Wellforce
Pillar 4 of 5

IT strategy that sits in your board pack, not just your IT closet.

A senior technology leader who works with your CEO/ED, CFO, and board on the things IT decides at the strategy layer: budget, risk, compliance, M&A integration, and what to do with AI before someone else makes the choice for you.

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Where this fits
Help Desk 10-min response. 70%+ first-contact resolution. Systems Admin Endpoints, servers, M365, identity — kept current and clean. vITM A named, on-site IT lead who knows your team, vendors, and projects. vCIO IT strategy, budgeting, and a 12-month roadmap reviewed quarterly. Managed Network Wired, Wi-Fi, SD-WAN, and the unsexy ISP tickets nobody else owns.
ATM Cybersecurity — Always-Trust Modernized: 24×7 monitoring, EDR, identity, IR. 24×7 monitoring, EDR, identity, compliance reporting
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The problem

What this fixes

  • You're making technology decisions reactively, vendor-by-vendor.

  • Your IT budget is built bottom-up from line items, not top-down from strategy.

  • Your board is asking about AI, cyber risk, and compliance — and you don't have a credible single voice to answer.

What's included

Inside Virtual CIO (vCIO)

Pulled from the Complete IT Partnership SOW. Every line item is operated, not just listed.

  • 12-month technology roadmap

    Reviewed quarterly. Tied to your business plan. Has owners and dates.

  • Annual IT budget

    Capex, opex, refresh cycles, license forecasts, contingency. The CFO gets a real plan.

  • Quarterly executive review

    A 90-minute QBR with your leadership team — risk register, project status, posture, recommended changes.

  • Risk + compliance posture

    A living risk register mapped to your relevant frameworks (HIPAA, FERPA, SOC 2, CMMC, PCI as applicable).

  • AI strategy alignment

    Where AI fits, where it doesn't, what governance you need first. Pairs with the AI Practice if you're ready to deploy.

  • Board reporting pack

    A two-page IT/risk update your ED or CEO can put in front of the board without translation.

The stack

Tools and platforms

What we run for you. Standardized so the team isn't guessing per-environment.

  • IT Glue (single source of truth)
  • BrightGauge (reporting)
  • KnowBe4 (compliance + training)
  • Vanta or Drata (compliance automation)
The numbers

What we track

Real metrics, reported monthly. Not theater.

  • QBR cadence Quarterly with C-suite
  • Roadmap commitment rate > 85% of items shipped on date
  • Risk register review Monthly internal, quarterly with you
  • Budget variance < 5% on annual plan
Questions

About Virtual CIO (vCIO)

Do we need a vCIO if we already have a CTO?

Probably not — but many of our clients sit between "we have an internal IT person" and "we have a full CTO." The vCIO fills that strategy gap. If you have a CTO, the vCIO complements them on operational delivery.

Is the vCIO the same person as the vITM?

No. They're different roles, often filled by different people with different temperaments. The vITM is operational. The vCIO is strategic. They work together — your QBR has both in the room.

How is this different from your AI Compass product?

The vCIO covers all of IT strategy. Compass is a deeper, AI-specific strategy and governance engagement that pairs with the vCIO when you're actively building an AI program. They can run in parallel.

What does a QBR actually look like?

90 minutes. Agenda: previous quarter scorecard, current risk register, project status, recommended decisions for the next quarter, budget update. We send pre-read materials a week ahead.

Next step

See what your current setup is missing.

Run your Business Technology Scorecard — 60 seconds, one domain, real findings. PDF arrives in your inbox. No call required.

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