Robert Napoli

Agile Tech Advisors

As a seasoned professional with a rich background in technology leadership, I founded Agile Tech Advisors to guide startups through the complexities of growth while maintaining their unique edge. Our mission is tailored for startups, service providers, finance, healthcare, and professional services organizations seeking smart, strategic tech management in today's dynamic business environment.

𝗪𝗵𝗮𝘁 𝗪𝗲 𝗢𝗳𝗳𝗲𝗿:

✪ 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: We ensure your technology scales with your business, supporting smooth and efficient growth.
✪ 𝗥𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: We focus on keeping your operations secure and seamless, enhancing customer and team satisfaction.
✪ 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗨𝗽𝘁𝗶𝗺𝗲: Our goal is to maintain your systems' reliability, reducing downtime risks.
✪ 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁: We stay ahead of trends, advising on strategic decisions that propel your business forward.

Agile Tech Advisors prioritizes tangible outcomes and value, optimizing processes, discovering opportunities, and mitigating risks. Our approach is built on understanding your unique needs and delivering customized, effective strategies.

𝗢𝘂𝗿 𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁:

✪ 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: We tailor our services to meet the specific demands of startups, finance, healthcare, and professional sectors.
✪ 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Protecting your business from cyber threats is paramount.
✪ 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀: Our foundation is trust and partnership, aiming to maximize your value to your investors

Choosing Agile Tech Advisors means partnering with experts who understand your journey. We're dedicated to leveraging technology to foster growth, innovation, and a competitive advantage while ensuring your operations are efficient and secure.

Founder & CEO

Octal 7 Corporation

Board Member

Franklin Pierce University

Giving back to my profession is important to me, and teaching is one way I can help shape and mentor the next generation of technology leaders. As an Instructor, I teach Information Technology and Health Informatics courses in FPU's MBA, MS and BS Programs. This requires me to stay on top of changes in my industry, as my students look to me to be a relevant subject matter expert. Although I teach them, they force me to evolve and look at issues from a different perspective, which helps me grow as a leader.

Adjunct Professor

Forbes Technology Council

Forbes Technology Council is an invitation-only organization comprised of elite CIOs, CTOs and technology executives, hand-selected by the Council's selection committee. As a member, I contribute to Forbes on the topics related to Technology, Digital Innovation, Cybersecurity, Business Strategy, and more.

Offical Member

National Non-Profit Healthcare Organization

As CIO, I led the planning, management, support, and security of my organization's technology and information systems. I developed the organization's technology strategy and business goals collaboratively with our executive team. I then created the roadmap to meet those objectives, allowing the organization to grow in its mission of providing high-quality, affordable healthcare.

Upon joining the organization, I identified and anticipated end-user and patient complaints about our technology and processes. Subsequently, I led a refresh of the organization’s entire infrastructure and end-user computing environments. This effort achieved a gold-standard level of operational and cybersecurity excellence, and we successfully deployed telehealth, population health, and BYOD solutions across our six-state service area. 

To ensure project success, I implemented governance and standards and advocated using advanced data to drive business decisions and outcomes. As part of this effort, we collectively created a Business Intelligence program and introduced automation, dashboards, and predictive analytics to the organization.

As a customer-focused organization, we researched and developed a patient engagement initiative with enhanced communication capabilities and an interactive online module that automated our processes. These efforts reduced patient wait times, increased time-of-service payment collections, and improved patient and staff satisfaction.

Recognized by Computerworld as a Premier 100 Technology Leader, I also helped lead the deployment of the organization’s first mobile health app which won CIO Magazine’s “CIO 100” Award, acknowledging companies that have distinguished themselves through the innovative use of technology.

Chief Information Officer / EVP Information Services 

Lightspeed

Assessed and evaluated emerging tech companies, focusing on their viability, security, and potential market appeal.

