The written report you receive after a discovery call, genericized from a real engagement. Toggle between the short executive summary and the full detailed report.
Every engagement starts with a paid discovery call, and you leave with a written report. You get two things: a short executive summary your leadership can read in two minutes, and a full detailed report with the findings, roadmap, responsibilities, and investment. Toggle between them below. This is a real one, genericized. Yours is specific to your operation and delivered after your call.
Without breaking manager trust, and in time for the deadline that matters.
The firm runs roughly 120 associations (about 23,000 doors) on CINC. The accounting core is strong and boards are happy with it. But the management side, ARC/ARB, work orders, violations, and parts of collections, was never fully built out, two rollouts have stalled, and manager trust has taken a hit. Builders and boards are starting to compare the board experience to a modern competitor. The platform can win that comparison; today's configuration cannot yet show it. This is an implementation and adoption gap, not a software problem.
Sliceo embeds as your fractional CIO and interim CINC liaison, backed by a small senior team. We start with a full CINC audit and short staff interviews, hold a leadership session on each module before we build it, and roll adoption out portfolio-by-portfolio, wins first, so managers trust the system before anything is asked of them. Our own AI and bots do the heavy lifting, keeping manager time low. CINC stays your single source of truth, and we sequence the CINC Connect and homeowner-data move around CINC's real timeline rather than rushing it.
Ahead of your hard deadline: a completed CINC audit, a clear recommendations outline, and a full timeline, with your in-system branding already refreshed. A visible signal to your team and boards that things are moving.
| Item | Detail |
|---|---|
| Model | Fractional-CIO retainer, blended senior team; three-month commitment (four to six months to full success) |
| Monthly fee | $9,500 / month flat, covering up to 80 blended hours |
| Deposit | $4,750 evergreen retainer (50% of a month), credited to the final invoice |
| Blend & options | Principal $250/hr; Programming $85; Admin $65; Marketing $45; IT $45. Onsite $1,500/day optional |
| Not touched | Your accounting, chart of accounts, reports, GL/AP/AR, is working well and is fully excluded |
Operator-founded, and built only for this industry. Our founder scaled a management company to 385 associations on CINC, through seven acquisitions, before a full exit. We have configured these exact modules and earned adoption from teams just like yours. If CINC is the surgeon, Sliceo is the physical therapist.
Countersign the engagement and provision access (a dedicated mailbox and a CINC sandbox). Foundation work begins immediately, it does not wait on the homeowner-data question.
The firm has run its accounting core on CINC for over six years. The general ledger, AP, AR, and financial reporting are stable and well-adopted, and boards are satisfied with the financials. The gap is on the management side: ARC/ARB, work orders, and violations were never fully implemented, collections is inconsistent, action items are unused, and the board and homeowner experience has not moved to CINC Connect. Two attempts to roll these out stalled, which cost credibility with managers.
This is not a software problem. CINC is a strong platform, licensed and paid for. It is an implementation, configuration, and adoption problem, which is exactly the work Sliceo does. If CINC is the surgeon, Sliceo is the physical therapist: we handle the configuration, migration, branding, integration, and manager adoption that turn a licensed platform into a fully used one.
A directional read from discovery. The complete assessment, including CINC's confirmed migration timeline, is the first deliverable of the engagement.
| Area | Status | Recommendation & priority |
|---|---|---|
| Accounting core (GL/AP/AR) | Healthy | Leave as-is (baseline) Baseline |
| Global & communication templates | Partial / misconfigured | Rebuild templates + routing company-wide High |
| ARC / ARB module | Not implemented | Configure global ARC workflow + intake High |
| Work orders | Not implemented | Stand up workflow; board-facing visibility High |
| Violations | Partial | Program via governing-docs bot High |
| Collections | Inconsistent | Standardize; roll out by portfolio Med |
| Branding & sender identity | Generic | Brand templates, CINC custom areas, HTML Med |
| Board/owner portal (CINC Connect) | Held / pending | Sequence after migration confirmed High |
| Banking & AP | Friction | Fix Positive Pay; evaluate payables path Med |
| Action items | Unused | Roll out last, company-wide Med |
| Integrations & AI | Fragmented | Freeze changes; integrate to CINC Med |
| Security & permissions | Improved | Cross-check permissions + MFA Low |
We sequence deliberately. Foundation and configuration come first and can proceed immediately. Portal and homeowner-data work is sequenced around the platform's actual readiness. Adoption-heavy items that depend on manager behavior come last, once trust has been re-earned.
