Vision without action is a daydream. Action without vision is a nightmare.

Building on the findings from our Technology Business Needs Assessment (TechMap™), we help you build a strategic technology plan that sets your technology vision, prioritizes your technology projects and investments and defines action steps to align IT with your strategic business plan.

We will also help you implement a tailored IT governance strategy that addresses governance roles, project review and management processes, and service level agreements.

Finally, we check in quarterly to measure progress and to keep everyone focused on execution. Three ring binder plans that you only dust off for examiners is so Y2K.

Key Features:

  • Establish project budgets, dates and responsibilities with accountability success metrics
  • Build consensus on technology priorities
  • Move from reactive “fighting fires” to proactive “building bridges”
  • Implement a governance structure that establishes a shared vision of how technology can continually add value to your institution
  • Develop a framework to prioritize technology initiatives based on payback and support of strategy

Learn More About Our Process and Get a Custom Quote

Schedule a time to talk with one of our Technology Planning Consultants
or, if you’re ready, request a custom pricing proposal.

Talk to a Technology Planning ExpertRequest a Proposal


So, What Makes Us Different?


Our proven methodology is strengthened by a team of business strategy and technology professionals that specialize in figuring out how to use technology to support your institution’s strategic goals, financial targets, business model, brand, sales and service model, and culture.


Our in-depth knowledge of the strengths and weaknesses of a wide range of vendor products plus our VendorVault™ and ContractVault™ keeps us grounded on what actually works and what investments actually cost. No theoreticals here.


Our Technology Planning consultants are industry professionals with CIO, CTO and senior level operations experience. They have developed, presented, and executed strategic technology plans  themselves and know the best practices from your side.