ADVISORY
A senior technology mind on your side of the table.
Efficacy IT® gives your business ongoing technology direction through Efficacy Advisory — roadmap, security posture, and Microsoft depth — without hiring a full-time executive or paying by the hour.
One capability. Flat. Unlimited.
Advisory is deliverables, not priced roles. Direction and roadmap, Microsoft depth, security and risk direction, enablement and coaching — no hours tracked, no surprise invoices. When there’s delivery work to do, that’s a separate, scoped project.
Facets of one capability, not products to choose between.
Technology leadership, security leadership, Microsoft depth, and enablement aren’t separate services — they’re the same advisory relationship, applied wherever your business needs it.
TECHNOLOGY LEADERSHIP
The senior technology mind on your side of the table — roadmap, budget and renewal planning, prioritization, vendor guidance, regular reviews.
SECURITY LEADERSHIP
One accountable owner of security posture and compliance direction — assessment, roadmap, policies, risk reporting, incident-response readiness.
MICROSOFT DEPTH
The differentiator a generic advisor lacks — license right-sizing, Microsoft 365 and collaboration architecture, governance, Copilot readiness.
ENABLEMENT
Helping your team use the environment well — training, documentation, change guidance.
Two ways to get it.
Advisory works alongside Efficacy Care or on its own. Pairing it with Care is the more economical path — one partner, one relationship, carrying both the plan and the execution.
PAIRED WITH CARE
One partner, one relationship.
Advisory alongside your Efficacy Care platform. The lower of the two advisory rates, because Care is already carrying the platform underneath it.
STANDALONE
The same capability, on its own.
For businesses not yet on Efficacy Care. Full advisory direction, independent of a managed platform underneath it.
Productized assessments and projects.
Fixed-scope engagements for specific needs, outside the ongoing advisory relationship — each one a defined deliverable, written and reviewed with you. Not ready for an assessment? Start with the free 60-second baseline.
AI Readiness Assessment
Readiness, governance posture, use-case prioritization, and an adoption plan for AI in your business. $2,500, fixed price.
M365 Confidence Assessment
Who can see and share what in your Microsoft 365, and how well it’s protected — delivered as a written, prioritized fix list we walk through with you. $1,500, fixed price.
Compliance & Governance Advisory
Compliance posture review for regulated industries, including policy and controls. From $2,000.
Platform Migration
Tenant-to-tenant moves, platform consolidations, and migrations onto Microsoft 365.
Remediation Services
Break-fix, cleanup, and stabilization work scoped as a defined project.
BUILT FOR
Owner-led businesses that want one accountable partner — healthcare and compliance-intensive practices, financial services, construction and the trades, real estate, and any business that runs on technology.
WHERE
Home base: Falling Waters, West Virginia · Serving small businesses nationwide · (888) 348-9117
THE PLAN AND THE PARTNER
Your technology needs a plan and a partner.
Advisory is the plan. Efficacy Care is the partner who carries it out — one accountable relationship for both.
Ready for a plan for your technology?
Book a call and we’ll talk through where your technology stands today and what direction it needs.