Business Technology Audit
For businesses where the website is only part of the problem: the CRM, the email platform, the booking tool and the spreadsheets that hold it together. Everything gets looked at against the one workflow that matters most.
What you receive
An implementation roadmap covering your website, up to five business tools and one core workflow - what to fix, replace, connect or leave alone, in order.
What's included
- Everything in the Website Health Audit
- Review of up to five business tools: CRM, email platform, booking, invoicing, forms, spreadsheets
- Two stakeholder interviews, 30-45 minutes each
- One core workflow mapped end to end - for example, from inquiry to invoice
- Integration and automation opportunities, with realistic effort
- Vendor and subscription review: what you pay for versus what you use
- Prioritized roadmap: quick wins, 90-day items, later items
- 60-minute readout
Scope limits
- Five tools and one workflow - more are quoted
- Recommendations, not implementation
- No contract negotiation or vendor procurement (see Advisory)
- No security testing beyond a configuration review
How it works
- Interviews
Two conversations with the people who actually run the workflow.
- Review
Website, tools, data flow, subscriptions.
- Mapping
The core workflow as it really happens - including the workarounds.
- Readout
The roadmap, walked through, with the reasoning behind the order.
Questions
Is this for a team of three?
Yes. It's designed for small businesses where one or two people carry every technology decision.
What if we already know what we want to buy?
Then the audit tells you whether it will actually fit - before the contract, not after.
Worth reading first
All articles- When Your Tools Do Not Talk to Each Other Nobody sets out to build a mess. It arrives one reasonable decision at a time. What the disconnect is really costing, and why integration is the last step rather than the first.
- How to Brief a Developer and Get What You Asked For The developer built exactly what you asked for. That is the problem. How to write a brief that makes the assumptions visible before anyone writes code.