What I Learned Migrating a Production SaaS Platform to Azure
Twelve months of preparation, a four-terabyte database, and a single maintenance window. The decisions that made an Azure migration uneventful — and the ones I'd revisit today.
Read post →Fractional CTO, Azure architecture, cybersecurity program leadership, and scoped assessments for Microsoft-based software businesses.
B2B software and SaaS companies that rely on their platform to run the business
Compliance- and data-sensitive organizations (healthcare, financial, insurance)
Companies moving from on-prem to Azure or scaling their Microsoft cloud footprint
Teams with developers in place but lacking senior architecture or security leadership
Founders and owners who need a part-time CTO or security lead, not a full-time hire
Fractional leadership, scoped assessments, and architecture-led delivery for Microsoft-based businesses.
Own your technology roadmap, guide key decisions, and mentor your team on a part-time, high-impact basis. Includes evaluating AI adoption opportunities and risks, and developing practical AI usage policies aligned with your security and compliance posture. We use AI-assisted development tools in our own engineering workflow, giving us firsthand experience with the adoption challenges and governance decisions our clients face.
Learn more →Build and run a practical security program focused on posture, governance, and compliance expectations. Includes AI usage policy development and security review of AI agent integrations.
Learn more →Design and review architectures for web platforms, APIs, and Azure environments your team can build and maintain.
Learn more →A scoped engagement with a written deliverable. Azure architecture review or cloud migration readiness assessment. No retainer required.
Learn more →Modernize legacy .NET systems and integrate with platforms like HubSpot, Salesforce, SAP, and custom APIs.
Learn more →Unlock the value trapped in systems you can't easily replace. Consolidate data from distributed platforms into a unified view for reporting, analytics, and AI readiness, without disrupting operations.
Learn more →Not sure which path fits your organization?
Explore Engagement OptionsMost engagements are monthly retainers with a clear scope and time commitment. Some are fixed-scope assessments with a written deliverable. You get consistent senior leadership without the uncertainty of open-ended hourly work.
Not every engagement is a retainer. Architecture & Migration Assessments are fixed-scope, fixed-fee engagements that produce a written deliverable. No ongoing commitment required. Useful when you have a specific question and need a senior outside read, not ongoing leadership.
Learn more about assessments →Not sure which path fits? Start a conversation and we'll recommend the best next step.
Over 10 years leading architecture, migrations, and operations for business-critical platforms running entirely on Azure. Initial design through production support.
Led a full production migration to Azure for a SaaS platform serving enterprise customers. Multi-region HA, zone redundancy, zero unplanned downtime.
Built information security programs from the ground up, including four consecutive SOC 2 Type 2 audits with zero findings. Experience spans policies, controls, vendor oversight, and audit preparation.
Built an information security program from the ground up for a company with no prior formal program. Four consecutive SOC 2 Type 2 audits, zero findings.
Designed and delivered secure platforms for healthcare and financial services. Built to meet compliance requirements and remain in production for years.
Architected platforms for healthcare and financial services that have remained in production for over a decade, meeting evolving compliance requirements throughout.
Led a mid-market SaaS company through a full Azure migration with zero unplanned downtime.
Built an information security program from scratch. Four consecutive SOC 2 Type 2 audits, zero findings.
Architected platforms that have stayed in production for over a decade across healthcare and financial services.
25+ years in technology leadership, including VP of Technology and VP of Application Development
10+ years of hands-on Azure architecture, migration, and security experience
Security programs designed to satisfy customer questionnaires, compliance frameworks, and cyber insurance requirements
Deep .NET and SQL Server expertise from architecture through implementation
Architectures built to last, not quick fixes that create technical debt
You work directly with a senior practitioner. No handoffs to junior consultants
Fractional leadership means you get senior expertise on a part-time, ongoing basis. Typically a few days per month rather than a full-time hire. You get consistent access to experienced guidance without the cost and commitment of adding an executive to your payroll.
Most engagements are monthly retainers with a clear scope and expected time commitment. This typically ranges from one day per month for advisory work to several days per month for hands-on leadership during critical projects. Some engagements are fixed-scope assessments with a written deliverable instead of a retainer. We agree on the structure upfront, and it can adjust as your needs change.
Yes. Architecture & Migration Assessments are fixed-scope, fixed-fee engagements that produce a written assessment of your Azure environment or migration path. No retainer required. Most assessments run two to four weeks. If the assessment uncovers something larger, there's a clear path to a fractional engagement, but it's optional, not a sales funnel.
