Technology & AI Health Check
A structured review of your systems, vendors, risks and priorities — with a prioritized roadmap written for leadership, not for IT.
fixed fee
- Organizations without a full-time CIO or senior technology leader
- Anyone unsure whether their current systems and vendors are still the right fit
- Boards that need to understand technology risk in plain language
- Organizations planning a major technology decision
- Anyone who wants a roadmap before spending more money
What it covers
- 01
Current systems and vendors
Platforms, support arrangements, contracts and what they actually deliver.
- 02
Conversations with your people
Leadership and the staff who use the systems every day.
- 03
Risk, security and governance
Cybersecurity posture, decision-making, and the operational pain points nobody has had time to fix.
- 04
Practical AI opportunities
Including what you already have access to through Microsoft 365.
- 05
Upcoming decisions
The renewals, migrations and purchases coming at you in the next twelve months.
- 06
A prioritized roadmap
What to address now, next and later — with honest sequencing.
What you receive
Plain-language findings
A clear narrative written for leaders and boards, not for IT teams.
Risk and opportunity overview
Ranked by impact, so you know where to focus first.
Vendor observations
An honest assessment of whether your current providers are still the right fit.
Practical recommendations
Grounded in your actual situation, tools and budget.
Prioritized roadmap
Now, next, later — realistic against your capacity.
Board-ready deck (optional)
A structured presentation of findings. $1,500.
Sometimes the roadmap points at something we happen to build.
When it does, we say so plainly and you are free to ignore it. Advisory clients get our products at the same published price as everyone else — there is no bundled discount, because a discount would give us a reason to recommend software you do not need.
See the productsWe hold no product affiliations with Microsoft, any MSP, or any software vendor, and we take no referral commissions. The most common recommendation we make is to spend less, not more.
Ready to get clarity?
Start with a thirty-minute conversation. No obligation.