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Advisory

Unlock Your Organization’s Full Potential with SolluCIO Partners

Advisory Services

  • Fractional CIO Services.
  • Interim CIO.
  • Strategic Management.
  • Organizational Optimization. 
  • Leadership coaching and transformation.

Specialization

  • Operational Leadership 
  • Organizational Needs Assessment 
  • Strategic and Operational Planning 
  • Organizational Change Management  
  • Mergers and Acquisition Support 
  • Transition Leadership and Interim Leadership Engagement 
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SolluCIO’s team of experienced technology executives brings decades of expertise to help organizations navigate the evolving tech landscape. Our mission is to optimize IT investments, mitigate risks, and maximize value. We offer services in strategic planning, change management, M&A, communications planning, large-scale tech initiatives, and program management. Our goal is to be a trusted advisor and contribute to our clients’ missions and goals.

WHAT MAKES US DIFFERENT

  • Our mission is to serve communities by supporting our customers.
  • Our executives have over 20 years of senior IT leadership experience.
  • Our team includes senior IT leaders and consultants who understand
    daily IT challenges.
  • We have decades of experience in change management, addressing
    risks in major tech initiatives.
  • Our industry network provides insight into current and emerging trends.

OUR SERVICES

  • Fractional CIO
  • Strategic Planning
  • Interim and Transitional Senior Leadership
  • Leadership Coaching & Mentorship
  • Organizational Assessment and Optimization
  • Mergers and Acquisitions Support
  • Technology Service Line Startups
  • Vendor Assessment and Management
  • Executive Searches & Placement (CIO, Director, & Senior Technical Roles)
Contact Now

At SolluCIO Partners, we don’t just advise—we empower organizations to navigate complexity, drive innovation, and achieve sustainable success. Our Executive IT Advisory Services provide the strategic leadership and hands-on expertise needed to align technology with business goals, ensuring your organization thrives in an ever-evolving landscape.

How We Deliver Results

We bring deep expertise in critical areas that directly impact your organization’s success:

Identifying gaps, optimizing capabilities, and providing clear, data-driven recommendations for improvement.
Elevating performance, streamlining operations, and fostering a culture of excellence across teams and departments.
Crafting actionable roadmaps that bridge today’s realities with tomorrow’s opportunities.
Ensuring smooth transitions with minimal disruption, maximizing stakeholder adoption, and driving long-term success.
Providing expert leadership to mitigate risks, align cultures, and facilitate seamless IT and operational integrations.
Supplying seasoned CIOs and IT executives to guide your organization through periods of transformation or uncertainty.
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Fractional CIO Services

Providing experienced IT leadership on a part-time basis to help organizations align technology with business goals.
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Interim CIO

Delivering temporary leadership to maintain operational continuity and support critical IT initiatives during transitions.
Business team cooperating while making new plans on a whiteboard in the office. Focus is on businesswoman writing the notes.

Strategic Management

Guiding organizations in aligning strategic objectives with operational execution.
635

Organizational Optimization

Improving efficiency and effectiveness through restructuring and process improvement.
Leader Authority Boss Coach Director Manager Concept

Leadership Coaching and Transformation:

teams to grow, evolve, and excel.

Why Choose SolluCIO Partners?

When you engage with SolluCIO Partners, you gain access to Executive IT Advisors (CIOs) who bring decades of experience in aligning technology with business objectives. Our proven methodologies, strategic insights, and leadership expertise ensure that your IT investments drive measurable business outcomes.

