Skip to content

Technology

We’ll identify the technology needs that streamline your processes and save you time, so you can generate the critical information your organization depends on. Cybersecurity is built into everything we do, so every engagement safeguards your data, reduces risk, and keeps you prepared for evolving threats.

For organizations seeking strategic leadership, our fractional CIO services add an experienced technology leader to your team to align systems with your goals, guide budgets and roadmaps, and advise on key decisions. Let us manage your technology and we’ll provide cost-effective solutions, delivered remotely or at your offices, whichever suits you best

  • We believe needs, not technology, drive solutions
  • We believe technology is personal
  • We believe secure systems and backups should be the norm
  • We believe education and training are as critical as having the right tools
  • We believe in a world where stuff just works

Fractional CIO & IT Leadership

This is IT leadership without a full-time hire. We act as your senior technology voice: setting the strategy, building the roadmap, and making the case for it in the rooms where budgets and priorities get decided. You get someone who understands your organization and stays accountable for the direction of your technology, not just the day-to-day.

We work with your organization to develop and implement an IT plan that works in conjunction with your strategic plan and goals.

We go through a process of research, discovery, feature requirements, demos, reanalysis and more to give you the tools to make a very informed decision on the technology the organization uses every day.

We translate technology into business terms for your leadership team and board, reporting on IT spend, risk, project status and progress against the IT plan so decisions are made with clear information.

We establish the policies, standards and decision-making processes that govern how technology is selected, purchased, secured and used across your organization, and keep them current as the organization grows.

We regularly review how technology is serving your organization, measure results against the IT plan and refine systems and processes as your needs evolve. When change is introduced, we prepare staff through clear communication, training and support so new tools are adopted smoothly and their benefits are realized.

Cybersecurity & Compliance

Security isn’t a product we bolt on at the end. It runs through everything we manage, measured against a baseline we hold every environment to. This is where we protect your data, plan for the days things go wrong, and keep you ready for the questions funders, auditors, and boards will ask. The goal is simple: fewer surprises, and a clear answer whenever someone asks how exposed you are.

We build and maintain a written information security program tailored to your organization, including the Written Information Security Program (WISP) required under Massachusetts 201 CMR 17.00, with defined owners, controls and review cycles.

We implement multi-factor authentication, conditional access and least-privilege permissions, and manage account provisioning and offboarding so staff have the access they need and nothing more.

We deploy and monitor endpoint detection and response tools across workstations and servers, investigating alerts and containing threats quickly to limit the impact of an incident.

We protect against phishing, spoofing and malware through email filtering, encryption and properly configured SPF, DKIM and DMARC records for your domains.

We design and manage mobile security policy, implementing systems to ensure security of data that is accessible on mobile devices.

We train staff to recognize phishing and social engineering through ongoing awareness programs and simulated phishing campaigns, with reporting that shows improvement over time.

We help you meet and demonstrate ongoing compliance with CMR, SEC and HIPAA requirements by maintaining policies and documentation, preparing evidence for audits and completing vendor security and cyber insurance questionnaires.

We help ensure you don’t lose important data by making disaster recovery recommendations and implementation plans based on data recovery in different disaster models. We conduct yearly testing of the disaster recovery model based on written and updated plans.

IT & Security Assessments

Before we recommend anything, we look closely at what you already have. An assessment gives you an honest picture of your current environment: what’s working, what’s quietly putting you at risk, and where compliance gaps are hiding. You come away with a documented view of your systems and a prioritized, practical set of recommendations, not a list of problems with no path forward.

We work with your key stakeholders to learn where you want to take the organization. We document the current state of technology and your technology department from adequacy of compliance and security through user satisfaction. We provide recommendations to match IT with the organization’s goals.

We conduct interviews, as well as documentation and system reviews, to distill what is in place and what might be missing or inefficient from a best practices perspective.

We develop a visual layout of your existing backbone server network showing how valuable data moves between servers and where software is installed to be used as a resource and planning tool for you.

We document and plan server and network utilization, available resources and backup procedures. As part of the analysis, we also test wireless stability and strength, incorporating future growth to support mobile architecture.

We evaluate your security controls against recognized frameworks such as the CIS Controls and the NIST Cybersecurity Framework, identifying gaps and ranking risks by likelihood and business impact.

We scan your internal network and internet-facing systems for missing patches, misconfigurations and exposed services, then provide a prioritized remediation plan.

We review your Microsoft 365 and Google Workspace configurations, including administrator roles, sharing settings, authentication and audit logging, against current security best practices.

We review company policies, procedures and safeguards to ensure compliance with Code of Massachusetts Regulations (CMR), SEC and HIPAA requirements. This extends to email encryption, data storage, written policies and staff training.

Recognizing that all improvements cannot be addressed at once, we help you prioritize and stage them in a cost-effective and practical manner with timelines, next steps and cost estimates.

Managed IT Services

This is the day-to-day that keeps everyone working: the help desk, the servers, the monitoring, the fixes before you notice something’s wrong. We run your environment so your team can get on with their jobs, and we plan ahead so small issues never grow into expensive ones. It’s the part of IT you should barely have to think about.

We provide staff IT support, including employee training, break/fix, remote support and user setups/onboarding.

