Charlotte, NC · Charlotte metro · Mecklenburg County
A part-time CIO for Charlotte, NC firms.
Banks and the firms that serve them, where the data rules come first and the AI question lands in the middle of them.
Typical setup for this market. Not a client count.
The market
What Charlotte looks like from here.
Charlotte runs on banking and financial services, with logistics, energy, and a deep bench of law, accounting, and consulting firms serving all three. If your firm works for a bank, the sequence is familiar: a vendor risk review, a question about how you label data, and an audit before anything is approved. Now your staff are using AI tools, and the same questions are coming about those.
Most Charlotte firms we talk to run Microsoft 365, an accounting or practice system, a sales system, and a monthly report someone rebuilds by hand. A firm in Uptown and a firm in Ballantyne differ far more in size than in the systems they run. So the work is the same: write down the AI rules first, then put the numbers from those systems in one place you own. The same work runs for firms across Mecklenburg County and the wider Charlotte metro, from Uptown out to the towns on the county line.
What we would expect to find here. Expect a client's vendor risk review to ask for your AI policy in writing before you have one. That is the first thing we fix. The reporting on your banking, logistics, or client work follows from the systems you already run.
Charlotte is a service area, not an office. One team, based in North Carolina, works in your own systems.
Where this has run
A profile close to this setup.
A capable IT firm with no one directing its work.
Regional wholesale distributor · ~90 staff
Industries in Charlotte
Who we work with here.
Start here
- AI Use Policy — Advisory review
- Base dashboard deployment — Deployment
Where we work
Around Charlotte and across NC.
Questions
Questions about working with us from Charlotte
Where are you based and do you work remotely?
Third Shift Group LLC is based in North Carolina and works with firms across North and South Carolina. Most of the work runs remotely, against your Microsoft cloud account and your systems. Policy meetings and leadership sessions can be on site where that helps. See where we work for the regions and towns we cover.
Can you work inside a bank or fintech vendor review process?
Yes, Third Shift can work inside a bank or fintech vendor review process. That is the normal shape of a Charlotte engagement. The AI Use Policy, the assessment, and the dashboard are documented for your risk and vendor review teams. All client data stays inside the Microsoft cloud account you own.
Start here
The first step is the same in every location.
Advisory first, in Charlotte as everywhere else: a written assessment you own.