Transform IT Operations. Reduce Costs. Scale with Confidence.

Fractional CTO/CIO services for growing organizations in healthcare and finance. Proven track record of reducing IT costs by 25%+ while accelerating growth and market share.

Are you a CEO or CFO of a $1-50MM company struggling with:

  • IT and/or R&D costs eating into your margins?

  • Legacy systems holding back your growth?

  • Lack of strategic technology leadership?

  • Compliance requirements (SOC 2, HIPAA, FedRAMP) that seem overwhelming?

You need experienced technology leadership—without the full-time executive price tag.

  • Fractional CTO/CIO Services

    Strategic technology leadership on your schedule. Get seasoned C-level expertise to guide your IT and R&D strategies, optimize operations, and prepare for scale (or get as lean as possible in trying times)—without hiring a full-time executive.

    IT/R&D Cost Optimization

    Proven methodologies to reduce operating expenses by 20-30% while improving performance. We've consolidated data centers, automated processes, modernized infrastructure, and revamped R&D toolsets & processes for organizations just like yours.

    AI Enablement

    By deploying AI tools, optimizing workflows to benefit from those tools, and training teams to maximize the potential of AI, we’ve allowed IT and R&D teams to increase output by over 30% without increasing headcount.

    Cloud Migration & Modernization

    Move from costly on-premise systems to efficient cloud infrastructure. Expertise across AWS, Azure, and GCP with focus on security, compliance, and cost management.

    M&A Technology Integration

    Smooth technology transitions during mergers and acquisitions. I've successfully integrated 10+ acquisitions, consolidating infrastructure, systems, and processes and realizing synergies quickly.

    Compliance & Security

    Navigate SOC 2, HIPAA/HITECH, and other regulatory requirements. I've designed and implemented compliance programs from the ground up in addition to merging and optimizing existing compliance programs during the M&A process.

  • 25% Cost Reduction Achieved >25% operating cost reduction through strategic realignment of personnel, tools, and processes while increasing team velocity and output.

    Recurring Annual Savings Negotiated and consolidated vendor contracts generating half a million in recurring annual savings on development and IT tools.

    Multi-Region Cloud Infrastructure Designed and deployed highly-available, secure cloud-based healthcare products serving thousands of users across the US and Pacific Island regions.

    Successful M&A Integrations Led technology due diligence and integration for 10+ mergers/acquisitions, contributing to 20-30% annual revenue growth over consecutive years.

    Compliance Authored controls and policies, designed processes, and implemented product features to achieve successful SOC 2 certification and HIPAA/HITECH compliance.

  • Ideal Client Profile

    Company Size: $1-50MM annual revenue, 20-300 employees

    Industries:

    • Healthcare technology companies, providers, and revenue cycle-focused organizations

    • Mid-market SaaS companies

    • PE-backed organizations preparing for growth or exit

    Common Challenges:

    • Rapid growth (20-30% YoY) straining IT infrastructure

    • IT costs exceeding 15% of operating expenses

    • Legacy systems requiring modernization

    • Lack of dedicated technology leadership

    • Compliance requirements (SOC 2, HIPAA, etc.)

    • Preparing for M&A activity

    Decision Makers: CEOs, CFOs, or IT Directors seeking strategic guidance

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Process Overview

1. Discovery & Assessment (Week 1-2)

Deep dive into your current state: infrastructure, team, processes, costs, and pain points. I'll interview key stakeholders and review documentation.

2. Analysis & Strategy (Week 2-3)

Identify opportunities for improvement with projected ROI; prioritize initiatives based on impact and feasibility.

3. Roadmap Development (Week 3-4)

Create detailed implementation plan with timelines, resource requirements, and success metrics.

4. Execution Support (Ongoing)

Guide implementation through regular check-ins, decision support, and course corrections as needed.

5. Measurement & Optimization (Continuous)

Track KPIs using data-driven frameworks and continuously optimize for better results.

Getting Started

Step 1: Free Consultation (30 minutes)

We'll discuss your challenges, goals, and determine which service model fits best.

Step 2: Proposal & Scope (1 week)

I'll provide a detailed proposal with specific scope, timeline, and pricing.

Step 3: Contract & Kickoff (1 week)

Upon agreement, we'll execute the contract and schedule kickoff.

Step 4: Engagement Begins

Work starts immediately after kickoff, with regular communication throughout.