Assessments & Roadmaps

Developed Roadmap to Prioritize Competing Initiatives

Conducted IT Needs Assessment for an Industry Association challenged with managing competing business drivers.

Industry
Non-Profits
Company Size
$25M / 80 people
Project Duration
2 months

Challenge

Client had multiple competing high-priority business drivers (including a recent merger and upcoming tradeshow) and wanted to determine how to address their strategic technology needs. They also desired assistance with managing and prioritizing the work of their technology team & managed service provider.

Approach

  • Interviewed stakeholders across the association and reviewed existing documentation to develop a 360 degree view of current technology systems, constraints, and risks
  • Served as Fractional Chief Information Technology Officer (CIO/CTO) to provide leadership, guidance, and direction to IT team and Managed Service Provider (MSP)
  • Coached and managed personnel (including weekly 1:1 meeting with IT staff)
  • Provided recommendations and advised the CFO on active technology priorities, projects, and risks
  • Developed comprehensive report that assessed technology team capabilities; cataloged business systems & data; and identified risks and constraints to the association's objectives

Outcome

Client received a prioritized list of actionable recommendations that holistically identified their needs across people, process, and technology dimensions.

Technologies Involved

  • Association Management System (AMS)
  • Airtable

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“Azunna's leadership during one of the most challenging times, turning obstacles into opportunities, is truly inspiring. Establishing an innovation committee, prioritizing impactful changes, and leading his firm to win the 2021 Best Firms in Technology award is a testament to his vision and ability to execute. He's clearly set a benchmark for what it means to be a transformative CIO—making a lasting impact on his firm and the accounting industry!”
Rajat G.Top 100 Chief Data Officer
Read success story: Technology Assessment Addressed Workflow & Practice Management Needs Assessments & Roadmaps

Technology Assessment Addressed Workflow & Practice Management Needs

Identified integrated system to address workflow and practice management needs.

Industry
Accounting & Consulting
Company Size
$30M / 120 people
Outcome
Client decided to adopt Karbon - an integrated practice management platform that addresses multiple needs and enables the entire firm to operate on the same technology stack.
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Read success story: Cybersecurity Assessment Identified Security Improvements Assessments & Roadmaps

Cybersecurity Assessment Identified Security Improvements

Conducted cybersecurity assessment for private K12 institution.

Industry
Non-Profits
Company Size
$80M / 300 people
Outcome
Client leveraged recommendation to make business case for additional investments in security technology and shore up their defenses.
Read success story
Read success story: Replaced Legacy VOIP & Internet Circuits with Modern Capabilities Spend Optimization

Replaced Legacy VOIP & Internet Circuits with Modern Capabilities

Led the overhaul and modernization of critical phone and network infrastructure for non-profit religious organization (church).

Industry
Non-Profits
Company Size
Unknown / 2,000+ members
Outcome
Replaced legacy EDI Internet network with faster redundant fiber Internet connections at all 3 campuses (at a lower operating cost).
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