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Interim CTO

Stabilize Your Operations, Modernize Your Vision: On-Demand CTO Leadership

The organization was navigating a complex C-Suite reorganization, resulting in an unstable IT environment and unclear leadership direction. They required immediate operational stabilization, a baseline assessment of their technological capabilities, and a strategy to control elevating costs while protecting member-facing critical services.

Engagement overview

This engagement provided interim Chief Technology Officer leadership to stabilize, optimize, and scale the client’s IT function during the search for a permanent CTO. It delivered executive oversight of IT staff and vendors, including hiring support, performance management, and enforcement of key systems, policies, and procedures. The role partnered with executive leadership to define business and technology requirements, shape IT strategy and governance, and evaluate and select technology solutions that supported operational excellence and scalable growth. It also directed the deployment, monitoring, and improvement of core infrastructure and end‑user services, ensured remediation of audit findings and security vulnerabilities in coordination with the CISO and legal counsel, and managed IT financials, major projects, telecommunications, and change management processes to maintain resilient, cost‑effective operations.

  • Strategic Baseline: Conducted a 360-degree assessment of infrastructure, team competencies, and leadership sentiment to establish a data-driven "current state" roadmap.
  • Financial Restructuring: Reset the fiscal trajectory by identifying 10%–20% in cost reduction and cost avoidance opportunities over a 4-year horizon.
  • Financials: Identified 10-20% in cost savings/avoidance.
  • Vendor Accountability: Overhauled third-party management protocols, implementing strict performance metrics that significantly improved Service Level Agreements (SLAs).
  • Governance & Cultural Alignment: Served as the primary Board liaison for mission-critical services while repairing fractured relationships between IT and business units through radical transparency.

The Impact

The engagement delivered a reshaped, security-focused IT team and a long-term financial framework that reduced waste. The organization transitioned from a state of leadership flux to a stabilized environment with restored trust between the business and the technology function.

Project Information
  • Client Financial Institution
  • Service Interim CTO, Strategic Advisor
  • Sector Finance
  • Date Feb 15, 2025

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