Fixed-scope engagement

Technology Diagnostic & Roadmap

A fixed-scope assessment of your technology estate, for organizations that need a clear picture before their next big decision. In a matter of weeks you get an evidence-based read on where things stand, where the risk sits, and what to do first.

When it fits

It fits three moments. You're preparing to hire or onboard a permanent technology leader and want the seat ready for them. You're heading into a transformation and need an honest baseline before committing money. Or leadership senses fragmentation, duplicated tools, uneven delivery, unclear decision rights, and wants an independent read.

What gets assessed

The diagnostic covers the whole estate, not just the technology.

Strategy and governance

Who decides what, where the standards live, and whether they help teams move or push them into workarounds.

Architecture and systems

The platforms you run, how they connect, where tools duplicate each other, and what could be consolidated.

Organization and delivery

How capability is spread across headquarters, regions, and countries, and how work actually flows.

Security and data risk

Where coverage is thin, where local workarounds create exposure, and what needs attention first. I've owned this at the executive level, including serving as Security Officer.

Data and analytics

Whether the organization trusts its numbers, who owns them, and what consistent enterprise reporting would take.

Infrastructure

Endpoints, identity, connectivity, and business continuity across every environment you operate in, including constrained ones.

What you get

  • A maturity read by domain, with the evidence behind it.
  • An executive heat map that shows leadership where the risk sits at a glance.
  • A short list of stabilization actions with indicative cost and effort.
  • Two or three operating-model options with honest trade-offs, including outsourcing, offshoring, and vendor consolidation where they genuinely make sense.
  • A sequenced roadmap for the first six to twelve months.
  • If you're hiring a technology leader, an onboarding brief that gives them a running start, covering platforms, dependencies, risks, stakeholders, and the decisions that can't wait.

How it works

01

Discover

Interviews with leadership, teams, and partners across functions and regions.

02

Baseline

Document the platforms, tools, teams, spend, and decision paths as they actually are.

03

Assess

Score maturity and risk by domain, grounded in evidence rather than opinion.

04

Frame

Lay out the options and trade-offs that deserve executive attention.

05

Deliver

The report, the heat map, the roadmap, and a working session with leadership to walk through it.

Built for distributed organizations

I've led technology organizations distributed across the US, Europe, Latin America, India, and the Philippines. Distributed estates with uneven connectivity and local constraints are familiar ground, not an exception.

The roadmap is yours

Some clients carry it out with their own teams, some hand it to their incoming technology leader, and some ask me to stay and help deliver it. The diagnostic stands on its own either way.