CIO Technology Solutions

BACKGROUND

Introduce your business and what you do there.

I’m the operations and client services manager at GreenBridge Wealth Management, a wealth management company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CIO Technology Solutions?

We needed to fix our network and migrate our Microsoft 365 (M365) through GoDaddy to Business M365. We also needed to ensure strict protocols on cybersecurity requirements were in compliance and have a tech company on call for other tech issues.

SOLUTION

What was the scope of their involvement?

CIO Technology Solutions has increased our cybersecurity around M365, fixed our network, and taken over and coordinated our onboarding and offboarding processes. The team has added new cybersecurity tools and increased our security within M365. Moreover, they've implemented new onboarding and offboarding procedures and upgraded our network.

What is the team composition?

We work with 2–5 teammates from CIO Technology Solutions.

How did you come to work with CIO Technology Solutions?

We found them through an online search. We chose them over other options because they had high ratings, were close to our geographic location, had pricing that fit our budget, had a great culture fit, and had company values that aligned with ours.

What is the status of this engagement?

We started working with them in March 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

CIO Technology Solutions has successfully caught a potential cybersecurity event and fixed it before it could cause any damage. Our network has been much more stable, and our onboarding and offboarding processes go off without a hitch. Moreover, their response time is always fast and successful. We've seen a 10% increase in productivity because we don't spend time going back and forth on problems with the help desk. Due to our network stability, we've had zero outages.

How did CIO Technology Solutions perform from a project management standpoint?

Everything has been delivered on schedule and with a smile. We communicate with them through in-person meetings, virtual meetings, and emails or messaging apps.

What did you find most impressive about them?

Every issue we've had so far, someone in their organization knows the answer and can fix it. They go above and beyond to ensure delivery is done right and we're happy. They even follow up after the fact to ensure we're still happy. Their response time is great, and they handle issues expediently. I'm always able to get ahold of someone pretty fast, whether it's by email or phone call.

Are there any areas they could improve?

Coming from someone with mediocre knowledge of technology and how networks work, they've addressed all our issues and even alerted us to some we weren't aware of. Their knowledge in the financial world is a huge plus because they're not flying blind on what we need to be in compliance with the regulatory bodies that govern us.

BACKGROUND

Please describe your company and position.

I am the Network Administrator of a moving company

Describe what your company does in a single sentence.

We are a local, long distance, and commercial moving company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CIO Technology Solutions to accomplish?

• Network Security
• Workstation Updates
• Backup

SOLUTION

How did you find CIO Technology Solutions?

Referral

Why did you select CIO Technology Solutions over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from CIO Technology Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CIO Technology Solutions manages the ongoing maintenance, backup, and cybersecurity of our IT environment. Their work includes keeping our computers patched and up to date, monitoring backups to make sure our data is protected, and managing cybersecurity protections across our systems. The key deliverables are consistent patch management, monitored backups, ongoing security monitoring and protection, and regular attention to the overall health of our environment.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reduction in cyber security events

Reduced backup failures

Increase in patching for computers

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered on time and made sure all our company needs were met.

What was your primary form of communication with CIO Technology Solutions?

Email or Messaging App

What did you find most impressive or unique about this company?

Ease of communication, I was informed of every step along the way. There's a sense of urgency, and they will go above and beyond to resolve any issues that may arise.

Are there any areas for improvement or something CIO Technology Solutions could have done differently?

I have no suggestions, I am quite satisfied with their services.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Sandi Santos Photography. We provide concierge photography solutions for corporate and private clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CIO Technology Solutions to accomplish for your photography business?

We needed help creating a proper backup system.

SOLUTION

What was the scope of their involvement?

CIO Technology Solutions handled the full setup of Microsoft 365, email security, a working backup system for all my client files, and cleaned up the performance issues on my existing machines. Everything was configured, tested, and explained before they considered it done. For a one-person photography studio, that covered everything I needed and then some.

What is the team composition?

We worked with 2–5 teammates from CIO Technology Solutions.

How did you come to work with CIO Technology Solutions?

They were referred to me. I also chose them because of their high ratings and good value for cost.

What is the status of this engagement?

We worked together from February to March 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

CIO Technology Solutions was able to provide me with a comprehensive backup solution that was efficient and easy to use. To date, I have not lost any pertinent information or galleries. I’ve been able to back up more than 27 active sessions and over 1,000 photos with no lag in my currently running system. Overall, my workflow has been seamless.

How did CIO Technology Solutions perform from a project management standpoint?

