Technology Assessment · Fixed scope

Know exactly what to fix — and in what order.

In 1–2 weeks we map your systems, flag the risks, and hand you a written 30/60/90 plan — a document you can act on with us, your team, or any vendor. No open-ended discovery.

Book a 15-min fit callCompare depth levels
  • 1–2 weeksQuick Assessment
  • ~2 hoursOf your time
  • Founder-executedDelivery

Assessment findings & roadmap

Sample

Risk register — top findings

  • HighLead data lives in 3 disconnected tools
  • MediumNo offboarding process for vendor accounts
  • LowManual invoice export duplicates entry

30/60/90 action plan

  1. Day 30

    Stabilize

  2. Day 60

    Integrate

  3. Day 90

    Automate

Representative sample — every assessment ends in a written memo like this, walked through together in a working session.

When to do this

The moments an assessment pays for itself.

If any of these sound familiar, two weeks of structured analysis beats months of guessing.

Evaluating new software

Not sure what fits your stack, what will break, or what integrations you'll need.

Something is slowing things down

Performance issues, bottlenecks, or errors you can't explain or trace.

You inherited a system or codebase

New ownership, a vendor handoff, or a new team with no documentation.

Preparing for M&A or due diligence

Investors and buyers will ask hard questions. You should have answers first.

Technical debt is blocking growth

Workarounds and patches have piled up. You need a clear roadmap to move forward.

Planning to rebuild or expand

Before you build, know what to keep, what to replace, and what it'll cost.

Deliverables

You keep the document. And everything in it.

The assessment isn't advice that evaporates after a call — it's a written artifact you own, whether or not we do the follow-on work.

Written assessment memo

Current-state map of your systems, in plain language your whole team can read — not a slide deck of generalities.

Prioritized risk register

Every risk we find, ranked by severity and blast radius, so you know what actually needs attention first.

30/60/90 action plan

Concrete next steps with options and trade-offs at each horizon — stabilize, integrate, then automate.

Integration & data-flow diagrams

How data actually moves between your tools today, including the manual hops nobody documented.

Technical debt inventory

The workarounds and patches that are costing you, with a cost/benefit read on fixing each one.

Working session & handoff

We walk the findings together, answer questions, and leave you with a document any vendor can execute.

All we need from you

About two hours of your team's time, total.

  • A kickoff conversation (30–45 minutes)
  • Read-only access to the systems in scope
  • Whoever knows the workflows best, briefly

Process

Two weeks, start to handoff.

The Quick Assessment timeline. Comprehensive and Enterprise scopes follow the same shape over 3–6 weeks.

  1. Day 1

    Kickoff & access

    A short intake call to agree on scope, then a read-only access handoff. No disruption to your team’s day-to-day.

  2. Week 1

    Systems review

    We trace how your tools, data, and workflows actually connect — including the manual steps and workarounds in between.

  3. Week 2

    Findings & roadmap

    Findings become a written memo: risk register, debt inventory, and a 30/60/90 plan with options and trade-offs.

  4. Final day

    Working session

    We walk through everything together, answer questions, and hand off a document your team or any vendor can execute.

Start with the fit call

packages

Your assessment packages

Choose the depth of analysis that fits your needs.

1–2 weeks · Quick clarity

Understand your tech stack. Identify risks. Get clear recommendations.

Includes

  • Architecture review
  • Risk identification
  • 30/60/90 action plan
  • Written report
Explore the flagship assessment

FAQ

Common questions

How long does an assessment take?

Quick Assessments take 1–2 weeks. Comprehensive assessments take 3–4 weeks. Enterprise assessments take 4–6 weeks. Timeline depends on system complexity.

How much of my time does it need?

Plan for about two hours total: a kickoff conversation, access handoff, and a working session at the end to walk through findings. We do the digging.

What if we need immediate fixes?

Assessments identify priorities and risks. Critical issues can be addressed immediately; the assessment provides the roadmap for systematic improvements.

Do you assess third-party vendors?

Yes. We review vendor relationships, contract terms, integration quality, and recommend alternatives when needed. This is especially important for enterprise assessments.

Will you work with our existing team?

Yes. We collaborate with your team to understand systems, gather context, and ensure findings are actionable. We document everything for your team to execute.

What happens after the assessment?

You receive a clear roadmap with priorities. Many clients engage us for implementation support, but you can also use the assessment to guide internal work or other vendors.

Can you assess systems we're planning to build?

Assessments focus on current-state analysis. For planning and building new systems, see our Custom Software & Mobile Apps service for architecture design and delivery.

Get started

Two weeks from now, you could know.

Most teams start with the Quick Assessment. One 15-minute call tells us both whether it's worth it.

Book a fit call

No commitment — we'll tell you upfront if it's not the right fit. We run a limited number of assessments each month.

Want the Quick Assessment specifics? See the full breakdown.