Technology planning
Talk about renewals and licensing cost before they surprise you.
Most technology budget surprises were visible months in advance: a renewal date, a licensing change, an aging device fleet. Folding a light planning conversation into the regular service review means those items get named early, in plain language, rather than showing up as a sudden invoice.
What a planning conversation actually covers
A forward-looking conversation, held at the quarterly IT review in the Managed plan.
Renewals and contracts
Domain, certificate, warranty, and licensing renewal dates are kept in your IT record and reviewed each quarter, so a lapse is a decision, not an accident.
Licensing cost trends
Microsoft 365 and other recurring software costs are reviewed against actual user counts, flagging unused licences before they renew unnoticed.
Device and equipment age
The device fleet’s replacement timeline is discussed early enough that a purchase can be planned rather than rushed.
How it fits the quarterly review
Planning is part of the quarterly IT review in the Managed plan: recurring issues, risks, renewals, budget and next-quarter priorities.
Forward view
Upcoming hires, departures, office changes, and known projects are brought into the same review that covers request patterns and recurring friction.
Plain-language framing
Cost and timing are discussed in terms of the business decision involved, not a wall of SKUs or a vendor’s upsell agenda.
Your decision, our information
The conversation surfaces facts and options; the business makes the spending decision, on its own timeline.
How planning works in practice
A quarterly conversation inside the Managed plan, with your own advisors keeping the financial decisions.
Part of the Managed plan
The quarterly IT review is included in the Managed plan, rather than a separate fractional-CIO or IT-director role with its own retainer. The Essential plan does not include it.
A quarterly conversation, in plain language
Instead of a bundled multi-year roadmap document, you get a quarterly, plain-language conversation about what is coming.
Financial decisions stay with your advisor
Financing, leasing versus buying and broader capital planning stay with your own financial advisor. We bring the technology facts to that conversation.
Before the first call
A useful first conversation starts with simple facts.
Bring what you already know. Nothing on this list needs a password.
Bring this to the first call
Rough answers are fine.
- Known renewal dates for domains, certificates, warranties, and licences
- Current Microsoft 365 licence count against actual active users
- Device fleet age and any equipment nearing replacement
- Hires, departures, or office changes expected in the next few months
- Any project already being discussed that will need separate budget
Tell us your team size and what keeps interrupting the work.
Managed plan: $89 CAD per user, per month.Essential, at $59, covers help desk and administration only.
Tell us about your firm.
Your team size, the systems you rely on, and the first thing you want handled. A few sentences is plenty.