Project management was straightforward. They set clear expectations upfront, handled the setup without a lot of back and forth on my end, and checked in regularly until everything was running the way it should.

We communicated via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive or unique about them?

Their communication was impressive. Most vendors hand you off after the sale, but CIO Technology Solutions stayed engaged through the whole setup and made sure I actually understood what was in place and why. For someone who isn’t technical, that made a big difference. They treated my small company like a Fortune 500 company.

Are there any areas they could improve?

They could implement a modern reporting dashboard.

BACKGROUND

Introduce your business and what you do there.

Chemical Dynamics manufactures liquid nutritional products for commercial agriculture, golf courses, and lawn care, offering both branded and private label solutions nationwide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CIO Technology Solutions?

We wanted to improve the reliability and response time of our IT support. Our previous provider struggled to keep up with day-to-day issues, and it was starting to slow down our staff.

SOLUTION

What was the scope of their involvement?

We hired CIO Technology Solutions to manage our IT, Microsoft 365, servers, and network with the goal of reducing downtime, improving communication, and keeping everything running smoothly so our team could stay focused on work instead of tech problems. When we first switched to CIO Technology Solutions, they took over all of our existing systems and made sure everything was set up correctly. They helped clean up our Microsoft 365 environment, updated user accounts, and improved how our network and servers were configured. They also tightened up our security settings and backups, which gave us a lot more peace of mind. Since then, they've handled ongoing maintenance, updates, and user support so everything stays secure and runs smoothly.

What is the team composition?

We work with 2–5 teammates from CIO Technology Solutions.

How did you come to work with CIO Technology Solutions?

We found them through a referral. We chose them because they had high ratings, their pricing fit our budget, they had a great culture fit, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working together in September 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The biggest difference has been how much faster things get resolved. Before, it could take days to get a response from our old IT provider, but now most issues are handled the same day, often within an hour. We've also had far fewer recurring problems with our network and Microsoft 365 since they took over. Our team isn't losing time waiting on IT anymore, and everything just runs more smoothly overall. We've had a 10% increase in productivity because the time it takes to complete work has been reduced.

How did CIO Technology Solutions perform from a project management standpoint?

Their project management has been great. Everything during the transition went smoothly, and they kept us updated the whole time. Any tasks or changes they planned were completed when they said they would be, and communication was always clear. They make it easy to stay on top of what's happening without having to chase anyone for updates.

What did you find most impressive about them?

What stands out the most is how attentive and easy to work with their team is. They take the time to understand how we operate and fix things the right way the first time. Whenever we reach out, they already know our setup and follow through until everything is working perfectly. It really feels like they're part of our own team instead of an outside company.

Are there any areas they could improve?

Honestly, not much. Everything has gone smoothly, and their team has been great to work with.

BACKGROUND

Introduce your business and what you do there.

I’m the controller of Crosstree, a boutique investment banking firm specializing in advisory and capital raising services for middle-market companies in pharmaceutical services, diagnostics, and digital health within the life sciences and healthcare sectors.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CIO Technology Solutions?

We needed to strengthen our IT reliability and security and improve how we manage and access data for reporting. In investment banking, we rely on accurate and timely information, so one of our key goals was to make our Power BI reporting faster and more consistent. Additionally, we wanted a dependable IT partner in Tampa who could handle day-to-day support, protect sensitive client information, and give us confidence that our systems were secure and running efficiently.

SOLUTION

What was the scope of their involvement?

CIO Technology Solutions manages our ongoing IT support and security across the firm. Their scope includes Microsoft 365 management, data backup, email protection, networking, device maintenance, and 24/7 monitoring.

For project work, they’ve handled the setup of a SQL Server in Azure to power our Power BI reporting. The main deliverables have been a project plan, configuration, testing, and a smooth handoff to our team.

What is the team composition?

We’ve worked with six teammates from CIO Technology Solutions.

How did you come to work with CIO Technology Solutions?

We found them through an online search. We chose them over other IT service providers because of their local Tampa presence, fast response during the intro phase, and ability to explain things in simple terms. Their references were strong, and they gave us a clear plan.

What is the status of this engagement?

We started working with them in April 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The biggest measurable improvement has been in how quickly and reliably we can generate reports in Power BI. Our reporting time has dropped significantly, and the data refreshes are consistent every day. We’ve also seen a noticeable reduction in IT issues and downtime after CIO Technology Solutions took over support. Response times are 15% faster, and our internal team spends 10% more time focusing on client work and less time troubleshooting. Overall, system performance and reliability have both improved, which has made a real impact on our daily operations.

