Virtual CIO · Fractional CIO · Executive Technology Advisory

Executive Technology Leadership Without the Cost of a Full-Time CIO

WADE LLC helps organizations reduce risk, improve performance, maximize technology investments, and build strategic roadmaps that drive measurable business outcomes.

Schedule a Strategy Consultation Request a Technology Assessment

32+ years executive IT leadership
Nationwide engagements
Free initial consultation

Executive team reviewing a technology roadmap

Quarterly Technology Scorecard

IT spend aligned to strategy92%

Cyber risk postureImproving

Roadmap on schedule8 / 9

Align Technology Investments with Business GrowthStrategic Technology Leadership. Business Results. Nationwide.

01Why WADE LLC

A strategic business advisor — not another IT vendor.

Most organizations don't need more technology. They need leadership that connects technology decisions to revenue, margin, risk, and growth. That's the seat WADE LLC fills.

32+ Years of Technology Leadership

Decades of executive IT leadership across industries, economic cycles, and technology eras.

Business First, Technology Second

Every recommendation starts with your strategy, P&L, and operating model — not a product catalog.

Epicor Eclipse Expertise

Rare, hands-on depth in the Epicor ecosystem that distributors rely on to run the business.

AI Strategy & Readiness

A practical, governed path to AI value — grounded in your data and your people.

Cybersecurity Governance

Risk management framed for executives and boards, with CMMC and compliance expertise.

Operational Excellence

Lean and Six Sigma discipline applied to technology operations, vendors, and spend.

02Business Outcomes

Measured in business results, reported in business language.

Every engagement is tied to outcomes your leadership team and board care about: lower risk, lower cost, faster operations, and a technology plan that supports growth.

20–30%Typical reduction in avoidable technology spend

90 daysTo a board-ready technology roadmap

1 partnerAccountable for strategy, vendors, and results

32+ yrsExecutive IT and transformation leadership

Reduce RiskCybersecurity governance, continuity planning, and compliance readiness.

Optimize CostRationalize vendors, licenses, and contracts; budget with confidence.

Improve PerformanceModernize systems and processes that slow down the business.

Enable GrowthRoadmaps that scale with acquisitions, new markets, and AI.

03Services

Executive technology leadership across the full agenda.

Discuss your priorities

01Virtual CIO & Fractional CIOExecutive technology leadership on your leadership team — strategy, budgets, governance, and accountability — without the cost of a full-time CIO.Technology roadmapsIT budgetingExecutive reporting & QBRsVendor management

02Strategic IT ConsultingIndependent assessments, cloud strategy, and modernization plans that align every technology dollar with business priorities.IT assessments & auditsCloud strategy (Azure, AWS)Microsoft 365Modernization

03Epicor Eclipse & ERP ConsultingDeep Epicor Eclipse expertise for distributors — assessments, optimization, integrations, and ERP roadmaps that improve margin and throughput.ERP assessmentsProcess optimizationIntegrations & analyticsERP roadmaps

04Cybersecurity Governance & RiskBoard-level security governance, CMMC readiness, and risk management that protect revenue, reputation, and operations.Security assessmentsCMMC readinessIncident responseSecurity awareness

05AI Strategy & Digital TransformationPractical AI readiness, governance, and automation programs that turn emerging technology into measurable productivity.AI readiness & strategyCopilot strategyProcess automationData & analytics roadmaps

04Industries Served

Fluent in the economics of your industry.

For organizations with 10 to 1,000 employees — from multi-branch distributors to healthcare providers and nonprofits.

Explore industry solutions

DistributionMargin pressure, inventory accuracy, and ERP performance define the winners.WholesaleScale volume without scaling cost or complexity.ManufacturingConnect the plant floor to the boardroom — securely.HealthcareProtect patient trust while modernizing care delivery.Professional ServicesYour people are the product — equip them to deliver.ConstructionField-to-office technology that keeps projects on schedule and on budget.NonprofitsMission-first technology that stretches every dollar.Financial ServicesRegulatory confidence with modern, resilient operations.

05Technology Leadership Approach

A disciplined, five-stage model for leading technology.

Built on Lean and Six Sigma principles and three decades of executive leadership.

01DiscoverUnderstand your strategy, operations, risks, and current technology investments through executive interviews and assessment.
02AssessBenchmark infrastructure, security, applications, and spend against your goals and industry practice.
03PlanBuild a prioritized roadmap and budget aligned to measurable business outcomes.
04ExecuteLead initiatives, manage vendors, and hold every partner accountable to timelines and value.
05OptimizeReport results through executive dashboards and QBRs, and continuously refine the plan.

