Technology Intelligence for Growth, Risk & AI Readiness
AltiCXO builds intelligence systems that help organizations modernize, secure, automate, and scale.
We deliver executive-level intelligence systems that help organizations make better decisions, reduce risk, adopt AI responsibly, and build the structure needed to scale — without hiring a full-time C-suite.
0
Intelligence Disciplines in the A.L.T.I.C.X.O. System™
0
Years Fortune 500 IT Leadership on Our Team
0
Compliance Frameworks Supported
100
Intelligence-Led Delivery — Not Reactive IT Support
The Intelligence Gap
Most Organizations Are Struggling With the Same Problem
Decisions are unclear because the right intelligence doesn't exist
Operations are unstructured and scaling creates more chaos
AI is being adopted without governance, policy, or strategy
Cyber and compliance risk is invisible until it becomes a crisis
Growth is happening without the structure needed to hold it
That's not a resource problem. It's an intelligence problem.
The Methodology
The A.L.T.I.C.X.O. Intelligence System™
Seven disciplines working together to turn organizational chaos into clarity, risk into control, and technology into strategic advantage.
This is not a framework we explain on a slide. It's the delivery architecture behind every AltiCXO engagement — ensuring nothing is missed and every recommendation connects to business outcomes.
A
Assess — Analytical Intelligence
Uncovering what's actually happening inside your operations
L
Lead — Leadership Intelligence
Guide decisions — Boards, CEOs, founders, and senior executives
T
Transform — Technology Intelligence
Modernize platforms, cloud, and technology architecture
I
Integrate — Infrastructure Intelligence
Microsoft Azure, AWS, M365 and hybrid integration
C
Control — Compliance Intelligence
HIPAA, NIST, SOC 2, CMMC 2.0, AI governance
X
eXecute — Execution Intelligence
Deliver transformation with discipline and accountability
O
Optimize — Outcome Intelligence
Continuous optimization of intelligence and results
Core Offers
Built for Where You Are. Designed for Where You're Going.
One audit. Five intelligence scores. A roadmap your executives can actually act on.
Operational breakdown analysis
Revenue bottleneck identification
AI readiness snapshot
Risk & compliance exposure scan
30-day executive action plan
★ Most Popular
Executive Intelligence Office
Inquire for Pricing
Your fractional executive intelligence layer — guiding operations, AI strategy, risk, and decisions.
Executive strategy sessions
KPI & performance intelligence
AI & automation roadmap
Risk & compliance oversight
Monthly intelligence report
Operations Layer
Managed Intelligence Operations
Inquire for Pricing
Enterprise-grade MSP/MSSP delivery powered by AltiGuard.
24/7 infrastructure monitoring
Cyber risk intelligence & response
Microsoft 365 management
Compliance operations
Executive intelligence briefings
SaaS Development & Custom Builds
Need a custom platform built? We architect and deliver it.
From Microsoft Dynamics 365 (CE/CRM, HR, F&O) and SAP/Oracle implementations to AI-powered multi-agent platforms and custom SaaS products — AltiCXO designs, architects, and delivers purpose-built technology solutions on modern stacks. We've shipped grant prospecting platforms, CMMC intelligence tools, homecare automation systems, and ITSM dashboards for clients across industries.
HIPAA, EVV compliance, homecare platform modernization, and operational structure
Financial
Financial Services
SOC 2, risk governance, and AI-readiness for regulated financial environments
Defense
Defense Industrial Base
CMMC 2.0 compliance posture and government contract intelligence
Nonprofit
Nonprofits & Mission-Driven
Grant systems, AI fundraising platforms, and executive infrastructure
SMB
Founder-Led SMBs
Digital transformation, AI adoption, and operational clarity at scale
Manufacturing
Manufacturing & Industrial
ERP modernization, supply chain intelligence, and operational systems
Public Sector
Public Sector & Government
Compliance-ready modernization, CMMC 2.0, and enterprise governance
Transportation
Transportation & Commerce
Fleet intelligence, logistics automation, and commercial operations platforms
Free Executive Guide
The Executive Intelligence
Gap
5 Intelligence Scores Every Executive Team Must Know Before Their Next Technology Decision
AltiCXO Innovations, Inc.
