Technology Assessments That Find $500K-$5M in Hidden Opportunities
The Problem - Why Technology Audits Fail
At Caxy, we understand that technology plays a critical role in driving business growth and success. That's why we offer our Game Changer Audit service, which involves a comprehensive evaluation of a company's technology strategy and infrastructure.
- 90% of assessments produce shelf-ware
- Big Four timeline: 12-18 months
- Cost: $2-5M for generic recommendations
Our 6-Week GameChanger Audit
Week-by-Week Breakdown
Weeks 1-2: Discovery & Mapping
We hit the ground running. Our team maps your entire technology landscape—CRM, ERP, operations systems, finance, everything that touches your business data.
What we do:
- Map your complete systems landscape and data flows
- Document your company hierarchy and data ownership - Interview key stakeholders from c-suite to line-level employees - Identify the metrics that actually drive your business (EBITDA, margin, growth)
- Get access to your systems and start pulling reality
What you get:
- Complete data ecosystem map showing every system and connection
- Initial data quality assessment with specific issues flagged
- Clear picture of where the problems actually live
Weeks 3-4: Integration Plan
This is where most internal initiatives die. We don't just identify problems - we create concrete steps to fix them.
What we do:
- Create a plan to pull data from all your disconnected systems into a unified environment
- Map relationships across systems (so "customer #12345" in CRM matches "Client ABC" in billing)
- A plan to clean the mess: dedupe, standardize, fix typos, remove ghost data
- Validate accuracy against your reported numbers (and flag where they don't match)
What you get:
- A way forward to unified data warehouse with all sources connected
- Cleaned, standardized data ready for AI
- Complete documentation of what we found and fixed
Weeks 5-6: Analysis & Handoff
We don't hand you a report and disappear. You get actionable findings, prioritized by ROI, with a clear roadmap for what to do next.
What we do:
- Analyze your data for operational insights and hidden opportunities
- Identify high-value problems ranked by impact and effort
- Build a live dashboard for ongoing monitoring
- Present findings and recommendations to your leadership team
What you get:
- Executive Report showing what's working, what's broken, and what it's costing you
- Top 3-5 opportunities ranked by value and feasibility
- Live Dashboard for ongoing data monitoring
- AI-Ready Data Foundation that any implementation can build on
- Complete Documentation including data dictionary and quality rules
9 expected tech
audit outcomes
A clear understanding of their current technology strategy and infrastructure, including any inefficiencies or gaps that may be hindering growth and success.
9 expected tech
audit outcomes
A clear understanding of their current technology strategy and infrastructure, including any inefficiencies or gaps that may be hindering growth and success.
9 expected tech
audit outcomes
A clear understanding of their current technology strategy and infrastructure, including any inefficiencies or gaps that may be hindering growth and success.
9 expected tech
audit outcomes
A clear understanding of their current technology strategy and infrastructure, including any inefficiencies or gaps that may be hindering growth and success.
The element missing from almost all strategies is clarity.
Our approach is to start with a deep understanding of how the company works and how technology is currently being utilized. We interview key stakeholders across the organization, from the c-suite to line-level employees, to gain insights into how technology is being used and how it can be improved.
We then work closely with the c-suite to understand the business strategy and goals, and develop a technology strategy that supports and catalyzes the business strategy. Our team of experts evaluates any existing technology in use at the company and assesses its effectiveness and suitability to the problem. If there are any custom-built tools, we evaluate them as well.
Our deliverables include a comprehensive strategy document that outlines our findings and recommendations, including evaluations of systems, the people the company has now, and who they need to make breakthroughs. We also provide a roadmap of initiatives over a 3-year period to create value at exit.
Our Tech Audit service provides businesses with the insights and guidance they need to leverage technology to drive growth, improve efficiency, and achieve their business goals. Contact us today to learn more about how we can help your business succeed with our Tech Audit service.
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