Startup Advisor

Lawrence + Memorial Hospital

Lawrence + Memorial is a not-for-profit integrated healthcare system serving southeastern Connecticut and Westerly, Rhode Island. L+M is licensed for a combined 405 beds and provides patient care to medical, surgical, pediatric, rehab, psychiatric, and obstetrical patients. L+M's staff consists of over 3,500 professional, technical, and support personnel.

As Director of Information Technology, I led the strategic planning, management, and support of the organization's technology infrastructure and its sophisticated information systems.

Director of Information Technology

St. Luke's Cornwall Hospital

St. Luke’s Cornwall Hospital is a not-for-profit healthcare system serving New York's lower Hudson Valley. St. Luke's Cornwall is licensed for a combined 393 beds and provides patient care to medical, surgical, pediatric, rehab, and psychiatric patients. With a staff of over 1,500, the hospital is one of the largest employers in the region. 

As the Manager of Information Technology, I held CIO accountability and led the organization’s strategic vision as it pertained to technology and information systems. Other responsibilities included managing and overseeing the tactical and daily operational responsibilities of the department including full oversight of the capital and operating budgets, staff development, HIPAA compliance, IT governance, process improvement, risk management and vendor relations. Served as the organization's IT Security Officer.

Manager of Information Technology (CIO accountability)

Fluxis Technology Consulting

Founded in 1992, Fluxis Tech was a pioneering application developer, notably introducing one of the healthcare industry's first medical transcription and dictation systems. This early innovation set the stage for our expansion into a comprehensive provider of advanced information technology solutions, including network design and consulting, cutting-edge communications services and products, dynamic Internet/Intranet development, robust network management and support, and tailored application development.

As the CEO of a funded startup, the critical question is: 

How do you grow your infrastructure to keep up with your fast expansion without losing sight of what really matters, like standing out and innovating?

In today's fast-paced, tech-driven market, there are key areas on which you must focus:

𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗘𝗮𝘀𝗲: Scalability is about making sure your tech can grow with you, handling increased traffic and data while keeping everything running smoothly

𝗦𝗺𝗼𝗼𝘁𝗵 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Fast and reliable tech is key to keeping everything running like clockwork, ensuring your customers are happy and your team is on point

𝗔𝗹𝘄𝗮𝘆𝘀 𝗢𝗻: Keeping your systems running all the time is essential, making sure your business can keep going without interruptions, avoiding any loss of sales or damage to your reputation due to tech issues

As a fractional CIO, I keep my finger on the pulse of the industry. Here are four trends you need to be aware of:

➀ 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗖𝗵𝗮𝗻𝗴𝗲𝘀: Knowing the investment scene helps us make wise tech choices that pay off.

➁ 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗙𝗿𝗼𝗺 𝗔𝗻𝘆𝘄𝗵𝗲𝗿𝗲: Strong tech support is necessary for a team as more people work remotely.

➂ 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗺𝗲𝗻𝘁𝘀: Embracing the latest tech, like AI and cloud services, can make a big difference in flexibility and keeping things running.

➃ 𝗥𝗮𝗽𝗶𝗱 𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻: Keeping up with the latest ways to protect your business and customer data is non-negotiable.

Having worked with many funded startups, I’m guessing that you’re:

🚫 Feeling unsure if your tech can handle your business getting bigger, afraid it might slow down or stop working when you need it most.

🚫 Having anxiety that your tech may not deliver the expected level of performance, which could make customers unhappy and mess up your day-to-day operations.

🚫 Concerned about tech breaks and downtime stopping your business in its tracks, which could mean losing money and not hitting investment targets.

🚫 Worried about cybersecurity threats and the chance of a security issue that shakes your customers' trust in you and damages your business's good name.

As your fractional CIO, I am here to help steer through these tech challenges. We’ll create and maintain a robust IT infrastructure that meets current needs and prepares for future growth, ensuring your business’s success without compromising performance, security, or scalability.

