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.

As Associate Director of AI and Digital Strategy at Raytheon’s Legal, Contracts & Compliance (LCC) function, I lead the end-to-end development and execution of our global digital and AI/ML strategy. My role bridges vision and execution — setting the direction for enterprise-wide initiatives while ensuring delivery of scalable, value-driven solutions.
Strategically, I shape the LCC digital roadmap, drive AI/ML portfolio planning, represent LCC on enterprise digital councils, and align technology initiatives with long-term business objectives.
Tactically, I capture and prioritize digital requirements, lead Lean/Six Sigma initiatives, support SAP S/4HANA implementation, and provide hands-on guidance across legal, contracts, and compliance teams to deploy impactful tools and capabilities.
I work cross-functionally with Raytheon and RTX stakeholders to ensure our digital investments drive operational efficiency, compliance, and innovation. Whether guiding trade studies, leading PI planning, or partnering with digital architects, I bring both a strategic mindset and an execution-focused approach to every initiative.

Associate Director - AI and Digital Strategy

Harvard Business Review

Advisory Council Member

VOCAL Council

Council Member

USPTO

As a Patent Examiner at the U.S. Patent & Trademark Office, I reviewed and evaluated cutting-edge innovations in artificial intelligence and machine learning—including neural networks, generative models (GANs), and knowledge-based systems. I examined AI-related inventions for subject matter eligibility, novelty, and non-obviousness, helping shape the future of innovation in the U.S.  This role has deepened my legal and technical expertise in AI, while giving me a unique vantage point on how innovation is shaped, protected, and scaled responsibly.

Patent Examiner - Artificial Intelligence

Kelly

In this role, I collaborated with leaders to build alignment between business and IT. I facilitated discussion around the construction of new business models, which included business capabilities, value streams and technology strategy. I helped the business through transformation and optimization initiatives and supported the formulation of future strategy. I helped leaders to understand, apply, monetize and operationalize existing, new, and emerging technologies like AI and Blockchain, to transform and optimize business and operating models.

I led a six-week Celonis Proof of Value (POV) on Opportunity Management process in Salesforce CRM, uncovering a multi-million dollar revenue potential and achieved substantial time savings for the team.

Director - Enterprise Business Architecture | Digital Transformation Group

Product Management & Strategist - Intelligent Applications | Digital Transformation Group

In this role, I partnered with leaders from Business, IT, and shared services to identify opportunities to accelerate innovation and drive operational efficiencies in the organization. I partnered with my peers to create product strategy at an enterprise wide level ensuring that it is aligned with the corporate business strategy. 

My responsibilities included leveraging Business Process Management (BPM), Robotics Process Automation (RPA), Artificial Intelligence (AI), Machine Learning (ML) and emerging technologies to strategize and advance business goals.   

•	Stayed current with leading edge systems, methods, and best practices in the data science/machine learning fields and use product and market knowledge to guide scoping discussions with team and stakeholders in the RPA, AI, & ML space.
•	Conducted lunch and learn sessions throughout the organization on tech industry best practices and trends in RPA, AI, & ML
•	Enabled enterprise to run proof of concepts, pilots and establish organizational value proposition. Supervise the delivery of prototypes to quickly test if value can be generated. 
•	Planned governance program and ensures it is integrated or closely aligned with overall organizational governance. 
•	Fostered an open innovation model by exploring and promoting partnerships with external centers of excellences (e.g., universities, research centers, incubators, startups etc.) and by promoting Kelly Services in the RPA, AI, & ML and innovation landscape (conferences, events etc.)

Product Management & Strategist - Intelligent Applications | Digital Innovation Team

Mu Sigma Inc.

I was responsible for the overall account (growth, products/services, team leadership and client relationships) for a Fortune 200 client.

Job responsibilities include:
•	Identify, assess and solve complex business problems, where analysis of situations or data requires an in-depth evaluation of variable factors.
•	Use statistical, data mining and data visualization techniques on large datasets to i) measure results and show key trends, ii) identify causal impact attribution iii) analyze experiments, d) model and predict future performance of users/products.
•	Create solutions around Analytics strategy including roadmaps and maturity assessments especially around Digital Marketing and Consumer analytics using mobile, social, and big data analytics.
•	Create meaningful analysis that tells a "story"​ focused on insights backed with data and qualitative research.