We provide tiered support for advanced problems, resolving workstation and server issues based on the big picture, not patchwork solutions.

We conduct proactive real time monitoring of your servers and technology network, leading to rapid response support for issues and questions.

We keep operating systems, applications and device firmware current on a regular, scheduled cycle, testing updates and tracking compliance so known vulnerabilities are closed promptly.

We provide monitoring, management and testing of backups on a monthly or quarterly basis and help you determine the best options for your company.

We track and manage all staff computers, servers, warranties and domain names in our ticket/asset system to identify age of systems, renewal dates, computer user associations and hardware issues.

We maintain current documentation of your systems, configurations, vendors and procedures in our documentation platform, so critical knowledge is never held by just one person.

We determine staff comfort levels with technology using one-on-one discussions and surveys, then provide recommendations for growth through daily interaction, lunch seminars or by utilizing outside resources/training partners. Implementation of any new system is accompanied by in depth training and train the trainer sessions.

We design a year-in-advance budget based on your annual IT priorities, including server and network projects, workstation and user software needs, and warranty and support renewals.

We make decisions and plan ahead to provide recommendations and resources to support your ongoing projects and staff requests. We are there to provide crisis-level prioritization as needed.

We receive priority support from vetted vendors on purchased hardware and software, bulk pricing advantages and vendors’ special offers that are extended to clients.

We design a wireless network that supports your maximum amount of users and their multiple devices across all your platforms.

We design and maintain on-premises, hybrid and cloud server environments, using virtualization to improve reliability, simplify recovery and get the most from your hardware investment.

We measure your application, data, growth, and budget needs, then choose the solution that will work best. Our expertise in complex storage management has a wide range of experience from large name players like Dell and HP to custom solutions. We take a calculated approach measuring throughput, IOPS, and data at rest recommending solutions to best meet your needs.

We explain the benefits and use cases for Microsoft 365 and help you migrate to Microsoft’s cloud for email, servers, databases or SharePoint. We set up encryption, implement best practices and know how to secure, back up and build in redundant high-performing systems. Microsoft offers specific products free to 501(c)(3)’s.

We work with you on setup, training and migration for email, calendaring, documents, analytics and other tools available on Google platforms. Google offers specific products free for 501(c)(3)’s.

As an early Amazon AWS partner and provider, we are able to explain the benefits and use cases for Amazon’s cloud. Our IT professionals know how to secure, back up and build in redundant high-performing systems.

We guide you through understanding and choosing the right cloud-based file system to meet your needs. Your data is migrated, staff is trained, and the new efficiencies are offered through phased implementation of these platforms.

We work with your web and application programmers to help tune and design production-level products. We marry the relationship between code and hardware, designing, collaborating, measuring and optimizing operational processes.

We use various developer tools to analyze site speed, data integrations and user experience, then make recommendations, improve upon existing systems and set up processes to enhance your website or web based application to optimize page load times.

Infrastructure & Cloud

Most organizations are somewhere in the middle of moving to the cloud, and doing it well is the difference between real efficiency and a migration that creates more work than it saves. We help you choose the right platforms, move your data safely, and set them up so they’re secure and easy for your team to use. Whether you’re on Google, Microsoft, AWS, or a mix, we make the pieces work together.

We design, deploy and manage firewalls, switching, VPN and network segmentation that keep your network secure, reliable and ready for growth.

Projects & Migrations

Some work sits outside the day-to-day: a new website, an office move, a system migration, a move to a new platform. These projects carry risk, and they tend to land on already-stretched teams. We take them on end to end, acting as project manager, keeping the moving parts coordinated, and making sure the result is understood and supported long after go-live.

We help you determine which system is most efficient for your needs, and if necessary, manage the migration (for example: Exchange to Office 365 or GSUITE, Windows Active Directory to AzureAD, premise-based phones to Cloud). We understand the sensitivity around change and work to make sure staff understands the technology’s full functionality.

When organizations merge, split or consolidate, we plan and execute the combination of email tenants, domains, file systems and user accounts with minimal disruption to staff.

We plan and lead the rollout of new line-of-business applications, phone systems and platforms, from requirements and vendor coordination through data conversion, testing, go-live and staff training.

We manage the technical buildout of a new office or space renovation from A/V, electric, cabling and telecom/data perspectives. Working with the dedicated office manager, we coordinate timing on furniture, move day and staff arrival.

We serve as project manager, working with your leadership to understand the organization’s messaging priorities; put together an internal web team for decisions and review; line up designers, photographers, programmers and content writers; make sure the deliverables are understood and keep the project on task.

We apply a phased approach to a corporate intranet that allows an organization to build a tool that offers messaging material in a centralized data repository used and supported by the staff for collaboration and research.

We help with Business Process Automation (BPA), which automates repetitive and manual tasks to reduce errors, increase efficiency, and ultimately allow the organization’s staff to focus their time and energy on what they do best.

Schools that qualify for Erate can take advantage of many communication-based technologies funded by the government, including fiber lines, phone systems and cabling. We tell you which services would benefit you best, design the necessary IT plan, and manage the vendor selection and form submittal process.

Insource Services Technology Partners

Want to talk through your Technology needs?

Tell us a little about what you’re after and we’ll be in touch.