Executive advisory
An experienced technology sounding board for owners and leaders. Clarify priorities, weigh risks and costs, and connect IT decisions to business goals.
IT strategy & advisory ยท Small business
Strong roots. Technology for growth.
Leaf Agility helps owners and leaders make technology decisions, manage vendors, coordinate improvements, and get more from Microsoft 365 and AI.
A technology counterpart
You run the business. Get help with the technology decisions.
For small businesses that need experienced IT guidance without handing over their whole technology operation.
Whether you are evaluating a provider, sorting out overlapping tools, or trying to move an improvement forward, start with a clear view of what matters and what can wait.
What we do
Practical guidance. A manageable scope.
Vendor management
Compare proposals, clarify responsibilities, review service expectations, and keep technology providers accountable to an agreed plan.
Scoped project coordination
Light project management for defined technology improvements: owners, milestones, dependencies, status updates, and handoffs. Not open-ended delivery ownership.
Microsoft 365 administration
Selected administration and adoption work: users and access, licensing reviews, Teams and SharePoint organization, and agreed configuration improvements.
Practical AI adoption
Identify useful workflows, evaluate tools, set data-handling boundaries, and run small pilots with human review. Selected AI tool administration and team guidance where agreed.
How we work
Assessment. Roadmap. Optional implementation.
Start with the current state and the decisions ahead. Leave with priorities, tradeoffs, and a roadmap. If you want help carrying it out, agree on a separate, focused implementation scope.
Cannabis specialty
Technology planning for cannabis operators, too.
Cannabis businesses have additional system and vendor dependencies. Explore our specialty guidance and an evergreen planning checklist.
Start a conversation
A clearer next step for your technology.
Bring a decision, a vendor question, or an improvement that needs a plan. We will discuss the fit and agree on a scope before work begins.