03 · Helm
Technology leadership.
Everything in Backbone, plus we step into the technology leadership seat and drive the decisions with your team: researched decisions with clear options and a recommendation, including where AI fits, custom budgets, IT firm coordination, and due diligence on a new acquisition. Month to month.
When it's needed
The decisions land on you, on top of the day job.
- Your team is stretched thin, and a dozen operating companies can't justify a full-time technology executive.
- Your IT firms keep things running, but the decisions across all of them wait for someone with time to drive them.
- AI is on the agenda and nobody has had time to work out where it belongs, or where it doesn't.
How it works
Advice you can decide on. Coordination you direct.
Decision briefs for the calls that need one.
Options, costs, risks and a recommendation, prepared for you to decide. Keelson never spends or directs on its own authority.
Advice on tradeoffs and priorities.
Which renewals to renegotiate, what to standardize first, where to spend more to reduce risk, and where AI fits in the technology plan.
Coordination of approved actions.
Once you approve an action, Keelson coordinates it with your IT firms and internal teams, sets owners and dates, follows up, and reports progress. Your IT firms do the technical work.
Everything in Backbone.
Your findings kept current, budgeting and forecasts, monthly IT firm check-ins and a quarterly planning review, project and integration tracking, the monthly report.
Your time commitment.
A short decision meeting every other week and a monthly executive review, agreed in scope before work starts.
What you receive
Advice, and someone coordinating.
- Everything in Backbone, kept current every month.
- Decision briefs: options, costs, risks, a recommendation.
- Advice on tradeoffs, priorities and where AI fits.
- Coordination of the actions you approve, with owners and dates.
- A monthly executive report your investors or board can use.
- You see everything I'm working on for your companies, live, in a shared drive.
Where to start
Helm begins with the assessment.
If you haven't done the 30-day assessment, start there. Helm keeps your findings current and puts advice and coordination behind them.
Technology shouldn’t get harder every time you buy another company.
If technology is getting harder to see, budget, govern or move forward as you grow, apply for the 30-day assessment.
Or book a 25-minute call. No deck. No pitch.