Digital products
Field-tested systems for IT leaders running acquisitions, sites, and fractional practices.
Every product here is the working document behind 25+ M&A IT integrations across the United States, Canada, and Mexico, run with zero business disruption. Buy once, use on your own deals and client engagements.
For acquisitions
The method, the diligence workbook, and the integration plan. They work alone and are built to pair.
M&A IT IntegrationThe IT Due Diligence and Integration Playbook
For acquisitions: diligence through Day 90
The IT Due Diligence and Integration Playbook for Acquisitions
A field-tested playbook for IT leaders and deal teams: nine diligence domains, risk scoring, the information request list and interview guide, and the Day 1 through Year 2 integration sequence (Stabilize, Modernize, Scale) with exit gates.
- 17-page PDF, with the Word source
- Nine diligence domains with red-flag indicators and scoring
- Information request list and management interview guide
- The 90-day framework every task in the Task Plan points back to
M&A IT DiligenceDiligence Toolkit
Risk register, heat map, and information request tracker across 9 domains
M&A IT Diligence Toolkit: Risk Register, Heat Map, and Information Request Tracker
The working Excel system behind the Playbook. Score a target's IT in a working session and hand the deal team a ranked, color-coded view of where the risk sits.
- Six-tab Excel workbook
- Risk register with 50 pre-loaded risks and automatic RAG scoring
- Heat map with the top risks ranked, domain summary, and dashboard
- 40-item information request tracker with status and findings
- READ ME that walks a deal from first request to report
M&A IT IntegrationThe M&A IT Integration Task Plan
48 tasks, 5 gates, import-ready for Asana, Monday.com, Smartsheet, or ClickUp
The M&A IT Integration Task Plan: 48 Tasks, 5 Gates, Import-Ready for Your Project Tool
The complete task structure of an acquisition's IT integration, from two weeks before close through Day 1, the first 100 days, and the year after. Enter your close date and every task dates itself.
- Excel master task plan: 48 dependency-linked tasks, 5 phases, 8 workstreams, 5 go/no-go gates
- Four import files, one each for Asana, Monday.com, Smartsheet, and ClickUp
- 12-page setup guide with a numbered import procedure for each tool
- Works without a project tool: the workbook is the plan on its own
How the three fit together
The Playbook explains the method. The Toolkit runs diligence and scores the target. The Task Plan runs the integration after close, and its first pre-close task loads the Toolkit's red and amber findings. Buy the one you need now; each carries references to the others.
For multi-site IT operations
Walk any site and leave with a grade a stranger could reproduce.
IT Field OperationsIT Site Visit Checklist
The field audit system for multi-site IT: 123 procedures, 37 decision points, scoring model, and sign-off
IT Site Visit Checklist: The Field Audit System for Multi-Site IT
SOP Edition. 123 step-by-step procedures across every IT domain at a site, with first-visit, monthly, quarterly, and annual cadences, decision rules, and a site health grade.
- Word procedure document: 123 procedures, 37 IF/THEN decision points, pass criteria for each step
- Cadence matrix: which procedures apply on a first visit, monthly, quarterly, annually
- Scorecard edition adds the Excel workbook: pick the visit type, mark pass/fail, and the site grade calculates itself. A failed critical item caps the grade.
For fractional CIO practices
The launch and operating manual for IT leaders selling their judgment by the month.
Fractional PracticeThe Fractional CIO Operating System
Governance, 90-day plans, board reporting, and engagement structures
The Fractional CIO Operating System
The complete launch and operating manual for IT leaders building a fractional CIO practice: the three-offer architecture, rate math, the 30-day launch, the go-to-market engine, the engagement operating system, and running the business.
- 19-page manual (PDF, with the Word source)
- Companion Toolkit edition adds 12 working files: 30-day launch checklist, pipeline tracker, 12-month cash flow model with a delay stress test, IT risk register, and eight Word templates from discovery call script through transition memo
How buying works
Checkout runs on Stripe; Erie Technology Services never sees or stores your card details. Your files are sent to the email address you use at checkout. If anything is missing or won't open, email the address below with your order number. I answer these myself.
Email eric@erietechnologyservices.comPhone 814-474-7499
Refund policy
Everything sold here is a digital download delivered in full, so sales are final once the files have been delivered, with three exceptions where I issue a full refund:
- The files did not arrive or were corrupted, and I could not fix it within 5 business days of you contacting me.
- You were charged more than once for the same product.
- The product materially differs from its description on this page or at checkout.
To request one, email eric@erietechnologyservices.com within 14 days of purchase with your order number. Please contact me before filing a chargeback; most issues are a delivery problem I can fix in minutes. Where local law grants a mandatory right of withdrawal for digital content, that right applies regardless of this policy.
Terms of sale
- What you're buying. A perpetual, non-exclusive, non-transferable license to use documents, spreadsheets, templates, and guides for your own work, your employer's, or your clients'. No consulting or advisory relationship is created by a purchase.
- What you may do. Use and adapt the materials for specific engagements; keep copies for your own use and backup.
- What you may not do. Resell, sublicense, or share the files outside your organization; publish them or post them to template sites; repackage them as your own product or course; remove Erie Technology Services attribution from the source files. Firm-wide licensing is available separately.
- No professional advice, no warranty. The materials reflect methodology from real integrations, but every environment differs. They are provided as is, for informational and operational reference, and are not legal, financial, tax, or regulatory advice.
- Liability. Limited to the amount you paid. No liability for indirect, incidental, or consequential damages.
- Updates. Materially revised products are sent to existing purchasers at no cost, to the checkout email. Ongoing updates are not guaranteed as a term of sale.
- Governing law. Pennsylvania; disputes in the state or federal courts of Erie County, Pennsylvania.