Technology Clarity Assessment

Get a clear picture of your technology landscape and a roadmap for improvement.

Investment: $2,500 – $4,500 (based on organization complexity)

The Problem

Most businesses accumulate technology over time without a plan. Different tools were chosen by different people for different reasons. The result? Systems that don’t talk to each other, redundant subscriptions, security blind spots, and a team that spends more time working around limitations than doing actual work.

You know something needs to change, but you don’t know where to start—or whether the changes you’re considering will actually solve the right problems.

The Solution

The Technology Clarity Assessment gives you an objective, expert analysis of your current technology stack and a prioritized roadmap for improvement. No sales pitch for products we want to sell you—just honest recommendations based on your actual business needs.

What’s Included

Phase 1: Discovery (Week 1)

• Stakeholder Interviews — Conversations with key team members to understand pain points, workflows, and goals
• Technology Inventory — Complete audit of all software, services, and infrastructure you’re currently using
• Integration Mapping — Document how your systems connect (or don’t) and where data flows
• Cost Analysis — Review of what you’re spending and where you might be overpaying

Phase 2: Analysis (Week 2)

• Gap Analysis — Identify what’s missing or underperforming in your current stack
• Security Assessment — High-level review of security posture and obvious vulnerabilities
• Scalability Evaluation — Will your current systems grow with your business?
• Technical Debt Inventory — Document shortcuts and legacy decisions that are costing you

Phase 3: Recommendations (Week 3)

• Prioritized Roadmap — Sequenced recommendations with estimated effort and impact
• Quick Wins — Changes you can make immediately with minimal investment
• Strategic Initiatives — Larger projects that will deliver significant long-term value
• Build vs Buy Analysis — When to use existing tools, when to customize, when to build from scratch

Deliverables

• Comprehensive Technology Audit Report (PDF)
• Visual System Architecture Diagram
• Prioritized Recommendations Roadmap
• Executive Summary (1-page)
• 90-Minute Review Session with Q&A

This Is For You If…

• You’re spending $50K+ annually on technology and want to know if it’s money well spent
• You’re planning a major initiative (new product, expansion, acquisition) and need to understand your technology foundation
• You’ve inherited a technology stack from previous leadership and need to understand what you’re working with
• You’re considering bringing development in-house and need to know what infrastructure to build

What Happens Next

Many clients use the Assessment as a starting point for ongoing engagement. Some implement recommendations themselves; others bring us back for specific projects. There’s no pressure either way—the Assessment stands alone as a valuable deliverable.

Schedule Your Assessment

Book a 15-minute call to discuss your situation and confirm the Assessment is the right fit.