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IT Consulting

Los Angeles · Chicagoland · Phoenix

IT Consultancy and vCIO Services: Fractional CIO Leadership

Put a senior technology executive at your leadership table a few days a month, so IT spending, vendors and projects follow a plan instead of the next emergency.

  • Four defined packages, from a vendor review to an ongoing fractional CIO
  • Named deliverables: IT budget, vendor scorecards, roadmap, due diligence report
  • Fixed-fee or monthly, quoted after a free scoping call

Call the IT team: Los Angeles 323-510-8003 · Chicagoland 312-492-2613 · Phoenix 480-272-8728

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  • ✓Over 40 years in business
  • ✓ISO 27001 compliant
  • ✓SOC 2 NOC/SOC
  • ✓ISNetworld member
  • ✓GSA contract holder (47QTCA21D00BA) · CMAS and TESMA contract awardee (California)

What is a vCIO?

A vCIO (virtual chief information officer), also called a fractional CIO, is a senior technology executive who works for your organization part time under contract. The vCIO owns the IT roadmap and budget, manages vendors and contracts, oversees major projects and represents technology in leadership meetings.

IT consultancy is the broader term for paying an outside expert for technology advice and planning. A vCIO is the ongoing version; vendor reviews, budgets and due diligence are the project versions. BTI sells both, as defined packages.

A vCIO does not replace your help desk or IT manager. Your IT staff or provider keeps systems running; the vCIO decides where technology is going, what it should cost and who is accountable.

When executives call us

vCIO services are built for CEOs, CFOs, COOs, owners and IT directors of organizations with roughly 20 to 500 people. These situations usually start the conversation.

  • Your IT manager left or is stretched, and nobody owns the bigger decisions.
  • IT spending keeps rising and nobody can explain why.
  • Vendor sprawl: dozens of subscriptions, carriers and support contracts renewing on autopilot.
  • An acquisition or sale is on the table and the deal team needs a technology view.
  • Budget season and IT is a single number with no detail.
  • A major project (ERP, phone system, office move, cloud migration) needs an owner on your side.
  • Your board or investors want a technology plan and regular updates.
  • You are not sure your current MSP is giving you the full picture.

Consulting engagement packages

Choose a one-time project or an ongoing retainer. Many clients start with a Vendor and Contract Review or an IT budget and then keep a vCIO on retainer. Every package has a written scope and named deliverables before work starts.

Fractional CIO Retainer

Best for: Ongoing technology leadership without a full-time hire

A named BTI vCIO who acts as your part-time technology executive: owning the roadmap, budget, vendors and major projects.

Deliverables

  • Annual IT budget and 12 to 36 month roadmap, kept current
  • Monthly IT scorecard: spend, projects, risks, renewals
  • Quarterly business review with leadership, with written decisions
  • Vendor management and renewal negotiation support
  • Project oversight on your side for major initiatives
  • Attendance at leadership or board meetings as agreed

Typical timeline: Ongoing, starts with a 30-day onboarding review
Delivered by: Named BTI vCIO, backed by BTI engineering, security and project management teams
Cadence: Monthly working session, quarterly business review, annual planning session

Pricing: fixed-fee or monthly, quoted after a free scoping call.

Vendor & Contract Review

Best for: Cutting waste and ending autopilot renewals

A fixed-scope review of every IT, software, telecom, internet and support contract you pay for.

Deliverables

  • Vendor and contract inventory with costs, terms and owners
  • Renewal calendar with notice deadlines
  • Vendor scorecards (value, service, risk, overlap)
  • Keep, renegotiate, consolidate or replace recommendations
  • Negotiation brief for the top renewals

Typical timeline: 3 to 5 weeks
Delivered by: BTI vCIO with a BTI telecom and licensing specialist

Pricing: fixed-fee or monthly, quoted after a free scoping call.

Technology Due Diligence (M&A)

Best for: A deal with a closing date

A buy-side or sell-side review of the target's IT, security, contracts and people, written for the deal team.