FREE
Free Download
Close Your Intelligence Gap.
Start with the Guide.
Most organizations don't have a technology problem — they have an intelligence gap. This free executive guide reveals the 5 scored dimensions every leadership team must understand before making their next technology decision.
✓
The 5 intelligence dimensions every organization must score
✓
How to assess your AI readiness posture in 10 questions
✓
The compliance exposure most SMBs don't know they have
✓
A 30-day action plan to start closing the gap today
No spam. Instant download. No credit card required.
Partnerships & Credentials
Technology Partner
Microsoft AI Cloud Partner
Solutions Partner pathways in progress — Modern Work, Security, Business Applications
Strategic Alliance
Veltrix Technologies, LLC
SAP & Oracle enterprise application leadership under formal Strategic Alliance Agreement
Certification In Progress
WBENC Certified
Women's Business Enterprise National Council certification — application in progress
Registration In Progress
SAM.gov Registered
UEI & CAGE registration in progress — enabling federal & public sector procurement
AltiCXO Intelligence Ecosystem™
AI-Enabled Platforms Built by AltiCXO
Beyond consulting — AltiCXO develops and deploys proprietary AI-powered intelligence platforms across six verticals.
Healthcare Intelligence
VerifiquraCredentialing AI
AlivaCareHome Care Platform
MedixtrationCare Intelligence
Behavioral Health Intelligence
MindGuard ProMental Health AI
BehaviorAI HealthBehavioral Intelligence
Cyber & Compliance Intelligence
AltiGuardManaged Cyber Ops
TrustLockrTrust & Identity
CyberShieldSMB Cyber Defense
Financial & Legal Intelligence
CreditSpringCredit Intelligence
CreditBridgeLending Platform
ClaimWise AILegal Tech AI
SafePathForwardReentry Intelligence
Commerce Intelligence
AltiCXO CommerceCommerce Platform
AI StudioContent Intelligence
Transportation Intelligence
TruckBiz360Fleet & Logistics AI
Platforms Live or In Development · AltiCXO Intelligence Ecosystem™ · 2026
Proof & Use Cases
Intelligence In Action
Use Case · Healthcare
Healthcare Compliance Readiness
A healthcare agency lacked HIPAA documentation, had no cybersecurity posture, and faced audit exposure. AltiCXO delivered a compliance readiness sprint — gap analysis, policy development, and M365 security hardening.
HIPAAM365 SecurityvCISO
Use Case · AI Readiness
AI Readiness for Founder-Led SMBs
A founder-led professional services firm wanted to deploy Copilot but had no governance framework, no data classification, and no policy structure. AltiCXO delivered an AI Readiness Assessment and implementation roadmap in 14 days.
AI GovernanceCopilotM365
Use Case · Platform Deployment
Managed Solution Deployment
An enterprise technology firm needed D365 CE/CRM implementation, Copilot Studio agent orchestration, and Power Platform workflow automation — all delivered simultaneously under ALM governance and sprint structure.
One audit. Five intelligence scores. A board-ready roadmap your executives can actually act on — delivered in 10–14 business days.
What You Receive
Five Deliverables. One Executive Action Plan.
01
Operational Breakdown Analysis
A structured review of where your systems, processes, and workflows are losing you time and money — with root causes, not just symptoms.
02
Revenue Bottleneck Identification
Pinpointing what's blocking revenue — technology gaps, workflow friction, or structural issues in how the business operates.
03
AI Readiness Snapshot
An honest assessment of where your organization stands — what's safe to implement now, what needs governance first, and where the real opportunities are.
04
Risk & Compliance Exposure Scan
Hidden vulnerabilities across cyber, data privacy, and regulatory compliance — identified before they become crises. HIPAA, NIST, and industry frameworks covered.
