Technology Strategist & Advisor

Technology Strategy • Digital Transformation • Cybersecurity • Governance • Institutional Resilience

Location: Global / Canada
Work Model: Remote / Hybrid with Client-Site Assignments as Required
Engagement: Independent Contractor / Project-Based

Position Overview

Matrix is seeking experienced independent professionals to join our contractor network as Technology Strategists & Advisors.

Contractors receive project-based assignments from Matrix based on individual client Work Orders. Assignments may involve technology strategy, digital transformation, enterprise systems, cybersecurity strategy, technology governance, technology-risk assessment, technology evaluation, implementation planning or other authorized strategic technology advisory services.

This is a senior-level advisory role suited to experienced technology professionals who can assess complex environments, advise executive stakeholders and develop practical technology strategies that support organizational objectives.

Clients may include law firms, healthcare organizations, government ministries and agencies, professional practices, corporations, regulated organizations and other institutions where technology, confidentiality, security, privacy and operational resilience are important considerations.

Assignments may be performed remotely or may require attendance at client locations for executive meetings, technology assessments, workshops, stakeholder engagement, implementation planning or other project requirements.

Depending on the assignment, contractors may work independently or collaborate with Matrix advisors, technical specialists, project managers and authorized client stakeholders.

The contractor is responsible for independently determining the manner, method, sequence and tools used to complete an assignment, subject to the applicable client Work Order, required deliverables, agreed timelines, confidentiality and security requirements, and client-specific requirements.

Key Responsibilities

Strategic Technology Planning

• Assess the client's current technology environment, capabilities and priorities.
• Develop technology strategies and multi-year technology roadmaps where required.
• Evaluate legacy systems, enterprise applications, infrastructure and technology dependencies.
• Identify opportunities for modernization, optimization and operational improvement.
• Develop practical recommendations aligned with organizational objectives, available resources and identified risks.
• Consider scalability, resilience, security, privacy and long-term sustainability when developing technology recommendations.

Executive & Leadership Advisory

Provide independent strategic technology advice to authorized leadership stakeholders, which may include:

• executive leadership;
• managing partners;
• CIOs and CTOs;
• directors;
• operations leaders;
• compliance and risk personnel; and
• other authorized decision-makers.

Advisory assignments may include:

• cloud strategy;
• digital transformation;
• artificial intelligence and automation;
• enterprise applications;
• case or practice-management technology;
• healthcare information systems;
• document and records-management platforms;
• cybersecurity strategy;
• data governance;
• technology risk; and
• technology investment priorities.

Prepare executive briefings, strategic recommendations, technology assessments, risk-related reports and other advisory materials within the scope of the Work Order.

Consultants provide technology and operational perspectives. They do not provide legal opinions, legal advice or determinations regarding a client's legal rights, obligations or compliance with law.

Digital Transformation & Modernization

• Develop or support digital transformation strategies.
• Assess opportunities to modernize legacy systems and processes.
• Evaluate cloud, hybrid and other technology environments.
• Support technology implementation and transition planning.
• Assess opportunities for automation, analytics and emerging technologies.
• Consider organizational readiness, adoption and operational impacts.
• Support change-management and technology-adoption initiatives where included in the Work Order.

Technology Risk, Privacy & Governance

• Assess technology-related security and operational risks.
• Provide strategic guidance regarding cybersecurity and information-security priorities.
• Evaluate technology controls and risk-management approaches.
• Support data-governance and information-management initiatives.
• Identify technology-related privacy and data-protection considerations.
• Develop technology-risk assessments and strategic recommendations.
• Support practical technology-risk mitigation strategies.
• Identify areas where the client should obtain advice from legal, privacy, cybersecurity or other appropriately qualified professionals.

Consultants may identify technology-related risks and requirements but do not provide legal or regulatory opinions or certify that a client is legally or regulatory compliant.

Enterprise Systems & Technology Evaluation

Evaluate technology solutions based on documented client requirements, which may include:

• enterprise applications;
• legal practice and case-management systems;
• healthcare information systems;
• document-management platforms;
• records-management systems;
• CRM systems;
• workflow and automation platforms;
• cybersecurity technologies;
• cloud platforms;
• collaboration systems; and
• other specialized institutional technologies.

Provide objective, vendor-neutral recommendations based on technology, operational, security and implementation considerations.

Vendor Evaluation & Procurement Support

Where included within the Work Order:

• Assist with technology requirements gathering.
• Support vendor evaluation and technology-selection processes.
• Develop or review technical evaluation criteria.
• Assist with RFP and procurement documentation from a technology and operational perspective.
• Evaluate vendor proposals based on technical and project requirements.
• Support technology implementation governance.
• Identify technology, security, operational or integration considerations.
• Assist with vendor-management and implementation reviews.

