Where the technology goes next, in an order you can afford.

Technology decisions in a small business get made one emergency at a time, and a year later nothing quite fits together.

Bought in a hurry

Each tool was bought to end an emergency, with no thought for the one after it.

Nothing quite fits

Systems bought separately do not talk to each other, and a person fills the gap by hand.

One person holds it all

The passwords, the workarounds and the reasons live in one head and nowhere on paper.

Next year is not in the picture

More volume, more people or an owner stepping back, and nothing chosen with that in mind.

Architectural blueprints spread across a table.

48%

of technology initiatives at large, well-resourced companies meet their business goals. Gartner found the ones that do share ownership of the work instead of handing it off.

Gartner, 2024 survey of 3,100+ CIOs

Process first, software second.

Every plan starts from where the business is heading and works back to what that needs. Sometimes the answer is a setting you already pay for, and the plan says so.

Where you are

What the business runs on, and where it is heading

A plain read of what works, what does not, and what it costs to keep running. Then the changes coming over the next year or two: more volume, more people, new work, a location, an owner stepping back. The plan is built around those, and not just around today.

What to do

Build, replace, leave alone, or stop paying for

Each recommendation carries a reason you can follow, a rough figure and a quarter. The risks worth naming are in here too: one person holding critical knowledge, a system nobody can change, data with no copy, each with what it would take to reduce it.

In what order

Staged by quarter, against what you can spend

Sequenced so the urgent problem is handled first and the rest happens when the business can afford it. Nothing has to happen at once. The document is written to be handed to any competent person, so you are not tied to us to carry it out.

Before you ask for one.

General questions are on the FAQ page.

Is this just a report, or do you do the work too?

You get a written plan. Carrying it out is a separate decision, and you can do it with us, with your own people, or with someone else. The plan is written to make that possible.

What if we only have one specific problem?

Then a focused piece of work may suit you better than a full plan. This service is for when the direction itself is unclear, or when several problems are competing and you need to know which to tackle first.

How long is the plan good for?

Usually a year or two, until the business has changed enough to want a fresh look. It is written to be updated, not thrown away.

Do you need access to our systems for this?

Some. Enough to see what you run on and where it strains, which usually means a look at the main accounts and a conversation with the people doing the work. Nothing is changed.

A printed planner page showing the months from July to November.

Where should the technology go next?

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