Fractional CIO and CISO leadership, ERP implementation, and AI adoption for middle market companies. We set the plan and then we do the work.
Four things, done by people who have carried the pager and signed the invoices.
Most companies our size do not need a full-time CIO. They need someone accountable for the technology plan, and a team that can actually deliver it. We are both. We take ownership of the outcome instead of handing over a recommendation and walking away.
We own the technology roadmap, the budget, and the vendor relationships. We sit in your leadership meetings, set the plan for the next 12 to 24 months, and then run it.
What that includes →Security leadership for companies facing customer security reviews, cyber insurance renewals, or a first audit. We get you to a defensible position and keep you there.
What that includes →Selection, implementation, and cleanup across ERP and the systems around it. Our implementation teams include accountants who will live in the system after go live.
What that includes →We find the few places where AI saves real hours in your business, build them, and measure the result. Pilots that never leave the pilot stage are not worth paying for.
What that includes →We are not a managed service provider and we are not a staffing agency.
We are the technology leadership layer, with a delivery team behind it. One team sets the plan, owns the budget, and does the work — which removes the seam where most technology projects quietly fail.
Compare us to the alternatives →Technology decisions show up in the financial statements long before anyone calls them a technology problem. We work from both sides.
Bright Balance TechnologyMiddle market companies, usually between $10M and $250M in revenue, often private equity backed and often growing faster than their systems. We work in industries where the details matter and generic advice does not travel well.
See the industries we know →Multi-site providers and practice platforms, where systems have to hold up across every location.
Agencies, MGAs, and carriers modernizing how policies are written, serviced, and reconciled.
Growing companies that need real controls and security posture before their next round or first audit.
Manufacturing, distribution, and infrastructure, where ERP is the business and downtime is expensive.
Three ways clients engage us. Most start with the first and keep going.
We look at your systems, spend, security posture, and team, then give you a ranked plan with costs and a sequence. You own the document either way.
A named leader in your leadership meetings, accountable for the roadmap, the budget, and the vendors. Scale the days up during a project and back down after.
ERP, integrations, security remediation, or an AI build. Fixed scope, named team, and a go live date we commit to.
A stalled ERP project, a security questionnaire you cannot answer, an AI plan with no owner, or a technology budget nobody can explain. Send a short note and we will tell you honestly whether we are the right fit.