IT Spend & Strategy Alignment Audit

The Challenge

Your company has accumulated technology over years — ERP, accounting, CRM, productivity tools, integrations, point solutions. Each one was acquired for a reason that made sense at the time. But the cumulative footprint may not match where your business is heading. Spend keeps growing. Tools overlap. Strategic alignment is unclear.

You need a clear-eyed view of what you're paying for, what value it's actually delivering, and whether the trajectory matches your business plan.

What We Do

We conduct an independent audit of your entire technology footprint — every system, license, subscription, and contract — mapped against the strategic direction of your business. We identify redundancies, opportunities for consolidation, areas of underinvestment, and misalignments between current technology and where the business is heading.

You get an unbiased perspective from someone with no incentive to recommend more software.

What You Get

• Full inventory of technology spend by category, system, and vendor
• Strategic alignment assessment: where current technology supports vs. impedes the business plan
• Redundancy and consolidation analysis with savings estimates
• Underinvestment identification: where technology gaps may be limiting business performance
• Prioritized recommendations with effort, timing, and expected ROI

What Makes This Different

You get a clear-eyed accounting of your technology spend — what it's costing, what it's actually delivering, and where dollars could be redirected to higher-value uses. The report is written for your CFO and your board, not for technical readers, with recommendations prioritized by impact, effort, and ROI. The work is led personally by Mark, and the recommendations are shaped only by what fits your operation — there's no software, no vendor relationships, and no implementation work waiting downstream.

Is This Right for You?

• Technology spend has grown but it's unclear what additional value the spend has produced
• You're considering a major technology investment and want to make sure existing tools aren't redundant
• Your business is changing direction and you want to assess whether technology is keeping up
• You're a CFO or owner who wants an independent perspective on the IT budget