Consulting · Tech & IT
IT Management Roadmap
We review how your business runs its IT today and give you a written, prioritized 12-month roadmap: what to fix, what to buy or cancel, and who should own each task.
What's inside
Intake questionnaire & discovery call
Your devices, software, accounts, vendors and pain points.
Current-state summary
A plain-English write-up of what you have and where the gaps are, built on our asset and vendor inventory.
Prioritized 12-month roadmap
Quarter-by-quarter actions with rough cost ranges and an owner for each.
Vendor & subscription notes
What to keep, consolidate or cancel, with no vendor commissions.
Walkthrough call
We go through the roadmap with you and answer questions.
How it works
- Book securely through Stripe.
- We email you at your checkout address to schedule the discovery call and send the intake questionnaire.
- We write the roadmap and walk you through it.
Questions
Do you manage our IT afterwards?
No. This is a planning engagement. You can carry out the roadmap yourself or with any IT provider.
Do you need access to our systems?
No admin access is required. We work from the questionnaire, the call and any screenshots or exports you choose to share.
Who owns the roadmap?
You do. You receive an editable copy.
What's next
Prefer to start yourself? Use the IT Asset & Vendor Inventory Template or the free Small Business Tech Risk Checklist.
IT Management Roadmap
$497
An advisory engagement, not a penetration test, audit, certification or legal advice. We do not guarantee that your business will be free of security incidents or achieve any compliance status. We do not resell software or receive vendor commissions for our recommendations.