Every system, every vendor, every contract, and every dollar of technology spend — assessed against your business requirements and prioritized by impact.
A structured 90-minute call with the right people and a clear pre-work request. By the end, we have what we need to run the full assessment without disrupting your team.
The kickoff brings together your IT lead, one operations stakeholder, and a senior leadership sponsor. Forty-eight hours before, we send a pre-work packet: a system inventory template and a vendor and contract summary request.
The call covers your current state narrative, the top pain points leadership is living with, what has been tried before and why it stalled, and any fixed constraints on timeline or budget.
By the end, we have enough to run the three-week assessment independently. There are typically two to three follow-up interviews in week one, but after that your team’s time commitment drops to near zero until the readout.
The Technology Assessment covers the full stack — not just the systems causing problems today, but the ones that will cause problems tomorrow.
Every tool, platform, and integration — named, documented, and assessed against what the business actually needs it to do.
Contract terms, renewal windows, and where you have leverage and where you have already lost it. Most organizations find at least one exposed renewal.
What breaks when something changes. Manual workarounds, undocumented dependencies, and single points of failure.
End-of-life systems, unsupported versions, deferred upgrades, and security exposure. Prioritized by business risk, not IT preference.
Who maintains what, who knows things nobody else knows, and where you are one departure away from a crisis.
Total cost of ownership per system, redundancy between tools, and where budget is going without measurable return.
The assessment runs in parallel to your operations. No systems accessed, no work disrupted.
Kickoff call, stakeholder interviews, system documentation, vendor contract scan, integration walkthrough.
Every system, vendor relationship, and technical debt item scored against business requirements and prioritized by impact, effort, and cost.
Three documents and a 90-minute readout. The executive summary is board-ready from the moment you receive it.
Not a slide deck. Three working documents, each written for a specific audience and purpose.
Two to four pages, board-ready from delivery. Headline risks, top three recommendations, estimated investment to address them.
Full picture for IT and operations leadership. Every system assessed, every vendor evaluated, technical debt mapped by severity and business impact.
Sequenced action plan ordered by impact, effort, and cost. Quick wins in 90 days, 12-month priorities, 3-year horizon items.
Most organizations recognize at least three of these before the readout call ends.
Fill in a few details about your organization. We’ll confirm scope and price before anything starts.
Maps data sources, quality issues, analytics gaps, and AI readiness. Right when reporting or data trust is the primary pain.
See the Data Assessment →Runs both tracks in parallel, finds the dependencies. Four deliverables, one integrated roadmap, same 21-day timeline.
See the Combined Assessment →