A prioritized roadmap
Identify what needs to happen first, the dependencies that affect the sequence, and the decisions leadership needs to make.
Technology advisory · Fractional CIO / CISO
Senior guidance on Microsoft 365, AI adoption, security, modernization, and IT operations. Cocha helps leadership and IT turn business priorities into an actionable roadmap, with deep law-firm experience and support for oil & gas, medical device, and PE-backed organizations.
Led by Steven R. Combs · 30 years in IT · 15 years working with law firms
Which Microsoft 365 plan fits the organization? Who should receive a Copilot seat? What needs to change before a wider AI rollout? What should be modernized first? We help connect those decisions to cost, risk, capacity, and business goals.
Identify what needs to happen first, the dependencies that affect the sequence, and the decisions leadership needs to make.
Compare practical options, costs, operational demands, and security considerations before committing to a direction.
Assign owners, establish review points, and connect the agreed strategy to implementation and ongoing operations.
Executive-level technology and security advice for planning, governance, investment decisions, and coordination with your internal team.
Review licensing choices, Copilot and Claude rollout priorities, identity, permissions, and the controls needed for the workflows you plan to enable.
Develop a roadmap for infrastructure upgrades, technical debt reduction, and improvements aligned to business priorities.
Plan how applications and platforms should connect. Review dependencies, data flows, ownership, and the operational impact of a proposed change.
Prioritize vulnerabilities, patching practices, and governance gaps. Map technology controls to the requirements your organization needs to address.
Review daily IT functions, monitoring, resource allocation, and service responsibilities. Connect operational improvements to the broader roadmap.
Bring a licensing renewal, an AI rollout, a modernization project, or a recurring operational problem. We identify the information needed, compare options, and agree on the work required to move forward.
For law firms, this includes the Microsoft 365, Copilot, and data-access decisions that affect attorneys and staff. Read our Microsoft 365 licensing guide for law firms.
Steven R. Combs leads the advisory work, drawing on 30 years in IT and 15 years working with law firms.
Gabriella San Miguel coordinates projects, scheduling, and business operations.
We work alongside your IT, security, MSP, and business stakeholders so recommendations have owners and a practical path to implementation.
The business objective, options, tradeoffs, evidence gaps, and a recommendation for the decision in scope.
Priorities, dependencies, responsibilities, and the agreed sequence for implementation.
Regular checkpoints for changes, risks, spending, and progress against the roadmap.
Deliverables and cadence depend on the agreed project or ongoing advisory scope. Implementation and managed services are scoped separately.
A focused starting point for Claude and Copilot deployment decisions. Review the scope, preparation requirements, and sample findings before booking.
Start with identity, access, and the controls your Microsoft 365 environment enforces before setting a wider security roadmap.
Connect the agreed roadmap to day-to-day support, patching, infrastructure management, and defined service responsibilities.
Discuss workload choices, dependencies, and migration planning when infrastructure modernization is part of the decision.
Related services: Cloud FinOps · Technology sourcing & licensing
Yes. Advisory can begin with a defined project or decision. We agree on the question, deliverables, and scope before work begins.
Yes. We can agree on an ongoing advisory scope with a review cadence, responsibilities, and priorities suited to your organization.
Law firms are a primary focus, supported by 15 years of experience in that sector. We also work with oil & gas companies, medical device companies, and PE-backed organizations.
Yes. Recommendations can be handed to your internal IT team or MSP. Cocha implementation and managed services can be scoped separately where you need additional support.
We aim to respond within 4–8 business hours, Monday–Friday, 8 AM–5 PM Central.
Tell us what you are trying to decide, what is driving the timing, and who needs to be involved. We will discuss the right starting point.
Prefer email? info@cochatechnology.com