An IT strategy for your whole company.
Vendor-neutral IT strategy, vendor selection, and technology due diligence. Every recommendation runs through a five-gate regulatory, vendor-risk, and board-defensibility review before it enters your roadmap.
Our Methodology
Technology Strategy & Roadmap
Multi-year technology roadmaps sequenced against business outcomes, regulatory commitments, and capital plans — so every initiative has a funding window, a control owner, and a defensible business case before it enters execution.
Vendor Evaluation & Selection
Structured vendor scoring that weights regulatory fit, data residency, BAA/DPA availability, SOC 2 scope, and supply-chain risk alongside functional fit — so the shortlist you take to procurement has already survived the questions your auditor will ask.
Build vs. Buy & Technology Due Diligence
Structured build-vs-buy analysis and pre-acquisition technology due diligence — surfacing regulatory debt, integration exposure, and hidden TCO before the term sheet is signed, not after the first audit cycle catches the gap.
Operating Model & IT Governance
Target-state operating models, RACI for technology decisions, and IT governance designs that match the regulatory posture you report on — so ownership, escalation, and evidence trails are established before the first tool is deployed.
Five gates. Every recommendation passes all of them — or it does not ship.
Generic IT strategy work stops at functional fit. Ours runs every candidate — vendor pick, cloud move, platform call, acquisition target — through the five gates your auditor, your board, and your CFO are going to ask about anyway. The gauntlet is how the roadmap gets built, not how it gets reviewed.
Business Outcome Fit
- Mapped to a named business KPI
- Owner accountable for the outcome
- Sequenced against the capital plan
Regulatory & Audit Fit
- Mapped to HIPAA / SOC 2 / PCI-DSS / SOX
- Control inheritance documented
- Evidence path designed in advance
Vendor & Supply-Chain Risk
- SOC 2 scope and BAA / DPA reviewed
- Subprocessor chain surfaced
- Financial stability and lock-in assessed
Data Sovereignty & Residency
- Data classification and flow mapped
- Regional hosting and transfer reviewed
- Encryption and key custody confirmed
Board Defensibility & TCO
- Investment memo in board format
- Risk register paired with controls
- TCO across contract, run, and exit
Vendor shortlist, build-vs-buy option, platform call, or acquisition target — framed as a candidate decision, not a predetermined conclusion.
An ADR, a scored options matrix, a vendor risk write-up, and an investment memo — written in the language your governance bodies already review.
A plan built for your auditor’s approval.
Every safeguard is wired into the architecture, documented for the assessor, and mapped to the frameworks you need to pass — not reconstructed the week before the audit.
Architecture Decision Records (ADRs)
Every material technology decision captured as a dated ADR — options considered, regulatory constraints, evaluation scoring, and the chosen path with rationale. Designed to drop directly into your audit evidence package without rework.
Vendor Risk & Third-Party Assessment
Structured vendor risk reviews covering SOC 2 scope, BAA / DPA availability, data residency, subprocessor transparency, and financial stability — packaged for your third-party risk management (TPRM) program and regulatory file.
Regulatory-Fit Matrix
Each recommended technology mapped to the control obligations it inherits — HIPAA safeguards, SOC 2 trust criteria, PCI-DSS scope, SOX ITGC, state privacy regimes — so the matrix your audit team reviews is the one we wrote, not one they reverse-engineer.
Board-Ready Investment Memo
Every recommended initiative summarized as an investment memo your audit committee or board can evaluate — business case, risk register, regulatory implications, and sequencing — in the language governance bodies already use.
Change & Transition Plan
Target-state architecture paired with a staged transition plan — data migration, identity cutover, control inheritance, and rollback gates — documented so operations, security, and audit leaders all sign off on the same path.
Independent, Reseller-Free Engagement
We do not resell software, take vendor referral fees, or run a partner program. The vendor shortlist we recommend is the one the evaluation produced — documented so your procurement and internal audit teams can verify the independence of the process.
Audit-ready on day one
Our deliverables are written for the people who review your technology decisions after they are made — internal audit, external auditors, board audit committees, and regulators. ADRs, vendor risk assessments, regulatory-fit matrices, and investment memos are produced in formats your governance team can adopt directly, not marketing artifacts that require translation.
Partner agreements in place
Our Implementation Process
Regulatory & Business Scoping
Align with executive sponsors, the audit committee liaison, and business unit owners on the decision in scope — vendor selection, cloud move, platform consolidation, M&A integration — plus the regulatory regimes in play and the audit calendar the plan must survive.
Current-State Assessment
Structured review of the existing technology estate, vendor relationships, IT operating model, and control inventory. Gaps, concentration risks, and undocumented dependencies are surfaced before any forward-looking recommendation is drafted.
