Technology and AI Health Check

A quick, independent read on your technology risk.

A short, fixed-price engagement for companies with 25 to 200 staff and no CIO. In 2 to 3 days you get an overview report on your top technology risks and what to do next, with or without TAP.

Who it is for

Built for the moment something changes.

These are the moments a Health Check is built for. Each is a point where a technology decision becomes expensive to get wrong.

  • 01

    You are about to hire for IT

    Before you post an IT Manager or administrator role, be clear about what the role must own.

  • 02

    An ERP or major system is going live

    Or went live recently and is not delivering what the business case promised.

  • 03

    Leadership has changed

    A new CFO, COO or GM wants an independent view of technology spend and risk.

  • 04

    The insurer sent a cyber questionnaire

    Or a major client now sets security requirements in its contracts.

  • 05

    You have acquired a business or opened sites

    Two sets of systems, contracts and habits now need one plan.

What you get

One overview report, written for owners and CFOs.

The report covers five areas, each with a plain-language rating and the risks that matter most.

01

Technology and spend

Your main systems, vendors, contracts and technology spend, with renewal dates worth watching.

02

Cyber and insurance readiness

Where you stand against common insurer and client security requirements, and the biggest gaps.

03

MSP and vendors

Whether your providers appear to deliver what you pay for, and what to look at more closely.

04

AI readiness

Where AI could pay off in your operations, and what data and policy it needs first.

05

Priorities and next steps

Your top three to five actions, including whether you need an IT hire, a fractional CIO, both or neither.

Timeline and price

Timeline and price

Day 1

Kick-off

A short call to confirm scope, the people involved and the few documents we need.

Days 1 to 2

Interviews

Brief conversations with leadership, IT and your MSP, and a look at key contracts and reports.

Day 3

Report and readout

Your overview report and the readout call with your leadership team.

Next

Go deeper if needed

For a full roadmap, the week-long Technology Alignment Assessment is the natural next step.

Price

One fixed fee

Quoted after a 30-minute Discovery Conversation and agreed before we start. No hourly billing and no obligation to continue.

Not ready for a review?

Try the free Health Check Scorecard.

Five minutes, online. Score your company on leadership and strategy, AI and data readiness, risk and security, and operations and talent, and see your result straight away.

Next step

Start with a conversation, not a contract.

A Discovery Conversation is 30 minutes with Evan or Sean. You leave with the two or three technology risks that matter most to your business, and a view of what to do first. No pitch deck and no obligation.