IT roadmap
We review what you have, find the gaps, and lay out what to upgrade, replace or retire, in order of what matters most to the business.
What is a vCIO?Strategy & Advisory
IT strategy consulting and vCIO services for growing businesses
IT strategy consulting means Generation IX helps you decide what technology to buy, when, and why, so your IT spending supports your business goals. With our vCIO (virtual chief information officer) service, you get a part-time technology leader who plans your IT budget, roadmap and vendors, without the cost of a full-time hire.
Plain advice from people who've been doing this since 1996.
What your vCIO does
- Builds your IT roadmap
- Plans your IT budget ahead of time
- Manages software licenses and vendors
- Plans projects and keeps them on budget
- Meets with leadership regularly
New business? Sales (424) 383-6994
In plain English
What IT strategy consulting actually means
Day-to-day IT keeps things running. IT strategy decides where you're going: which systems to replace, what to move to the cloud, how much to spend this year and next, and which risks to deal with first. A vCIO is the person who owns that plan for you. They sit with your leadership team, translate business goals into technology decisions and keep projects on budget.
Who it's for: small and mid-sized businesses that are too big to "wing it" with technology but don't need, or can't yet justify, a full-time chief information officer.
What's included
What your vCIO does
One technology leader who knows your business, backed by the team that runs your IT.
Budget planning
We help you plan IT spending ahead of time, so new laptops, renewals and projects don't arrive as surprises. We look for savings too, like unused software licenses.
Vendors and licenses
We manage your software licenses, including Microsoft 365, Azure, Google Workspace and Adobe, and help you compare vendors and contracts. Our approach to buying is about the right decision, not pushing new purchases.
Cloud solutionsProject planning
Cloud moves, new offices, system upgrades: we plan the project, spot roadblocks early and keep it on time and on budget.
Regular reviews
We meet with your leadership on a regular schedule to review what's working, what's at risk and what's next.
Disaster recovery planning
We help you plan how the business keeps running if a server dies, an office floods or an attack hits, before it happens.
Learn moreMore advisory services
Strategy and advisory, all in one place
Planning your technology also means planning your security, your compliance and your use of AI. Each card links to its own page.
vCISO: security leadership
A virtual chief information security officer (vCISO) is a part-time security leader. They assess your risks, write your security policies, plan how you'd respond to an attack, and report to leadership.
vCISO servicesCompliance support
If clients, insurers or regulators ask for proof that your data is protected, our security team puts the controls and paperwork in place and helps you get ready for SOC 2, CMMC Level 1, NIST and customer security questionnaires. We work alongside your auditor; we aren't the auditor.
Compliance supportAI consulting
We help your team use AI tools like Microsoft Copilot safely and usefully: a readiness check first, then rollout, an AI use policy and automating busywork.
Ask about AI consultingCyber due diligence
Buying a company? We check its security before the deal closes, so you know what you're taking on.
M&A cyber due diligencevCIO or vCISO? A vCIO plans your whole technology picture: budget, systems, vendors and projects. A vCISO focuses only on security and risk. Many businesses start with a vCIO and add vCISO support when security or compliance demands grow.
Advice from people who also run your IT
Book a ConsultationWe listen first
Before recommending anything, we interview the people who use your systems every day, so the plan fits how your business actually works.
Plans that get done
Your vCIO is backed by the team that runs your IT, so the roadmap turns into finished projects instead of a slide deck.
Explained in plain words
Not a "tech person"? That's fine. We explain options and trade-offs clearly, and we're open about what things cost.
A budget you can plan around
Your roadmap shows what each step is expected to cost and when, so upgrades and renewals are planned, not surprises.
Here since 1996
For decades, businesses have trusted us to plan and run their technology.
Getting started
How IT strategy consulting with Generation IX works
Book a consultation
Tell us where the business is heading and what's getting in the way.
We assess your setup
We review your systems, spending, security and vendors, and talk to your key staff.
You get a roadmap
A clear, prioritized plan with budget guidance, and a vCIO who meets with you to keep it on track.
Trusted by businesses since 1996
Client stories
What our clients say
★★★★★
GenIX has been a great IT partner to us as we are building a team and expanding quickly. They have supported the management of migration projects with great communication, their helpdesk response time is excellent…
★★★★★
…We've been a long-time client of theirs, and have no plans to look elsewhere anytime soon. Always reliable, and with a strong emphasis on direct client relations - their team feels like an extension of our own.
★★★★★
I love working with GenIX! The team is always quick to respond whenever we have any issues. I am not an IT savvy person and they always help me understand…
★★★★★
Gen IX has been working with our school for close to 10 years now. They do everything from simple troubleshooting to setting up our network and more. Can't thank them enough…
Strategy for professional firms. We plan technology for law firms, accounting firms and architecture firms, where the right systems and security choices protect client work.
FAQ
Frequently asked questions
Straight answers to what businesses ask us most. Don't see yours? Ask a real person.
What is a vCIO?
A vCIO, or virtual chief information officer, is a senior technology leader who works with your business part-time. They plan your IT budget and roadmap, manage vendors and oversee projects, so your technology supports your goals. You get executive-level IT direction without a full-time salary. Read more about the vCIO role.
What's the difference between a vCIO and an IT manager?
An IT manager keeps day-to-day systems running. A vCIO looks ahead: they set the direction for your technology, plan spending, and make sure IT decisions match where the business is going.
What's the difference between a vCIO and a vCISO?
A vCIO covers your whole technology plan. A vCISO (virtual chief information security officer) focuses on security: risk, policies, incident planning and compliance. Some businesses need both.
How do we get started?
Book a consultation. We'll talk through your goals and challenges, review your current setup, and show you what an IT roadmap with Generation IX would look like. If it's not a fit, no hard feelings.
Request a quote
Get a quote for IT strategy and vCIO services
Tell us about your business and what you're planning. A real person will get back to you.
Prefer to talk? Book a Consultation.
Get a plan for your technology
Tell us where your business is going. We'll show you the technology plan to get there, in plain English.
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