Tech stack audit
Every tool, cost, owner, usage and integration; overlaps and risks made visible.
Tech Stack Strategy & Configuration
Tech stack consulting: the right tools, configured for your business.
Tech stack consulting is expert help deciding which software your business should run on — and how it should be set up and connected. We audit the tools you have, define what you actually need, select the best fit for your goals and budget, and configure it around the way your team works.
Signs
Is your tech stack working against you?
Most stacks aren't designed — they accumulate. A tool for every problem, a spreadsheet for every gap. If several of these sound familiar, it's time for a structured look.
- You pay for overlapping tools — or tools nobody fully uses.
- Data lives in several places and nobody knows which is right.
- Every new hire needs a week to learn the workarounds.
- A vendor is pushing an upgrade and you can't tell if you need it.
- You're about to buy a big system (ERP, CRM) and want an unbiased second opinion.
What's included
From audit to a configured stack
Requirements
Processes, users, data, integrations, security and reporting needs, written down.
Software selection
Shortlist, scripted demos against your real scenarios, scoring matrix and total cost.
Configuration
Fields, pipelines, workflows, permissions, templates and dashboards set up for your team.
Integration plan
What connects to what, and which system owns which data.
Adoption & ownership
Documentation, training and a clear owner for every tool.
How it works
Rethink. Simplify. Reinvent.
The same three steps behind our whole approach, applied to your software.
01
Rethink
Inventory the stack and map it to your processes and goals. Find the gaps, overlaps and hidden costs.
02
Simplify
Consolidate. Define requirements. Choose the fewest tools that do the job well.
03
Reinvent
Configure, connect and roll out — with training and a roadmap for what comes next.
The outcome
What you walk away with
A clear, prioritized tech stack plan — what to keep, what to cut, what to add, how everything connects and what to do first — plus the configured systems if you choose implementation.
Platforms we work with include GoHighLevel, WordPress and WooCommerce, Next.js and Vercel, Stripe, Helcim, Odoo, Zoho and n8n — always chosen per project, never by default.
When the plan calls for a core system, we can carry it through ERP and CRM implementation. When the real issue is people re-typing data, see how we reduce manual work.
FAQ
Questions, answered.
How do I choose the right tech stack for my business?
Start from requirements, not products: list the processes the software must support, who uses it, what it must connect to and your budget over three years. Then shortlist two or three options, test them against real scenarios and compare total cost of ownership — subscriptions, implementation, integrations and training.
How many software tools is too many?
There's no magic number. It's too many when tools overlap, data has to be re-entered between them, or nobody owns them. A tech stack audit usually reveals subscriptions that can be consolidated or cancelled.
Do you get paid by software vendors?
No. We don't take vendor commissions or referral fees, so our recommendations are based only on your requirements, goals and budget.
How long does a tech stack audit take?
It depends on how many tools and teams are involved. A free starter audit takes a short form and a 30-minute call; a full audit's scope and timeline are agreed up front. See the free tech stack audit.
Let's talk
Not sure your stack is helping you?
Tell us which tools you use and where work gets stuck. We'll show you what to keep, cut and connect.
Or request a free tech stack audit