05
Executive 30-Day Action Plan
A prioritized, sequenced roadmap delivered at the executive level — intelligence-driven, not a generic list of recommendations.
Investment
Inquire for Pricing
$1,000–$1,500 · Investment credited toward follow-on engagements within 60 days
Executive-Level Intelligence. Without Full-Time Overhead.
Not consulting by the hour. Your fractional executive intelligence layer — actively guiding how your business operates, decides, and scales. Every month.
What's Included
Every Engagement. Every Month.
The Executive Intelligence Office is your ongoing intelligence infrastructure — delivering the executive capability your organization needs at every stage of growth.
Monthly Investment
Inquire for Pricing
Scales with your organization's scope and complexity
✓Executive strategy sessions
✓KPI & performance intelligence
✓AI & automation roadmap
✓Risk & compliance oversight
✓Technology decision support
✓Monthly intelligence report
Start with an EI Audit · Converts seamlessly
01
Executive Strategy Sessions
Regular executive-level working sessions aligning technology direction, operational priorities, and business decisions — delivered by your AltiCXO intelligence team.
02
KPI & Performance Intelligence
Design, implementation, and ongoing monitoring of the KPIs that matter — with dashboards giving leadership real-time visibility, not rear-view reports.
03
AI & Automation Strategy
A living AI readiness roadmap — identifying safe adoption opportunities, governance requirements, and automation wins that don't create new liability.
04
Risk & Compliance Oversight
Continuous HIPAA, NIST, SOC 2, or CMMC 2.0 readiness monitoring — not a once-a-year audit scramble. Risk posture tracked and kept current every month.
05
Operational Decision Support
Executive-level input when decisions need to be made — vendor selection, technology architecture, team structure, or strategic pivots.
06
Monthly Executive Intelligence Report
A board-ready monthly summary covering performance, risk posture, AI readiness, technology health, and upcoming priorities.
Best For
Organizations That Need Executive Intelligence Now
Scaling Quickly
Growing fast without the structure to hold the growth
Regulated Industries
Healthcare, defense, financial — compliance can't be an afterthought
Founder-Led Teams
Executive support without a $200K full-time hire
Nonprofits & Mission Orgs
Executive governance without FTE overhead
Pre-Audit or Funding
Preparing for SOC 2, CMMC, board review, or funding round
AI-Exploring Organizations
Want to adopt AI with governance and strategy, not just tools
Enterprise-grade MSP and MSSP execution through the AltiGuard platform and A.L.T.I.C.X.O. Intelligence System™ — every operation generates visibility, not just resolution.
Our Commitment
Intelligence-Led Operations Across Every Technology Domain
Most organizations don't need more IT tickets managed — they need operational intelligence. AltiGuard delivers enterprise-grade MSP and MSSP execution powered by the intelligence methodology that drives everything we do.
24/7
Monitoring Coverage
15 min
Critical Response SLA
5+
Compliance Frameworks
13+
Yrs Enterprise IT Leadership
Services Portfolio
Intelligence-Led Operations
01
Cyber Risk Intelligence & Response
SIEM management, threat detection, vulnerability scanning, incident response coordination, and security awareness — active risk intelligence.
02
Infrastructure Intelligence
Endpoint governance, network monitoring, patch management, server administration, and cloud infrastructure oversight — proactive, not reactive.
03
Microsoft 365 Intelligence
Full M365 optimization, Intune and Defender configuration, Copilot governance, SharePoint architecture, and Teams administration.
04
Compliance Operations
Ongoing HIPAA, CMMC 2.0, SOC 2, and NIST compliance monitoring — evidence management, policy maintenance, and audit readiness.
05
User Operations Support
Tier 1–3 helpdesk, onboarding and offboarding automation, access management, and productivity support — fast and intelligent.
Whether you're ready for an Executive Intelligence Audit, exploring a monthly retainer, or want to understand if AltiCXO is the right fit — the conversation starts here.