How did CIO Technology Solutions perform from a project management standpoint?

CIO Technology Solutions’s project management has been organized and easy to follow. They set clear expectations from the start, kept us updated throughout each stage, and made communication simple. Every milestone has been met on time, and the final delivery has matched exactly what was outlined in the plan. Their team has stayed proactive and made sure we never had to ask for status updates. For communication, we use email and phone calls.

What did you find most impressive about them?

What has stood out the most is how easy they make everything. CIO Technology Solutions communicates clearly, responds quickly, and follows through on what they say. They take technical issues and explain them in plain terms, which makes it simple to make decisions. Their team feels like an extension of our own staff, and the consistency of their support sets them apart from other IT providers we’ve worked with.

Are there any areas they could improve?

Honestly, nothing stands out. The project has gone smoothly from start to finish, and their team has handled every detail professionally. They’ve been proactive, clear in their communication, and delivered exactly what was promised. We couldn’t have asked for a better experience.

BACKGROUND

Introduce your business and what you do there.

I’m a technology consultant for a Tampa-based law firm specializing in personal injury, criminal defense, and civil rights cases. We represent clients in state and federal matters, appeals, and civil rights litigation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CIO Technology Solutions to accomplish for Maddux Attorneys?

We hired CIO Technology Solutions to handle monthly technology support services, including workstation support, Microsoft 365 management, and cybersecurity management.

SOLUTION

Can you describe the scope of their involvement in this project?

CIO Technology Solutions has taken over from an existing managed service provider (MSP) managing the previously described services.

What is the team composition?

We work with 2–5 teammates from CIO Technology Solutions.

How do you communicate with them?

We communicate through in-person meetings, emails, and messaging apps.

How did you come to work with CIO Technology Solutions?

We found them on Clutch. Their pricing fit our budget, they had a great culture fit, and they were referred to me. Additionally, their company values aligned with ours.

What is the status of this engagement?

We started working with them in June 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We haven’t had any cybersecurity incidents since the implementation of CIO Technology Solutions’ work. Additionally, we’ve seen a 10%–15% reduction in employee support issues.

How did CIO Technology Solutions perform from a project management standpoint?

Their project management is extremely thorough, and they deliver on time.

What did you find most impressive about them?

CIO Technology Solutions’ team is extremely knowledgeable and always professional.

Are there any areas they could improve?

No, everything has gone according to the agreed-upon statement of work (SOW) and plan.

BACKGROUND

Introduce your business and what you do there.

I’m a sales representative at HFP. We specialize in manufacturing foam products for packaging and construction, offering solutions using materials like polyethylene, polypropylene, polyisocyanurate, EPDM, and polystyrene.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CIO Technology Solutions?

We needed help with IT modernization and security.

SOLUTION

What was the scope of their involvement?

CIO Technology Solutions has helped us with network hardware refresh, AI implementation, and security. The team has installed new equipment, set up new software, and provided ongoing support.

What is the team composition?

We’ve worked with 6-10 teammates from CIO Technology Solutions.

How did you come to work with CIO Technology Solutions?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they had a great culture fit, and they offered good value for the cost.

What is the status of this engagement?

We started working with them in May 2019, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Thanks to CIO Technology Solutions' work, we've seen a 10% increase in our production capabilities and a significant reduction in spam emails.

How did CIO Technology Solutions perform from a project management standpoint?

CIO Technology Solutions' project management is very timely. We communicate via in-person meetings, virtual meetings, and emails or messaging apps.

What did you find most impressive about them?

I'm impressed by CIO Technology Solutions' ability to cater to a niche business.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Rosepoint Business Services LLC, a financial services company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CIO Technology Solutions?

We needed to stabilize our IT environment, tighten our cybersecurity, and have a reliable partner to manage Microsoft 365, devices, and backups while preventing issues instead of constantly reacting to them.

SOLUTION

What was the scope of their involvement?

CIO Technology Solutions provided managed IT services and cybersecurity support. Their work included onboarding and environment assessment, Microsoft 365 security hardening, device and identity management, backup and recovery validation, ongoing monitoring and maintenance, and responsive day-to-day support with clear escalation paths and proactive issue prevention. The team was responsible for onboarding and environment setup, 
Microsoft 365 security configuration, device and identity management setup, backup and recovery validation with testing, deployment of monitoring and security tools, documentation of the environment and standards, and ongoing reporting and support tied to stability and risk reduction.

What is the team composition?

We worked with 2–5 teammates from CIO Technology Solutions.

How did you come to work with CIO Technology Solutions?