Executive Strategy Intake

1. Vision & Mission

  • Technology is changing at a pace that has never been experienced before. Key decisions around technology use and adoption, organizational change management and operational strategies will make or break most organizations in the next 18 months. SolluCIO Advisory Services provides the experience, technical know-how, compliance and security and change management expertise that can guide organizations to make decisions that ensure corporations can thrive in the emerging technical, ethical and competitive landscape.
  • To guide and facilitate clients to make immediate, lasting and substantial improvements to their performance in ways that benefit communities (External)
  • To become “Trusted Advisors” to clients and through that relationship enable the introduction of other high-value SolluCIO products and services (Internal)
  • Foster and facilitate ethical technology and organizational decision making and OCM that benefits the communities that our customers serve (Mission)
  • Recognized domain expertise in selected advisory verticals
  • Employer of choice
  • Industry thought leadership in targets service lines and industry verticals
  • Become a recognized (boutique) brand name in advisory services synonymous with value, expertise, community focus and ethical decision making within targeted verticals.
  • Develop industry-leading expertise in the confluence of AI, OCM, Compliance, Security
  • Driver for SolluCIO revenue growth and client expansion
  • Integrator for SolluCIO divisional services and industry partners
  • Positioned to be outcomes-based services provider – outcomes-based revenue model for some engagements
  • AI-forward services provisioning
  • Technology is changing at a pace that has never been experienced before. Key decisions around technology use and adoption, organizational change management and operational strategies will make or break most organizations in the next 18 months. SolluCIO Advisory Services provides the experience, technical know-how, compliance and security and change management expertise that can guide organizations to make decisions that ensure corporations can thrive in the emerging technical, ethical and competitive landscape.
  • To guide and facilitate clients to make immediate, lasting and substantial improvements to their performance in ways that benefit communities (External)
  • To become “Trusted Advisors” to clients and through that relationship enable the introduction of other high-value SolluCIO products and services (Internal)
  • Foster and facilitate ethical technology and organizational decision making and OCM that benefits the communities that our customers serve (Mission)
  • Recognized domain expertise in selected advisory verticals
  • Employer of choice
  • Industry thought leadership in targets service lines and industry verticals
  • Become a recognized (boutique) brand name in advisory services synonymous with value, expertise, community focus and ethical decision making within targeted verticals.
  • Develop industry-leading expertise in the confluence of AI, OCM, Compliance, Security
  • Driver for SolluCIO revenue growth and client expansion
  • Integrator for SolluCIO divisional services and industry partners
  • Positioned to be outcomes-based services provider – outcomes-based revenue model for some engagements
  • AI-forward services provisioning

2. Service Portfolio

  • Technology Strategy Formation (Strategic and Operational Planning/Requirements/OCM)
  • Outcomes-based organizational transformation
  • AI
    • Adoption (OCM)
    • Ethical
    • Governance
  • See above
  • End-to-end (turnkey) tech transformation and strategic/operational plan execution
  • AI-enabled advisory services that leverage the confluence of AI, OCM, Compliance, Security
  • Technology Strategy Formation (Strategic and Operational Planning/Requirements/OCM)
  • IT Organizational Assessment
    • Strategy
    • People/Process/Technology
    • Asset inventory and alignment
  • Organizational Change Management
    • Large-scale Program and Project Management
    • Communications Planning
    • Technical OCM
    • Training
    • Stakeholder Alignment
  • M&A Advisory
  • Product Development/Product Management
  • Executive Coaching/Mentoring/Professional Development
  • Executive Recruiting (Technical)
  • Fractional leadership services/Virtual C-level
  • AI Adoption and Governance
  • Compliance
  • Risk Assessment and Risk Mitigation
  • Ethical Decision Making and Community Engagement
  • Software and Product Development – should be outsourced to partners with core competencies in this area
  • Commodity services that lack the ability to differentiate based on SolluCIO value proposition – do not compete on volume or price
  • Services that can be readily off- or near-shored where SolluCIO does not control/own relationships or partners

3. Target Market

  • CEO
  • CIO
  • COO
  • CTO
  • CISO
  • Chief Marketing Officer
  • Chief Medical Officer
  • CFO
  • Board of Directors
  • Government Leaders
  • Industries
    • Healthcare
      • Independent provider organizations
      • Rural HC
      • Independent hospitals < $500m
    • Not-for-profit – any industry
  • Organization size
    • Small (< $10m) to Medium ($50m)
  • Geographic focus
    • US and Canada
  • Organizations that are:
    • Disproportionally impacted by the pace of technology change
    • Wishing to rapidly adopt new technologies
    • Have identified major technology or compliance related risks
    • Implementing major technology change in the for of new systems, infrastructure, processes, provisioning
    • Experiencing organizational dissonance around technology strategy, management, services deliver, cost or opportunity cost
    • Acquiring a new organization, being acquired, entering into or contemplating new partnerships
    • Major vendor changes

  • Technology is changing at a pace that has never been experienced before. Key decisions around technology use and adoption, organizational change management and operational strategies will make or break most organizations in the next 18 months. SolluCIO Advisory Services provides the experience, technical know-how, compliance and security and change management expertise that can guide organizations to make decisions that ensure corporations can thrive in the emerging technical, ethical and competitive landscape.

