Engagement areas

Nine areas of expertise

Pick what hurts. Most clients combine two or three areas into a standing fractional-CTO engagement.

01Security

I treat security as a business risk, not a product feature.

  • Threat modeling and risk register your board actually reads
  • Identity, access and vendor-risk reviews (M365/Google Workspace, AWS/GCP/Azure)
  • PCI, PHI and PII guardrails; penetration-test management and remediation
  • Incident response runbooks — who picks up the phone at 2 a.m.

02Architecture

Systems your successors can understand — and price tags you can forecast.

  • Current-state architecture review vs. 3-year growth plan
  • Build vs. buy decisions: ERP/CRM vs. custom, monolith vs. services
  • Integration strategy for multi-SaaS landscapes
  • Technical-debt ledger with carrying cost and payback

03AI Strategy

LLM deployments with a payback period, not demos.

  • Use-case portfolio ranked by payback and implementation risk
  • Build vs. buy vs. wait decision framework per use case
  • Model selection, data readiness and guardrail design
  • Production scaling of vibe-coded applications
  • Cost and governance of agents in production — where the money actually goes

07Compliance

Audit evidence generated by design, not panic.

  • SOC 2, HIPAA, PCI-DSS and GDPR readiness assessments
  • Control mapping to your actual stack and staffing
  • Policy and exception processes auditors accept
  • Vendor security questionnaires answered credibly

06Disaster Recovery

The plan you hope you never open — tested, not assumed.

  • RPO/RTO targets set with the business, not IT alone
  • Backup strategy and restore drills with documented results
  • Failover design: what breaks, in what order, who decides
  • Continuity plan: paper exercise at 3 a.m. before the real one

09Operations & maintenance

Custom software is only cheap if you design its O&M before the first line of code.

  • Run-cost modeling: what each service will cost to operate before you decide to build it
  • Designing for the on-call reality: fewer moving parts, boring technology, runbooks as deliverables
  • Supportability reviews: logs, metrics and alerts as acceptance criteria, not afterthoughts
  • Build vs. buy decisions that keep the total cost of ownership, not just the build cost, low

08Team Building

Hire slow, in a market that pays for evidence.

  • Org design and hiring scorecards for roles you can't yet define
  • Interview loops that find signal, not polish — remote teams included
  • Compensation bands and career ladders for a 15→50-person org
  • Onboarding and mentor structures that make first hires stick

04Performance

Speed is revenue: page load is conversion; latency is churn.

  • Load-time and latency budgets tied to revenue metrics
  • Database, cache and CDN tuning; queue and event-driven patterns
  • Cost-per-transaction modeling before scaling spend
  • Observability so performance regressions die in staging

05Infrastructure

Cloud as a utility bill you control, not a mystery.

  • AWS/GCP/Azure strategy, landing zones and tagging/cost governance
  • Infrastructure as code (Terraform) and CI/CD pipelines
  • Kubernetes vs. serverless vs. PaaS — honest trade-offs
  • Multi-region and multi-cloud when availability justifies it

What an engagement looks like

  1. Assessment (week 1–2). Systems, vendors, risks and constraints inventoried. Written findings with a risk-ranked roadmap.
  2. Blueprint (week 3–4). Target architecture, security baseline, compliance path and hiring plan — with costs, agreed with you and your board.
  3. Execution support (ongoing). Monthly architecture and risk review, hiring participation, board deck, on-call escalation line.