Total Technology Reboot (TTR)

See how these advisory components fit into the overall service matrix by downloading a one-page PDF here.

The Total Technology Reboot (TTR), is my premier service and where most firms start their journey.  It is designed for service-based firms with 10-500 employees wanting a holistic, objective, and candid assessment of the technology in their company…and specific recommendations to take it to the next level.

It unfolds in 4 phases.

First, you contact me here and complete the form.  We arrange a virtual coffee to discuss your situation briefly and whether this is a good fit for you.  Assuming you want to move forward…

Second, we will send you acceptance materials.  By email, you’ll receive an agreement to sign and return, a list of materials to gather, and a non-disclosure agreement that I have already signed to ensure the confidentiality of your business.  Once you have formally accepted the engagement, you will receive an invoice.  Upon receipt of payment, you will send out a census to all employees, including principals, so that we can issue qualitative and quantitative surveys.  There will be a one-week period for survey data to come back, allowing you time to gather the other requested materials.

Third, we’ll conduct the bulk of the discovery and insight-sharing.  This typically requires 12-14 weeks and depends on your schedule and how you learn.  You are in control of the pacing.  During this time, we will have at minimum 8 different meetings and discussions, with adequate time between modules to digest and start making decisions.  After each meeting, you’ll receive a concise list of the next steps and homework.

The modules we will cover

• Technical footprint
• Human Support resources
• Technical Debt
• Technology Gaps
• Vendor utilization
• Cybersecurity

Various priorities will emerge from benchmarking.  For example, if this reveals that no technology lifecycle is in place, we’ll fix that through your people, and process to create a predictable budget.  We’ll talk about how your company is currently positioned now, where it should be, how to get there, and the future impact of new contracts.

Fourth, I’ll stand by during implementation.  I’ll assist you via scheduled video call or email over a period of up to 4 months or 4 significant phone calls, whichever is first.  (This is more clearly defined in the FAQ section)

You will begin to see a positive change very early in the process.  In fact, the gathering materials is itself a learning exercise.  Some of the changes can happen quickly, and others may take up to 18 months.  The recommendations are a balance between the long-term positive impact vs. the short-term disruption, which we want to minimize as much as possible.

For this service, it would be good to Review the FAQ.

Location: Remotely.  Onsite can be requested for additional Fee and Travel Reimbursement

Duration: 16-20 weeks, plus 4 months post-support for continued implementation

Scheduling: A TTR can usually be scheduled and locked in on the calendar within 1-3 weeks, depending on the time of the year

Deliverable:  Hours of industry-leading advice that follows a proven process, very carefully and concisely stated recommendations for your note-taking, with later expansions as necessary.

Implementation Guidance:  Up to 4 months involving up to 4 significant interactions.  They are agenda driven, which means that you’ll keep a log of the questions you have and we’ll address them in a batch.  We don’t count email exchanges during those 4 months. (This work is not a like a coach)

Participation Requirements: Senior Technology personnel or Principals gather the required documentation.

Each employee answers a survey (approximately 45 mins)

Decision making principal is a participant in each scheduled meeting.  Approximately 6-8 hours over the course of the engagement.

Selected managers and key employees participate based on their roles.

Qualifications Overview: As a principal, this will be most effective if you have a company with at least 25 employees and/or $3M in annual revenue.  The best use of our expertise is for you to squeeze the maximum amount of ROI out of your technology, clean up technical debt, and ensure that it remains secure.  If you aren’t quite there yet.  Consider either the Cybersecurity Review or Technology Audit for your specific concerns.

Cost: $25,000 this is for firms with up to 50 employees, please add $100 per employee.

Payment Terms:  Prepaid and non-refundable.  Via ACH, check or credit card (+3%)

“I have had the privilege of working with John on and off for the last couple of years. I have found his guidance to be priceless both professionally and personally. This guy is the real deal and no matter the project, he is someone that brings value and perspective that changes the game for the better. You are not going to regret engaging with him.”

– Justin Holroyd