    • Business Opportunity (Problem) Scenarios
      • Executive Management (CEO/COO/CFO/CMO/CIO/CTO/CDO/CISO) has identified that there is a risk (competitive/compliance/security/opportunity cost/mission) in an organizations current IT strategy requiring outside assessment and recommendations.
      • Executive Management (CEO/COO/CFO/CMO/CIO/CTO/CDO/CISO has lost confidence in current technology leadership and requires an assessment of technology leadership and current technology plans along with recommendations.
      • Organizational gap in understanding emerging technologies and requires guidance in identifying technologies, planning, OCM, compliance and risk assessment/mitigation and technology value realization monitoring. Typically focused on AI, but enterprise tech stacks such as ERP, EHR, major infrastructure, cloud, data management, services provisioning such as off-shoring and workforce management and provisioning such as outsourcing also qualify.
      • Senior Technology Leadership changes that requires industry-specific expertise for recruiting/executive search that cannot be provisioned internally (Executive Search)
      • Large-scale OCM initiatives (BHAG projects)
      • Mergers and Acquisitions requiring
      • RFP/RFI development and vendor selection management where an organization does not have the expertise to manage effort internally
      • Gap in technology management capabilities requiring fractional technology leadership
  • CEO
  • CIO
  • COO
  • CTO
  • CISO
  • Chief Marketing Officer
  • Chief Medical Officer
  • CFO
  • Board of Directors
  • Government Leaders
  • Industries
    • Healthcare
      • Independent provider organizations
      • Rural HC
      • Independent hospitals < $500m
    • Not-for-profit – any industry
  • Organization size
    • Small (< $10m) to Medium ($50m)
  • Geographic focus
    • US and Canada
  • Organizations that are:
    • Disproportionally impacted by the pace of technology change
    • Wishing to rapidly adopt new technologies
    • Have identified major technology or compliance related risks
    • Implementing major technology change in the for of new systems, infrastructure, processes, provisioning
    • Experiencing organizational dissonance around technology strategy, management, services deliver, cost or opportunity cost
    • Acquiring a new organization, being acquired, entering into or contemplating new partnerships
    • Major vendor changes

  • Technology is changing at a pace that has never been experienced before. Key decisions around technology use and adoption, organizational change management and operational strategies will make or break most organizations in the next 18 months. SolluCIO Advisory Services provides the experience, technical know-how, compliance and security and change management expertise that can guide organizations to make decisions that ensure corporations can thrive in the emerging technical, ethical and competitive landscape.

    • Business Opportunity (Problem) Scenarios
      • Executive Management (CEO/COO/CFO/CMO/CIO/CTO/CDO/CISO) has identified that there is a risk (competitive/compliance/security/opportunity cost/mission) in an organizations current IT strategy requiring outside assessment and recommendations.
      • Executive Management (CEO/COO/CFO/CMO/CIO/CTO/CDO/CISO has lost confidence in current technology leadership and requires an assessment of technology leadership and current technology plans along with recommendations.
      • Organizational gap in understanding emerging technologies and requires guidance in identifying technologies, planning, OCM, compliance and risk assessment/mitigation and technology value realization monitoring. Typically focused on AI, but enterprise tech stacks such as ERP, EHR, major infrastructure, cloud, data management, services provisioning such as off-shoring and workforce management and provisioning such as outsourcing also qualify.
      • Senior Technology Leadership changes that requires industry-specific expertise for recruiting/executive search that cannot be provisioned internally (Executive Search)
      • Large-scale OCM initiatives (BHAG projects)
      • Mergers and Acquisitions requiring
      • RFP/RFI development and vendor selection management where an organization does not have the expertise to manage effort internally
      • Gap in technology management capabilities requiring fractional technology leadership