I founded Agile Tech Advisors to provide businesses with the guidance and expertise they need to navigate the challenges and capitalize on the opportunities presented by technology. My extensive experience in IT leadership and consulting has shown me that companies need a strategic and proactive approach to technology management to thrive.

Agile Tech Advisors takes a value-driven approach to technology management, delivering tangible benefits and measurable outcomes that directly impact the bottom line. Our deep technical expertise and proactive approach enable us to facilitate innovation, streamline processes, and uncover growth opportunities while addressing potential cybersecurity and compliance risks.

Central to our approach is building meaningful relationships based on trust, integrity, and a deep understanding of your business. We do not believe in “technology for technology’s sake.” Your technology roadmap must align with the business and have clearly defined and agreed-upon goals. We take the time to understand your unique needs and offer customized solutions that maximize the effectiveness of your technology strategy and set the foundation for long-term success.

When you work with Agile Tech Advisors, you can expect measurable improvements in your business operations. Our results-driven approach, technical expertise, risk mitigation strategies, and commitment to building genuine relationships enable us to deliver maximum value from your technology investments.

Lawrence Coffee

RightSize Collective

RightSize Collective (RSC) provides growth-stage professional service firms with flexible, fractional executive talent to eliminate bottlenecks and create a clear path forward. Our team of pre-aligned fractional executives brings 11-20+ years of experience helping businesses break through barriers and scale smarter. Unlike specialized agencies that focus on a single function, RSC offers cross-discipline expertise to seamlessly fill gaps with experienced leadership.

Head of Sales and Fractional CRO

Palo Alto College

Advisor, Business and Operations Management Committe

Founder Institute

I assist Founders with product market fit, market entry strategy, building a business model, developing MVP, Market segmentation and product differentiation, investor/ commercialization pitch decks. Market entry planning, GTM and advice on Revenue execution strategy and RevOps design (sales/ marketing)

Mentor

Emerge and Rise, Inc

Board Chair

Coffee Consulting Group

We provide strategic guidance for revenue growth, market expansion, and operational excellence to help leaders achieve clarity and growth. Our approach includes business models, GTM roadmaps, and end-to-end revenue optimization—driving alignment through Revenue Operations (RevOps), including Sales, Marketing, and Customer Success, to foster sustainable growth at scale.

Additionally, we support startups and SMBs in securing capital by refining investor pitch decks, structuring fundraising strategies, identifying key investors, and facilitating introductions. Our expertise extends to deal structuring, valuation, and investor due diligence, ensuring companies are well-positioned for successful capital raises.

✅ Growth Optimization Coaching
✅ Strategic Playbook Consulting
✅ Fundraising Consulting
✅ Revenue Growth as a Service (RGaaS)

Founder

Geekdom

Geekdom is an entrepreneurial hub and incubator for San Antonio-based startups. I mentor startup founders, primarily in the Business Services, Software Industry, Video Game, Data & AI, Robotics & Automation, Manufacturing, Consumer Packaged Goods (CPG), Restaurants, and Public Utility industries on their business models, with a focus on product-market fit, revenue strategy, Pre-Seed, Seed and series planning, market entry planning, and revenue acceleration.

Startup Mentor

Member

NEWTON VISION CORP

• Led Go-to-Market strategy (GTM) for Sales Transformation of a primary SAP Alliance and related SAP Partners Endorse App Program(s) modernization. 
• Facilitated Strategy Map workshop with client CEO, COO, and CRO to finalize Strategic objectives, Measures, initial targets, and prioritized strategic objectives
• Designed assessment methods and a framework for a program aimed at aligning product teams and enhancing sales and marketing operations to foster business growth.

