Services

A focused practice for the systems your business runs on.

Six areas of work, one team. Engage us for a single project or as your embedded technology leadership — built around your operation, not a template.

Red rock arch at golden hour

Executive Technology Leadership

Fractional CTO-level guidance for founders and executives — strategy, hiring, vendor negotiation, and roadmap.

  • Technology strategy & multi-year roadmap
  • Building and scaling internal tech teams
  • Vendor selection, contract review, and renegotiation
  • Board-ready reporting & executive communication

Systems Architecture & Configuration

Design, deploy, and configure the platforms your operation depends on — wired together cleanly and securely.

  • Identity & SSO (SAML 2.0, SCIM, federated logins)
  • CRM, case management, and ERP configuration
  • Cloud tenant migration (Azure, M365, Google Workspace)
  • Mobile Device Management (Intune) & endpoint policy

Automation & Integration

Replace manual handoffs with reliable, observable automations across 20+ platforms.

  • Workflow automation (Zapier, Make, Salesforce Flow)
  • API integrations between HRIS, CRM, billing & telephony
  • Document automation & e-signature pipelines
  • Reporting dashboards that answer real questions

AI Solutions That Drive Revenue

Practical AI deployments that pay for themselves — drafting, intake, call handling, and analysis.

  • AI-assisted document drafting & review
  • Conversation intelligence & call analytics
  • Chatbots & intake assistants for client engagement
  • Internal AI policies, governance & safe rollout

Cybersecurity & Risk

Protect the firm without grinding it to a halt. Pragmatic security, end-to-end.

  • Identity hardening — 2FA, SSO, password management at scale
  • MDM & device policy for hybrid teams
  • Incident response & cross-functional Blue Team
  • Vendor & data risk assessments

Compliance, Change & Delivery

Implementations and migrations delivered with the change management to make them stick.

  • Technology + legal compliance (HIPAA, CCPA, retention)
  • Change management & training programs
  • Implementation management & rollout governance
  • Post-launch measurement & continuous improvement

Engagement models

Right-sized for the work

From a focused 30-day audit to long-term embedded leadership — engage Jonsen LLC the way that fits your stage.

Model

Audit & Roadmap

30 days. Discovery, architecture review, prioritized roadmap, and executive readout.

Model

Project Delivery

Scoped delivery for migrations, integrations, AI rollouts, or security programs.

Model

Fractional Tech Leadership

Embedded ongoing partnership — architecture, hiring, vendor management, and execution.