Resources

Insights, Case Studies, and Free Tools

Practical thinking from our principals, the results behind it, and tools you can use today. No sign-up required.

InsightsCase StudiesFree Tools

Insights

Mark Blazek · 5 min read

Fractional, Interim, or Full-Time CIO or CISO: How a CEO Should Decide

When to hire a fractional, interim, or full-time CIO or CISO, the signs for each, and what the first 90 days should produce.

Read James Faxon · 5 min read

Technology Due Diligence: The Red Flags Acquirers Miss

The technology risks that slip through diligence, why they get missed, and what a diligence readout should cover before close.

Read Mark Blazek · 5 min read

What Your Board Should See on Cyber and Technology Risk Each Quarter

A plain-language guide to quarterly board reporting on cyber and technology risk: the top risks, meaningful metrics, and clear asks.

Read James Faxon · 5 min read

OT Security in Plants, Mines, and Pipelines: Where IT Programs Fall Short

Why IT security programs fall short in industrial operations, and how to build OT security around safety and production continuity.

Read

Case Studies

Outcomes from our principals' prior executive roles, shown to illustrate the leadership we bring.

17%lower technology spend as assets grew 20%

Growing Assets While Cutting Technology Spend

Credit Union $200Mannual savings from the card processing conversion

Taking $200M a Year Out at Fortune 100 Scale

Financial Services $21Msustainable annual savings

Cutting IT Cost While Securing Global Mine Operations

Mining and Natural Resources $65MSAP ERP replacement in 18 months, on budget

A Technology Platform Built to Keep Pace With Growth

Aerospace and Defense Distribution

Free Tools

Self-assessment · 3 minutes

Do You Need a Fractional CIO or CISO?

Ten quick statements. Get an instant read on whether advisory, fractional, or interim leadership fits where you are. Your answers stay in your browser.

Take the assessment Checklist · Printable

Technology Due Diligence Checklist

What to examine before you buy or invest: architecture, security, vendors, people, spend, and the first 100 days. Includes the red flags we look for first.

Open the checklist Checklist · Printable

AI Governance Checklist

Your people are already using AI. Check whether you have the inventory, policy, ownership, and controls in place to use it safely and get real value.

Open the checklist Sample deliverable

Sample Diligence Summary

See what a technology due diligence readout looks like: an overall call, a scorecard, key findings with cost ranges, deal considerations, and a 100-day plan.

View the sample Self-assessment · 5 minutes

Technology Leader Readiness Self-Assessment

For new CIOs, CISOs, CTOs, and IT leaders. Eighteen statements across six areas show where you are strong and what to work on first. Your answers stay in your browser.

Take the assessment Template · Printable

First 90 Days Plan for a New Technology Leader

Who to meet, what to learn, what to decide, and what to show leadership at day 90, in three 30-day blocks.

Open the plan Sample

Sample Objectives and Outcomes Tracker

How we define, measure, and track objectives in a mentoring engagement, shown with a fictional new CISO six months in.

See the sample