Independent Technology Assessment

Large technology decisions often rest on advice from the people selling the product. An independent assessment gives you a second opinion from someone with no stake in the outcome. I take no vendor commissions, markups, or resale margins.

What I assess

• Platforms. Accounting, document management, CRM, and collaboration systems, either before you buy or when the current system is not working.
• Contracts. Renewals, managed service agreements, and software licensing, with attention to cost, terms, and exit rights.
• Roadmaps. An existing technology plan, checked for gaps, risks, sequencing, and cost.
• Security posture. A practical review of controls, backups, and recovery readiness.

What you receive

You receive a written report in plain language with findings, the options available to you, and a clear recommendation. I walk your leadership team through it and answer questions.

When it helps most

• Before signing a large or multi-year contract.
• When a managed service provider is not meeting expectations.
• When a board or leadership team wants an outside view before approving a budget.
• After a leadership change, when you need to know where things really stand.