06Technology Roadmap

From assessment to a board-ready plan in 90 days.

A clear, sequenced roadmap gives your leadership team one view of priorities, investment, and risk — and a way to measure progress every quarter.

Exhibit · Three-Year Technology Roadmap Priority initiative

0–90 days

3–6 mo

6–12 mo

Year 2

Year 3

Strategy & Governance

Assessment & executive alignment

Governance model, budget & QBR cadence

Cybersecurity & Risk

Risk assessment

Critical remediation

Compliance & continuous testing

Cloud & Infrastructure

Stabilize

Microsoft 365 / Azure / AWS modernization

Optimize

ERP & Data

ERP health check

Process optimization & integrations

Analytics

AI & Automation

AI readiness

Pilots & governance

Scale what works

Illustrative roadmap. Every WADE LLC roadmap is sequenced to your priorities, budget cycle, and risk profile.

07Success Stories

Representative engagements and outcomes.

All case studies

DistributionRegional electrical distributor · 400+ employees · 20+ branches

Multi-branch distributor modernizes Epicor Eclipse and recovers margin

Challenge

Years of customizations had slowed Epicor Eclipse, reporting relied on spreadsheets, and leadership lacked a clear technology plan to support acquisitions.

Approach

Executive-level ERP and infrastructure assessment
Three-year technology roadmap tied to growth targets
Eclipse optimization, integration rationalization, and KPI dashboards

30%faster order processing

18%reduction in annual IT spend

100%of branches on one standard platform

vCIO · Epicor Consulting · Analytics

ManufacturingPrecision manufacturer · 180 employees

Defense-supply manufacturer achieves CMMC readiness ahead of contract deadline

Challenge

A prime contractor required CMMC compliance within twelve months. Policies were informal, systems were unsegmented, and no one owned security governance.

Approach

Gap assessment against CMMC requirements
Prioritized remediation roadmap and governance model
Policy development, training, and incident response planning

12 moto audit-ready posture

0lost contracts during transition

65%reduction in critical vulnerabilities

Cybersecurity · CMMC Readiness · IT Governance

Professional ServicesMulti-office advisory firm · 250 employees

Professional services firm turns Microsoft 365 and Copilot into measurable productivity

Challenge

Licenses were paid for but underused, data was scattered across shares and inboxes, and leadership wanted a responsible path to AI.

Approach

AI readiness and data governance assessment
Copilot pilot with defined business use cases
Adoption program and executive success metrics

6 hrssaved per employee each month

22%license cost optimized

90 daysfrom strategy to measurable value

AI Strategy · Microsoft 365 · Digital Transformation

For the first time, technology is a standing agenda item we look forward to. We have a roadmap, a budget we trust, and a partner who speaks the language of the business.

Chief Executive OfficerRegional Distributor

WADE LLC gave us executive-level IT leadership at a fraction of what a full-time CIO would cost — and the results showed up in our numbers within two quarters.

Chief Financial OfficerMid-Market Manufacturer

Our CMMC deadline went from a threat to the business to a competitive advantage. The plan was clear, practical, and delivered on time.

Chief Operating OfficerDefense Supply Manufacturer

Sample testimonials shown for layout — replace with client-approved quotes before launch. Engagement profiles are anonymized; results vary by organization.

08Credentials

Enterprise credentials. Executive perspective.

Certifications and experience spanning Microsoft, Cisco, AWS, CMMC, Lean, Six Sigma, data center management, and CTO-level leadership.

MicrosoftMicrosoft 365 & Azure

CiscoNetwork & Infrastructure

AWSCloud Architecture

CMMCCompliance Readiness

LeanOperational Excellence

Six SigmaProcess Improvement

Data CenterData Center Management

CTOExecutive Experience

09Cybersecurity Readiness Assessment

How prepared is your organization for a cyber incident?

Answer eight executive-level questions in under three minutes. Receive an instant readiness rating and prioritized recommendations.

Built for CEOs, CFOs, and COOs — no technical knowledge required
Aligned to governance, resilience, and compliance best practices
Optional detailed report and complimentary review call

More assessments: AI Readiness · vCIO ROI Calculator

Cybersecurity Readiness01 / 08

Governance

Does a named executive own cybersecurity risk, with regular reporting to leadership or the board?

Free initial consultation

Ready for technology leadership that moves the business forward?

Every organization has unique technology, operational, and strategic goals. Contact WADE LLC for a tailored engagement aligned to your business objectives.

Schedule a Strategy Consultation Request a Technology Assessment