Business Technology & Strategic Advisory

Know what your business is telling you.

Your people, systems, and data already contain answers. Reference Pointe connects the pieces, reveals what matters, and helps leadership turn insight into action.

Clarity
Connection
Insight
Action

Reference Pointe helps leaders understand their business more clearly, act with greater confidence, and create leverage from the people, information, and technology they already have.

Measured lines and translucent layers converging around one reference point

Reference point

A fixed point inside complexity, so leaders can choose the next move with confidence.

What We Do

The answers are usually already inside the business.

As companies grow, leadership can lose sight of what is happening across systems, departments, spreadsheets, and day-to-day work. Reference Pointe walks into that complexity, connects the pieces, and gives leaders a clearer point of reference.

See More

Create visibility across systems, operations, people, and information so leadership can see what is really happening.

Do More

Remove friction, automate repetitive work, and get more value from the capabilities the business already owns.

Decide Better

Give leadership clearer information and a better point of reference for important decisions.

Where the work starts

The business is producing signals. Leadership needs a clearer way to read them.

Important information lives in disconnected systems and spreadsheets.

Teams spend time manually assembling reports leadership needs sooner.

Executives make decisions from incomplete or delayed information.

Processes that worked earlier begin breaking as the company grows.

Valuable knowledge lives in people's heads instead of shared systems.

Departments operate from different versions of the truth.

Leverage

Technology should create leverage.

Use what you have. Connect what matters. Add what creates leverage.

Technology should increase the capability of the organization, not simply add another system to manage. Reference Pointe evaluates what already exists, connects what is underused or disconnected, and recommends new tools only where they create meaningful leverage.

Existing systems

Evaluated against real business value.

Institutional knowledge

Evaluated against real business value.

Practical additions

Evaluated against real business value.

Capabilities

Advisory built around business outcomes.

Reference Pointe starts with how the business works, then chooses the right mix of assessment, data, automation, technology strategy, AI, and execution support.

Business & Technology Assessment

Understand the current environment, workflows, systems, information, risks, and opportunities.

Data & Decision Visibility

Connect information across the organization so leaders can see what is actually happening.

Process & Automation

Find repetitive, manual, or fragmented work and redesign it using practical automation.

Technology Strategy

Make smarter decisions about systems, architecture, vendors, investments, and priorities.

AI & Emerging Capability

Identify where AI can create measurable business value without forcing it where it does not belong.

Execution & Advisory

Help leadership turn recommendations into working changes instead of a report that sits on a shelf.

How We Work

Understand. Connect. Reveal. Execute.

The process creates a line from business reality to working change, with leadership clarity at every step.

  1. 1

    Understand

    Learn how the business actually operates, not just how the org chart says it operates.

  2. 2

    Connect

    Bring together the systems, information, workflows, and people that need to work together.

  3. 3

    Reveal

    Surface patterns, opportunities, risks, bottlenecks, and information leadership could not easily see before.

  4. 4

    Execute

    Turn the findings into practical changes with measurable business value.

Industries

Best suited for businesses where growth has made the work harder to see.

Reference Pointe does not claim narrow vertical specialization. The focus is on businesses where operations, people, systems, and information become more complicated as the company grows.

Construction & Field Operations

Healthcare & Regulated Businesses

Professional Services

Multi-location Businesses

Growing Middle-Market Companies

About

Reference Pointe was founded on a simple idea: technology should make good businesses and good people more capable.

Trae Cobern, founder of Reference Pointe

Founder

Trae Cobern

CIO operator. Practical advisor. Builder of business leverage.

Founder Trae Cobern built Reference Pointe from the operator's side of the table. As CIO for a $650M+ heavy civil contractor with 1,100+ employees, he owns technology strategy, cybersecurity, infrastructure, enterprise applications, and a multimillion-dollar annual technology budget. That operating experience shapes the firm's bias toward practical work that improves visibility, strengthens execution, and creates leverage from the systems and people already inside the business.

Good leaders already have instincts about their business. Better information gives them the confidence to act.

The work respects the people who already know the business and contribute to its culture. The goal is to amplify that knowledge with clearer systems, better information, and practical execution support.

Founder

Trae Cobern

Founder, Reference Pointe

Trae's career has moved from hands-on support and systems administration to vCIO, partner, and CIO roles where technology decisions carry real operational and financial weight. He has led cloud modernization, disaster recovery planning, enterprise cybersecurity, field technology, connected data platforms, and practical AI adoption across construction operations. Reference Pointe reflects that path: advisory grounded in executive responsibility, operational reality, and measurable business outcomes.

$650M+

heavy civil contractor scale supported

1,100+

employees enabled and protected across Texas

$3M

annual technology budget managed

20+

strategic technology partner relationships directed

CIO for DNT Construction, owning technology strategy, cybersecurity, infrastructure, enterprise applications, and operational technology.

Architecting connected data intelligence across HCSS, Spectrum ERP, Tenna, Propeller, Power BI, and field/back-office workflows.

Built cybersecurity and resilience programs using Microsoft Defender, Entra ID, Duo MFA, Fortinet, Proofpoint, governance controls, disaster recovery, and business continuity planning.

Former vCIO / Partner at Technology Pointe, advising C-suite leaders, directing IT operations for clients exceeding $100M in revenue, and managing 1,000+ endpoints.

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Contact

Let's talk about what you're trying to accomplish.

You don't need to know what the solution is.

Tell us where the business feels harder to understand, harder to manage, or harder to scale than it should. We'll start there.

hello@referencepointe.com