Consultants do not provide legal contract advice or legal contract review. Legal terms, contractual rights, obligations and negotiations remain with the client's appropriately qualified legal or professional advisor.

Contractors do not have authority to make contractual commitments on behalf of Matrix or the client unless specifically authorized in writing.

Technology Investment & Cost Optimization

• Assess technology investments in relation to organizational objectives.
• Identify opportunities for technology optimization and operational efficiency.
• Evaluate potential technology costs, resource requirements and implementation considerations.
• Assist clients in prioritizing technology initiatives.
• Support business-case development and technology investment analysis.
• Consider measurable outcomes, sustainability and long-term value when developing recommendations.

Cross-Functional Advisory

• Act as a strategic liaison between leadership, technical teams and operational stakeholders.
• Translate complex technology issues into clear business and organizational considerations.
• Facilitate discussions among technical and non-technical stakeholders.
• Support alignment between technology strategy and organizational priorities.
• Identify technology dependencies, risks and implementation considerations.
• Provide practical recommendations that recognize the client's operational environment and available resources.

Assignment & Project Management

Contractors will:

• Review and assess the applicable client Work Order.
• Independently organize and manage assigned advisory projects.
• Determine appropriate methodologies, tools and processes for completing required deliverables.
• Use Matrix's designated online project-management and collaboration platform to access assignment information and collaborate as required.
• Maintain appropriate project documentation.
• Provide agreed status updates and deliverables.
• Identify matters requiring clarification, authorization or client direction.
• Complete agreed deliverables within established project parameters.

Client-Site & Stakeholder Engagement

Depending on the Work Order, assignments may require attendance at:

• law firms;
• government ministries and agencies;
• healthcare organizations;
• corporate offices;
• professional practices;
• technology facilities;
• institutional locations; and
• other authorized client sites.

In-person activities may include executive briefings, stakeholder meetings, technology assessments, workshops, discovery sessions, implementation planning, vendor meetings or project coordination.

Contractors are expected to maintain professional conduct, confidentiality and discretion when working at client locations.

Core Qualifications

• 7–15+ years of relevant technology strategy, IT consulting, technology leadership, enterprise architecture or digital transformation experience.
• Demonstrated experience advising organizations on technology strategy or major technology initiatives.
• Strong understanding of technology infrastructure, cloud environments, enterprise systems and cybersecurity.
• Experience evaluating complex technology environments and developing practical strategic recommendations.
• Strong understanding of technology governance, data management, privacy and information-security considerations.
• Ability to communicate complex technical concepts clearly to executive and non-technical stakeholders.
• Strong analytical, strategic and problem-solving skills.
• Demonstrated ability to independently manage advisory engagements.
• High level of professionalism and discretion when handling confidential information.
• Ability to operate an independent professional practice and provide services on a project basis.
• Ability and willingness to attend client locations when required by an assignment.

Sector & Institutional Experience

Experience supporting one or more of the following environments is an asset:

• law firms or legal service organizations;
• healthcare organizations or health-related institutions;
• government ministries or agencies;
• courts or tribunals;
• financial or insurance organizations;
• professional services organizations;
• regulated industries;
• corporations; or
• other high-confidentiality institutional environments.

Experience working across multiple industries or jurisdictions is particularly valuable.

Technology & Professional Expertise

Experience with one or more of the following is an asset:

• enterprise architecture;
• cloud strategy;
• AWS;
• Microsoft Azure;
• cybersecurity;
• information governance;
• data governance;
• privacy and data protection;
• enterprise applications;
• artificial intelligence and automation;
• systems integration;
• digital transformation;
• business-process modernization;
• document and records management;
• technology-risk management; and
• technology procurement and vendor evaluation.

Certifications & Professional Credentials

Relevant professional credentials may include:

• CISSP;
• CISM;
• PMP;
• ITIL;
• AWS certifications;
• Microsoft certifications;
• enterprise architecture certifications;
• cybersecurity credentials; or
• equivalent professional qualifications.

Certifications are considered an asset and are not necessarily required where equivalent professional experience can be demonstrated.

Professional Competencies

The successful contractor will demonstrate:

• strategic and analytical thinking;
• independent professional judgment;
• vendor-neutral advisory capability;
• strong executive communication;
• ability to understand complex institutional environments;
• practical problem-solving;
• strong facilitation skills;
• ability to balance innovation with security and risk;
• strong project and stakeholder-management skills;
• adaptability across industries and jurisdictions;
• discretion and confidentiality; and
• an implementation-focused approach.

