IT Strategy Planning Services


The information technology space has been rapidly evolving for the past 30 years, and that can pose significant challenges for small and medium-sized businesses.

Without the in-house expertise of a dedicated IT team and a chief information officer, it can be an even bigger challenge to formulate and execute an IT strategy to support your business growth prospects.

And that’s where hiring an IT strategy consultant through Charlotte IT Solutions can become one of the best business investments to ensure your business keeps up with technological progress and remains competitive even compared to major corporations.


IT is sometimes seen as a part of a necessary expense that’s needed to make sure that everything at a business is working properly and without any hiccups.

And here’s how Charlotte IT Solutions will help you develop a clear plan to support your business success:

  • Complete assessment of your existing IT infrastructure
  • Identification of unnecessary, outdated, and legacy technology
  • Analysis of your organizational processes and goals
  • Regulatory impact assessment
  • Streamlined solutions for a cost-effective long term IT strategy
  • Vendor solution recommendations for scalable and future-proof solutions


Without a clearly formulated IT strategy, any business will quickly find that business and production processes don’t have the full technological support they need for maximum efficiency.

And lacking efficiency and effectiveness will have a detrimental impact on competitiveness and the bottom line of any company.

Our experience of working with dozens of companies through strategy consulting services has taught us that there is no one-size-fits-all approach when it comes to building the right IT strategy plan.

Many small businesses take on IT projects without a clear understanding of how they will truly impact their business processes and goals. And that often means large IT expenditures that deliver underwhelming results.

The first thing we do is assign a dedicated IT strategy consultant to do a full analysis of your business processes and key performance indicators, and then align those with your current IT environment.

This step will provide insights into where your IT infrastructure has the most significant opportunities to create business process support.

We will then develop a clear strategy with goals and milestones and recommend innovative technology to better support your goals. Your aim should always be to improve your IT systems in support of your processes rather than forcing a different business process to align with your choice of IT.

One of the major advantages of modern technological advances is that you have a lot of choices when it comes to finding the ideal systems to support your goals. But with more choices also comes complexity in making an educated decision.

Making the wrong choice can result in significantly lower ROI, and even situations where you need to invest in additional IT projects to switch to a more suitable vendor.

What we will provide is a careful and objective assessment to ensure IT service vendors align with your IT strategy.

Once we have created a detailed IT strategy, we can help you create a development team and identify the best vendors to support your specific IT needs. It’s a critical part of our strategy consulting services as it can ensure you achieve maximum ROI and leverage technology to its full potential.

You don’t want to run into a situation where you make strategic investments in IT that can’t fully support regulatory requirements for how you handle data. That’s one sure way to run into heavy regulatory fines and penalties, as well as a damaged reputation.

Our experience with aligning IT strategy plans with regulations will help you avoid such situations. Your IT strategy consultant can ensure that you effectively adopt and implement an IT strategy that fully supports your regulatory obligations.

With experience delivering strategy consulting services to highly regulated industries like healthcare, dental, finance, legal, and education, we will ensure that compliance remains a core part of all your plans.

Every organization will have a different approach to how they provide services in a unique way. And in order to achieve business value from your IT investments, you have to tailor them to your needs.

One major thing that sets us apart from our competitors is that we don’t take a one-size-fits-all approach to provide strategic IT consulting services. We understand that every business is different and that IT should adapt to business needs and not the other way around.

As a result, we always take a custom approach to provide our services to clients. You will receive a fully personalized approach, and we will work with you to tailor a service to your budget.

For small businesses, that provides a great deal of flexibility with instant access to highly experienced consultants and engineers.


As more applications move to the cloud, many companies start to have issues where their existing IT systems are incompatible with current cloud applications and technologies. This can decentralize your IT environment and cause security issues if your business’s data exists in multiple places.

The result is lots of management overhead, inefficient systems, and significantly higher running costs.

Modernizing your IT infrastructure into an easily scalable solution allows your company to be more efficient, secure, and agile.

With our strategic IT services, we solve IT modernization issues so that your IT risks are mitigated, and your digital transformation is built for the future.

Outdated and unused applications cost businesses dearly when it comes to security, productivity, and regulatory compliance. And in many cases, business owners don’t understand the full scale of wasted resources and inefficiencies.

Here at Charlotte IT Solutions, our IT strategy services can help you figure out which of your applications need to be decommissioned due to age, inactivity, and security concerns.

Our strategy consulting services goal is to help you run lean so you can minimize financial loss and maximize your ROI and human resources.

As businesses grow, they often resort to implementing multiple data storage solutions that combine a mix of onsite servers, public cloud services, and separate back-up and archiving solutions.

That is a recipe for a difficult to manage system that isn’t scalable and eats into your IT budget a lot more than it should.

Aside from increasing your overall ROI, combining data centers can also cut down on the number of resources you need to keep secure and decrease the scope of a disaster recovery effort should it ever happen. Such IT strategy solutions also decrease your overall energy consumption.

As part of our IT strategy services, we also build IT strategy plans to show you the benefits of combining your data centers. We also show you how much you can potentially save in the long run by combining your data centers using cloud computing solutions.


We would love to show you how we can become your IT solutions business partner and customize a package for your IT needs.


If you want to find out how you can achieve a strategic advantage over your competitors with a long-term strategic plan, then call us today for a free consultation.

As one of the leading IT strategy consulting firms for small and mid-sized businesses in the Carolinas, we can help you achieve a strategic approach to IT that fully supports your business operations for maximum growth.

This is one phone call you won’t regret making.


We would love to show you how we can become your IT solutions business partner and customize a package for your IT needs.