Fractional CTO Services

Turn chaotic IT into secure, scalable operations.

Executive-level technology leadership for growing companies — without the full-time overhead. Strategy, security, AI automation, and structure from someone who speaks both IT and business.

10150
Employees
Ideal client profile
10+
Hours/week saved
via AI workflow automation
CMMC·L2
GovCon & DoD
compliance ready
Fractional CTOCMMC ComplianceAI Workflow AutomationIT ModernizationSecurity ArchitectureCloud MigrationM365 StrategyGovCon ReadinessProcess DesignIT MaturityFractional CTOCMMC ComplianceAI Workflow AutomationIT ModernizationSecurity ArchitectureCloud MigrationM365 StrategyGovCon ReadinessProcess DesignIT Maturity
"I help growing companies turn chaotic IT into a secure, scalable, well-run environment."

Most small and mid-sized organizations don't need a $250k/year CTO. They need experienced executive thinking applied directly to their problems — for a fraction of the cost.

I work embedded with your leadership team, bridging the gap between your IT environment and your business goals. That means strategy, governance, security, AI automation, and vendor accountability — not just keeping the lights on.

I'm positioned above MSPs and break/fix IT. I'm the person your leadership calls when the technical decisions matter.

Core Capabilities

Four disciplines.
One trusted advisor.

Fractional CTO Leadership

Ongoing executive-level technology leadership. I own the technology roadmap and ensure IT serves your business — not the other way around.

IT StrategyVendor MgmtRoadmappingBudget Planning

Infrastructure Modernization

From "it works… kind of" to intentional, documented, scalable IT. Cloud migrations, network redesigns, M365 consolidation — built for where you're going.

Cloud / HybridNetwork DesignM365Identity & Access

CMMC & Security Readiness

Architecture-first compliance for GovCon firms. I partner with C3PAO auditors and build the technical environment that makes certification stick.

CMMC Level 2NIST 800-171C3PAO PartnerArchitecture

AI Workflow Automation

Applied AI for repeatable workflows, data validation, and decision support — saving SMBs 10+ hours per week without replacing your people.

Workflow DesignAutomationCRM IntegrationProcess Controls
AI & Process Automation

AI as a force multiplier,
not a replacement.

The biggest wins come from automating the handoffs between systems and reducing human error. SMBs that do this well save 10+ hours per week and materially reduce processing mistakes.

Most SMB processes already follow a predictable flow — trigger, review, action, confirmation, reporting. The question isn't whether to automate, it's where AI adds the most leverage.

Traditional automation works great for rules. AI works best where humans currently spend time interpreting messy information — reading inbound emails, extracting data from PDFs, classifying tickets, routing requests.

I bring the process architecture lens: map the workflow, identify the failure points, select the right stack, build the accuracy controls, and measure ROI. AI without controls is just faster chaos.

Example: Automated Lead Capture Flow
📥
Lead Arrives

Form, email, or LinkedIn

🤖
AI Classifies

Service, urgency, territory

📋
CRM Record

Created automatically

👤
Owner Assigned

Routed by rules + AI

✉️
Follow-Up Drafted

AI-generated, reviewed

Reminder Set

Scheduled automatically

📊
Pipeline Updated

Dashboard real-time

💼

Sales & CRM

Eliminate revenue leaks from missed follow-ups and uncaptured leads. AI handles the handoffs so your team focuses on selling.

Lead routing & auto-classification
Automated follow-up sequences
Proposal drafting from meeting notes
Pipeline dashboard automation
⚙️

Operations

Reduce the manual coordination overhead that kills productivity. AI routes, schedules, and escalates intelligently across your workflows.

Order processing & work order routing
Scheduling & dispatch optimization
Vendor onboarding workflows
Invoice extraction from PDFs
💰

Finance & AP/AR

Straight-through invoice processing with validation guardrails. Exceptions only reach humans when they actually need human judgment.

AP/AR automation with validation rules
Invoice reconciliation & matching
Collections reminders & escalation
Monthly reporting automation
10+
Hours/week saved
for well-optimized SMBs
85%
Straight-through processing
in mature AI workflows
15%
Exception rate
routed for human review only
Processing errors
with validation layers applied

Accuracy comes from guardrails, not just AI.

This is the part most businesses miss. AI alone doesn't ensure accuracy. The formula is: AI output + business rules + human exception review.

I design the validation layer as part of every automation — the piece that turns a promising demo into a system your team can actually trust day to day.

