Services · IT Strategy and Advisory
Technology decisions your board can trust.
Most IT spending is reactive: replacing what breaks and answering the next vendor pitch. Our advisors, operators who have run technology, finance, and operations themselves, give leadership a plan tied to business goals, real costs, and a timeline.
Led by former operators
Standalone or embedded
12 to 36 month roadmaps
Sound familiar?
You don’t have a technology problem. You have a strategy problem.
No clear answer for the board
“Are we spending the right amount?” and “Are we ready for what’s next?” keep going unanswered.
Budgets that blow up
Refreshes, renewals, and growth costs arrive as surprises instead of line items.
AI pressure, no plan
Everyone wants an AI strategy, and few can separate the signal from the noise.
Paying for tools no one uses
Redundant platforms and contracts that no longer fit keep adding cost and complexity.
What changes
Clarity your leadership can act on.
Strategy from people who have sat in your seats, not a slide deck from a vendor.
01
A roadmap people actually follow
12 to 36 month roadmaps that tie every initiative to a business objective, with cost, resources, and a realistic timeline. A plan your CFO can read and your IT team can execute.
02
Spending you understand
See where every dollar goes, what’s delivering value, and where investment will pay off, with refresh cycles and growth costs forecast ahead of time.
03
AI that solves real problems
Practical guidance on where AI and automation will actually help, from Microsoft Copilot readiness to workflow automation and data strategy, with adoption plans your staff will follow.
04
Fewer vendors, lower cost
We audit your stack, find overlap and waste, renegotiate terms, and consolidate where it makes sense, without giving up capability.
05
A board that gets it
Clear, jargon-free briefings that turn technology posture, risk, and investment into decisions.
06
Advice without an agenda
Vendor recommendations based on your needs, not on partnerships or margins.
Built by operators
Not consultants.
Our senior advisors have built and exited software firms, directed technology for 500-person enterprises, served as COOs of IT services companies, and led finance for multinational security SaaS organizations. We’ve sat in the seats your leadership sits in, and that changes how we advise.
Advisory that fits how you operate
Three ways to work with us.
Embedded
For AlignCORE, AlignSHIELD, and AlignASSURE clients, strategic advisory is part of the relationship, not a separate billable event.
Standalone
Technology audits, roadmap builds, AI readiness assessments, and executive briefing support, with no managed services commitment.
Situational
Focused advice through an inflection point: a leadership transition, rapid growth, a relocation, a modernization, or an acquisition or exit.
How it fits together
One partner, built to fit together.
AlignCORE is the foundation, and AlignSHIELD builds on it. AlignASSURE and IT Strategy work on their own or alongside either.
The foundation
AlignCORE
Fully managed or co-managed IT: support, monitoring, and protection for every user and device.
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Add-on to AlignCORE
AlignSHIELD
Advanced defense and financial protection, built on top of AlignCORE.
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Stands on its own
AlignASSURE
vCISO leadership and a compliance program, with or without AlignCORE.
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Direction
IT Strategy
A roadmap and a budget your leadership can act on.
You are here
Questions
What people ask first.
Do we have to be a managed services client?
No. Standalone advisory brings the same depth without a managed services commitment.
Which industries have you advised?
Healthcare, manufacturing, education, financial services, professional services, nonprofits, and high-growth startups. That range means we bring patterns from outside your sector, not just the usual playbook.
Is strategy included for managed clients?
Yes. For AlignCORE, AlignSHIELD, and AlignASSURE clients, strategic recommendations are woven into the ongoing engagement.
Your next technology decision deserves better than a guess.
Whether you need a full roadmap, a second opinion, or someone who can explain AI to your board without the buzzwords, let’s talk.