Our Services

Technology Stack Audit

Most small businesses accumulate software organically. A team member adds a project management tool. A department subscribes to a file-sharing service without telling IT. Six months later, you are paying for three tools that do the same thing, and nobody has a complete inventory.

Our audit process maps every software license, cloud subscription, and productivity tool across your organization. We interview department heads to understand actual usage patterns, not just who has a login. Then we produce a written report that identifies:

• Redundant or overlapping subscriptions that can be consolidated
• Unused licenses that should be deprovisioned
• Security risks from unsanctioned "shadow IT" applications
• Integration opportunities between existing tools
• Recommended replacement options with projected cost savings

The final deliverable includes a 12-month licensing cost model comparing your current spend against the optimized stack, with specific vendor alternatives and implementation sequencing.

Cloud Migration Planning

Moving from on-premise servers and legacy file shares to a modern cloud environment is not just a technical project — it is a change management exercise. Your team has habits, workflows, and preferences. A poorly planned migration creates more friction than it solves.

We start with a discovery phase that catalogs your current infrastructure, application dependencies, and data storage requirements. We then evaluate which cloud ecosystem fits your operational model — Google Workspace for collaboration-heavy teams, Microsoft 365 for organizations tied to Office and legacy finance platforms, or AWS for application hosting needs.

The migration plan we deliver includes:

• Detailed phase-by-phase rollout schedule with department sequencing
• Weekend cutover windows that minimize business disruption
• Rollback contingency procedures for every critical system
• User training requirements and documentation standards
• Data migration validation checklist to ensure nothing is lost
• Post-migration support structure and escalation paths

We do not execute the migration ourselves — we prepare your internal team or a managed service provider to do it correctly. This keeps costs down and ensures your team owns the knowledge.

Cybersecurity Baseline Assessment

The threat landscape for small businesses has shifted dramatically. Ransomware operators now specifically target SMBs because they typically have weaker defenses than enterprise companies but still pay ransoms. A single successful attack can shut down operations for days.

Our security assessment follows the Essential 5 framework — five controls that eliminate the vast majority of common attack vectors:

• Credential Security: Password policy enforcement, privileged access review, and password manager deployment
• Multi-Factor Authentication: MFA deployment across all business-critical systems with hardware key recommendations for administrative accounts
• Endpoint Protection: Centralized antivirus and endpoint detection across all company devices, including remote worker machines
• Email Security: Advanced threat protection filtering, spoofing detection, and phishing simulation training
• Backup and Recovery: 3-2-1 backup strategy implementation with quarterly recovery testing procedures

The engagement produces a security policy document suitable for cyber insurance applications, a prioritized remediation roadmap, and vendor recommendations for ongoing security monitoring if needed.

For healthcare and financial services clients, we map these controls to HIPAA and PCI-DSS requirements respectively, ensuring your compliance documentation meets auditor standards.

Workflow Automation Mapping

Repetitive manual work is expensive, error-prone, and demoralizing for skilled employees. We identify the processes in your business that are ripe for automation — not to eliminate jobs, but to free your team for higher-value work that requires human judgment.

Our automation assessment examines your current workflows across sales, operations, finance, and customer service. We look for:

• Data entry tasks that transfer information between systems manually
• Notification and alerting workflows that rely on memory or email chains
• Approval processes that sit idle waiting for sign-offs
• Reporting workflows that require manual data compilation
• Customer communication sequences that could be triggered automatically

For each identified opportunity, we produce a detailed automation blueprint specifying the trigger conditions, data mappings, exception handling rules, and human checkpoint requirements. We calculate labor-hour savings and software costs to give you a clear ROI projection before any implementation begins.

We do not build the automations ourselves — we provide the architecture and recommend whether Zapier, Make, Power Automate, or native integrations are the right tool for each use case. If you need implementation help, we will refer you to a specialist.

Software Vendor Selection

Choosing a new business system — whether a CRM, ERP, HR platform, or accounting tool — is a high-stakes decision that most small businesses get wrong. The vendor's demo looks polished, the sales team is responsive, and six months later you discover critical limitations that require expensive workarounds.

We bring an independent, analytical approach to vendor evaluation. Because we do not accept referral fees from any software company, our only incentive is finding the right fit for your specific requirements.

Our vendor selection process includes:

• Structured requirements gathering with weighted priority scoring
• Long-list screening against your must-have and nice-to-have criteria
• Demo script development to ensure consistent evaluation across vendors
• Reference checks with existing customers in similar industries and sizes
• Total cost of ownership modeling over a three-year horizon
• Contract negotiation guidance to protect your interests

The final recommendation report includes our scored evaluation matrix, risk assessment for each shortlisted vendor, and a clear implementation timeline with resource requirements.