Deliverables

  • Red flag report: security, licensing, end-of-support systems, key-person risk
  • IT cost and contract summary
  • Integration or separation plan (first 100 days)
  • One-time and ongoing cost ranges for the deal model
  • Readout to the deal team and advisors

Typical timeline: 2 to 4 weeks, sized to the deal timeline
Delivered by: BTI vCIO with a BTI vCISO and senior engineer

Pricing: fixed-fee or monthly, quoted after a free scoping call.

IT Budget & Planning

Best for: Budget season or a new CFO

A one-year IT budget with a multi-year outlook, built bottom-up so finance can defend every line.

Deliverables

  • IT budget by category: staff and support, licensing, hardware lifecycle, security, connectivity, projects
  • Operating vs capital split
  • Three-year outlook and refresh schedule
  • Assumptions and options memo (good, better, best)
  • CFO readout

Typical timeline: 2 to 4 weeks
Delivered by: BTI vCIO

Pricing: fixed-fee or monthly, quoted after a free scoping call.

Packages at a glance

PackageFormatTypical timelineMain deliverable
Fractional CIO RetainerMonthly retainerOngoingBudget, roadmap, monthly scorecard, quarterly review
Vendor & Contract ReviewFixed-fee project3 to 5 weeksRenewal calendar and vendor scorecards
Technology Due Diligence (M&A)Fixed-fee project2 to 4 weeksRed flag report and integration plan
IT Budget & PlanningFixed-fee project2 to 4 weeksOne-year budget and three-year outlook

Not sure which package fits? The scoping call sorts that out in 30 minutes.

Free, no obligation. You get a written proposal with fixed scope and deliverables.

Book a free consultation

vCIO vs full-time CIO vs IT manager vs MSP account manager

These roles work together. A vCIO usually sits above your IT manager or provider and sets direction for both.

QuestionBTI vCIOFull-time CIOIT managerMSP account manager
Main jobTechnology strategy, budget and vendorsTechnology strategy and team leadershipDay-to-day IT operationsManaging the relationship with that provider
Cost structureFixed-fee projects or monthly retainerExecutive salary and benefitsSalary and benefitsUsually bundled in the service contract
Independent advice on vendorsYes, compares options side by sideYesVariesOften limited to what that provider sells
Board and leadership reportingQuarterly business reviewsYesRarelyPeriodic account reviews
Best fit20 to 500 people without a CIOLarge organizationsEvery organization with in-house ITClients of that provider

What a good vCIO engagement includes

  • A written IT budget and roadmap, reviewed at least quarterly.
  • A renewal calendar so no contract renews without a decision.
  • A regular cadence: monthly working sessions and quarterly business reviews with written decisions.
  • Independence: recommendations that compare options, including ones the vCIO's firm does not sell.
  • Security in the room: major decisions reviewed for risk, with a vCISO involved when needed.
  • Clear decision rights: what the vCIO decides, what leadership decides, what IT staff own.

Terms in plain English

QBR
Quarterly business review: a standing meeting to review IT spend, projects, risks and decisions.
Lifecycle planning
Scheduling replacements of hardware and software before they reach end of support.
Vendor scorecard
A simple rating of each vendor on cost, service, risk and overlap with other tools.
Technology due diligence
A review of a company's IT, security, contracts and people before a merger, acquisition or investment.
TSA
Transition services agreement: a deal term where the seller keeps providing IT services to the buyer for a set period after closing.
Fractional executive
A senior leader who works part time for several organizations under contract.

How we deliver

Every engagement follows the same six steps, so you know what happens next and what lands on your desk at each one.

1

Free scoping call

30 to 45 minutes with a BTI vCIO about your goals, deadlines and current IT setup.
You get: A recommendation on which package fits.

2

Proposal with fixed scope

A written proposal with deliverables, timeline, assigned roles and a fixed fee or monthly retainer.
You get: A document you can review with finance or your deal team.

3

Kickoff and discovery

Leadership interviews, a contract and invoice request list and a review of systems, vendors and spend.
You get: A kickoff agenda, schedule and one point of contact.

4

Findings readout to leadership

A 60 to 90 minute session on spend, risks, vendors and the decisions ahead.
You get: The written findings, scorecards and budget draft.

