I N D E P E N D E N T A D V I S O R Y
Technology
Modernization
Assessment
Technology should accelerate your business — not hold it back. This assessment delivers an independent, practical view of where your technology stands today and a clear roadmap for what to do next.
T H E P R O B L E M
When Technology Becomes The Constraint
Legacy applications drain engineering capacity and slow every release. Technical debt compounds quietly until delivery grinds to a halt. Cloud investments deliver infrastructure without the expected business returns.
Executive teams see AI opportunity everywhere but have no clear path to capturing it. Growth plans stall when the platform can't keep up. And technology leaders often need an objective outside view before making high-stakes investment decisions.
W H A T T H E A S S E S S M E N T C O V E R S
One Cohesive Picture
Leadership Alignment
Structured conversations with business and technology leaders to surface strategic objectives, hidden constraints, and the decisions that can't wait — ensuring the assessment addresses what actually matters to the organization.
Engineering Effectiveness
A review of how software gets built and shipped — team structures, delivery practices, automation, and release cadence — to understand what's enabling speed and what's creating drag.
Architecture & Infrastructure
An honest evaluation of your application landscape, cloud setup, integrations, and data platforms — identifying where the architecture is serving the business and where it's quietly accumulating risk.
Modernization & AI Readiness
An assessment of where AI can create measurable value, whether your data and governance foundations are ready to support it, and how modernization efforts can be sequenced to minimize risk.
W H A T Y O U R E C E I V E
Decision-Ready Insights
Executive Summary
A concise leadership-focused brief covering key findings, risks, and recommendations — written for decisions, not archives.
Current State Assessment
An objective, documented view of your technology capabilities, team effectiveness, and the areas most in need of attention.
Modernization Roadmap
Prioritized recommendations across immediate actions, 90-day initiatives, and a 12–24 month transformation strategy.
Executive Readout
A live leadership presentation walking through findings, priorities, and recommended next steps — designed for alignment and action.
A I R E A D I N E S S & O P P O R T U N I T Y A S S E S S M E N T
Go Deeper on AI
The core assessment surfaces AI opportunities at a high level. This add-on goes further — identifying your highest-value use cases, evaluating whether your data and organization are ready to execute, and delivering a sequenced roadmap so AI becomes more than an expensive experiment.
$2,500 - $3,000 added to core engagement
AI Opportunity Map
Prioritized use cases assessed by feasibility, business impact, and time-to-value.
WHAT’S INCLUDEDGovernance & Risk Overview
A sequenced plan for the top 2–3 opportunities, including prerequisites and first steps.
Implementation Roadmap
A sequenced plan for the top 2–3 opportunities, including prerequisites and first steps.
Data Readiness Evaluation
An honest view of whether your data infrastructure can support the opportunities identified.
Organizational Readiness Summary
Skills, process, and cultural gaps that need to close before AI can stick.
I N V E S T M E N T
Simple, Fixed Pricing
Core Assessment
$5,000–$7,500 fixed price
Scoped to your organization's size and complexity. No hourly billing, no scope creep.
Executive & stakeholder interviews
Architecture & infrastructure review
Engineering effectiveness assessment
AI & modernization readiness overview
Risk & opportunity analysis
Executive summary & roadmap
Live executive readout
Core + Go Deeper with AI
$7,500–$10,000 fixed price
Everything in the core assessment, plus a deep-dive AI readiness and opportunity evaluation.
Everything in Core Assessment
AI opportunity map & prioritization
Data readiness evaluation
Organizational readiness summary
Governance & risk overview
AI implementation roadmap
W H A T T O E X P E C T
Here’s How It Works
Kickoff & Interviews (Week 1)
We hold structured interviews with 4–8 business and technology stakeholders. Typically 45–60 minutes each, remote.
Step 1Intro Call (30 min)
We talk through your situation, priorities, and whether the assessment is the right fit. No commitment required.
Step 2Readout & Roadmap (Week 3)
Findings are delivered and presented live to your leadership team, walking through priorities and next steps.
Step 3Analysis & Review (Week 2)
Architecture documentation, delivery metrics, and tooling is reviewed. This is largely self-directed — minimal disruption to your team.
Step 4What’s Needed From You
Access to 4–8 stakeholders for 45-minute interviews, light availability from a technical point of contact to share documentation and answer follow-up questions, and a 60-minute slot on the executive calendar for the final readout. That's it — the assessment is designed to be low-disruption by default.
Common Questions
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The assessment works best for mid-market and growth-stage organizations — typically 50 to 1,000 employees — where technology decisions have real business stakes but a full-time advisory team isn't in place. It's also commonly used by private equity firms evaluating portfolio companies or acquisition targets.
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Not at all — in fact, it's one of the most common situations. The assessment is particularly valuable when a transformation is already underway but momentum has stalled, direction feels unclear, or leadership wants an outside perspective on whether the current approach is right. A fresh set of eyes mid-stream often surfaces course corrections that save significant time and money.
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Most consulting engagements are open-ended, staff-augmentation-style arrangements that can run for months. This is a fixed-scope, fixed-price engagement with a defined output: a clear picture of where you stand and a prioritized roadmap for what to do next. You're not paying for time — you're paying for a specific decision-enabling artifact delivered by a senior practitioner, not a junior team.
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Intentionally low. I need access to 4–8 stakeholders for structured interviews (45–60 minutes each), a technical point of contact who can share documentation and answer follow-up questions, and an executive slot for the final readout. Most teams describe the process as easier than they expected, and the interview process itself often surfaces alignment gaps that are useful independent of the findings.
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That's a completely valid place to be, and the core assessment will tell you clearly why — whether it's data readiness, organizational bandwidth, or foundational technical work that needs to happen first. The AI add-on is designed for organizations that want to move faster on AI specifically, but it's entirely optional. Many clients start with the core assessment and add the AI component later once they've acted on the initial roadmap.
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It's a 30-minute conversation — no preparation needed on your end. We'll talk through what's driving the interest, your current technology situation, and whether the assessment is a good fit. If it is, I'll outline next steps. If it isn't, I'll tell you that too and point you toward what might work better. There's no sales pressure and no commitment involved.
Ready to get a clear picture?
Start with a free 30-minute intro call. We'll talk through your situation, answer your questions, and figure out if the assessment is the right fit — no commitment required.