Executive Advisor, Strategic Revenue Transformation

Experis

• Synergistic leadership in envoy with Executives to ink a new partnership Contract w/ IBM, a 9-figure key account. 
• Coordinated efforts to create a Global Manpower AWS community and further develop the AWS partner relationship with Senior Executives to help deepen the revenue potential of this key account. 
• Designed and piloted a cross-functional pursuit program to cultivate accountability across Revenue Teams, improve coordination and productivity of the global sales, pre-sales support and consulting teams. 
• GTM Strategic advisory, offering support, and developed the preliminary Roadmap for Sales, Marketing and Delivery Build out for a 9 Figure Global Data & AI Consulting Practice

Executive Consultant, Strategic Revenue & Partnerships

Vaco

Built and exited a successful multi-million-dollar business services practice, driving a revenue growth of 8,300% from initial $25,000 contract to over $2M+ per annum. Led Practice Sales, Built Pre-Sales, GTM, vendor and integrators alliance, and provided Delivery & oversight from 6-17 in practice, and 25+ indirect reports. 

Case Study, Pre-Sale due-diligence prep, Carveout Divestiture, Family Foundation and Office development:
• Led team of Azure Cloud Engineers & Architects to implement a data pipeline, with SOAP & REST API connections, VMs, and VPN. Led a cross-functional team in a turn-around that delivered a comprehensive Human Capital Management, ATS, and Payroll solution.
• Led team in setting up Real Estate Ops, including policies, standards, Property Mgmt. software assessment, & enterprise architecture for the Real Estate division. Implemented ISO 55000-based physical asset Mgmt. framework and utilized BPMN, TOGAF, and internal frameworks. Data Governance advisory. 
• Led programs to establish Family Office & Private Foundations operations systems. Negotiated providers, fees, & services. Directed initiatives to refine Accounting & Investment systems.

Director, Business and Technology

Pro-Vigil Surveillance Services

Assessed the Revenue cycle, from Lead Generation, Business Development, Solution Implementation and Operationalization to identify areas of opportunity to reduce time to value, CAC, and drive revenue growth to 30% over LTM to meet ROI objectives. Developed and executed a Strategic Initiatives Roadmap.

• Created an updated Business model that streamlined handoffs and processes.
• Developed Sales KPI, worked w/ Sales Report Writer to develop Salesforce & Executive Dashboards
• Negotiated better rates with vendors and strategic partners. 
• Established and directed the Program Management Office through hyper-care and established initial KPI.
• Created a hybrid offshore/ onshore CAD Design dept. for systems design and Sales BOM management.

Executive Consultant, Revenue Strategy & Operations

Revenue for the RightSize. When the right minds collide, momentum ignites. Our collective of fractional executives brings the energy, strategy, and expertise to propel your business forward. Ready to accelerate? Let’s connect. https://calendly.com/lawrence-rightsizecollective

If you are a CEO, COO, CFO, or you are tired of:

⛔  Lost Deals and Brand Reputation Damage
⛔  Scaling Issues and misalignment between sales, marketing, CX and operations/ production
⛔  Missed GP% or Revenue Targets
⛔  Ineffective revenue or sales operations processes
⛔  Limited Customer Lifetime Value
⛔  Customer Churn

We have something that will put an end to missed opportunities for good. Utilizing proven execution Frameworks and insightful Strategic Assessments tailored to your business needs, we can help you drive:

🟢  Market expansion, new clients increased by as much as 25%
🟢  Controlled, scalable growth – meeting milestones and promises
🟢  Increased revenue, with GP% per deal up by as much as 10% or revenue increasing YoY by 30%
🟢  Time to profit reduced by as much as 30%
🟢  Reduced Customer Acquisition by +/- 15%
🟢  Improved NPS from needy pains (5) to raving fans (9)

Over the past 20+ years, I have helped build 41 companies, including global consultancies ranging from seven to ten figures. I have successfully competed against—and won bids over—Big 4 firms like PwC. My teams have supported multi-billion-dollar carve-out divestitures and orchestrated strategies for eight- and nine-figure roll-ups. I specialize in leading teams through rapid growth and optimizing RevOps and RevCycle strategies to drive significant revenue expansion.

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Robert Napoli

Lawrence Coffee

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