Three ways to start.
Pick the one that fits where you are. Each begins with a 20-minute call so we can confirm it is the right fit before you commit to anything.
AI Readiness and Security Review
Fixed scope · two daysA short, fixed-scope look at where your company stands on AI and security, ending in a written plan.
- Interviews with leadership and staff
- Review of systems, spend, contracts, and security posture
- Written findings report in plain business language
- AI data readiness: pick the use case, name data owners, and flag data quality and sharing permissions to fix first
- AI use policy draft: which tools, which data, who approves
- 90-day roadmap, prioritized by cost, headcount, and risk, with an owner and a date on each item
Best for: You are about to turn on AI tools, or a customer or insurer is asking about your security, and you want to know where you stand first.
Advisory retainer
Monthly · 1 to 4 hours a weekAn experienced technology executive on call for the CEO and leadership team.
- Monthly roadmap and spend review
- Second opinion on vendors, contracts, and proposals
- Board and investor meeting prep
- Escalation point for your IT lead or provider
Best for: A capable IT lead or provider already runs day-to-day work.
Half-day team AI workshop
Half day · your leadership teamA working session that gets your team on the same page about AI use.
- Which AI tools staff may use, with which data, and who approves
- How to pick a use case and tie it to hours saved, not demos
- AI data readiness: name data owners and fix quality and sharing permissions first
Best for: Staff already paste company data into public AI tools, or vendors pitch AI and nobody in-house can evaluate the claims.
Need more than one of these?
Most clients start with one and move as the business changes. For ongoing ownership of the technology function, see the Fractional and Interim levels.
Not sure which seat you need? That's what the first call is for.
Book a 20-min call