Success Stories

Sample projects demonstrating how I've helped organizations address technology and cybersecurity challenges.

Read success story: Transition to Managed IT Service (MSP) Improved Service Quality Fractional CIO & CTO

Transition to Managed IT Service (MSP) Improved Service Quality

Led client through transition of IT capability from in-house to outsourced MSP to enable successful sale of company.

Industry
Government Contractors
Company Size
$40M / 250 people
Outcome
The client fully transitioned to a Managed IT provider in 30 days from signed agreement and subsequently closed on the sale of the company.
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Read success story: CMMC Gap Assessment led to Enclave Implementation Cybersecurity & Risk Management

CMMC Gap Assessment led to Enclave Implementation

Guided a multi-industry conglomerate through CMMC compliance across its subsidiaries' diverse tech stacks.

Industry
Government Contractors
Company Size
$1 Billion / 5,000+ people
Outcome
Client decided to develop a technology enclave for their federal subsidiary to address CMMC requirements in a cost effective manner and avoid burdening the rest of the organization with unnecessary compliance requirements.
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Read success story: Technology Assessment Addressed Workflow & Practice Management Needs Assessments & Roadmaps

Technology Assessment Addressed Workflow & Practice Management Needs

Identified integrated system to address workflow and practice management needs.

Industry
Accounting & Consulting
Company Size
$30M / 120 people
Outcome
Client decided to adopt Karbon - an integrated practice management platform that addresses multiple needs and enables the entire firm to operate on the same technology stack.
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Read success story: Cybersecurity Assessment Identified Security Improvements Assessments & Roadmaps

Cybersecurity Assessment Identified Security Improvements

Conducted cybersecurity assessment for private K12 institution.

Industry
Nonprofits
Company Size
$80M / 300 people
Outcome
Client leveraged recommendation to make business case for additional investments in security technology and shore up their defenses.
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Read success story: Caseware Cloud Migration Improved Audit Collaboration & Efficiency Technology Systems Support

Caseware Cloud Migration Improved Audit Collaboration & Efficiency

Addressed infrastructure constraints and modernized critical audit application by migrating to the cloud.

Industry
Accounting & Consulting
Company Size
$70M / 300+ people
Outcome
Significantly increased efficiency of working in binders (seamless syncing of data across multiple users)
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Read success story: Consolidated Internet Circuits & Streamlined Vendor Management Spend Optimization

Consolidated Internet Circuits & Streamlined Vendor Management

Successfully consolidated Internet circuits across 20+ locations (40+ circuits) to improve save costs and streamline vendor management.

Industry
Accounting & Consulting
Company Size
$400M / 2,000 people
Outcome
Client saved 18% by consolidating telecom spend on a primary vendor and transitioned legacy circuits to new vendor as contracts expired.
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Read success story: Replaced Legacy VOIP & Internet Circuits with Modern Capabilities Spend Optimization

Replaced Legacy VOIP & Internet Circuits with Modern Capabilities

Led the overhaul and modernization of critical phone and network infrastructure for non-profit religious organization (church).

Industry
Nonprofits
Company Size
Unknown / 2,000+ members
Outcome
Replaced legacy EDI Internet network with faster redundant fiber Internet connections at all 3 campuses (at a lower operating cost).
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Read success story: IT Needs Assessment Delivered Comprehensive Roadmap Assessments & Roadmaps

IT Needs Assessment Delivered Comprehensive Roadmap

Conducted IT Needs Assessment for an Industry Association challenged with managing competing business drivers.

Industry
Nonprofits
Company Size
$25M / 80 people
Outcome
Client received a prioritized list of actionable recommendations that holistically identified their needs across people, process, and technology dimensions.
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Read success story: Coached Technology Leaders and Identified Team Capability Gaps Fractional CIO & CTO

Coached Technology Leaders and Identified Team Capability Gaps

Assessed team member capabilities and developed mitigation plan for capability and staffing gaps.

Industry
Accounting & Consulting
Company Size
$26M / 130 employees
Outcome
Client made difficult decision to replace some team members to enhance their operational capability.
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Read success story: Cybersecurity Assessment Supported SOC 2 Certification Process Assessments & Roadmaps

Cybersecurity Assessment Supported SOC 2 Certification Process

Conducted cybersecurity assessment for advocacy non-profit.

Industry
Nonprofits
Company Size
$65M / 500 people
Outcome
Client obtained validation that their security practices were sufficient and subsequently attained their SOC 2 Certification.
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