Email
assessment@alticxo.pro
Website
www.alticxo.pro
Response
Within 1 business day
Not Sure Where to Start?
Begin with a free 15-minute strategy call. We'll identify your biggest intelligence gap and recommend the right entry point.
Book a Strategy Call
Tell us about your organization and what you're trying to solve.
No spam. No pressure. Real intelligence in 15 minutes.
From Legacy to Live — Implementations Built to Last.
We design, build, migrate, and stabilize Microsoft Dynamics 365 (CE/CRM and Finance & Operations) and SAP/Oracle Business Applications (CX, ERP, and Retail) — with a delivery approach built on governance, not guesswork.
What's Included
Five Workstreams. One Accountable Delivery Team.
01
Discovery & Solution Design
Current-state process mapping, future-state architecture, and a scoped implementation roadmap across CE/CRM, Finance & Operations, or Retail modules.
02
Platform Configuration & Build
Dynamics 365 (Sales, Customer Service, Field Service, Finance & Operations) or SAP/Oracle (S/4HANA, Fusion, Retail) configured around your actual process — not a generic template.
03
Data Migration & Integration
Legacy data mapped, cleansed, and migrated, with integrations built to your existing systems — EDI, middleware, and APIs.
04
Testing, Training & Change Management
Structured UAT cycles, role-based training, and a rollout plan built for adoption — not just a go-live date.
05
Go-Live Support & Stabilization Plan
Hypercare coverage through go-live, plus a 30/60/90-day stabilization plan with clear ownership handoff.
Pricing
Inquire for Pricing
Every engagement is scoped individually after a free discovery call — typically 8–20 weeks depending on modules and complexity
Scope note: This is a project-based implementation engagement, scoped after a discovery call based on modules, user count, and complexity — not a fixed-fee diagnostic. Contact us to inquire about pricing for your specific scope.
What We Implement
What We Implement, and On Which Platforms
What We Implement
Platform Options
What It Delivers
CE / CRM
Dynamics 365 Sales, Service & Field Service or SAP/Oracle CX
A connected front-office built around your sales and service motion
Finance & Operations / ERP
Dynamics 365 F&O, SAP S/4HANA, or Oracle Fusion
Financials, supply chain, and operations on one governed platform
Retail & Commerce
Dynamics 365 Commerce or SAP/Oracle Retail
Unified in-store, e-commerce, and inventory operations
Data migration & integration
Legacy systems, EDI, middleware, APIs
Clean data and connected systems from day one
Adoption & change management
Role-based training, UAT, hypercare
A rollout your teams actually use
The Process
1
Discovery & Scoping
Weeks 1–2 · Process mapping
2
Design & Configuration
Weeks 2–6 · Platform build
3
Data Migration
Weeks 4–8 · Legacy data & integrations
4
Testing (UAT)
Weeks 6–10 · Role-based cycles
5
Training & Change Mgmt
Weeks 8–12 · Adoption planning
6
Go-Live & Hypercare
Launch + 30/60/90-day plan
Modern Platform
A system built around how your business actually operates
Clean Data
Migrated, validated, and ready to trust from go-live
Real Adoption
Training and change management that drive actual usage
Stabilized
Hypercare and a 30/60/90-day plan — not a launch-and-leave
Ready to Modernize the Systems Running Your Business?
One partner across discovery, build, migration, and go-live — for Dynamics 365 or SAP/Oracle.
Your Implementation Stalled. We'll Tell You Exactly Why.
For implementations that have stalled, underperformed, or created more friction than value — an independent diagnostic across configuration, data, security, and automation, delivered in about one week.
What You Receive
Five Deliverables. One Prioritized Action Plan.
01
Environment & Dataverse Review
Inventory of every environment — Production, Test, Dev, and sandboxes — with storage consumption checked against licensed capacity and any abandoned apps flagged.
02
Security Roles & Access Review
Overly broad roles held by more users than necessary, stale or orphaned accounts, and team/business-unit structure checked against how the org actually works today.
