Services

Six lines of business under one senior seat. Whether the work is a single audit, a multi-month rebuild, or a quiet monthly retainer — what stays consistent is the person across the table.

Fractional CTO Advisory

Strategic technology leadership on a fractional basis — a fractional CTO (fCTO) seat at the table without the seat on the payroll. Multi-year roadmap, executive partnership, and the bridge between the technical work and the business outcomes.

  • IT strategy & multi-year technology roadmap
  • Board & executive reporting in plain English
  • Vendor governance & cost optimisation
  • Technology risk & investment advice
  • Compliance posture (PIPEDA, SOC 2, ISO 27001 control principles)
  • Acquisition / integration technology due diligence

Fractional CIO Advisory

Senior IT operations leadership for mid-market businesses — a fractional CIO (fCIO) for strategy, governance, vendor management, and the business-systems backbone, without the full-time salary. Where Fractional CTO Advisory sets technology direction, Fractional CIO Advisory runs the technology operation.

  • Multi-year IT operating roadmap & budget
  • Information management & data governance
  • Business systems strategy — ERP, CRM, M365, line-of-business
  • IT cost optimisation & vendor consolidation
  • MSP governance & SLA management
  • IT compliance — PIPEDA, SOC 2, ISO 27001 control principles
  • IT team leadership coaching & succession planning
  • Board & executive reporting on IT operations

Project & Program Management

PMP-certified delivery for high-stakes programs. Twenty years of running portfolios that have to land — including the ones already in trouble. Agile, Waterfall, Hybrid — whatever the work requires.

  • PMO setup from scratch — intake, governance, R/Y/G reporting
  • Program recovery — red-to-green rescue for at-risk programs
  • Portfolio prioritisation & capacity planning
  • Agile, Waterfall, and Hybrid delivery methodologies
  • Steering committee facilitation & executive communication
  • Risk, issue, change & benefits-realisation tracking

IT Consulting

Senior eyes on infrastructure, security, and enterprise systems — honest reads, considered recommendations, implementation in partnership with your team. The depth of a CTO available by the project, not the year.

  • IT infrastructure & technical audits — networks, servers, workstations, cabling
  • Disaster recovery & business continuity — Veeam, Zerto, RPO/RTO design, failover validation, single-point-of-failure remediation
  • Cybersecurity reviews — PIPEDA, SOC 2, ISO 27001 control principles
  • ERP advisory, migration & recovery — NetSuite, Dynamics 365 Business Central, PeopleSoft/Oracle (dedicated page)
  • Microsoft cloud migration — Azure, M365, Active Directory (on-prem and Azure AD), Exchange
  • Virtual desktop & end-user computing — Azure Virtual Desktop, Azure Files, FSLogix profile containers
  • Virtualisation — VMware vSphere, Hyper-V, Windows Server, SQL Server
  • Identity & access governance — SSO, MFA, SAML, conditional access
  • Information management & SharePoint architecture

AI Strategy & Consulting

Practical AI strategy from someone who has actually run one. Most recently, Roger led the firm-wide AI programme at a Toronto-area chartered professional accounting firm — strategy through governance, Microsoft 365 Copilot, Power Automate, Power BI, and the responsible-use policy that kept client data inside the boundary. SRS IT brings that same playbook to other professional-services firms wrestling with where AI actually earns its place.

  • Firm-wide AI strategy — use-case identification, prioritisation, sequencing, ROI estimates
  • Microsoft 365 Copilot — readiness assessment, licence model, controlled roll-out, adoption coaching
  • Power Automate — workflow automation, approvals, document routing, exception handling
  • Power BI — reporting architecture, semantic model, executive dashboards (often the first AI win)
  • AI governance & responsible-use policy — data classification, prompt hygiene, audit, PIPEDA alignment
  • Data readiness — what AI can see, what it shouldn’t, where the gaps are before the pilot starts
  • AI vendor selection & contract review — data residency, IP, training opt-outs, exit terms
  • Google Workspace AI tooling where the stack calls for it

Technology Procurement Advisory

Independent, buyer-side procurement — we specify what you actually need, run the RFP, and negotiate the contract on your behalf. We take no reseller margin and no vendor commission: the only incentive is your outcome.

  • Independent hardware & software specification — servers, workstations, networking, licensing
  • RFP preparation, vendor evaluation & scored selection
  • Contract & licensing negotiation on your behalf
  • Asset lifecycle — deployment, refresh planning, secure disposal
  • IT asset management & audit-readiness
  • MSP selection & service-level oversight

Fractional CTO vs Fractional CIO — which do you need?

They sound similar; they solve different problems. Most buyers actually need one or the other, not both. Use this as a starting map — the first call sharpens the choice.

Fractional CTO

For organisations focused on building or innovating.

Good fit when…

  • You’re shipping a product or platform to customers
  • Engineering and product decisions need executive sponsorship
  • You’re evaluating new technology directions
  • The business is technology-led (SaaS, online services, fintech, digital products)
  • You need someone to translate strategy into engineering roadmap

What the CTO seat owns

  • Technology strategy & multi-year roadmap
  • Architecture & engineering direction
  • Build-vs-buy & vendor selection at strategic level
  • Innovation & competitive technology positioning
  • Board reporting on technology investment

Fractional CIO

For organisations focused on running or governing existing technology.

Good fit when…

  • You’re an established mid-market business (20–500 staff)
  • Technology supports operations, not the other way around
  • The IT bill is climbing and you can’t see why
  • Vendor contracts, MSP relationships, and licences need governance
  • You need senior IT judgement at the leadership table
  • The business is in professional services, finance, manufacturing, healthcare, professional firms

What the CIO seat owns

  • IT operating roadmap & budget
  • Business systems — ERP, CRM, M365, line-of-business apps
  • Vendor governance, MSP oversight, SLA management
  • Information management, data governance, IT compliance
  • IT team leadership, coaching, succession planning
  • Board reporting on IT operations & risk

Still not sure? Tell us what’s on your mind on a 30-minute discovery call. If neither fits, we’ll say so — and most often suggest a Project engagement or a different shape entirely. Book the call

Build the team, not just the plan

IT Organizational Design & Talent Mobilization

Companies leaving small systems behind rarely have an internal enterprise-technology team to run what comes next. Management means overseeing people who already exist; this is the harder job — standing up the delivery team from scratch and making it accountable.

  • Source & manage the System Integrator — write the RFP, select the deployment partner, and hold them to scope, budget, and timeline
  • Draft & coach internal SMEs — identify the department heads who must own the new system and turn them into effective subject-matter experts
  • Engage temporary specialists — bring in and direct data-cleansing and migration resources for the duration, then release them
  • Stand up the PMO & governance — intake, R/Y/G reporting, risk and change control, steering committee — built from nothing where none existed
  • Reduce key-person risk — documentation, cross-training, and succession so the business isn’t hostage to one person’s memory

The same playbook drives the ERP migration & recovery engagements — available on its own wherever a delivery team has to be built around a programme.

The shape an engagement takes depends on the work — advisory by the hour, scoped projects, or a monthly retainer.

See engagement models

Talk through your engagement.

A 30-minute conversation — no slide deck, no obligation. Email or LinkedIn both work.

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