Virtual CIO (vCIO) at Wellforce
Pillar 4 of 5

IT planning that belongs in your board meeting.

You get a senior tech leader who works with your CEO, your finance lead, and your board. They help you plan the big things: your budget, your risks, your rules, and what to do about AI before someone else decides for you.

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Sound familiar?

Here's what we fix

You make tech decisions one vendor at a time, with no plan.

Your IT budget is a pile of line items, not a real strategy.

Your board asks about AI, security, and rules, and you have no clear answer.

Where this fits

Part of one complete IT team

Five jobs, one team, one monthly price. Security holds it all up.

Help Desk 10-minute response. Most problems fixed on the first call. Systems Admin We keep your computers, servers, and accounts current and clean. IT Manager A named IT lead who knows your team, your vendors, and your projects. Strategist IT strategy, budget, and a 12-month plan reviewed every quarter. Network Wired, Wi-Fi, internet, and the boring tickets nobody else owns.
ATM Cybersecurity: Round-the-clock monitoring, threat blocking, and fast response. Built in. 24×7 monitoring, EDR, identity, compliance reporting
Foundation →
What's included

Inside Virtual CIO (vCIO)

Every line is something we run for you, not just a box we check.

12-month tech plan

Reviewed every quarter and tied to your business goals. Every item has an owner and a date.

A real yearly budget

Equipment, software, and refresh costs, all planned out. Your finance lead gets numbers they can trust.

Quarterly leadership review

A 90-minute meeting with your leaders. We cover risks, project status, and what to change next.

Risk and rules check

A living list of your risks, mapped to the rules you must follow, like HIPAA, FERPA, SOC 2, CMMC, or PCI.

A clear AI plan

Where AI helps, where it does not, and what guardrails you need first. Pairs with our AI Practice when you are ready.

Board-ready report

A simple two-page update your leader can put in front of the board with no translating.

By the numbers

What we track, reported every month

Every quarter with your execs
Leadership review
Over 85% of items
Plan delivered on time
Monthly with us, quarterly with you
Risk review
Within 5% of plan
Budget accuracy

Tools we run for you

IT Glue (single source of truth)BrightGauge (reporting)KnowBe4 (training)Vanta or Drata (compliance automation)
Questions

About Virtual CIO (vCIO)

Do we need this if we already have a CTO?
Maybe not. But many clients sit between having one IT person and having a full CTO. The strategist fills that gap. If you have a CTO, we support them on day-to-day delivery.
Is the strategist the same person as my IT manager?
No. They are different roles, often different people. Your IT manager is hands-on. Your strategist plans the big picture. They work together, and both join your quarterly review.
How is this different from your Claude bundles?
The strategist covers all of IT planning. The Claude bundles are a focused, flat-fee way to get your team live on Claude the right way. They pair with the strategist when you are actively building an AI program. They can run side by side.
What does the quarterly review look like?
90 minutes. We cover last quarter's scorecard, your current risks, project status, decisions for next quarter, and the budget. You get the materials a week ahead.
Golden-hour city skyline at dusk

See what your IT could be doing for you.

Book a 30-minute chat. We will look at your setup, answer your questions, and tell you honestly whether we are the right fit. No pressure.

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