Our Process

It all starts with listening to understand. We want to understand not only your business but your team. Our unique approach combines the human elements and the technology to create a clear-eyed view of your current state. The deliverable from this engagement is a fully onboarded VCIO and our recommendations to help your company support its 3–5-year plan and longer-term vision.
Week 1
Executive Interview
1,3,5 Business Goals
AI/Business Intelligence Strategy
Reporting and Analytics
4 Helpful Lists
What's Working?
What's Not Working?
What's Confusing?
What's Missing?
Executive initiates VCIO Global introduction
Schedule recurring status meeting 
Organizational chart received with key contact information included
Send assessments to the executive team and key contacts
Contact all identified client team members to schedule interviews
Week 2
Team interviews (Sales, Operations, Accounting, Customer Service, IT (IT first if possible)
4 Helpful Lists
Workflow and process optimization reviews
From IT -Provide them a template email for vendor intro
MSP Intro
ERP Intro
CRM Intro
Telephony
E-commerce
Other systems as needed
Distribute the Assessment Survey for completion, due date
Contact all vendors to schedule interviews
Microsoft secure score verified
Initiate network scan
Week 3
Team interviews continued (Sales, Operations, Accounting, Customer Service)
What's Working, What's Not Working, What's Confusing?, What's Missing?
Personality Assessments completed
Vendor Interviews
Week 4
Team map created from personality assessment data
Vendor interviews continuation
Review network scan data
Review the Assessment Survey and finalize
Week 5
Write assessment findings and recommendations
Week 6
Findings and Recommendations Meeting
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