My role over the past decade has been primarily architectural. Designing systems and guiding development teams rather than writing production code daily. That said, I have a solid understanding of the full stack, front-end to back-end, and can roll up my sleeves when needed. For modernization and new development engagements, I typically architect the solution and work with developers (yours or contractors) to build it.
Depends on what you have and where you need to go. Some applications can be migrated to Azure with minimal changes. Others need incremental refactoring or targeted rewrites. Sometimes the right answer is building something new alongside what already exists, especially when off-the-shelf tools don't fit your workflow. I help you assess what you have, build the business case, define the roadmap, and lead the execution.
Many businesses have data trapped in multiple systems. Flat files, vendor databases, spreadsheets, location-specific software. None of it gets consolidated. Data Consolidation & Reporting Readiness brings that data together into a unified layer (typically Azure SQL or a data warehouse) so you can report on it, analyze it, or feed it into other systems. I focus on the data architecture and pipelines. Dashboards and reports are typically handled by your team or a BI specialist.
Primarily SOC 2. I've led organizations through SOC 2 audit preparation, including four consecutive SOC 2 Type 2 audits with zero findings, and built information security programs from the ground up. Policies, controls, vendor oversight, and team training. The same program also satisfied customer security requirements and cyber insurance underwriting, not just the audit.
Yes. I've responded to many client security questionnaires and know how to translate technical controls into language that satisfies enterprise security reviews. I can also help you implement the controls you're missing.
Yes. Cyber insurers ask about the same controls a security program is built on. MFA, endpoint protection, backups, access reviews, a documented incident response plan. The program I built satisfied our cyber insurance underwriting along with SOC 2 and customer security reviews. If your application or renewal is asking for controls you don't have in place, or can't attest to with confidence, I can help you implement them and document the evidence. I work on the controls and documentation, not the policy itself. I'm not a broker and don't advise on coverage or carriers.
Either, depending on your situation. If you have an IT team, I can define the requirements and guide implementation. If not, I can implement controls directly. Azure policies, Defender configurations, Key Vault, network security, and so on.
I've architected production Azure environments from the ground up, including App Services, Functions, SQL Managed Instances, Azure Data Factory, Key Vault, Application Gateway with WAF, Azure Firewall, Redis Cache, and Application Insights. I handle both the initial design and ongoing governance.
The practice is focused on organizations that build on Microsoft technologies. Azure, .NET, SQL Server, and Microsoft 365. If your stack is primarily AWS, GCP, or non-Microsoft, I'm probably not the right fit for hands-on development work, though I can take an architecture and engagement-leadership role on other stacks.
Yes. As part of technology leadership engagements, I help clients identify where AI and automation can add practical value. Operational efficiency, data insights, customer experience. For organizations with compliance requirements, this also includes developing AI usage policies and reviewing the security implications of AI integrations. We use AI-assisted development tools in our own engineering work, so the guidance comes from hands-on experience with the same adoption and governance challenges our clients face.
Start a conversation. Tell me about your situation and I'll let you know if I can help, and what an engagement might look like.
Linera Tech is founded by Daniel Lozano, a technology leader with over 25 years of experience across financial services, healthcare, and SaaS, including executive roles as VP of Technology and VP of Application Development. The practice provides fractional CTO, architecture, security leadership, and scoped assessments for organizations that build on the Microsoft ecosystem: Azure, .NET, SQL Server, and Microsoft 365.
Daniel has led cloud migrations, designed platforms that have stayed in production for more than a decade, and built security programs that satisfy customer questionnaires and compliance requirements. He works directly with clients. No handoffs to junior staff.
Linera Tech is also the home of LineraFlow, a multi-tenant SaaS inventory management platform Daniel is building with AI-assisted development using Claude Code and Codex. LineraFlow is live with its first customer, a business migrating from the original inventory system Daniel built for them two decades ago. The product serves as both an independent business and a working demonstration of the architecture and AI-tooling approaches Linera Tech brings to client engagements. Learn more about LineraFlow →
Lessons from the work. Fractional technology leadership, security programs, and Azure architecture.
Twelve months of preparation, a four-terabyte database, and a single maintenance window. The decisions that made an Azure migration uneventful — and the ones I'd revisit today.
Read post →Most companies reach for a CTO when something breaks — but the role is a bundle of jobs that can be filled by a combination of people. A founder's guide to asking a better question.
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