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Technology Strategy Advisory services that optimize your business

Strategic Leadership

Do you need the expertise and leadership of an experienced Chief Information Officer (CIO) without the commitment of a full-time resource? 

CodeBlue’s Advisory Program offers you access to a dedicated, highly experienced CIO at an affordable rate. Benefit from strategic guidance and IT management tailored to your business needs, ensuring you have the right leadership to drive your technology initiatives without the overhead of a full-time hire.

Technology Planning

Do you have a three-year technology strategy in place? With CodeBlue, your dedicated Advisor will develop, manage, and adjust your plan annually to align with your evolving business needs.

This proactive approach ensures that your technology strategy remains relevant and effective, helping you adapt to changes and achieve your long-term goals. Partner with us for strategic IT planning that supports your business growth.

Project Management

How do you define and evaluate your next technology project? Leverage CodeBlue’s advisory service to effectively assess, plan, and manage your technology initiatives.

Our experienced team provides valuable insights and strategic guidance, ensuring your projects align with your business objectives and deliver optimal results.

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Program Management

  • Strategic Plan Management
  • Budget Cycle Management
  • Technology Roadmap

Projects

  • Organizational Assessments
  • Process and workflow engineering
  • M&A Due Diligence

Audit and Planning

  • Security and Vulnerability
  • Program Compliance validation
  • License Compliance
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Are You Interested In VCIO Services?

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Partners in Leadership

Partnering with CodeBlue Technology for a virtual CIO provides small business owners with expert leadership to manage their IT strategy without the costs associated with a full-time executive.

A virtual CIO from CodeBlue delivers tailored program management, ensuring that your technology initiatives align with your business goals while overseeing audit planning to maintain compliance and secure operations.

Additionally, they lead technology projects from inception to completion, optimizing your IT investments and driving business growth through strategic and efficient technology management.

The Goal

  • 3 Year strategy planning with your leadership.
  • 1 Year goal setting for IT and its integration in your business.
  • Quarterly Review of progress against goals.
  • Monthly reporting on progress and action.
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Audit and Planning

Compliance with essential protocols is crucial for doing business today. Whether you need to meet general security standards, PCI, HIPAA, or industry-specific compliance requirements, CodeBlue’s team is here to assist you. We conduct thorough audits and develop tailored measures to help you achieve and maintain compliance, ensuring your operations meet regulatory standards and safeguard your business.

Our audit and compliance engagements begin with a deep understanding of your business processes and culminate in a clear, actionable plan that stakeholders can easily comprehend and implement. CodeBlue’s executives focus on identifying opportunities for simplification and optimization while ensuring that specific compliance goals are achieved. The outcome of this audit is a scalable and sustainable technology plan that supports your business’s growth and operational efficiency.

Auditing your current systems and processes reveals opportunities to enhance operational efficiencies, improve security, eliminate vulnerabilities, and define better workflow attributes for your organization.

While these advantages are crucial, your CodeBlue Advisor will prioritize compliance needs throughout the process, ensuring that all improvements align with regulatory requirements. This holistic approach not only strengthens your operations but also safeguards your business against compliance risks.

Each phase of our planning process at CodeBlue invites input from stakeholders, ensuring that everyone has a voice. While technology serves as a vehicle for scaling and growth, stakeholders are encouraged to revisit and refine the vision throughout the planning journey.

Auditing current systems and processes uncovers often-overlooked opportunities for improvement, fostering collaboration between individuals and teams. This iterative approach not only enhances technological solutions but also strengthens team dynamics, leading to more effective and cohesive operations.

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Projects

CodeBlue offers comprehensive technology management services, including technology and organizational assessments, platform comparisons, due diligence, and workflow design. These critical services can be provided on an as-needed basis, allowing you to choose between a flat fee or hourly rates. This flexible approach ensures that you receive tailored support for your technology needs, empowering your organization to make informed decisions and optimize operations effectively.

A key benefit of working with a dedicated and objective technology executive is the confidence that your business needs are considered first, and all your questions are answered. Your advisor is not just the driver of a project but an advocate for your business. They go to market on your behalf and ensure solutions are vetted appropriately that will solve your technical challenge. 

Your executive is armed with your budget, your desired outcome, and your future planning. The process is collaborative while simplifying the technology terminology into a clear value proposition. We are your voice in the technology marketplace, asking the hard questions that will ultimately deliver the right solution.

Your executive develops your rubric for goal and metric setting and renders milestone reporting that keep stakeholders informed of changes, billing expectations, and progress.

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Program Management

Customers that leverage our Program Management frequently elect a
long-term engagement.

A key benefit of partnering with a dedicated and objective technology executive is the assurance that your business needs come first, and all your questions are thoroughly addressed. Your advisor is not just a project driver; they serve as an advocate for your business.

They represent you in the market, ensuring that solutions are carefully vetted to effectively address your technical challenges.

Having an IT roadmap aligned with your corporate strategy is essential for delivering the required business capabilities. Evaluating and comparing new platforms and software necessitates creating a multi-year spending projection and leveraging experienced leadership to guide the process.

Your fractional CIO is dedicated to your company’s technology and operational health, typically engaging for 5-15 hours per week. This arrangement can be tailored to meet your specific business needs. As an accountable executive, your fractional CIO works closely with your senior leadership team, taking responsibility for all IT operations and ensuring strategic alignment with your goals.

Living documentation of your technology plan, processes, and metrics is a standard practice at CodeBlue. You will receive consistent updates on the progress of your technology initiatives, allowing you to engage actively in their success.

We offer flexible contracts and hourly plans tailored to your specific needs analysis, ensuring that you have the support necessary for effective technology management.