Strengthen Your Technology Team Structure

Many firms wonder if they have the skills and talent in place to manage technology projects. Our analysis of your current organizational structure can identify any holes as well as evaluate BAU/ ongoing support and maintenance, peer organization structure and make recommendations to strengthen your organization.


Our approach helped an emerging RIA with limited to no internal technology support that was unable to adequately support growth of their business.  

How We Solved It

We assessed the RIA’s technology application support needs and created an internal technology support organization designed to support the user community. We then created the framework, roles and responsibilities, reporting lines and job requirements. Our final step was to interview and help hire people to fill the roles.  

Value Delivered 

The RIA now has a team to provide technology and internal application support that confidently meets the needs of their growing business.

Need help strengthening your tech team structure? Contact us to design your digital client journey.