| Phase | Focus | Representative work | Timing |
|---|---|---|---|
| Phase 0 | Audit & discovery | Full CINC audit with your CINC team; role-scaled team interviews; confirm timeline; set priorities. | Weeks 0 - 2 |
| Phase 1 | Foundation: fix, configure, standardize | Global templates + routing, ARC/ARB, collections, violations bot, branding, work-order readiness, security & MFA. | Weeks 1 - 8 |
| Phase 2 | Portal, banking & integration | Portal migration (platform-gated), Positive Pay, payables evaluation, call-log auto-programming, inbound-mail routing, partner integrations. | Sequenced to platform |
| Phase 3 | Automate, AI & full adoption | Tool integrations to CINC, AI enablement, action-items company-wide rollout, offshore-readiness (optional). | After Phase 1 - 2 adoption |
| Ongoing | Managed integration & maintenance | Monitor & repair integrations, apply fixes after platform updates, quarterly optimization. | Continuous |
Sliceo works as a fractional-CIO retainer at a flat monthly fee covering up to 80 blended hours of team time each month, with a three-month (quarterly) minimum. Three months is the floor; four to six is the realistic path to full success. All time is tracked and reported weekly.
| Component | Investment |
|---|---|
| Monthly retainer (flat) | $9,500 / month, up to 80 blended hours |
| Evergreen deposit | $4,750 (50% of one month), held & credited to the final invoice |
| Onsite support (optional) | $1,500 / day, by availability |
| Term | 3-month minimum (4 - 6 months expected) |
The blended team behind the flat fee: Principal ($250/hr), Programming ($85), Admin ($65), Marketing ($45), Assistive IT ($45). Hours beyond 80 in a month are performed only with your written approval and billed at role rates, so the monthly cost stays predictable. The flat fee is your ceiling, no surprise invoices.
Who owns what across the three parties. R = Responsible (does the work), A = Accountable (owns the outcome), C = Consulted, I = Informed.
| Workstream | Sliceo | CINC | Your team |
|---|---|---|---|
| CINC audit & current-state | R / A | C | C |
| Homeowner-data / Consents decision | R (recommend) | R (migration) | A (decides) |
| Module config (ARC, WO, collections, violations) | R / A | I | C |
| Branding, templates & CINC custom areas | R / A | I | C |
| CINC Connect / portal migration | R (prep) | R / A (platform) | C |
| Integrations, automation & connective layer | R / A | C (API / sandbox) | I |
| Banking & Positive Pay (with your bank) | R | C | A |
| Training & adoption | R (facilitate) | I | A (mandate) |
| Third-party tool contracts & payment | C | I | R / A |
| Data, access & security | R (configure) | C | A (owns data) |
We measure against concrete, agreed criteria rather than a vague "it's working."
| Capability | What "done" looks like |
|---|---|
| ARC / ARB | Submissions functioning with correct notification routing; decision templates live. |
| Violations | Active where applicable, programmed from governing documents. |
| Work orders | In use with board-facing visibility (open / in-progress / closed). |
| Collections | Operational and standardized, rolled out by portfolio. |
| Reporting | Combined monthly portfolio report (financials + management) delivered consistently. |
| Controls | Positive Pay functioning; MFA and permissions validated; secure vendor ACH. |
A $500 discovery call, credited toward your engagement if you move forward within 30 days, or refunded if we are not the right fit. You leave with the report, whatever you decide.
Book a Discovery CallPast results are illustrative, not guarantees, and are presented subject to Sliceo's Advisory & Transaction Disclaimer.