03
Flows & Automation Health
Active Power Automate flows inventoried, with recurring failures, orphaned flows, and hardcoded-credential risks flagged before they cause an outage.
04
Data Health Check
Spot-checks for duplicate or orphaned records in core entities, and a review of recent plugin and workflow error logs for recurring failures.
05
Leadership-Ready Report & Roadmap
A prioritized issue list ranked by business impact, sorted into Fix First / Fix Soon / Monitor — with a plain-English executive summary.
Investment
$3,500–$5,000
~1 week turnaround · Delivered by AltiCXO’s Power Platform & Dynamics 365 delivery team
Scope note: This is a documentation, configuration, and access diagnostic — not a code audit or a managed-services engagement. Findings are yours regardless of what you decide to do next.
Five Focus Areas
What We Diagnose, and Why It Matters
What We Diagnose
How We Score It
What It Surfaces
Environment & Dataverse capacity
Storage vs. licensed capacity, app ownership
Modernization priorities before you hit a hard limit
Security roles & access
Role breadth, stale accounts, BU alignment
Exposure from over-permissioned or orphaned access
Flows & automation
Failure rate, orphaned flows, credential use
Where automation is silently breaking today
Data integrity
Duplicate/orphaned records, error log patterns
Root causes, not just symptoms
Business impact & sequencing
Findings ranked Fix First / Fix Soon / Monitor
A roadmap your team can act on immediately
The Process
1
Kickoff & Access
Environment access, critical apps list
2
Environment Review
Days 1–2 · Dataverse & apps
3
Security & Access
Days 2–3 · Roles & accounts
4
Flows & Automation
Days 3–4 · Automation health
5
Data Health
Day 4 · Records & error logs
6
Report & Delivery Call
Day 5 · Live read-out
Clarity
On exactly what’s broken, risky, or abandoned in your environment
Priority
A ranked list of what to fix first, next, and monitor
Roadmap
A practical remediation plan your team can execute
Ownership
You own every finding — no matter what you decide to do next
Ready to Find Out What’s Really Going On?
One focused engagement. A clear, prioritized answer within a week.
An Independent Read on ERP Health — Not the Vendor’s Opinion.
For finance, operations, and IT leaders who want an unbiased assessment of configuration, integrations, and performance — surfacing hidden risk before it becomes a costly problem, in 1–2 weeks.
What You Receive
Five Deliverables. One Prioritized Action Plan.
01
Core Configuration & Integrations
Platform version and support status confirmed, every active integration and interface mapped, and recent transport/change history reviewed for signs of instability.
02
Security Roles, Batch Jobs & Custom Code
Overly broad access (SAP_ALL-equivalent and similar) flagged, batch job failure logs reviewed, and custom programs inventoried for undocumented or unreviewed code.
03
Data Health & Performance
Duplicate or orphaned master data spot-checked, table growth and archiving status reviewed, and performance on 2–3 key daily transactions tested.
04
Module Deep-Dive
For 2-week scopes: FICO reconciliation spot-checks and a Basis review of system logs and background job health for recurring errors.
05
System Health Report & Risk Register
A findings table with plain-English recommendations, a formal risk register, data integrity findings, and a prioritized next-steps list.
Investment
$4,000–$7,500
1–2 weeks turnaround · Delivered by AltiCXO’s SAP/Oracle delivery specialists
Scope note: This is a configuration, integration, and data-health review conducted with read access or exports — not a penetration test or a change to your live environment.
