Diagnostic

Technology Risk Self-Check

Find the next advisory step before you buy another tool.

Four questions. No maturity theatre. The point is to decide whether the next move is a Stack Audit, vendor decision session, Infrastructure Build, Ongoing Management, or simply sending the messy version.

Start the self-check →

Self-check

Answer by business reality, not aspiration.

01 Who owns the stack when something breaks?

Choose the answer that most closely matches how the business actually works today.

Nobody clearly owns it; staff ask whoever last touched the tool. One person owns it, but it is becoming a recurring part-time IT job. We are not sure what counts as “the stack” yet.

02 Are you about to sign, renew, or replace a vendor system?

This includes CRM, booking, accounting, POS, website, automation, or AI tools.

Yes. A quote, demo, or renewal is already on the table. Not yet. We need to understand what we already have first. The vendor decision is part of a bigger rebuild.

03 Where does daily work currently get stuck?

Pick the bottleneck that creates the most repeated manual cleanup.

A core workflow depends on copy-paste, duplicate entry, or fragile spreadsheets. Different tools disagree, and nobody trusts which number is correct. The system works, but it needs regular monitoring, fixes, and small improvements.

04 What decision do you need to make next?

The self-check routes you by next decision, not by generic maturity score.

Whether to buy, reject, or renegotiate a proposed tool. What is actually broken and what order to fix it in. How to rebuild the operating workflow without pausing the business. Who should keep the stack stable after the cleanup. How to explain the messy situation clearly enough to scope help.

This does not submit your answers anywhere. It only uses client-side scoring to show the next best advisory route.

Routing matrix

How the self-check routes the next step.

Stack Audit

Map the mess first

unclear ownership
tool sprawl
conflicting data
unknown fix order

Vendor decision session

Do not sign blind

pending proposal
renewal pressure
tool comparison
unclear migration risk

Infrastructure Build

Rebuild the workflow

manual handoffs
spreadsheet dependency
broken core workflow
migration needed

Ongoing Management

Keep it stable

recurring fixes
part-time IT burden
vendor coordination
operational drift

Send the messy version

Too early to categorize

unclear scope
multiple symptoms
not ready to buy
need translation into a plan