Outcomes, not promises
Real engagements across AI enablement, security and compliance, and fractional CTO leadership. Names are left out at client request. The problems, the work, and the numbers are real.
Modern AI capability with non-public data that never leaves the firm
A regulated adviser wanted to use AI, but could not put non-public client data into a public tool. Their infrastructure was aging, a fleet-wide reliability issue had dragged on for months, and they had no AI governance an examiner would accept.
We led the SOC 2 program end to end, rebuilt the Azure Files and network architecture, and isolated the true root cause of the reliability issue. We stood up an on-premises AI proof of concept on dedicated GPU hardware and designed conservative, examination-ready governance with a GREEN, YELLOW, RED classification.
The firm uses AI on its own terms, with non-public data staying inside its environment, and began replacing manual operational workflows with custom applications. The governance patterns now carry across other regulated clients.
Document intake automated without giving up a single point of defensibility
A forensic practice was losing billable hours to manual document intake, but every technology choice had to be defensible under cross-examination. Off-the-shelf automation that could not be explained on the stand was not an option.
We migrated the firm to a private two-tier Azure Files architecture reachable only over an encrypted VPN, built governance keyed to authorization rather than document type, and delivered a custom document-intake automation with verify-before-confirm logic, an append-only audit trail, and human-only ratification.
The repetitive document work is automated and fully auditable, while the expert analysis stays with the human who has to answer for it. Autonomy is capped on purpose, so every step the system takes can be explained on the stand.
We outgrew our IT guy
The firm had used the same one-person IT shop for years. The owner felt something was off but could not name what was wrong. Tools were slow. No one trusted the backups. Each new hire took a week to set up. When leadership asked for a tech road map, the IT shop could not write one.
We ran a full review of the setup. We mapped every contract and license. We sat down with the leadership team and built a 12-month plan with goals each quarter. We swapped the old IT shop for a vetted MSP on a right-sized deal, and put a vCIO in the leadership routine.
In 90 days the firm had safe backups, same-day onboarding, and a vendor that answered in plain English. The savings paid for the whole job and then some.
Compliance audit, zero preparation
The firm won a deal with a big hospital, then learned the deal called for a formal security audit. They had no written rules, no real access controls to show, and no list of what sat on the network. The CEO said it felt like a test they did not know they had to take.
We built the program from the ground up: a list of all the assets, access rules, risk reviews, vendor checks, and the paperwork to prove it. We worked with the auditor and got the team ready for every step.
They passed on the first try, closed the hospital deal, and now use that work to win more deals.
Five locations, five different setups
The firm grew by buying smaller shops, and each office ran a different setup. Different email tools. Different file storage. Different ways to track clients. The owner could not pull one report across the firm without calling five offices. Staff who moved between offices had to learn brand new tools.
We picked one standard set of tools, moved each office in turn with no down time for the business, and cut four tools that did the same job. We set up a quarterly review so the owner sees one dashboard.
Staff moves are simple, client data moves with them, and the team works from one source of truth.
Want results like these?
Start with a 30-minute call. We will tell you honestly whether we can help and what that would look like. Full client introductions are available on that call.