure can surface the gaps that will cost you later. Many organizations that start here go on to a full implementation engagement with significantly more confidence.
- Requirements Adequacy Review
- Vendor Proposal Analysis
- Implementation Risk Assessment
- Governance Gap Identification
- Executive Briefing with Recommendations
Fixed fee — completed within two weeks of engagement.
Technology Readiness Assessment
For organizations that know something needs to change but aren’t yet sure what the right technology solution is — or whether they’re ready to implement one.
What this protects you from: Investing in a technology solution before understanding whether it is the right one — or whether your organization is operationally ready to implement it successfully.
I conduct a thorough assessment of your current state — your processes, existing systems, operational pain points, and the gaps technology could address. I map available solutions against your requirements and deliver a clear, prioritized roadmap with an independent recommendation and realistic budget framework.
- Current State and Process Assessment
- Pain Point and Gap Analysis
- Technology Landscape Review
- Vendor Shortlist with Evaluation Criteria
- Prioritized Implementation Roadmap
- Budget Framework
Vendor Selection and Evaluation
For organizations that have identified a technology need and want independent expert guidance to evaluate options and select the right solution with confidence.
What this protects you from: Selecting a technology based on the most persuasive sales presentation rather than the best fit for your organization’s actual requirements.
I run a structured, rigorous evaluation process. I document requirements across every stakeholder group, build a weighted scorecard, facilitate vendor demonstrations, ask the questions your team doesn’t know to ask, and deliver a recommendation you can defend to your board — backed by evidence, not instinct.
- Stakeholder Requirements Documentation
- Weighted Vendor Scorecard
- Structured Demo Facilitation
- Reference Check Guidance
- Final Recommendation Report with Full Rationale
Technology Implementation Advisory and Leadership
For organizations that have selected a technology and need an experienced implementation leader to take it from contract signature to full adoption.
What this protects you from: A project that technically goes live but doesn’t deliver the business outcome it was built for, because no one with implementation authority was accountable end to end.
This is my core engagement. I lead the full implementation — overseeing application customization, managing integration with your existing systems, coordinating technical and delivery teams, managing vendor and stakeholder relationships, running user acceptance testing, and delivering hands-on training to every user group that needs to operate the system. I own the outcome from day one through go-live and beyond.
- Implementation Strategy and Delivery Plan
- Application Customization Oversight
- System Integration Coordination
- Technical Team and Vendor Management
- Stakeholder Communication and Escalation Management
- User Acceptance Testing (UAT) Leadership
- End-User Training Delivery
- Go-Live Support and Post-Launch Stabilization
Fractional Technology Implementation Lead
For organizations managing multiple technology initiatives simultaneously, or those that need ongoing senior implementation leadership without the cost of a full-time hire.
What this protects you from: Technology portfolio drift — multiple initiatives running in parallel with no single person ensuring they remain aligned to business priorities, on budget, and on track.
I serve as your embedded implementation authority on a retained basis — providing governance across your technology portfolio, managing vendor relationships, overseeing delivery teams, contributing to technology strategy, and reporting directly to executive leadership.
- Technology Portfolio Oversight
- Vendor Relationship Management
- Governance and Escalation Framework
- Technology Strategy Contribution
- Executive Reporting
- On-Demand Implementation Advisory
Every engagement is scoped before it starts. No assumptions. No surprises.
We diagnose the situation
A focused 30-minute conversation to understand your organization, your technology situation, your timeline, and what’s at stake if this initiative doesn’t deliver.
We scope the engagement
A written proposal covering your current state, my recommended approach, exact deliverables, timeline, and investment. You know precisely what you’re getting before anything is signed.
We define the terms
Every engagement is governed by a Master Services Agreement and a project-specific Statement of Work. Scope, fees, timelines, and assumptions are fully documented.
I lead the work
I lead the engagement with regular milestone reporting against agreed outcomes. No chasing for updates. No surprises at the end.
Bring the right expertise in before the implementation starts — not after something goes wrong.
The cost of a failed or stalled technology implementation — in time, budget, and organizational trust — almost always exceeds the cost of getting the right leadership in place from the beginning.