Five Focus Areas
What We Diagnose, and Why It Matters
What We Diagnose
How We Score It
What It Surfaces
Platform version & support status
Confirmed against vendor support lifecycle
Risk of running an unsupported release
Integrations & interfaces
Every EDI/middleware connection mapped
Where failures are already occurring
Security & batch jobs
Access breadth, job failure patterns
Exposure from overly broad access or job instability
Data health & performance
Master data quality, table growth, transaction speed
Hidden cost centers before they escalate
Module-specific risk
FICO reconciliation, Basis job health (2-wk scope)
Financial-close and system-stability exposure
The Process
1
Kickoff & Platform Confirm
Version, support status, access
2
Core Config & Integrations
Days 1–3
3
Security, Jobs & Code
Days 3–5
4
Data & Performance
Days 5–7
5
Module Deep-Dive
Days 7–10 (2-wk scope)
6
Report & Delivery Call
Live read-out
Independence
An unbiased read on ERP health — not the vendor’s or integrator’s opinion
Risk Visibility
A formal risk register before issues become liabilities
Data Confidence
Integrity findings across master data and key transactions
Next Steps
A prioritized, sequenced action list — not a generic report
Ready for an Unbiased Read on Your ERP?
A focused, independent assessment — not another vendor sales cycle.
For organizations rolling out Microsoft Copilot or other AI tools who need to know if their data and governance are actually ready — not just hopeful. Delivered in 1–2 weeks.
What You Receive
Five Deliverables. One Prioritized Action Plan.
01
AI Tool Inventory
Every sanctioned AI tool in use, current Copilot rollout status, and a summary check for unsanctioned “shadow AI” usage across the organization.
02
Data Governance & Access-Control Review
Current data access matrix reviewed, basic data classification checked, and scope confirmed as a documentation and policy review — never active penetration testing.
03
Stakeholder Interviews
2–3 short conversations across IT/security, compliance, and the business-unit teams actually using AI tools day to day.
04
Regulatory & Compliance Exposure Pass
Industry-relevant exposure areas flagged — data-handling obligations, HIPAA-relevant handling, state AI-disclosure trends, and EU AI Act relevance where applicable.
05
AI-Readiness Scorecard & Action Plan
A scored readiness view, a data governance gap analysis, and a prioritized Fix First / Fix Soon / Monitor action plan.
Investment
$2,500–$4,000
1–2 weeks turnaround · Delivered by AltiCXO’s AI governance lead
Scope note: This is a documentation and governance-policy review, not legal advice and not a penetration test. Regulatory exposure areas are flagged for your own counsel — we never make legal determinations.
Five Focus Areas
What We Diagnose, and Why It Matters
What We Diagnose
How We Score It
What It Surfaces
AI tool inventory
Sanctioned tools + shadow AI signal check
Full visibility into what’s actually in use
Data access & classification
Access matrix, sensitivity labeling
Where sensitive data could reach an AI tool unsafely
Governance & policy maturity
Existing policy documents reviewed against practice
Gaps between written policy and real behavior
Stakeholder alignment
IT/security, compliance, and business-unit input
Where accountability breaks down today
Regulatory exposure
Industry-specific flags, never legal advice
Risk areas to raise with your own counsel
The Process
1
Kickoff & Tool Inventory
Days 1–2
2
Governance & Access Review
Days 2–4
3
Stakeholder Interviews
Days 4–6 · 2–3 conversations
4
Compliance Exposure Pass
Days 6–8
5
Report Writing
Final 1–2 days
6
Delivery Call
Live read-out
Visibility
Into every AI tool actually in use — sanctioned or not
Readiness Score
An honest, scored view of where you stand today
Gap Analysis
Specific governance and access-control gaps, prioritized
Action Plan
Fix First / Fix Soon / Monitor — not a flat checklist
Ready to Know Where You Actually Stand?
A fast, independent read on your AI readiness — before governance becomes a crisis.
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Free Executive Guide
The Executive Intelligence Gap
Discover why most organizations are failing not because of technology — but because of an intelligence gap. This guide reveals the 5 critical scores every executive team should know before making another technology decision.
The 5 intelligence dimensions every organization must score
How to identify your AI readiness posture in 10 questions
The compliance exposure most SMBs don't know they have
A 30-day action plan to start closing the gap today
No spam. Unsubscribe anytime. Your information is never sold or shared.
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