Technical Decision Review

A fixed-scope, two- to three-week engagement providing an independent assessment of technical risk, key tradeoffs, and recommended next steps.

What Gets Reviewed

Architecture & Code Signals

System structure, C#/.NET and Node.js services, SQL databases, AWS and Azure architecture, APIs, distributed systems, Docker/Kubernetes, SaaS architecture, high availability, disaster recovery, modernization risk, and maintainability signals.

Relevant when A platform is becoming difficult to change, reliability is slipping, or leadership needs an independent view before legacy or cloud modernization.

SDLC & Delivery Risk

Planning, release discipline, CI/CD, quality controls, delivery governance, operating cadence, team capacity, accountability, and execution risk.

Relevant when Delivery is unpredictable, releases are risky, or leadership needs to understand whether process, controls, or capacity are driving the problem.

SOC 2 & Compliance Readiness

Compliance posture, operational controls, security practices, DevSecOps readiness, technology governance gaps, technology risk, and remediation sequencing.

Relevant when A company is preparing for SOC 2, responding to customer security requirements, or checking documented controls against actual engineering practice.

Operational AI Assessment

Evaluate cloud AI/LLM pipelines, Python and Node.js integration decisions, APIs, model evaluation, prompt architecture, serverless reliability, observability, governance, structured and unstructured data handling, vendor lock-in risk, and production readiness.

Relevant when An AI initiative is being evaluated for investment or acquisition, an existing pipeline has reliability concerns, or leadership needs an independent read on an AI vendor claim.

What You Receive

Written Findings

A concise written assessment of the technical evidence reviewed.

Risk Ratings

Prioritized concerns, with severity and decision relevance made explicit.

Decision Implications

What the findings mean for the investment, platform, roadmap, or operating decision.

Practical Recommendations

Concrete next steps for remediation, sequencing, or further diligence.

Stakeholder Readout

Optional readout for leadership, investors, boards, or transaction stakeholders.

Representative Experience

Operating experience across regulated platforms, due diligence scenarios, and compliance-driven technical reviews.

01
Regulated Platform Assessment

Mission-critical platform review

Served as long-term technical advisor and architect for a mission-critical custom transaction platform processing $1B+ in annual transaction volume across AML and fraud-sensitive workflows. Ongoing architecture, risk, and delivery oversight since 2012.

$1B+ annual transaction volume .NET / C# SQL Server AWS / Azure APIs High availability / DR Technology risk
02
Compliance Readiness

SOC 2 Type II governance

Led SOC 2 Type II audit readiness and ongoing governance in regulated environments. Covered operational controls, security practices, engineering standards, and remediation sequencing.

SOC 2 Type II Regulated technology environments Technology governance Security & compliance
03
Acquisition & Investment Context

Cross-industry technical depth

Two decades of production engineering across fintech, insurtech, healthcare, and payroll in environments where architecture decisions, delivery practices, and compliance posture are subject to investor, regulatory, and legal scrutiny.

Fintech Insurtech SaaS platforms AWS Azure Technical due diligence Software due diligence Healthcare Payroll
04
AI Pipeline Assessment

Production AI at scale

Architected and oversaw production LLM pipelines processing 1M+ insurance documents annually, achieving 97%+ document-level accuracy across structured and unstructured workflows. Covered model selection, prompt architecture, pipeline reliability, data handling, and production readiness.

LLM pipelines Python Cloud AI/LLM pipelines Production observability 1M+ documents annually 97%+ document-level accuracy

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