We found them through an online search. We chose them because they had high ratings, their pricing fit our budget, and their company values aligned with ours.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from August–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We saw a more stable IT environment, fewer recurring issues, faster response and resolution times, validated backups with successful test restores, improved Microsoft 365 security posture, and a noticeable shift from reactive fixes to proactive issue prevention. 
Our ticket volume was down 42% within 90 days, and our time to resolution improved from 1.8 days on average to 0.8 days on average for typical requests. We also had 100% backup restore success and zero incidents recorded.

How did CIO Technology Solutions perform from a project management standpoint?

Their project management was organized and straightforward, with clear timelines, defined responsibilities, and regular communication throughout onboarding. They completed deliverables on schedule, implemented early security improvements and device management within the first few weeks, and had no missed deadlines or stalled handoffs during the project. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their live-answer support desk was impressive. We got a real person quickly, the issue was triaged correctly, and if it needed escalation, it kept moving without stalling, which made a noticeable difference in our day-to-day operations.

Are there any areas they could improve?

No, there weren’t any.

BACKGROUND

Please describe your company and position.

I am the CIO and Principal of Sabine Systems, Tampa

Describe what your company does in a single sentence.

We provide enterprise software solutions residing on hybrid cloud architectures.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CIO Technology Solutions to accomplish?

• We needed a managed IT partner that could handle both the everyday support our users need and more complex infrastructure work. Before we worked with CIO Technology Solutions, response times were inconsistent, we had recurring issues, and I did not feel confident in our backups or overall cybersecurity posture. The goal was to have a local Tampa MSP take over Microsoft 365 management, user support, networking, and security so we could reduce downtime and plan ahead instead of constantly putting out fires.

SOLUTION

How did you find CIO Technology Solutions?

Referral

Why did you select CIO Technology Solutions over others?

• High ratings
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from CIO Technology Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We looked at a few simple things. Ticket resolution times improved, users reported fewer recurring problems, and we have had less unplanned downtime. When issues do happen, they tend to get resolved faster and with better communication.

From a security point of view, backups, endpoint protection, and patching are in a better place than they were before, and that gives leadership more confidence. Overall productivity has improved because people are spending more time on their actual work and less time waiting on IT fixes.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

After CIO Technology Solutions took over, I estimate downtime related to IT issues dropped by around 30 percent, and average ticket resolution times improved by roughly 40 percent. Those are rough numbers, but they match what we see in day-to-day operations.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management and communication have been solid. They are clear about scope, timing, and maintenance windows, and they give realistic expectations instead of overpromising. During projects, they keep me updated on progress and next steps.

For day-to-day support, the live answer help desk and follow up from their engineers make it easy to know where things stand.

What was your primary form of communication with CIO Technology Solutions?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

The consistency stands out the most. The help desk answers the phone, the engineers are knowledgeable, and they are willing to schedule work during off hours when we need to avoid disruption. They feel more like an extension of our own team than a vendor that just shows up when there is a problem.

They also understand the needs of Tampa Bay businesses, which helps when we talk about growth, security, and compliance.

Are there any areas for improvement or something CIO Technology Solutions could have done differently?

There is nothing major that comes to mind. No IT relationship is perfect, but CIO Technology Solutions has been open to feedback and has worked with us to straighten out anything that needed adjustment.

BACKGROUND

Introduce your business and what you do there.

 I'm the president of a company that manufactures power equipment for the electric utility market.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CIO Technology Solutions?

 We needed IT support with a help desk that would answer the phone and increase our cybersecurity.

SOLUTION

What was the scope of their involvement?

 CIO Technology Solutions handles all of our IT support, Microsoft 365, networking, and cybersecurity. The team has implemented several cybersecurity measures designed to reduce threats.

What is the team composition?

 We work with 10 teammates from CIO Technology Solutions.

How did you come to work with CIO Technology Solutions?

 Someone referred CIO Technology Solutions to us. We chose them because they had a good reputation and were located close to my company.

What is the status of this engagement?

 We started working with them in January 2016, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

 CIO Technology Solutions has reduced cybersecurity threats and downtime by 20%. We measured uptime after the project and compared it to the previous numbers. We also tracked the number of cybersecurity incidents and breaches, which also reduced.

How did CIO Technology Solutions perform from a project management standpoint?

They deliver on time. We communicate with them through phone and email.

What did you find most impressive about them?

 CIO Technology Solutions always answers the phone, and their techs are very knowledgeable.

Are there any areas they could improve?

 No, they have adapted quickly as our needs have changed.