A straightforward, 90-day process designed to give business leaders the clarity they need — without disrupting operations or requiring a full-time hire.
Most mid-market firms don't have a technology problem. They have a visibility problem. No one is asking the right questions — and the MSP or internal IT team isn't positioned to ask them. The 90-day diagnostic changes that. It's a structured, independent assessment of your AI exposure, security posture, compliance readiness, and technology alignment — followed by a clear, prioritized roadmap of what needs to happen and in what order.
We start with a structured discovery process — conversations with leadership, review of your current technology environment, and an assessment of your AI exposure, security posture, compliance standing, and vendor relationships. No systems access required. The goal is to build a complete, honest picture of where your firm actually stands.
Armed with a complete picture, we identify the risks, gaps, and misalignments leadership doesn't know exist. Every finding is translated from IT jargon into plain business language — so you understand what the exposure actually means for your firm, your clients, and your liability.
The engagement concludes with a clear, prioritized roadmap — what needs to happen, in what order, and what it will cost. Not a proposal for more consulting work. Not a list of everything that could possibly be improved. A focused, actionable plan your leadership team can actually use to make decisions and direct your MSP or internal team.
The diagnostic deliverable stands on its own. You take the roadmap, hand it to your MSP or internal team, and move forward. No obligation, no dependency.
Some clients choose to continue with a Fractional CTO retainer — ongoing advisory engagement to help execute the roadmap, hold vendors accountable, and stay ahead of emerging technology risk. That conversation happens after the diagnostic, if and when it makes sense for your firm.
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