Services vCIO Advisory
Service · 05 of 06

Strategy, budget, and roadmap — without hiring a CIO.

A virtual CIO for organizations too small to need a full-time one. Quarterly business reviews, a 90-day roadmap, and the IT budget conversation owners actually need.

◆ At a glance
QBR
Quarterly business review with the founder
Add-on or standalone Founder-led every QBR
◆ What you get

IT leadership for a fraction of a CIO salary.

Most SMBs don't have an executive thinking about IT strategy past next quarter. Our vCIO engagement gives you that — without committing to a $200k hire. We meet quarterly, run a structured review, and own the roadmap with you.

  • Quarterly business reviews with documented outcomes
  • Annual IT budget — built bottom-up, not vendor-driven
  • Risk register kept up to date between QBRs
  • Vendor management — we negotiate the renewals
◆ What's included

6 capabilities. One SLA.

INCLUDED

Quarterly QBRs

Structured review of tickets, security, licenses, and roadmap.

INCLUDED

IT Budgeting

Annual budget built around your business plan, not vendors.

INCLUDED

Roadmap Planning

Rolling 90-day plan, owned in writing, reviewed every QBR.

INCLUDED

Risk Register

Living document of risks, owners, and mitigation status.

INCLUDED

Vendor Management

We handle the renewals, escalations, and contract reviews.

INCLUDED

M&A Tech Diligence

Optional — IT diligence for SMB acquisitions.

4
QBRs per year
90d
Rolling roadmap horizon
1 PDF
Annual budget deliverable
Live
Risk register
◆ Questions we hear

The ones owners ask before signing.

If yours isn't here, ask on the discovery call — we'll give a real answer.

Is this a separate engagement or part of managed?

It can be either. Managed-services clients get an annual review for free; quarterly QBRs are a small monthly add-on.

Who attends the QBR on your side?

The founder, every time. The point of the QBR is to talk to a decision-maker, not an account manager.

Do we need a vCIO if we already have a CIO?

Almost never. vCIO is for organizations under ~150 seats. Above that you usually need the real thing.

Can you help with cyber-insurance applications?

Yes — vCIO clients get the security evidence pack with the application, and we sit in on the underwriter call if useful.

◆ Ready when you are

See if vCIO Advisory from PHT fits your business.

30 minutes with the founder. We'll look at your environment, your support load, and tell you honestly whether this service is the right fit — even if the answer is "not yet."