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Services

The right technology, chosen and managed with an expert on your side.

I help leadership teams source the right solutions, control what they spend, and make confident technology decisions. Straight answers, no jargon, and no pressure to buy the latest tool.

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Compass and map
How I help

Three ways I help.

Most clients start with a review of their current spend and contracts. From there, I source what's needed and keep things running well. Some also keep me involved as an advisor.

How I'm paid: advisory work and assessments are billed directly. When I source a solution, the provider compensates me, and I'm always upfront about it.

Core

Technology Sourcing and Procurement

I define what your business actually needs, compare the right providers side by side, negotiate pricing and terms, and oversee the rollout. After that, I stay involved as your advocate with the provider.

Best for: A new solution, a major renewal, or a provider change.Format: From first review through ongoing support

What I source: security, cloud and infrastructure, AI, phones and internet, contact center, and managed IT.

What's included

Requirements defined in business terms
Providers compared side by side
Pricing benchmarked and negotiated
Contract and renewal terms reviewed
Rollout oversight
Ongoing advocacy and escalation support
Ongoing

Technology Spend Management

Ongoing visibility into technology spend, contracts, usage, and renewals. Waste gets caught early, billing errors get fixed, and renewals become leverage instead of surprises.

Best for: Growing costs, scattered contracts, or multiple locations.Format: Ongoing

See how it works: Technology Spend Management →

What's included

Inventory of spend, vendors, and contracts
Invoice and billing review
Unused services and licenses identified
Renewal calendar and early alerts
Pricing benchmarks
Ongoing monitoring and reporting
Advisory

Technology Advisory

For leaders who want an experienced technology voice at the table. Available as ongoing fractional leadership or as a one-time technology and spend assessment.

Best for: Big decisions, growth, or no technology leader in-house.Format: Monthly retainer or fixed-fee assessment

What's included

A seat at your leadership meetings
Technology priorities and roadmap
Technology and spend assessment
Vendor strategy and accountability
Security and AI decisions, with specialists when needed
Oversight of key projects
Who I work with

Healthcare, finance, manufacturing, and construction.

I work with established businesses where technology spend has grown, contracts are scattered, and leadership needs someone to make sense of it. That includes growing and private equity backed companies.

For investors and portfolio companies

Technology due diligence
Spend and vendor consolidation across the portfolio
Post-acquisition priorities
A practical plan for the first 100 days

You don't need to have the answers before you reach out.

Tell me what's happening and what decision is in front of you. I'll help you figure out what deserves attention first.

Schedule a Conversation

A 30-minute conversation. No pitch, no pressure.