  • Invoice amounts cannot be negative
  • Duplicate invoice numbers auto-rejected
  • Required CRM fields validated before record creation
  • Anomalous vendor behavior flagged for review
  • SLA breach triggers automatic escalation
  • Future-dated invoices blocked by rule

Exception-Based Processing Rates

Accounts Payable85% auto
Lead Routing90% auto
Support Triage80% auto
Order Processing88% auto

Humans review only what requires human judgment — missing fields, outliers, anomalies, and suspected fraud. Trust stays high. ROI stays real.

DoD / GovCon Specialty

CMMC compliance built on architecture, not paperwork.

For defense contractors and DoD-adjacent firms who need CMMC Level 2 certification — technical architecture design paired directly with C3PAO auditor partnerships.

Most compliance consultants hand you a checklist. I build the technology environment and operational processes that make compliance a natural outcome — and then partner with accredited C3PAO auditors to shepherd you through assessment.

Your auditor and your architect work from the same blueprint. No surprises. No gaps between what you built and what's being assessed.

I translate NIST 800-171 and CMMC requirements into systems your team can actually operate day-to-day — making you resilient long after the audit is over.

Auditor Partnership

I work alongside your chosen C3PAO. I speak their language, understand their evidence requirements, and design systems built to pass — not be retrofitted for assessment.

Architecture Design

End-to-end security architecture: CUI boundary definition, access controls, logging, network segmentation, and endpoint protection mapped directly to CMMC practices.

Operational Process

Policies, procedures, and daily operations your team can follow. SSP, POA&M, and documentation built alongside the technology — not as an afterthought.

Step 01
Gap Assessment

Evaluate current state against NIST 800-171 / CMMC Level 2. Scope CUI boundaries. Identify high-risk gaps.

Step 02
Architecture Blueprint

Design the compliant environment. Azure GCC High, Entra ID, endpoint controls, logging, and network segmentation.

Step 03
Build & Document

Implement controls, create the SSP, develop policies, train staff, and build the evidence package with your C3PAO partner.

Step 04
Assessment Support

Serve as technical liaison during the C3PAO assessment. Respond to findings. Manage POA&M to closure.

From "good enough" to intentional.

☁️

Cloud & Hybrid Migration

Planned, documented migrations from on-prem to cloud or hybrid — security and continuity built in, not bolted on.

🔐

Identity & Access Management

Entra ID, MFA, conditional access, and zero-trust applied to your actual environment — not a textbook.

🌐

Network Architecture

Firewall, VPN consolidation, network segmentation, and SD-WAN design built for performance, security, and scale.

📋

M365 Optimization

Licensing cleanup, tenant hardening, SharePoint governance, and Defender configuration — value from what you're already paying for.

📁

Documentation & Standards

Network diagrams, runbooks, asset inventory, and IT policies your team and auditors can actually use.

🎓

IT Team Development

Upskilling internal IT staff, improving vendor accountability, and building processes that outlast any single person.

Where the pain is highest

Infrastructure gaps are almost always discovered first — before security, before compliance. Underdeveloped environments convert directly into risk and operational drag. This work unlocks everything else.

A natural path to ongoing leadership

Modernization projects routinely evolve into fractional CTO retainers. Once the foundation is right, organizations want someone to keep it that way — and to make the next strategic calls.

Ideal Clients

Organizations that need executive thinking, not just IT support.

01

Growing SMBs (10–150 employees)

Companies that have outgrown their IT setup but aren't ready to hire a full-time CTO. You need leadership, strategy, and someone who runs alongside your executive team.

02

Defense Contractors & GovCon Firms

Small to mid-sized contractors pursuing DoD contracts who need CMMC Level 2 certification and a technical partner who understands both the requirements and the business reality.

03

Organizations with Underdeveloped IT

Companies where IT has been reactive, underfunded, or underdocumented. You know things need to change — you need someone to lead that change with a real plan, not just a proposal.

Engagements built around your timeline.

Project-Based

Defined Scope Delivery

A focused engagement with clear deliverables — infrastructure audit, CMMC gap assessment, AI workflow audit, or security architecture design.

  • Fixed scope and timeline
  • Clear deliverables defined upfront
  • Ideal entry point to start the relationship
  • Can evolve into a retainer
Advisory

On-Demand Expertise

For organizations that need a trusted technical voice for key decisions — due diligence, vendor selection, AI readiness review, board briefings.

  • As-needed access to senior guidance
  • Second opinion on major IT decisions
  • Vendor proposal reviews
  • Board or investor technical briefings

Ready to lead your technology with intent?

A 30-minute conversation is all it takes to find out if we're a fit. No pitch deck. No pressure. Just a direct talk about where you are and what you need.