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Project Oversight Retainer



It’s time to stop feeling like a victim of your own success.

You deserve to have a smart, smooth, and growing business. The right technology can get you what you deserve.  Most businesses are wasting valuable time and money using systems that no longer suit their business today.  Even worse, outdated systems stand in the way of business growth

Finding the right solutions can be overwhelming, time-consuming, and confusing to figure out what you need and how to implement it well. Technology is often complex and ever-changing. To do so takes dedicated leadership that understands the strategic, technical, and management of your competitive advantage and the strategic, technical, and management challenges your business faces today.

Our retainer engagement will give you access to the strategic and tactical leadership expertise you need when you need it while you keep the focus on the most critical aspects of your business development.


Imagine having a trusted and experienced partner to finally accomplish the all-important strategic technology goals of the organization.  Imagine responding quicker to the rapid change with technology that keeps up with your unique needs.  Give your business the momentum to make a real impact, streamline critical processes, and increase productivity.  Turn your business into a success story!  Start making the real progress your business deserves today.

Great businesses deserve systems that enable them to achieve more!


Our experts are here to help you figure out where your business is going, and how to get there.  Access the expertise, on-demand, and enhance the performance of the existing technical team, including your Managed Service Providers.


You’ll book a private 30-minute introductory call with one of our experts via our scheduling link.  Complete our questionnaire or share your details for our review prior to the call.  Join us on our Microsoft Teams call at your scheduled time.  You will get to share your biggest business challenges, vision for success, and thoughts about how our expertise can make immediate positive impacts.  Following the successful discovery call we will agree to the game plan to get started and book the official kick-off.

There are 6 possible areas of involvement during our engagement: 

  • Participation in an initial in-depth, in-person meeting to capture long-term business goals, existing systems architecture, active projects, and organizational challenges. 

  • Regular meetings with the primary contact to discuss strategy, longer-term issues, and business goals. 

  • Strategic and tactical advice based on a series of ongoing meetings with team leaders. These are individualized and mutually agreed upon. In addition, we’ll serve as a sounding board as they work to achieve their business and technical goals. 

  • Periodic market innovation insights and continuous improvement analysis based on business leadership community interactions. 

  • Maturity model review of infrastructure, management, business processes, business applications, documentation, and the like. Where appropriate, we’ll provide best practice frameworks, documentation templates, proof-of-concept examples, and roadmaps.  

  • Situational responsiveness to needs that arise that you deem require my assistance, which is not covered elsewhere. 


We’re here to help. We’re not just another technology provider —we’re the business coach. We’ve got the experience, and we’ve got the right tools to help you get your business on the right path.

  • We’ve advised C-Suite, leadership, and technical teams both directly and indirectly for more than a decade

  • We have strategic partnerships with Microsoft, NetSuite, SAP Partners, many MSP providers, and more

  • We have lived in your world as corporate, small business employees, and independent entrepreneurs

  • 40+ combined years of Information Technology & Systems solutions Experience

  • Academic study in business administration and management information systems, industry expert certifications, and many more…

100 % Money-Back Guarantee

The first discovery call is free and there’s no risk or obligation. If we agree that the Project Oversight opportunity will add value, we offer a 100% money-back guarantee. We don’t want your money if we’re not a good fit. If you’re not happy with our kickoff call for any reason, just let us know and we’ll refund your money in full.  There is absolutely no long-term obligation too. You can cancel at any time and you will not be charged again.

Availability is Limited

Lack of technical leadership is unproductive and wasteful taking time out of your day and stealing your profits.  Your current systems are getting in the way of growing your business.  Get time back to focus on the most critical aspects of your business with faster answers.  Respond quicker to the rapid change in the world with technology that keeps up with the demands.  LET’S ELEVATE YOUR BUSINESS’ TECHNOLOGY TO THE NEXT LEVEL

We are only able to accept a few Project Oversight Retainers per year.  If you are considering strategic leadership to drive company value, book the discovery call today.  We are able to book first come first served bases so the sooner we get started the sooner you will take the critical action you need to grow your business today.

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