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You have the tools. You need the leadership.
For organizations that have outgrown informal IT but aren't ready for a full-time CIO. We step into the leadership gap and make your technology function like a system.
Which of these do you recognize?
Check the ones that sound like your organization. We'll show you exactly what we'd do about each one.
No single source of truth
Reports contradict each other. Every meeting starts with a debate about which number is right.
Information doesn't flow
Systems don't talk to each other. Decisions get made without context because it's trapped in a tool no one opened.
No technology roadmap
Without a roadmap, the loudest vendor sets your direction. Spend follows sales pressure, not strategy.
No governance layer
No policies. No procedures. No clear owner for any decision. When no one owns the system, nothing is accountable.
Start before you talk to anyone.
Most organizations have never seen their own technology in one place. You can do that today, without a call, without a contract. Helm gives you the inventory, the risk flags, and a first roadmap. What it cannot give you is someone accountable for acting on it.
Free, today
- Your full systems inventory, in one place
- Vendor contracts, spend, and renewal dates
- Risk flags across your stack, kept current
- An AI-drafted technology roadmap
Where Helm starts
- Roadmap prioritized by effort, not just impact
- Executive debrief with your leadership team
- A CIO who owns the outcome
Three ways to engage.
Fixed scope for Tiers 1 and 2. An ongoing seat at the table for Tier 3.
Tier 1
Technology Audit
Flat rate, one-time · 2–3 weeks
Find out exactly what's broken and what to do about it.
- Full systems and infrastructure assessment
- Findings report with prioritized gaps
- Technology roadmap delivered
- Executive debrief session
Best for organizations that need clarity before committing to a larger engagement.
Tier 2
Systems Blueprint
Flat rate, one-time · 4–6 weeks
Everything in the Audit, plus the full governance and integration design.
- Everything in the Technology Audit
- Governance layer design
- Policies and procedures documented
- Systems integration architecture
- Vendor evaluation framework
Best for organizations ready to act on the findings and build a durable system.
Tier 3
Fractional CIO Retainer
Quarterly, ongoing · 12-month minimum
We are your CIO. In the room, on strategy, leading your technology function.
- Ongoing technology strategy leadership
- Executive team participation
- Vendor and budget oversight
- Team guidance and escalation support
- Roadmap execution and governance
Best for organizations that need an embedded technology leader, not just a report.
Which tier is right for you?
Three questions. We'll point you to the engagement that matches where your organization is right now.
1 of 3
Do you currently have a CIO or IT Director?
Three things every Helm engagement delivers.
Regardless of tier, every Helm engagement leaves your organization with these three things. Not a slide deck. Working infrastructure.
01 · Map the system
We find where your data lives and who owns what.
Before we touch anything, we understand the full picture. Every tool, every integration, every gap. Most organizations haven't done this once.
02 · Design the governance
We install the layer that makes decisions stick.
Policies, procedures, and a clear owner for every decision. Not a binder that lives in a drawer. A working governance system that runs.
03 · Build the roadmap
Technology spend tied to business outcomes, not vendor pressure.
A roadmap that answers the question your board keeps asking: what are we getting for this, and how do we know it's working?
What happens after you say yes.
Every engagement moves from orientation to delivery on a clear schedule. Here's what the first weeks look like.
Week 1
Systems inventory
We catalog every tool, platform, and integration. Where does your data live? Who owns what?
Week 2
Gap analysis
We identify where the system is breaking — data silos, missing integrations, undocumented processes.
Week 3
Debrief and roadmap
We present findings, prioritized by impact and effort. You leave with a clear technology roadmap.
Below the big-consultancy bid. Funded from operating cash.
A $85M regional manufacturer was quoted $1.2M and 18 months to modernize a 40-year-old ERP. We built a phased 6-quarter roadmap instead: order entry and AR replaced in the first 11 weeks, the single-person dependency on legacy maintenance eliminated, and an internal team trained to lead the later phases themselves. That's what technology leadership looks like when it answers to the business.
Technology that answers to the business, not the other way around.
Everything you might be wondering.
Tell us what's happening.
Ten questions. No pitch. We review every submission and follow up within two business days.
Most AI never makes it past the pilot. The systems that reach production all share the same blueprint.
The Operational AI Solutions Deployment framework.
Our field guide to taking AI from a working demo to a production system your team actually runs, the exact sequence, the failure points, and how we close them.
Questions? Talk to our solutions team.
Gloria can walk you through how this works, what it costs, and whether it's a fit. Then help you book a call.
Before we chat — a quick heads-up
Gloria is an AI assistant. To answer your questions and follow up, Revuity Systems collects and stores the messages you send and the contact details you provide. We use them only to respond to your inquiry — we never sell your data. By continuing, you consent to this and to being contacted about your inquiry. See our Privacy Policy.
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