Most technology investments stall for a simple reason: nobody has a clear, unbiased picture of what’s working, what’s broken, and what to fix first. The Stack Assessment gives you that picture in 21 days.
The information usually exists. Nobody has had the time to put it in one place and put it in order.
A complete map of every tool, subscription, and integration against what it is actually delivering. Across more than 40 million software licenses, Zylo’s 2026 benchmark found organizations leave an average of 36% of their licenses unused. The map shows you what that number is for you.
Root-cause analysis of every data gap, pipeline failure, integration break, and capability hole in your current state. Sources, not symptoms: I trace every problem back to where it actually starts.
A prioritized, scored action plan built around your actual capacity and constraints. Every recommendation is ranked by business impact and implementation effort, so there’s no guessing about where to start.
Pick the one that matches what’s worrying you most. Each is a 21-day engagement at a flat, published price, with the same three-week process and board-ready output.
Every system, vendor, contract, and dollar of technology spend, assessed and prioritized by business impact.
$15,000 flat · Essentials $9,500
A complete map of your data sources, quality issues, analytics gaps, and AI readiness, with a sequenced investment plan.
$15,000 flat · Essentials $9,500
I run both tracks side by side, find where they depend on each other, and hand you one integrated roadmap. Four deliverables instead of three.
$22,500 flat
Every engagement has a flat fee and an hours cap, agreed before anything starts. If the work takes me longer than the cap, that’s on me. If the scope grows because you ask for more (another department, more systems, more interviews), we agree a written change at $250 an hour before I do it. I take on one assessment at a time, so yours gets my full attention; you’ll get a start date when we scope it.
$4,500
Up to 20 hours · about two weeks
A short questionnaire, a half-day working session on your stack, and a two-page written readout: the quick wins, and the long-term direction. A good first step if you’re not sure a full assessment is warranted yet. If you go on to a full assessment, the $4,500 is credited toward it in full.
$9,500
Up to 40 hours · 21 days
The Technology or Data Assessment, sized for smaller organizations: up to about five core systems and four stakeholder interviews. Same three deliverables and readout.
$15,000
Up to 60 hours · 21 days
The full standalone assessment on one track, for organizations with a bigger stack or more stakeholders. Three deliverables and a 90-minute readout.
$22,500
Up to 95 hours · 21 days
Both tracks side by side, the cross-track dependency analysis, and one integrated roadmap. Four deliverables. Less than running the two separately.
Remote by default; if you’d like me on site, travel is at cost. Half the fee at kickoff, half at the readout.
Vendors. When a decision involves vendors, I’ll give you more than one option, tell you which I’d choose and why, and tell you in writing if any of them would pay me a referral fee. You make the call. I never suggest a vendor I don’t believe in. On paid assessments, any referral fee is credited back to you.
The assessment runs alongside your day-to-day work. I don’t need access to your systems, I don’t borrow your staff, and nothing gets disrupted.
Kickoff call, stakeholder interviews, system and data inventory, contract and documentation collection.
I score everything against your business requirements and rank the findings by impact, effort, and cost. For the combined assessment, I also map the cross-track dependencies.
You get every deliverable, and we walk through them together on a 90-minute readout call. The executive summary is board-ready from the moment you receive it.
I write each deliverable for a specific reader, and it’s meant to be used right away: by your team, your board, or in your next vendor conversation.
Two to four pages, board-ready from delivery. Headline risks, top three recommendations, investment range to address them. Suitable for board and committee presentation.
The full picture for IT and operations leadership. Every system or data source assessed, every gap documented, technical debt and quality issues mapped by business severity.
A sequenced action plan ordered by impact, effort, and cost. Quick wins callable in 90 days, 12-month priorities, and 3-year horizon items. Cost range per action.
The Combined Assessment adds a fourth deliverable: an integrated executive summary that shows how technology and data risks compound each other, and the sequenced investment case that addresses both.
It’s most useful when a big decision is on the table and leadership needs a clear, external, unbiased read before committing.
Before you commit to an AMS or donor CRM replacement, an ERP migration, or another major platform investment. The assessment tells you which requirements should drive the selection, before the vendor conversation starts.
Common find: selection criteria that would have locked in the wrong platform
The system went live, but the promised outcomes haven’t shown up. I’ll find out why, and what it will take to close the gap.
Common find: implementation gaps that vendors rarely surface proactively
A new technology leader needs a quick, credible picture of the current state before recommending a direction. The assessment is the fastest path to that picture.
Common find: inherited decisions with no documentation of why they were made
The board wants a roadmap for AI adoption. The assessment tells you whether the technology and data foundation is actually there to support it, and what needs to change first.
Common find: AI use cases blocked by data gaps, not by technology
Tell me what’s going on and I’ll scope the right assessment with you. Most engagements begin within two weeks of the initial conversation.
Not ready for that? That’s fine. Ask me a question instead. Plenty get answered in one email, and you don’t need an assessment to get a straight answer.