Systems & infrastructure
what you have, how it's configured, and what's aging out.
← Central CTOKnow what you have.
TECHNOLOGY CLARITY ASSESSMENT
Know what you have.
Know what it's costing you.
Know what to do next.
An independent, fixed-fee review of your technology, vendors, spending, and risk — delivered in plain language your leadership team can use.
$4,500 · fixed fee · Timeline confirmed during scoping
01 / IS THIS FOR YOU?
Most organizations don't need more technology. They need a clear picture of the technology they already have.
This assessment is a good fit if:
- You have several technology vendors, but no one responsible for how it all fits together.
- Leadership can't confidently answer, “Are we secure?”
- IT spending keeps rising, and it's hard to tell what's essential.
- You're being asked to approve proposals you can't fully evaluate.
- Staff are already using AI tools, with no guidelines in place.
- Knowledge about your systems lives in one person's head — or a vendor's.
02 / WHAT WE LOOK AT
The whole picture.
Vendors & contracts
who does what, what you're paying, and where responsibilities overlap or fall through the cracks.
Security & risk
your real exposure, in business terms.
Spending
where the money goes and what it's buying.
Governance & documentation
who owns decisions, and whether anyone could pick up the pieces tomorrow.
AI readiness
how AI is already being used, and where it could help or hurt.
03 / WHAT YOU RECEIVE
Clarity you can act on.
Technology posture report
A clear, written picture of where you stand.
Vendor & contract review
What each provider delivers and whether it matches what you pay.
Prioritized 12-month roadmap
What to fix first, what can wait, and what to stop doing.
90-minute leadership findings review
We walk your leadership team through the results and answer questions.
04 / HOW IT WORKS
From questions
to a clear direction.
Conversation
A 30-minute call to confirm fit and scope.
Discovery
Interviews with key people and a review of your systems, contracts, and spending. We agree on the information and access needed during scoping, which may include recent invoices, vendor contracts, documentation, and read-only access where appropriate.
Analysis
We assess what we found against your goals and risks.
Findings review
A 90-minute session with leadership and a written report you keep.
05 / INDEPENDENT BY DESIGN
On your side
of the table.
We don't sell software, hardware, or managed services, and we don't accept referral fees. Our recommendations aren't shaped by what we could sell you. That includes your current IT provider: if they're doing good work, we'll say so.
06 / AFTER THE ASSESSMENT
The roadmap
is yours.
Many organizations use it with their existing team and providers. Others ask us to stay involved through Monthly Strategic Advisory. Either way, you'll know what to do next.
Explore ongoing advisory07 / FREQUENTLY ASKED QUESTIONS
A few useful answers.
How much does the assessment cost?
The Technology Clarity Assessment is $4,500 at a fixed fee. We confirm fit and scope in an initial 30-minute conversation.
How long does it take?
The timeline is confirmed during scoping and depends on the agreed scope and availability of people and information.
What information will you need?
Discovery includes interviews and a review of systems, vendor contracts, and spending. We agree on the information and any access needed during scoping; this may include recent invoices, documentation, and read-only access where appropriate.
Does the assessment include implementation?
The assessment provides a written review, recommendations, a prioritized 12-month roadmap, and a 90-minute leadership findings review. Implementation stays with your team or chosen providers.
Do we need to replace our current IT provider?
No. We review the work objectively. If your current provider is doing good work, we will say so.
Do we have to sign up for ongoing advisory?
No. The report and roadmap are yours to use with your existing team and providers. Monthly Strategic Advisory is available if you want ongoing involvement.
YOUR NEXT MOVE
Start with
a conversation.
A 30-minute call to confirm fit and scope.
Book a 30-minute conversation