4. Market Position & Differentiation

  • Industry expertise
  • Value
    • McKinsey-level expertise at WalMart pricing
    • No pre-set prejudices/requirements on methodologies and tools – every engagement is sized and purpose fit to the customer’s needs, optimizing expense and time to resolution
  • Strategic use of proprietary toolset
  • Multiple industry experts in relevant disciplines (cyber security, compliance, data management, governance, OCM, managed services, outsourcing, staffing and recruiting) all under one umbrella and tightly integrated into the Advisory framework
  • The SolluCIO mission
  • Value
  • Honesty/transparency
  • Trusted relationship
  • Ethical outcomes
  • McKinsey
  • Accenture
  • Impact Advisors
  • Huron
  • GuideHouse
  • Slalom
  • HMA
  • Level of experience/expertise – everyone is a highly seasoned, experienced, recognized industry leader
  • Price/value
  • Service line integration
  • AI tech stack

5. Growth Strategy

  • Delivering exceptional value
  • Having a mission
  • Thought leadership on the ethical adoption and leveraging emerging technologies that drives business value
  • Ability to mitigate risks
  • Ability to execute, in particular in OCM
  • Sales
  • Sales
  • Mission aligned organizations
  • Perin Health
  • Phase Margin
  • A-Line
  • ModelOp
  • A-Line and ModelOp
  • Delivering exceptional value
  • Having a mission
  • Thought leadership on the ethical adoption and leveraging emerging technologies that drives business value
  • Ability to mitigate risks
  • Ability to execute, in particular in OCM
  • Sales
  • Sales
  • Mission aligned organizations
  • Perin Health
  • Phase Margin
  • A-Line
  • ModelOp
  • A-Line and ModelOp

Executive Strategy Intake

1. Vision & Mission

Why does the Advisory Division exist?

  • To guide and facilitate clients to make immediate, lasting and substantial improvements to their performance in ways that benefit communities (External)
  • To become “Trusted Advisors” to clients and through that relationship enable the introduction of other high-value SolluCIO products and services (Internal)

What is the mission of the Advisory Division?

  • Foster and facilitate ethical technology and organizational decision making and OCM that benefits the communities that our customers serve (Mission)

Where do you see the division in five years?

  • Recognized domain expertise in selected advisory verticals
  • Employer of choice
  • Industry thought leadership in targets service lines and industry verticals

What business problem(s) are we solving?

  • Technology is changing at a pace that has never been experienced before. Key decisions around technology use and adoption, organizational change management and operational strategies will make or break most organizations in the next 18 months. SolluCIO Advisory Services provides the experience, technical know-how, compliance and security and change management expertise that can guide organizations to make decisions that ensure corporations can thrive in the emerging technical, ethical and competitive landscape.

What is your vision for the division over the next three years?

  • Become a recognized (boutique) brand name in advisory services synonymous with value, expertise, community focus and ethical decision making within targeted verticals.
  • Develop industry-leading expertise in the confluence of AI, OCM, Compliance, Security
  • Driver for SolluCIO revenue growth and client expansion
  • Integrator for SolluCIO divisional services and industry partners
  • Positioned to be outcomes-based services provider – outcomes-based revenue model for some engagements
  • AI-forward services provisioning

2. Service Portfolio

What services do we provide today?

  • Technology Strategy Formation (Strategic and Operational Planning/Requirements/OCM)
  • IT Organizational Assessment
    • Strategy
    • People/Process/Technology
    • Asset inventory and alignment
  • Organizational Change Management
    • Large-scale Program and Project Management
    • Communications Planning
    • Technical OCM
    • Training
    • Stakeholder Alignment
  • M&A Advisory
  • Product Development/Product Management
  • Executive Coaching/Mentoring/Professional Development
  • Executive Recruiting (Technical)
  • Fractional leadership services/Virtual C-level
  • AI Adoption and Governance
  • Compliance
  • Risk Assessment and Risk Mitigation
  • Ethical Decision Making and Community Engagement
  •  

What services should we provide over the next three to five years?

  • See above
  • End-to-end (turnkey) tech transformation and strategic/operational plan execution
  • AI-enabled advisory services that leverage the confluence of AI, OCM, Compliance, Security

Which services should become our flagship offerings?