Options Analysis & Decision Gauntlet
Every candidate path — vendor shortlist, build option, buy option, platform choice, acquisition target — run through the five-gate evaluation: business outcome fit, regulatory and audit fit, vendor and supply-chain risk, data sovereignty, and board defensibility and TCO.
Roadmap, Business Case & Governance
Top-priority decisions sequenced into a phased roadmap with funding windows, control owners, and regulatory milestones. Each initiative arrives paired with an investment memo built for the audit committee or board that will approve the spend.
Executive Handover & Audit Package
Executive readout with the CIO, CFO, audit-committee liaison, and relevant business leaders. Deliverables are organized as an audit-ready package your internal audit and external auditor teams can adopt directly without reformatting.
Engagement Models
IT Advisory Quick Look
- Focused scope: one decision (vendor pick, platform call, or build-vs-buy)
- Regulatory applicability review against your audit regime
- Vendor risk and shortlist screen (up to 3 candidates)
- Scored options matrix with recommended path
- Executive summary memo for your leadership or audit committee
Strategic IT Assessment
- Full 5-step process above
- Current-state estate and operating-model review
- Decision gauntlet applied to all candidate initiatives
- 18–24 month sequenced IT roadmap with funding windows
- Investment memos for top priorities, audit-committee-ready
- Architecture Decision Records (ADRs) for every recommendation
- Regulatory-fit matrix and vendor risk assessments
Enterprise Technology Advisory
- Everything in the Strategic IT Assessment
- Technology due diligence on an acquisition target
- Post-merger integration (PMI) technology plan
- Multi-business-unit operating model design
- Executive steering-committee facilitation
- Audit-liaison support through the next audit cycle
- Extended handover and transition advisory
Frequently Asked Questions
Which industries and regulatory regimes do you work in?
Our focus is regulated industries where technology decisions must survive audit review — healthcare systems and providers (HIPAA, HITECH), insurance carriers and payers (state DOI regimes, SOX for publicly-traded), financial services (SOC 2, PCI-DSS, GLBA), state and federal contractors (FedRAMP, CMMC, FISMA), life sciences (GxP, 21 CFR Part 11), and publicly-traded companies under SOX ITGC. If your regulator is not listed, we can scope applicability and map controls before the engagement starts.
How do you stay vendor-neutral when every consultant claims to be?
Structurally. We do not resell software, take vendor referral fees, or run a partner program — independence is designed into the business model, not claimed in marketing copy. Our engagement documentation discloses any vendor relationships up front, the scoring criteria are defined before any shortlist is reviewed, and the evaluation matrices are written so your procurement and internal audit teams can verify the reasoning themselves. If your governance process requires a formal independence attestation, we provide it.
How does your technology due diligence differ from a Big-4 accounting firm review?
A Big-4 technology due diligence is typically optimized for financial control and post-deal accounting. Ours is optimized for regulatory and operational risk inside the technology estate — vendor risk and subprocessor chains, SOC 2 and HIPAA scope gaps, licensing exposure, technical debt that becomes an audit finding, integration cost to your existing control environment, and retention of critical engineering staff through close. We frequently run alongside Big-4 financial due diligence rather than in place of it, and structure the deliverable so both workstreams feed the same investment committee.
Can you work alongside our Big-4 or boutique consulting firm?
Yes. Most mid-market and enterprise CIOs already have a prime consulting relationship — typically one of the Big-4 or a boutique — and bring us in for independent technical review, vendor risk assessment, or regulatory-lens validation on specific decisions. We coordinate scope in writing up front, share deliverables on an agreed cadence, and avoid duplication. The goal is a stronger governance package, not a second opinion for its own sake.
What do we walk out of the engagement with?
Decision-grade artifacts, not slide decks. Specifically: a sequenced IT roadmap with funding windows and control owners, Architecture Decision Records (ADRs) for every material recommendation, a regulatory-fit matrix mapping each initiative to the HIPAA / SOC 2 / PCI-DSS / SOX obligations it inherits, vendor risk assessments for each recommended technology, investment memos formatted for your audit committee or board, and a target operating model and governance blueprint. Every artifact is designed to be adopted by your team and submitted into your audit evidence file without rework.
Do you implement what you recommend, or only advise?
We are an advisory service — the deliverable is decisions and documentation, not shipped systems. Many clients engage our security and compliance, cloud, or custom engineering teams for execution once the strategy is approved, because the regulatory framing we establish during the advisory translates cleanly into implementation. You are never obligated. If you prefer to keep implementation internal or with a different partner, the artifacts we produce are designed so any qualified team — internal or external — can execute against them.
Ready to make the technology call your auditor and your board can both sign off on?
Book a 30-minute call. We will walk through the decision on your desk — vendor pick, platform consolidation, build-vs-buy, M&A technology due diligence — and outline what a vendor-neutral, audit-mapped advisory engagement looks like for your organization.