Most founders aren’t technologists—but are still forced to make high-stakes system decisions. We act
as your technical advocate and operator-minded guide.

Schedule a Strategy Call

Why This Exists

The Real Problem

  • You're not sure if your systems are wrong—or just badly implemented.
  • Vendors keep overpromising in demos and underdelivering in reality.
  • Fixes usually mean “buy something new” instead of “make this work.”
  • You're stuck making big IT calls without a neutral expert in your corner.

This assessment gives you a neutral, business-first view of what to fix, what to keep, and what to change.

What This Assessment Is

Business-First IT Strategy, Not a Software Pitch We look at your operation end-to-end, then design an IT strategy and roadmap around it.

  • Map how work and data actually flow through your business today.
  • Evaluate whether your current systems are the right fit.
  • Tell you whether to fix your stack or plan a replatform (e.g. NetSuite).
  • Lay out a phased roadmap so you know what to do first, second, and third.

The Parts of Your Operation We Evaluate

Revenue & Orders (Order to Cash)

  • DTC, wholesale, retail, dropship flows
  • Invoicing, payments, returns, refunds

Supply Chain (Procure to Pay)

  • Purchasing, vendors, inbound logistics
  • Replenishment and planning

Inventory & Fulfillment

  • Multi-location inventory and allocation
  • Warehouse / 3PL pick, pack, ship
  • Transfers, cycle counts, adjustments

Finance & Reporting

  • Quote-to-invoice
  • Close process and management reporting

Data & Systems

  • Master data (items, customers, vendors, pricing)
  • System architecture and integrations
  • Where spreadsheets and manual work are propping things up

Simple Process, Deep Output

Discovery

Sessions with leadership and key operators to understand goals and how things really work.

Systems & Process Review

We review your tools, reports, and key workflows.

Gap & Fit Analysis

We identify where systems, process, and data are breaking down.

Strategy & Roadmap

We decide “fix vs replace” and design a phased IT roadmap.

Leadership Review

We walk your team through findings and next steps.

Your IT Strategy & Roadmap

Every engagement produces a clear, written roadmap that covers:

  • Whether to stay on your current stack or switch (and why).
  • The key issues in process, system setup, and data.
  • Priority projects and sequencing.
  • Where to automate and integrate to remove manual work.
  • Rough timelines and investment ranges by phase.

You walk away knowing what to do next and what to stop doing.

Same Goal. Two Ways to Get There

Strategic Systems Assessment – $10,000

Best For: Founders who want clarity and practical recommendations, but aren’t yet committed to an ERP project.


You Get:

  • Assessment of your current stack and major workflows.
  • “Fix vs replace” recommendations for key systems.

Concrete suggestions like:

  • Where you’re overspending (e.g. UPS/3PL rates).
  • Where simple process or config changes will unlock capacity.
  • A high-level Systems & Operations Roadmap for the next 6–18 months.

ERP Readiness Assessment – $25,000

Credited toward a $100,000+ NetSuite implementation with Tech Yes.


Best For: Teams preparing for a serious ERP implementation or re-implementation and wanting to avoid a painful, expensive build.


You Get:

  • Detailed mapping of Order to Cash, Procure to Pay, inventory, fulfillment, and finance flows.
  • Future-state workflows designed for an ERP like NetSuite.

A full ERP Implementation Blueprint:

  • Process maps
  • Configuration and customization requirements
  • Integration and automation scope
  • Data migration and master data approach
  • Phased implementation plan

This is the level needed to properly quote and execute a NetSuite implementation.

Which One Is Right for You?

Not Sure Which You Need?

If you’re mainly frustrated with your stack and want clear direction → Strategic Systems Assessment – $10k

If you’re serious about ERP and don’t want to wing it → ERP Readiness Assessment – $25k (credit toward NetSuite implementation)

If we talk and you’re clearly in the wrong bucket, we’ll say so.

Get Out of System
Limbo

You don’t need another demo.
You need a clear IT strategy and roadmap tailored to your business.

Schedule a Strategy Call

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Headquarter

San Diego, California

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Call Us

+1-800-123-4567