Independent Contractor Engagement

This is an independent contractor, project-based engagement and not an employment position.

Contractors manage their assigned projects independently and are responsible for determining the manner, method, sequence and tools used to perform the work, subject to the applicable Work Order, required deliverables, agreed timelines, confidentiality obligations, security requirements and client-specific requirements.

Matrix provides the client relationship, assignment scope and required deliverables. Contractors independently manage the execution of their assignments and use Matrix's designated online project-management and collaboration platform to receive Work Orders, access assignment information, provide status updates and collaborate with Matrix and authorized client contacts as required.

Contractors may accept assignments based on their availability, qualifications, experience and capacity.

Contractors are responsible for maintaining the professional capabilities, equipment, technology, transportation and other resources necessary to perform their assignments, except where otherwise agreed for a specific project.

Contractors are responsible for their own applicable taxes, government remittances, insurance, business expenses and other obligations arising from their independent business activities.

Nothing in the contractor relationship creates an employment, partnership, joint-venture or agency relationship between the contractor and Matrix or the client.

Work Environment

Assignments may be:

• fully remote;
• hybrid;
• client-site based;
• project-site based; or
• a combination of remote and in-person work.

The nature, location, scope and duration of each assignment will depend on the applicable client Work Order.

Contractors should be comfortable working across different organizations, industries, technologies and professional environments.

Why Work With Matrix

• Access to project-based strategic technology advisory assignments.
• Opportunities to advise organizations facing complex technology and institutional challenges.
• Flexible remote and in-person project opportunities.
• Ability to independently determine the methodology and execution of assigned work.
• Access to Matrix's online project-management and collaboration environment.
• Opportunities to collaborate with experienced Matrix advisors and professional specialists.
• Exposure to diverse technology environments and strategic challenges.
• Opportunity to apply specialized expertise across different client engagements.
• A professional network focused on quality, confidentiality, reliability and client service.

Our Approach

Matrix values independent professional expertise combined with practical, implementation-ready advice.

Our Technology Strategists & Advisors are expected to bring their own professional experience, strategic perspective and methodology to each engagement while remaining aligned with the client's approved objectives, deliverables and project requirements.

We seek advisors who can look beyond individual technologies and understand how people, processes, technology, risk, governance and organizational objectives must work together to create sustainable results.

Our approach is vendor-neutral, practical and implementation-focused, helping clients make informed technology decisions while recognizing when matters should be referred to the client's appropriately qualified legal, regulatory, privacy, cybersecurity or other professional advisors.

Professional Boundaries & Scope of Services

Matrix provides non-legal technology, administrative, operational and strategic consulting services.

Technology Strategists & Advisors may identify technology-related considerations involving privacy, security, governance, risk, regulatory requirements or industry standards. However, they do not:

• provide legal advice or legal opinions;
• provide legal representation;
• interpret legislation or regulations for a client;
• determine whether a client is legally compliant;
• provide legal strategy;
• negotiate or provide legal advice regarding contracts;
• provide regulated professional advice outside their qualifications and authorized scope; or
• make legal, regulatory or professional determinations on behalf of a client.

Where a project raises a question requiring legal or other regulated professional judgment, the matter must be referred to the client's appropriately qualified professional.

The consultant's role is to provide technology expertise, strategic analysis, operational recommendations and implementation guidance within the scope of the applicable Work Order.

Diversity & Inclusion Statement

Our firm is committed to building a diverse and inclusive advisory network. We value professionals of all backgrounds, experiences, and perspectives, and we believe that diverse teams deliver richer insights and more effective solutions for our clients. We value diversity and inclusion in our global advisory network and encourage applications from professionals of all backgrounds, experiences, and perspectives.

Matrix is committed to building a diverse and inclusive team. We welcome applicants of all backgrounds and experiences, and we do not discriminate on the basis of race, gender, sexual orientation, age, religion, disability, or any other protected status.

All information will be kept confidential according to privacy guidelines.

About Matrix

At Matrix, we deliver a broad range of advisory services and tailored solutions that help organizations navigate change, realize their vision, and optimize performance and productivity.

We are a boutique consulting and professional services firm specializing in strategic advisory, technology strategy, operational improvement and institutional transformation for law firms, government-related organizations, professional practices, healthcare organizations and complex public- and private-sector environments.

Our model combines strategic insight with practical implementation and operational execution to help leadership teams address sophisticated institutional, organizational and technology challenges.

Originally posted on Himalayas