What does Helm Advisory include?

Technology strategy and roadmap, systems governance and policy, vendor selection and oversight, budget tied to ROI, executive-level technology leadership, and system integration.

What is not included?

Writing code or managing developers, building or deploying software products, day-to-day IT support or helpdesk, and full-time on-site presence. Build engagements are a separate Revuity service. See Forward Deployed Engineering at /forward-deployed.

Nonprofits, Higher Ed, Financial Services, Healthcare, and mid-size organizations that have outgrown informal IT but aren't ready for a full-time CIO. If technology is starting to hold you back instead of push you forward, Helm is for you.

How do engagements begin?

Helm starts with Gloria, Revuity's solutions guide. She learns what is happening in the operation and helps determine whether a free inventory, a conversation with the team, or another route is the right next step. There is no paid or mandatory diagnostic.

What if we need a build, not just leadership?

Helm covers strategy, governance, and leadership. If you need software designed and built, that's Forward Deployed Engineering, a separate service where our engineers embed with your team. We can run both at the same time.

Is there a minimum commitment?

No. Helm Advisory is month to month at $5,000/mo, with no long-term contract. You can end it with 30 days' notice.

How is Helm different from a traditional IT consultant?

A consultant delivers a report and leaves. Helm installs a system. We don't just diagnose, we design, document, and stay engaged to help you execute. The difference is we stay on the hook.

Helm Advisory by Revuity | Revuity Systems

The diagnosis

Which of these do you recognize?

Question 1 of 4

No single source of truth

Reports contradict each other. Every meeting starts with a debate about which number is right.

Skip the diagnosis, start your free inventory

Start free

Start before you talk to anyone.

Free, today

Your full systems inventory, in one place
Vendor contracts, spend, and renewal dates
Risk flags across your stack, kept current
An AI-drafted technology roadmap

Start your free inventory

Where Helm starts

Roadmap prioritized by effort, not just impact
Executive debrief with your leadership team
An advisor who owns the outcome

Helm Advisory

One offer. Senior judgment, on call.

MonthlyYearlySave 15%

Helm Advisory

Month to month

$5,000/mo

Experienced operational and technical judgment for organizations that need it on an ongoing basis, without a full build engagement or a full-time executive hire.

Ongoing technology strategy and roadmap
Systems governance and policy design
Vendor selection and oversight
Budget tied to outcomes, not vendor pressure
Executive-level technology leadership
A weekly review cadence with your team

Talk through the decision

Sign up now

Card on file today. First charge in 30 days.

What's included

Exactly what Helm Advisory covers.

Included

Ongoing technology strategy and roadmap
Systems governance and policy design
Vendor selection and oversight
Budget tied to ROI, not vendor pressure
Executive-level technology leadership
System integration

Not included

Writing code or managing developers
Building or deploying software products
Day-to-day IT support or helpdesk
Full-time on-site presence

Software design and build is a separate service, Forward Deployed Engineering. Helm and a build engagement can run at the same time.

How you pay

Nothing charged today. First bill in 30 days.

Today

Sign up, save your card

You sign up and your card is saved on file. Nothing is charged yet.

Day 30

First charge

Your first $5,000 charge lands 30 days after signup, once the advisory relationship has actually started delivering.

Ongoing

Month to month

Billing continues monthly after that. No long contract, no lock-in.

What we do

Senior judgment for decisions that shape the operation.

01 · Map the system

We find where your data lives and who owns what.

Before we touch anything, we understand the full picture. Every tool, every integration, every gap. Most organizations haven't done this once.

02 · Design the governance

We install the layer that makes decisions stick.

Policies, procedures, and a clear owner for every decision. Not a binder that lives in a drawer. A working governance system that runs.

03 · Build the roadmap

Technology spend tied to real results, not vendor pressure.

A roadmap that answers the question your board keeps asking: what are we getting for this, and how do we know it's working?

Who Helm is for

Organizations that have outgrown informal IT.

Financial Services

Healthcare

Higher Education

Government / Public Sector

Professional Services

By the time someone says "we need a CIO," the cost has already been paid for a year.

Sketch representing informal IT leadership under strain

White paper

The CIO-Shaped Hole

Our briefing on the four symptoms that reliably precede that realization, and what each one is actually costing while it goes unaddressed.

How it unfolds

What happens after you say yes.

Month 1

Embedded and oriented

We join your executive cadence, complete a rapid assessment, and set the technology leadership agenda.

Month 2 to 3

Strategy and execution

We lead vendor decisions, roadmap execution, team escalations, and executive reporting.

Ongoing

Senior leadership, on call

We run alongside your technology function for as long as the advisory serves you. Adjust scope any month.

Proof of work · ERP modernization

68%

Below the big-consultancy bid. Funded from operating cash.

A $85M regional manufacturer was quoted $1.2M and 18 months to modernize a 40-year-old ERP. We built a phased 6-quarter roadmap instead. Order entry and AR went live in the first 11 weeks. The old system no longer depended on one person to keep it running. An in-house team learned to run the later phases themselves. That's what technology leadership looks like when it answers to the business.

68%

Below the original consultancy bid

11 weeks

To first modules in production

100%

Of orders on the new system

In-house

Team leading later phases

FAQ

Everything you might be wondering.

Q3 2026 · 3 Helm Advisory seats available

Start with Gloria

Talk through the decision before choosing the route.

Or tell us directly.

First name *

Last name *

Work email *

Organization name

Organization website

1. Describe your organization and the technology leadership challenge you're facing. *

2. Which of these best describes what's broken? *

3. What type of organization are you? *

4. How many staff or employees? *

5. Do you currently have a CIO or IT Director? *

6. What is your annual IT spend or budget? *

7. Where are you starting? *

8. How urgent is this for your organization? *

9. Have you worked with a fractional CxO before? *

10. What would a successful outcome look like six months from now? *

Somebody owns your technology strategy. The question is whether it's actually their job.

$Sketch representing fractional CIO leadership$

Ebook

The Fractional CIO Playbook

Our field guide to the fractional CIO model: the signs you need one now, why most engagements fail to change anything, and the model Helm by Revuity built to avoid that failure mode.

Ask Gloria

Questions? Talk to our solutions team.

GloriaSolutions Guide · Revuity Systems

Tell me about the decision or judgment call you're working through.

Prefer to just book a call?

Which of these do you recognize?

No single source of truth

Start before you talk to anyone.

One offer. Senior judgment, on call.

Exactly what Helm Advisory covers.

Nothing charged today. First bill in 30 days.

Sign up, save your card

First charge

Month to month

Senior judgment for decisions that shape the operation.

We find where your data lives and who owns what.

We install the layer that makes decisions stick.

Technology spend tied to real results, not vendor pressure.

Organizations that have outgrown informal IT.

By the time someone says "we need a CIO," the cost has already been paid for a year.

The CIO-Shaped Hole

What happens after you say yes.

Embedded and oriented

Strategy and execution

Senior leadership, on call

Below the big-consultancy bid. Funded from operating cash.

Everything you might be wondering.

What does Helm Advisory include?

What is not included?

Who is Helm for?

How do engagements begin?

What if we need a build, not just leadership?

Is there a minimum commitment?

How is Helm different from a traditional IT consultant?

Talk through the decision before choosing the route.

Somebody owns your technology strategy. The question is whether it's actually their job.

The Fractional CIO Playbook

Questions? Talk to our solutions team.