Straight advice on technology, so you spend money where it counts.
I help you decide what to buy, what to skip and what to do first, with a clear written plan and budget you can use whether or not I do the work.
- Written roadmap
- Clear budgets
- No pressure
What’s included
Planning support that turns technology decisions into clear next steps.
IT health check
A review of your computers, network, accounts, security and backups, with a written summary.
Technology roadmap
A prioritized plan for the next 12 months, so you know what to tackle first.
IT budgeting
Realistic yearly costs for support, licences and equipment, so there are fewer surprises.
Hardware refresh planning
Tracking device ages and planning replacements before they become emergencies.
Software & licence review
Finding unused licences, duplicate tools and better-value options.
Vendor & internet selection
Comparing internet, phone and software providers and explaining the trade-offs.
Project planning
Help planning office moves, new hires, growth and system changes.
IT policies & checklists
Simple onboarding, offboarding and acceptable use documents for your team.
Business continuity planning
Thinking through what you’d do if key systems or people were unavailable.
What you’ll receive
Clear, usable documents rather than a stack of technical jargon.
AssessmentWritten IT assessment
- Findings in plain language
- Risks ranked by priority
- Quick wins highlighted
PlanTechnology roadmap
- What to do now, next and later
- Realistic timing
- Linked to your business goals
BudgetYearly IT budget
- Support, licences and equipment
- Planned renewals and replacements
- Simple to review and approve
InventoryDevice & account inventory
- What you own and who uses it
- Ages and warranty dates
- Licences and subscriptions
PoliciesChecklists & templates
- Onboarding and offboarding steps
- Acceptable use guidance
- Easy for staff to follow
OptionsRecommendations
- Choices compared side by side
- Pros, cons and costs explained
- Your decision, from any supplier
How it works
A simple process with no long contracts to get stuck in.
Discover
We talk through your goals and challenges, and I review your current setup.
Write the plan
You receive a short written assessment, roadmap and budget with clear priorities.
Review and adjust
We go through it together, adjust it to fit your needs, and decide what happens next.
IT planning questions
Straight answers before you get in touch.
Is IT planning only for larger companies?
No. Small businesses often benefit the most, because every technology dollar counts and there’s no IT department to plan ahead.
How long does an assessment take?
It depends on the size of your business and how many systems you have. I’ll give you a timeframe when we talk.
Do I have to buy what you recommend?
No. The plan is advice, and you decide what to do with it, from any supplier you choose.
Can you help carry out the plan?
Yes, if you’d like. You can also take the plan to another provider.
Explore other services
Everything your business needs from one person.
Ready for a clear IT plan?
Book a free 30-minute call. I’ll talk through your goals and send a written proposal within one business day.
- Area
- Toronto and the GTA, on-site or remote
- Hours
- Mon–Fri, 9 a.m.–5 p.m. ET
- Reply
- Within one business day