How We Create Value
At Summit One Advisors, we deliver fractional CIO, CTO, and CISO leadership — offering enterprise-grade strategy, innovation, and cybersecurity expertise.
Drawing on nearly two decades of executive technology leadership across Banking, Defense, and Life Sciences, we help organizations unlock measurable business value by aligning technology with strategic goals, ensuring compliance, and enabling secure, scalable growth.
Our approach combines strategic advisory, project execution, and ongoing technology support, providing organizations with both high-level guidance and hands-on implementation.
Whether you need a modernization roadmap, a partner to deliver key projects, or expert support for day-to-day operations, Summit One Advisors bridges strategy and execution seamlessly.
Core Services
Summit One Advisors delivers end-to-end technology leadership — from strategy and modernization to cybersecurity and compliance — tailored to your organization’s goals and scale.
Strategic IT Advisory & Transformation
- Technology Strategy & Roadmap Planning aligned with Business Objectives
- Digital Transformation & ITIL-based Governance
- Vendor & MSP Oversight to ensure Accountability and Value
- AI & Automation Integration to enhance Productivity and Customer Experience
Technology Integrations & Project Management
- Microsoft 365 Deployment and Optimization
- Data Center, Cloud & Virtualization Design
- Network & Infrastructure Modernization
- General IT Projects & System Upgrades
- Ongoing IT Management
M&A Technology Integration
- Technology Due Diligence & Risk Assessment
- Post-Merger Alignment & Infrastructure Consolidation
- Data Migration Planning, System Integration & Compliance Coordination
- Workflow & System Optimization
Fractional CIO Services
- Ongoing Executive-level IT Strategy and Guidance
- Technology Alignment with Business Goals
- Board & C-level Strategy Leadership
- IT Compliance & Risk Management Oversight
Fractional CTO Services
- Technology Architecture & Modernization Planning
- Cloud & Infrastructure Strategy
- Product Development & Innovation Oversight
- DevOps, Automation & Scalability Design
- ERP, CRM & SaaS Implementation Strategy
Fractional CISO Services
- Cybersecurity Program Design, Implementation & Training
- Risk Assessments & Vulnerability Management
- Incident Response & Disaster Recovery Planning
- Board-Level Security Reporting & Awareness Training
IT Governance & Program Management
- ITIL-Aligned Service Delivery & Operations
- IT Budgeting, Metrics & Performance Reporting
- Program & Portfolio Management for Key Initiatives
- Policy, Process & Documentation Development
Compliance & Risk Management
- Cybersecurity Program Design & Implementation (System Hardening, Zero Trust, MFA, IAM, SSO)
- Governance, Compliance Frameworks & Audit Readiness (NIST, FS-ISAC, SOC 2, CMMC, HIPAA, ISO 27001)
- Risk Assessments, Incident Response & Disaster Recovery
- Security Awareness Training & Board-Level Reporting
From single engagements to ongoing partnerships, Summit One Advisors provides the right level of technology leadership to meet your organization’s evolving needs.
Engagement Options
Flexible engagement models — hourly, daily, or retainer-based — customized to fit your organization’s unique needs and budget.
Reach out for a personalized consultation to discuss your goals and receive a tailored proposal aligned with your scope, timeline, and priorities.
Whether you need strategic advisory, hands-on vendor management, or comprehensive technology and security leadership, Summit One Advisors adapts to your objectives — delivering the right level of partnership for every stage of your organization’s growth.
Fractional & Strategic Advisory Retainers
Summit One Advisors offers flexible weekly and monthly retainer models designed to meet organizations wherever they are on their technology journey — from initial assessment to full-spectrum executive leadership.
Each engagement is custom-tailored to your organization’s size, maturity, and goals, ensuring the right balance of strategic insight, hands-on execution, and measurable results.
The examples below illustrate typical engagement structures; however, every retainer can be customized to align with your specific needs, timelines, and priorities.
Technology Leadership Assessment (Discovery Phase)
approximately 4 weeks
Best for: Organizations evaluating fractional CIO, CTO, or CISO engagement who need a comprehensive understanding of their current IT, technology, and security posture before committing to an ongoing retainer.
Includes:
- Technology, Cybersecurity, and Infrastructure Assessment
- Compliance and Risk Gap Analysis
- Technology Roadmap and Executive Recommendations
- Option to transition directly into a retainer engagement
Foundation Retainer (Intro Tier)
2 hours/week or 8 hours/month
Best for: Organizations beginning their journey toward Technology maturity and seeking light executive oversight and strategic alignment without a large commitment.
Includes:
- Monthly Leadership Check-ins
- Technology and Security Roadmap Guidance
- Vendor Oversight and Contract Review
- Foundational Compliance and Governance Advisory
Executive Advisory (Entry Level)
4 hours/week or 15 hours/month
Best for: Organizations needing consistent executive direction through a fractional CIO, CTO, or CISO, with regular strategic interaction and limited operational depth.
Includes:
- Monthly Executive Strategy Meetings
- IT, Technology, or Security Roadmap Updates
- Vendor/MSP Oversight
- On-Call Availability for Urgent Escalations
Strategic Partner (Mid-Level)
8 hours/week or 30 hours/month
Best for: Companies driving digital transformation, compliance initiatives, or modernization programs that require consistent executive engagement and measurable progress.
Includes:
- Bi-Weekly Leadership Sessions
- Review and Approval of Technology and Cybersecurity Policies
- Vendor Negotiations and Budget Oversight
- Project Oversight (M&A Integration, Modernization, or Security Program Design)
- Executive and Board-Level Reporting on Technology and Risk
Embedded Leadership (Premium Tier)
16 hours/week or 50 hours/month
Best for: Organizations that require hands-on, embedded technology leadership but aren’t ready for a full-time CIO, CTO, or CISO. Ideal for interim executive roles or managing complex, high-visibility initiatives.
Includes:
- Weekly Executive Presence (Board and Steering Committee Participation)
- Full-Spectrum Technology, Cybersecurity, and Governance Leadership
- Management of Major Initiatives (Compliance Audits, M&A Integration, ERP or Security Program Deployment)
- Transitional or Interim Executive Leadership
Let’s Talk Strategy
Ready to strengthen your technology leadership or evaluate a retainer fit?