  • Technology Strategy Formation (Strategic and Operational Planning/Requirements/OCM)
  • Outcomes-based organizational transformation
  • AI
    • Adoption (OCM)
    • Ethical
    • Governance

Which services are outside our strategy and should we avoid?

  • Software and Product Development – should be outsourced to partners with core competencies in this area
  • Commodity services that lack the ability to differentiate based on SolluCIO value proposition – do not compete on volume or price
  • Services that can be readily off- or near-shored where SolluCIO does not control/own relationships or partners

3. Target Market

What business problems are we helping our clients solve?

  • Technology is changing at a pace that has never been experienced before. Key decisions around technology use and adoption, organizational change management and operational strategies will make or break most organizations in the next 18 months. SolluCIO Advisory Services provides the experience, technical know-how, compliance and security and change management expertise that can guide organizations to make decisions that ensure corporations can thrive in the emerging technical, ethical and competitive landscape.

    • Business Opportunity (Problem) Scenarios
      • Executive Management (CEO/COO/CFO/CMO/CIO/CTO/CDO/CISO) has identified that there is a risk (competitive/compliance/security/opportunity cost/mission) in an organizations current IT strategy requiring outside assessment and recommendations.
      • Executive Management (CEO/COO/CFO/CMO/CIO/CTO/CDO/CISO has lost confidence in current technology leadership and requires an assessment of technology leadership and current technology plans along with recommendations.
      • Organizational gap in understanding emerging technologies and requires guidance in identifying technologies, planning, OCM, compliance and risk assessment/mitigation and technology value realization monitoring. Typically focused on AI, but enterprise tech stacks such as ERP, EHR, major infrastructure, cloud, data management, services provisioning such as off-shoring and workforce management and provisioning such as outsourcing also qualify.
      • Senior Technology Leadership changes that requires industry-specific expertise for recruiting/executive search that cannot be provisioned internally (Executive Search)
      • Large-scale OCM initiatives (BHAG projects)
      • Mergers and Acquisitions requiring
      • RFP/RFI development and vendor selection management where an organization does not have the expertise to manage effort internally
      • Gap in technology management capabilities requiring fractional technology leadership

Who is our Ideal Customer Profile (ICP)?

  • Industries
    • Healthcare
      • Independent provider organizations
      • Rural HC
      • Independent hospitals < $500m
    • Not-for-profit – any industry
  • Organization size
    • Small (< $10m) to Medium ($50m)
  • Geographic focus
    • US and Canada
  • Organizations that are:
    • Disproportionally impacted by the pace of technology change
    • Wishing to rapidly adopt new technologies
    • Have identified major technology or compliance related risks
    • Implementing major technology change in the for of new systems, infrastructure, processes, provisioning
    • Experiencing organizational dissonance around technology strategy, management, services deliver, cost or opportunity cost
    • Acquiring a new organization, being acquired, entering into or contemplating new partnerships
    • Major vendor changes
  •  

Who are the primary decision-makers we serve?

  • CEO
  • CIO
  • COO
  • CTO
  • CISO
  • Chief Marketing Officer
  • Chief Medical Officer
  • CFO
  • Board of Directors
  • Government Leaders

4. Market Position & Differentiation

What business problems are we helping our clients solve?​

  • Industry expertise
  • Value
    • McKinsey-level expertise at WalMart pricing
    • No pre-set prejudices/requirements on methodologies and tools – every engagement is sized and purpose fit to the customer’s needs, optimizing expense and time to resolution
  • Strategic use of proprietary toolset
  • Multiple industry experts in relevant disciplines (cyber security, compliance, data management, governance, OCM, managed services, outsourcing, staffing and recruiting) all under one umbrella and tightly integrated into the Advisory framework
  •  

What business outcomes should every client expect from working with us?

  • Value
  • Honesty/transparency
  • Trusted relationship
  • Ethical outcomes

Why should a client choose SolluCIO Advisory instead of another consulting firm?

  • McKinsey
  • Accenture
  • Impact Advisors
  • Huron
  • GuideHouse
  • Slalom
  • HMA

What are our top three to five differentiators?

  • Level of experience/expertise – everyone is a highly seasoned, experienced, recognized industry leader
  • Price/value
  • Service line integration
  • AI tech stack

5. Growth Strategy

If we execute successfully over the next five years, what should SolluCIO Advisory be known for nationally?

