System Portfolio Assessments

A systems portfolio consists of the software products that support your business processes. Like a financial portfolio, you may have many different types of systems with different functions. Unlike a financial portfolio, system diversification could be driving inefficiencies throughout your business.

Do you find yourself saying “We have all of these systems and none of them talk to each other?”

You may need to have a system portfolio assessment that defines where and how your current systems overly complicate areas of your business that could be more efficient. Duplicate data entry, complex integrations, overlapping functionality, and gaps in functionality are all symptoms of a portfolio that needs an assessment.

A defined systems portfolio helps business owners know where to invest in technology and, more importantly, where not to invest. We will facilitate a process to review your systems and data, recommend a future state systems portfolio, and define a plan on how to move from where you are to where you need to be.