Our 6-Week GameChanger Audit

Most consultants take 12-18 months to assess your technology. We do it in 6 weeks because we’ve done this 100+ times before. No learning on your dime. No endless discovery phases. Just experienced professionals who understand how to find the hotspots in a business' processes and how to get the most out of your technology investments.

If you think there is hidden opportunity in how your organization uses technology, the Game Change Audit is for you. If you see that the organization is run on a series of error-prone spreadsheets, or people routinely copy data from one system to another, or you realize you can't scale with how things are now, the Game Changer Audit can show you how your company could look in the future.

Who This is for

Our GameChanger Audit isn’t for everyone. It’sspecifically designed for mid-market companies ($50M-$500M revenue) facing oneof these three challenges:

PE-Backed Companies Under EBITDA Pressure

Your PE partners want 3-5 points of EBITDA improvement. You know there’s waste hiding in your operations - you just can’t find it

This is for you if:

- You’re drowning in manual processes but can’t identify which ones to fix first
- Your team reports margins one way, finance reports them another, and nobody trusts the numbers
- You’ve been asked to “find efficiencies” but lack visibility into where the real waste lives
- The quarterly partner calls keep asking about operational improvements you can’t quantify

What’s at stake: Every quarter without clarity is another quarter of missed margin targets and difficult conversations with your investors.

Manufacturers With Multiple Systems

Your ERP doesn’t talk to your MES. Your MES doesn’t talk to your IoT sensors. Your inventory numbers are different in every system. Sound familiar?

This is for you if:
- You’re running 5+ disconnected systems that should be sharing data
- Your teams spend hours manually reconciling reports across platforms
- You know predictive maintenance or demand forecasting could transform operations - but your data isn’t ready
- “Single source of truth” has been a goal for years but never a reality

What’s at stake: Your competitors are using connected data to optimize production while you’re still arguing about which inventory count is correct.

Manufacturers With Multiple Systems

You approved the AI budget 8 months ago. You hired consultants. You got a beautiful strategy deck. But when it came time to execute… nothing.

This is for you if:

- Your CTO keeps saying “we’re not ready - data needs work”
- The board asks “when will AI launch?” and you don’t have a good answer
- You’ve spent $200K+ on AI strategy that’s gathering dust
- Internal teams have been “cleaning data” for 6+ months with no end in sight

What’s at stake: Every week your AI initiative stalls, your competitors pull further ahead. The $2M AI budget you allocated is sitting idle while the problems it was supposed to solve keep costing you money.

What You'll Discover

Every Game Changer Audit uncovers findings that more than pay for the engagement. Here’s what we typically find:

Technology Waste Quantification

Most companies are bleeding money through technology inefficiencies they can’t see.

We identify and quantify:
- Redundant systems - Paying for 3 tools that do the same thing
- Underutilized licenses - That $200K software platform used by 12% of intended users
- Integration failures - Manual workarounds costing 40+ hours per week
- Technical debt - Legacy systems requiring expensive maintenance for diminishing returns

Typical finding: $200K-$800K in annual technology waste that can be eliminated or reallocated.

Manual Process Automation Opportunities

Your highly-paid team is doing work that machines should handle.

We map and score:
- Data entry redundancy - The same information keyed into 4 different systems
- Report generation - 20 hours per week building spreadsheets that should be automated
- Approval workflows - Email chains and paper forms that should be digital
- Reconciliation tasks - Staff manually matching records across systems

Typical finding: $300K-$1.5M in annual labor costs that can be automated or redirected to higher-value work.

System Integration Gaps

Disconnected systems create data silos, duplicate work, and decision-making blind spots.

We document: - Data silos - Critical information trapped in systems that don’t communicate
- Inconsistent definitions - “Revenue” means 5 different things across 5 departments
- Missing connections - CRM and ERP operating as separate islands
- Ghost data - Duplicate records, deprecated items, and data that lies

Typical finding: 15-40% of operational data contains errors, duplicates, or inconsistencies that undermine decision-making.

The Bottom Line

We typically uncover $500K-$5M in annual opportunities. The assessment pays for itself before we finish presenting findings.

You’re facing one (or more) of these challenges…

Your growth is creating new problems

Your business strategy is solid. Your technology strategy might exist. But they’re not working together to create real competitive advantage. We fix that.

  • Simple processes are becoming complex bottlenecks
  • Manual workarounds are multiplying
  • Teams are struggling to keep up
  • Error rates are climbing
  • Costs are escalating faster than revenue

Your technology isn’t supporting your strategy

Success creates its own problems. What worked at smaller scale is now breaking under pressure.

  • Systems don’t talk to each other
  • Data exists but insights don’t
  • Innovation is constrained by legacy tech
  • Simple changes require complex projects
  • Technical debt is accumulating

Your team is hitting walls

The hardest part isn’t buying new technology—it’s successfully implementing it.

  • Too many ideas, not enough execution
  • Projects start but never finish
  • Quick fixes that create new problems
  • Growing security concerns
  • Scaling issues that won’t go away

Why leaders choose Caxy

“We enjoy working with Caxy Interactive. They’re always trying to figure out what they can do for us. We’ve had an excellent experience.”


Angus Carroll President, Best Money Moves

“The best result of using Caxy Interactive is my ability to hand them off to our business team and trust them to take care of all the details."

Linwood Ma CTO, tastytrade

“They often go above and beyond to fully dig into a problem, identify solutions, and achieve our end goals.”  

Peter Anderson,
CTO, Wind Creek Hospitality

When you choose to work with us at Caxy, you get…

  • Strategic insight that drives real business impact
  • Solutions built for your specific challenges
  • Teams that understand your business and technology
  • Clear communication and predictable delivery
  • Measurable results and lasting transformation

Problems We Solve

1

Lack OF Business strategy and Technology strategy alignment:

Every business has a strategy. Many have a technology strategy that supports and catalyzes it. But some organizations struggle to keep the two in alignment and get real value out of technology investments.

2

Difficulty with IDEATIOn and market fit for innovation projects:

As your business grows, you may not have the resources to hire a dedicated team of IT professionals. This can lead to gaps in knowledge and expertise, leaving you unsure about the best path forward for your company's technology.

3

Lack of in-house expertise:

As your business grows, you may not have the resources to hire a dedicated team of IT professionals. This can lead to gaps in knowledge and expertise, leaving you unsure about the best path forward for your company's technology.

Ready to co-create with a team that gets it?

Let’s have a direct conversation about your challenges and explore whether we’re the right partner to help you solve them.

Our clients resonate with these

You’re on a mission to make big changes or are experiencing growth that requires digital solutions to capitalize on the moment.

You need help getting focused. There are too many ideas and not enough decisions.

You’re targeting specific outcomes.

You need to move fast.

Your product or business is complex and requires expert help.

You’re into the latest tech.

Co-create with someone who gets it