Service 01
One week to understand how the work moves. Then a plan you can act on.
A focused review of how inquiries, work, and information move through your business. I map the critical workflow, identify where handoffs fail, and determine what should be fixed, connected, replaced, or left alone.
Time
~1 week
Deliverable
Roadmap + implementation scope
Price
$3,000 — credited toward the build
What this is
Most owners I meet do not need another tool. They need someone competent to spend a few hours looking at the whole picture and tell them, in plain language, what is working, what is wasted, and what is going to bite them.
The Business Technology Audit turns that investigation into a decision you can act on. I review the relevant tools and follow the critical workflow from intake through delivery, looking for failed handoffs, repeated work, unclear ownership, avoidable risk, and unnecessary spend.
You receive a prioritized roadmap, a defined scope for the first implementation, and a walkthrough of the findings. No theatre, no upsell pressure. The work is yours whether you hire me to implement it or not.
It is the right starting point if you are not sure what to fix first, if you have inherited a stack you did not choose, or if you suspect you are paying for things you do not need but cannot prove it without a hand on the wheel.
What I look at
- N.01The full software stack, mapped end to end, with what each tool actually does for the business
- N.02Where data lives, where it is duplicated, and where the next person to leave will take a copy with them
- N.03Security and access posture: shared logins, dormant admins, missing MFA, the things insurers ask about
- N.04The manual work the owner or team is doing that software was supposed to handle
- N.05Subscription waste, bad-fit plans, and the integrations that are quietly broken
- N.06The two or three risks that could cost you a week of revenue if they went wrong tomorrow
What you get
- D.01A 3 to 6 page written report, plain English, no jargon, yours to keep
- D.02A prioritized roadmap: what to fix first, what it should change, and the reasoning attached
- D.03A defined scope for the first implementation, whether I build it or someone else does
- D.04A short list of quick wins you can execute without me
- D.05A longer list of things that can wait, and why they can wait
- D.06A findings walkthrough so the priorities, tradeoffs, and next decision are clear
How it runs
After you book, I send a short intake and request the small set of evidence that matters: your current tool list, relevant invoices, and examples of the forms, reports, or handoffs involved in the workflow. I review those before we speak so the working session starts with informed questions.
Then we spend 90 minutes walking the critical workflow from first inquiry to final handoff. Where useful, we screenshare so I can see what is actually configured. I compare the practical options, prepare the roadmap and first implementation scope, then take you through the findings in a 45-minute walkthrough. After that, you decide what to do and with whom. There is no obligation to hire me for the fixes.
Not sure if it is the right fit? Start with the free scorecard.
The ops scorecard is a short self-serve assessment that gives you a quick read on where your operations stand. If the gaps it surfaces feel real, the audit is the next step: a deeper look across the whole technology footprint, with a written plan attached.
Book the auditTake the scorecard