Focused advisory help for one decision, project, vendor, AI initiative, or security requirement.
Use à la carte services when you need targeted help without committing to a full monthly advisory package, including AI policy, AI readiness, vendor review, cyber insurance, or project oversight.
À la carte menu.
These can be purchased as standalone advisory projects or added to an ongoing package.
| Service | What it helps with | Typical outcome |
|---|---|---|
| AI Readiness Assessment | Review current AI usage, employee behavior, approved tools, data risk, and practical opportunities. | AI readiness summary, risk list, and recommended next steps. |
| AI Usage Policy | Create clear employee guidance for approved AI tools, restricted data, human review, and responsible use. | Business-friendly AI policy and rollout notes. |
| AI Use Case Workshop | Identify realistic AI opportunities across sales, service, operations, finance, HR, marketing, and leadership. | Prioritized use case list with value, risk, effort, and pilot recommendations. |
| AI Tool / Vendor Review | Evaluate ChatGPT, Microsoft Copilot, Gemini, CRM AI features, service bots, or other AI-enabled vendors before rollout. | Vendor questions, tool comparison notes, and rollout guidance. |
| AI Social Content Workflow | Create a practical workflow for industry reposts, short commentary, social captions, approvals, and account security. | Channel plan, posting workflow, and AI-assisted content guardrails. |
| MSP / IT Vendor Review | Review current MSP services, invoices, contracts, renewals, ticket trends, and gaps. | Vendor scorecard, risks, recommendations, and renewal guidance. |
| Cyber Insurance Questionnaire Support | Help leadership understand cyber insurance questions and identify control gaps before submission. | Readiness notes, gap list, and action plan. |
| Microsoft 365 Security Review | Review MFA, admin accounts, email security, sharing, conditional access, and baseline configuration. | Security improvement list and prioritized recommendations. |
| Backup & Disaster Recovery Review | Check backup coverage, retention, restore testing, ransomware protection, and continuity gaps. | Backup/DR readiness summary and recovery improvement plan. |
| Incident Response Plan | Prepare for ransomware, compromised email, vendor outage, data loss, or business disruption. | Practical incident response plan and escalation checklist. |
| Security Policy Pack | Create or refresh policies for acceptable use, access, passwords, MFA, vendors, data handling, and AI usage. | Business-friendly policy documents ready for review and adoption. |
| IT Budget & Contract Review | Analyze recurring IT spend, licenses, tools, contracts, renewals, and unnecessary overlap. | Cost opportunities, renewal risks, and negotiation points. |
| Vendor Selection / RFP Support | Help select MSPs, software vendors, telecom, cybersecurity tools, cloud partners, or project providers. | Requirements, evaluation matrix, vendor questions, and recommendation support. |
| Compliance Readiness Gap Review | Assess readiness for customer security requirements, basic NIST/CIS-style controls, or industry expectations. | Gap list, evidence checklist, and prioritized remediation roadmap. |
| Cloud Advisory & Cost Review | Review cloud strategy, architecture direction, security, cost control, and vendor support model. | Cloud governance recommendations and cost-control opportunities. |
| Project Oversight | Provide executive oversight for IT migrations, security rollouts, new office setups, or vendor-led projects. | Project health checks, risk tracking, and leadership reporting. |
| Security Awareness Plan | Build a practical employee awareness plan around phishing, passwords, MFA, data handling, and safe behavior. | Training roadmap and communication plan. |
When à la carte makes sense.
Use a focused project when the business has one clear problem, deadline, renewal, questionnaire, or decision.
Before signing a contract
Review terms, scope, costs, risks, and vendor promises before you commit.
Before answering cyber insurance
Understand the questions, control gaps, and documentation needs before submission.
Before rolling out AI
Put policy, data rules, approved tools, and pilot ownership in place before AI use becomes unmanaged.
Before a major project
Add oversight and risk management before a migration, rollout, or vendor-led project begins.
Have one specific issue?
Email the problem, deadline, vendor involved, and what decision you need to make.