Solutions
Fractional CTO Solutions and Services
Every solution starts with a clear picture of the problem. Here's where we help.
Free Technology Review
The Problem
- You know something in your setup is slowing you down, but you don't know where to start
- You don't want to commit to a project without understanding what actually matters
- Past consultants have led with selling, not understanding
How We Help
We take a structured look at your website, systems, workflows, and costs, then deliver a written findings document with three to five prioritized recommendations. Plain language, no sales pressure. You keep the findings whether you engage us further or not.
Fits especially well for dental practices, law firms, and specialty medical practices.
Example Outcomes
- A clear picture of what to fix first across your full tech setup
- Three to five plain-language recommendations ranked by impact
- A written document you can act on or share with your team
- No obligation to engage us further
Website & Digital Presence Modernization
The Problem
- Simple updates require a developer or a week of back-and-forth
- Your site doesn't reflect your brand, pricing, or services accurately
- Competitors look polished. You look dated
How We Help
We audit your current presence, define a right-sized tech stack, and manage the modernization from brief to launch. No overselling, no extra complexity.
Common fits: practice websites that haven't been updated in 3+ years, especially for dental, legal, and specialty medical.
Example Outcomes
- Faster content updates without developer dependency
- A site that reflects your services and converts visitors
- Lower ongoing maintenance cost
Automation & Implementation Support
The Problem
- Your team copies data between systems by hand every week
- Tools don't talk to each other and no one owns the fix
- Manual workflows that should be automated are still manual
How We Help
We identify the highest-value workflow to automate, then build and tune it using the right platform for your situation. The goal is to remove repetitive work without replacing the systems your team already knows.
Practical workflow support for growing teams. Not more complexity.
Common fits: prior authorization workflows in specialty medical, intake and conflict checks in legal, insurance verification in dental.
Example Outcomes
- Hours of weekly manual work eliminated through targeted automation
- Systems that talk to each other instead of requiring copy-paste
- A single workflow owner instead of "no one knows who fixes this"
- Reduced staff frustration and capacity returned for higher-value work
- Documented processes your team can rely on as you grow
Cost Optimization & Right-Sized Infrastructure
The Problem
- Software subscriptions stack up with no audit in sight
- You're paying for capacity you don't use
- No one has a clear picture of total tech spend
How We Help
We audit your full tech stack, flag redundant tools and unused licenses, and deliver a concrete reduction plan. We don't recommend cuts that hurt capability.
Common fits: practices and firms with multiple overlapping SaaS subscriptions accumulated over years.
Example Outcomes
- Clear picture of total technology spend
- Redundant tools identified and eliminated
- Right-sized infrastructure that scales with actual needs
Custom Software & AI Projects
The Problem
- You have a software need off-the-shelf tools don't solve
- A previous build went over budget, over time, or under-delivered
- You're not sure if AI fits your business, or how to start
How We Help
We scope the project clearly before code is written, select the right build partner, and manage QA and delivery throughout. You get what was promised.
Common fits: workflows that off-the-shelf tools cannot address, where a focused build pays back within 12 to 18 months.
Example Outcomes
- Well-scoped projects that don't balloon in cost or timeline
- A trusted partner managing the build from your side
- Honest AI assessment, applied only where it actually helps
AI Answer Visibility Review
The Problem
- You don't know what ChatGPT, Claude, or Gemini say about your business when prospects ask
- Your directory listings are inconsistent and may be hurting how AI tools find you
- Competitors are showing up in AI answers and you're not
How We Help
We run a structured set of prospect-style questions across major AI platforms, document what each one says about your business, identify which sources are shaping those answers, and recommend updates to improve clarity and consistency over time.
Common fits: practices and firms that rely on new patient or new client acquisition through search.
Example Outcomes
- A clear picture of how your business appears (or doesn't) in AI answers
- A side-by-side comparison of what ChatGPT, Claude, Gemini, and Perplexity say about your category
- Source attribution analysis showing what's shaping the answers
- Prioritized recommendations to improve AI visibility
Fractional CTO Retainer
The Problem
- You don't need a full-time CTO, but you need someone senior to weigh in on technology decisions
- Vendor evaluations and tool selections keep falling on the wrong person
- Without ongoing technical leadership, projects stall or drift
How We Help
A monthly retainer that gives you regular access to Alan or Steven for strategic guidance, vendor management, and planning. Includes a monthly strategic call, advisory access between calls, and a quarterly written technology summary. No long-term lock-in.
Common fits: growing practices and firms with no internal technology leadership.
Example Outcomes
- Proactive technology decisions instead of reactive ones
- Vendor evaluations handled by someone with no vendor incentives
- A documented quarterly view of your technology health
- Senior judgment available when you need it, without a full-time hire
Not sure where to start?
That's what the Technology Review is for. We'll figure it out together.