Engagement Manager

Tata Consultancy Services

I led various projects on business transformation involving process automation and digital transformation for one of the top US banks, the savings in phase 1 reached multi-million dollars in the first year of its implementation. The project involved minimization/elimination of back office operations processes through technology automation using robotics and various other tools.

I led various projects on business transformation involving process automation and digital transformation for Corporate & Investment Banking (CIB) line of business, for a major African bank in South Africa and Mozambique.

I was involved in business development, project delivery, project scoping, scheduling / timelines, quality, risk & issues and customer satisfaction by nurturing the existing relationship throughout the lifecycle of a project. I led the entire sales cycle starting from campaign management and the creation of client specific value proposition through detailed account planning and finally to contract negotiation and closure by securing relationships that resulted in long-term client revenues and profitability.

I was involved in outsourcing and digital / business transformation of retail and CPG processes across the globe for Nielsen. I was part of the pilot project and single-handedly managed it and made it a big success. After the initial success, I led the transformation for various countries across the globe.

Transition Manager

Busiiness Atom

I worked with clients across the globe, especially Americas. I was responsible for writing proposals, communication with client, understanding their pain areas and formulating business problems. After the data crunching communicate the statistical results to clients in business terms (non-statistical way)

I worked on specialized and strategic analysis, knowledge development and synthesized findings. I was responsible for day-to-day management and reporting of progress/status to client. I was responsible for all deliverables to client including quality assurance, final presentation and project documentation.

Skills: Business analytics (Statistical model development and validation, Data analytics include MIS, Marketing analytics, Marketing research, Descriptive Statistics, segmentation and cluster analysis, etc.) Research using various databases like OneSource, Factiva, etc.

Consultant

Upwork

I provided business consulting services to clients from the US, UK, Europe, Canada and Australia 
I wrote various research proposals after understanding the client requirements and bid for the projects to get started. I conducted a consumer survey and analysis for a retail client in the UK and studied the consumers’ view point on fashionability, pricing and quality.

I conducted research on various HR parameters like performance management, skills assessment, pulse check and balanced scorecard and their implementation in client’s organization.

I conducted various statistical analyses using MS Excel and SPSS and presented the results to the clients. I conducted various market research studies and analyses for marketing and distribution plan for ethnic food product, field sales management and medical devices industry for a Puerto Rican client.

FairField Institute of Management & Technology

I helped in setting up the institute. The institute is imparting management, technology and hospitality education at undergraduate and postgraduate level. I have handled academics, faculty, and administration of the institute.

I have contributed to the bottom line of the institute by cost reduction, have worked out various projects for increasing the business opportunities. Also, I have worked on strategy projects related to market entry and business process restructuring for the institute.

Business Advisor

I enjoy solving problems, it is like trying to solve a puzzle! 

Throughout my career, I have had the privilege to work in various roles around the world, and these experiences have been tremendous teachers. I help clients advance transformation initiatives and operational consistency by aligning people, culture, process, and technology. 

With a deeper understanding of strategic business drivers, key performance metrics, and automation/AI opportunities within existing processes, my clients are able to achieve process efficiencies, reduction in cycle times, increased process visibility, and reduction of maintenance costs, while establishing an agile platform for continuous process improvement. 

I love developing comprehensive strategies and I firmly believe in the importance of continuous learning in my field, always seeking to expand my knowledge to excel at what I do.

My life philosophy revolves around the idea that there's always a solution to every problem. It's a matter of creativity, persistence, and a willingness to learn that helps us find the best way forward.

Certifications
Lean Six Sigma Master Black Belt
Digital Business Strategy from MIT Sloan School of Management
Ethics of AI from London School of Economics and Political Science

Skills
Business Transformation, Digital Transformation, Operational Excellence, Business Process Management, Artificial Intelligence, Machine Learning, Robotics Process Automation, Innovation, Blockchain

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Robert Napoli

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