  • Delivering exceptional value
  • Having a mission
  • Thought leadership on the ethical adoption and leveraging emerging technologies that drives business value
  • Ability to mitigate risks

Ability to execute, in particular in OCM

What types of clients do we want more of?

  • Mission aligned organizations

What are the top priorities for growing the Advisory Division over the next 12–24 months?

  • Sales

What capabilities do we need to build?

    • Sales 

What strategic partnerships should we pursue?

    • Perin Health
    • Phase Margin
    • A-Line
    • ModelOp
    • A-Line and ModelOp

Specializations:

We bring deep expertise in key areas critical to organizational success, including:

  • Operational Leadership: Driving performance and operational excellence across teams and departments.
  • Organizational Needs Assessment: Evaluating current capabilities and identifying areas for improvement.
  • Strategic and Operational Planning: Developing actionable plans to achieve long-term goals.
  • Organizational Change Management: Managing transitions effectively to minimize disruption and maximize adoption.
  • Mergers and Acquisition Support: Providing leadership and expertise to ensure smooth integration during M&A activities.
  • Transition Leadership and Interim Leadership Engagement: Delivering experienced leaders to guide organizations through periods of change or uncertainty.

Strategic leadership that

DRIVES CHANGE

Healthcare

Government & Nonprofit

Financial Services

Regulated Industries

The Challenge Facing

Every Executive

Technology is moving faster than organizations can adapt. Key decisions around AI adoption, organizational change management, and operational strategy will make or break most organizations in the next 18 months.

SolluCIO Advisory provides the experience, technical know-how, compliance expertise, and change management leadership to help your organization not just survive — but thrive.

Most organizations don’t need more technology investment — they need better, more informed decisions

 

“We don’t begin with technology. We begin with your mission.

Trust before transactions

Business & IT misalignment

AI uncertainty, unclear strategy

Poor governance, slow adoption

What Advisory Does

Executive Advisory

Fractional CIO/CTO, technology strategy formation, executive coaching & mentoring

Technology Strategy

Strategic & operational planning, IT organizational assessment, M&A advisory, vendor selection.

Transformation & PMO

Digital transformation, large-scale OCM, program and project management, communications planning.

Organizational Change

Large-scale program management, communications planning, stakeholder alignment

AI Strategy & Governance

AI adoption, ethical use frameworks, governance, and emerging technology planning

Risk, Compliance & Governance

Risk assessment and mitigation, compliance advisory, ethical decision-making frameworks

Our Advisory Services

Technology Strategy

Strategic & operational planning, IT organizational assessment, M&A advisory, vendor selection.

Transformation & PMO

Digital transformation, large-scale OCM, program and project management, communications planning.

AI & Innovation

AI adoption strategy, governance frameworks, ethical use policy, emerging technology readiness.

Talent & Leadership

Executive recruiting (technical), fractional leadership, virtual C-level, professional development.

Our Trusted Advisory Framework™

Assess

Understand where you are today

Align

Develop practical strategy and roadmap

Advise

Create executive agreement on priorities

Execute

Support implementation and change

Every engagement follows this proven framework — sized and purpose-fit to your organization’s specific needs

Who We Serve

Healthcare

Independent provider organizations, rural healthcare, independent hospitals under $500M revenue.

Nonprofits

Mission-driven organizations in any industry experiencing growth, modernization, or leadership transition.

Government & Education

Public sector and education organizations navigating technology change, AI adoption, and compliance

Commercial

Small to mid-size organizations ($10M–$50M) disproportionately impacted by technology change.

Why SolluCIO Advisory

McKinsey-Level Expertise. Accessible Pricing.

Every Advisor is a Seasoned Industry Leader

Integrated: Advisory + Cyber + AI + Data

Purpose-Fit — No Preset Methodologies

Mission-Aligned. Community-First. Outcomes-Based.

Start the Conversation

Complimentary Strategic Discovery Session

Let’s discuss your organization’s priorities

Our Commitment

Trust before transactions.

We begin with your mission — not technology.

Let’s shape the future of your organization—together.

Contact us today to learn how Sollucio Partners can help you navigate change, optimize performance, and achieve lasting success.

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