CIO & CISO advisory

CIO advisory services from leaders who’ve been in your seat.

Our CIO and CISO advisors are former technology executives. They bring senior-level expertise and objective guidance to your biggest decisions, at no cost to you and with no vendor agenda.

Start a Confidential Conversation How It Works

How we help

Guidance for Your Biggest Technology Decisions

Objective, senior-level advice on the decisions that shape your technology for years to come.

Strategic Technology Planning

Align technology investments with business goals. We help you build roadmaps that make sense for where you’re headed, not just where you’ve been.

Vendor Evaluation & Selection

We match you with solutions that fit your specific needs, and handle RFPs, vendor comparisons, and contract negotiations.

Security Posture Assessment

Understand your vulnerabilities before they become headlines. Our CISO advisors identify risks, evaluate compliance requirements, and create actionable plans.

Cloud Strategy & Optimization

Get a clear recommendation on migrating, optimizing, or rethinking your cloud approach.

Digital Transformation Guidance

AI, automation, and omnichannel CX offer more options than most teams can pursue at once. We help you prioritize the initiatives that deliver business value.

M&A Technology Integration

Acquiring a company? We help rationalize application portfolios, integrate systems, and eliminate redundancy fast.

Explore all 10 solutions →

Our advisory practices

Four Ways to Work With Us

From a single project to ongoing vCIO leadership.

Project Consulting & vCIO Services

Fractional CIO leadership and hands-on guidance for your most important initiatives.

  • AI use cases
  • CXaaS
  • Omnichannel communications
  • CRM integration

Technology Expense Management

Visibility and control over what you spend on technology across every location.

  • TEM consulting
  • MDM consulting
  • Infrastructure optimization

Data Analytics & Optimization

Turn the data you already have into decisions you can trust.

  • Data governance
  • Business process architecture
  • Data modeling
  • Performance reporting

Mergers & Acquisitions

Technology due diligence and integration, before and after the deal.

  • Data integration analysis
  • Onsite technology auditing
  • System rationalization

Who you’ll talk to

Former Technology Executives, Matched to You

Our CIO advisors have led technology organizations at mid-market and global companies.

We match you with an advisor whose background fits your industry, challenges, and communication style. If the fit isn’t right, we’ll find someone who is.

Former CIO or CISO? Join our practice →

Industries our advisors know

Healthcare

Education

Financial services

Manufacturing

Retail

Professional services

How it works

Three Steps to a Clear Plan

A conversation about whether this is right for you, with no pitch and no obligation.

1

Start a Confidential Conversation

Tell us what you’re working through, in confidence.

2

Get Matched With the Right Advisor

We pair you with an advisor whose background fits your situation.

3

Move Forward With Clarity

Objective guidance and a clear plan, with support through implementation whenever you want it.

How we serve you

Advisory at No Cost to You

Our advisory services come at no cost to you. We’re compensated by our technology partners, which means you get impartial guidance without budget impact.

We’re not locked into any single vendor, and we recommend whatever solves your problem. When a provider falls short, we hold them accountable and evaluate alternatives.

How we work →

Complimentary assessment

No cost

A working session to learn your business and review your technology and spend.

Advisory services

No cost to you

Evaluation, selection, negotiation, and support. Our technology partners compensate ETS.

CxO Conversations

Paid service

A confidential sounding board with a former CIO, independent of our partnerships.

CxO Conversations

Need a confidential sounding board?

Sometimes you need to think out loud with someone who’s been where you are. CxO Conversations are private sessions with experienced CIOs, independent of any vendor relationship.

Explore CxO Conversations

Questions

Frequently Asked Questions

Is your advisory at no cost?

Yes. We’re compensated by our technology partners, so our CIO and CISO advisory comes at no cost to you. CxO Conversations, our confidential sounding board, is a separate paid service. See how we work.

How do you keep your advice impartial?

We work with a close circle of preferred partners and specialists we’ve vetted, so no single partner can steer our advice. We recommend what fits your business, and we hold providers accountable after the sale.

Who are your advisors?

Former technology executives who have held CIO, CTO, and CISO roles.

What is a vCIO?

A virtual, or fractional, CIO: senior technology leadership for your most important initiatives, without adding a full-time executive. It’s part of our Project Consulting and vCIO practice.

Can you help with security and compliance?

Yes. Our CISO advisors identify risks, evaluate compliance requirements, and create actionable plans, from cyber insurance reviews to managed security selection and virtual CISO services.

Do you stay involved after implementation?

Yes. We handle ticket escalation, contract renewals, and quarterly business reviews, and we evaluate alternatives if a provider falls short.

Get started

Start a Confidential Conversation

Tell us what you’re working through, and we’ll match you with the right advisor.

Start a Conversation

Our CIO and CISO advisory services come at no cost to you.