What Is IT Consulting?
Your unique business requires a technology plan that’s aligned with your business goals, not a cookie-cutter approach. At LevelUp MSP, we put our proven processes to work for you to determine the right mix of technologies to drive your business forward.
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How It Works
Our IT Consulting Process
We start the process by performing a technology alignment of your infrastructure. This assessment reveals risks within your environment when compared with industry standards. We then take what we’ve learned and sit down with you to share our findings and recommendations based on risk and priority.
From this interactive strategic discussion, initiatives and recommendations are created to provide a multi-year IT roadmap and budget that meets your business needs. This process allows us to make sure your business thrives and leverages IT as a competitive advantage.
This IT Service is another example of our proactive approach to IT.
- Technology Alignment
- Findings & Recommendations
- IT Roadmap

Frequently Asked Questions
The primary role is to serve as a Strategic Technological Advisor or a vCIO (Virtual Chief Information Officer), guiding small and medium businesses (SMBs) to align their technology investments and infrastructure directly with their core business needs and long-term goals.
The vCIO provides strategic guidance on the latest technology, develops an IT Roadmap specific to the business, offers key recommendations and initiatives, and ensures technology is always aligned with business objectives.
An IT Roadmap is created based on a technology alignment assessment. It provides a clear strategy and plan for IT administration, outlining future technology goals, budget considerations, and necessary infrastructure improvements.
Continual improvement is achieved through regular onsite infrastructure audits to check technology alignment, constant monitoring, and the continuous development and updating of best practices and standards.
Benefits include access to our seasoned engineers and experts (not entry-level technicians), reduced costs compared to hiring an in-house team, enhanced security, increased reliability, and a predictable, fixed IT budget.
Our consultants prioritize security by implementing robust measures, including encryption, managed email security (to reduce spam and phishing), and vital education and user training to protect the network from criminal activity.
No, the service is designed for small and medium-sized enterprises (SMBs) as well as large businesses, offering enterprise-level tools and expertise that help streamline operations, enhance efficiency, and drive growth for established and growing companies alike.
Our service can help businesses plan budgets for IT hardware and software, training, maintenance associated with IT, and more, making IT expenses predictable and cost-effective.
Yes. LevelUp’s project planning and design team delivers projects on time and on budget, managing all aspects of processes, procedures, software licensing, and hardware lifecycle management.
Our service adopts a proactive problem-solving approach through constant infrastructure monitoring. This allows the team to identify network bottlenecks and potential issues for timely resolution, ensuring less downtime and fewer operational issues.
Yes, our team can provide expert guidance for cloud migrations, minimizing disruptions and aligning cloud solutions with business goals to ensure systems remain reliable and secure.
Our service includes enterprise-level tools to monitor and maintain the entire network, including desktops, servers, firewalls, switches, and storage devices, with customized alerts for central management.
Our consultants will operate as a Strategic Partner to ensure continual technology improvement, develop a Business Continuity Plan, and provide data-driven insights to help your business make sound decisions for growth.
Yes, part of the strategic advice involves ensuring the IT infrastructure and processes align with industry standards and regulatory requirements, reducing risks and maintaining compliance.
Businesses can begin by scheduling a consultation with us to perform an in-depth discovery process to understand their existing infrastructure and specific strategic IT needs.
CONTACT US NOW
Got a question? Want to schedule a consultation?
Use the form to contact our team, and we’ll get back to you right away. If you need to speak to someone immediately, please call us at (408) 320-0450.
LevelUp MSP
1630 Oakland Rd., Suite A105 San Jose, CA 95131
Office: 408-320-0450
Hours: Monday – Friday 7AM to 6PM