5

Roadmap and implementation options

Priorities sequenced and costed. You decide who carries out each item: your team, your current provider or BTI.
You get: The roadmap, budget and renewal calendar.

6

Ongoing reviews

Retainer clients get monthly working sessions and quarterly business reviews.
You get: A monthly scorecard and quarterly written decisions.

What you walk away with

  • A one-year IT budget and a three-year outlook
  • A renewal calendar with every notice deadline
  • Vendor scorecards and a consolidation plan
  • A roadmap that stays current every quarter
  • A senior technology voice in leadership meetings
  • For deals, a red flag report and a 100-day plan

Sample deliverable outline: Vendor and Contract Review report

  1. Executive summary: total IT and telecom spend and top savings or risk items
  2. Vendor inventory: vendor, service, cost, term, owner
  3. Renewal calendar with notice deadlines
  4. Vendor scorecards: value, service quality, risk, overlap
  5. Overlapping and unused services
  6. Recommendations: keep, renegotiate, consolidate or replace
  7. Negotiation briefs for the top renewals
  8. Next steps, owners and dates

How to choose a vCIO

  • Ask how often you will meet and who attends. Get the cadence in writing.
  • Ask for a sample IT budget or QBR deck (redacted).
  • Check whether the vCIO can recommend options their firm does not sell.
  • Confirm they can work alongside your current IT staff or provider.
  • Make sure the proposal has a fixed scope and deliverables before work starts.

Why BTI

  • Over 40 years in business, with networks, cloud, security, telecom and physical systems under one roof.
  • Backed by a full team: your vCIO can pull in BTI security, network and cloud specialists, and a 24/7 NOC/SOC, when a decision needs it.
  • Cisco Select Partner and SMB Black Belt Certified Partner.
  • Local teams in Los Angeles, Chicagoland and Phoenix, with on-site work in Tucson through BTI's contractor partners. Most consulting work runs remotely, with on-site visits where they add value.

You do not need BTI managed IT to hire a BTI vCIO. If you want BTI to carry out projects on the roadmap, see IT strategy consulting or ask for a separate quote.

Frequently asked questions

How are vCIO services priced?

The Fractional CIO Retainer is a monthly fee. Vendor and Contract Reviews, Technology Due Diligence and IT Budget and Planning are fixed-fee projects. Each is quoted after a free scoping call, based on your size, number of sites and vendors, and the meeting cadence you want.

How long does a vCIO engagement take?

Projects typically run 2 to 5 weeks. The retainer is ongoing and starts with a 30-day onboarding review. Due diligence is sized to your deal timeline.

What do we need to provide?

A leadership sponsor, time for interviews, copies of contracts and recent IT and telecom invoices, and read-only access where a technical review is needed. BTI sends a request list at kickoff.

Do we have to use BTI for managed IT?

No. vCIO packages stand on their own. Many clients keep their current IT staff or provider.

Can a vCIO work with our internal IT team or current MSP?

Yes. The vCIO sets direction and holds vendors accountable; your team or provider keeps doing the work they already own.

What is the difference between a vCIO and a fractional CIO?

The roles are the same: a part-time technology executive under contract. Some firms use vCIO for a role bundled with managed services; BTI's vCIO packages are sold on their own.

Is the work remote or on site?

Both. Quarterly reviews and leadership meetings can be on site in Los Angeles, Chicagoland or Phoenix; monthly sessions are usually by video.

How do you handle confidential information, especially in M&A?

Engagements run under a confidentiality agreement, deal work is limited to the people your deal team names, and documents are stored in access-controlled systems.

What happens after a project ends?

You keep every document. You can act on it yourselves, ask BTI or another provider to quote the work, or move to the Fractional CIO Retainer so someone keeps the plan on track.

Book a free vCIO scoping call

In 30 minutes you will know which package fits and what it delivers. Then you get a written proposal with a fixed scope.

Prefer to call? Reach the BTI IT team during business hours: Los Angeles / Southern California 323-510-8003 · Chicagoland 312-492-2613 · Phoenix 480-272-8728.

Already a BTI client? Use the dedicated support number assigned to your organization.

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