Technology and business are evolving faster than ever. According to Microsoft, nearly every industry is undergoing micro-revolutions every 12–18 months. Yet, an estimated $537 million in software goes unused or underutilized each year due to poor selection or implementation decisions.
Every organization has unique challenges and goals. Our Solutions Experts identify opportunities to streamline operations, automate workflows, and design an integrated tech stack aligned with your strategy and growth objectives.
We stay current on the latest solutions across ERP, CRM, AI, Project Management, Web Development, and E-Commerce, ensuring you have the right tools to stay competitive.
Our evaluation process delivers a clear, actionable roadmap that prioritizes your biggest obstacles and goals—clarifying the configuration steps for your core solution and defining any integrations or add-ons to streamline information flow.
Video Description
Packages
How We Evaluate and Select Your Tech Stack
Review your existing technology infrastructure, data storage, and software tools to understand current capabilities and gaps.
Identify inefficient workflows and data silos to uncover automation and process improvement opportunities.
Assess your technology stack and define integration strategies to ensure a seamless flow of data across systems.
Recommend best-fit software solutions, cloud platforms, and process enhancements to optimize efficiency and financial reporting.
Define technology and implementation priorities, including vendor evaluation, module selection, and integration scope with an emphasis on improving your accounting workflows
Project Phases
We begin by learning about your business through brief survey assessments to understand your goals, challenges, and current systems.
Next, our team conducts targeted virtual or in-person interviews to gain deeper insights into your workflows accounting processes, and technology usage.
Leveraging our proprietary Stack Evaluator, we then consolidate and analyze this information to identify opportunities to improve your stack with a modern solutions. The outcome is a strategic technology roadmap—a clear plan to select, implement, configure, and integrate systems for maximum performance and efficiency.
Scope
ShapeConnect Solution Experts will deliver a strategic technology roadmap tailored to your business goals. You're roadmap will include clear recommendations for the optimal technology stack for your organization. Your dedicated team will then oversee execution—aligning business needs with the right solutions, coordinating vendor evaluations and contract reviews, and guiding your team through the successful selection process.
Presentation and report of current tech stack inefficiencies and software issues
Strategic technology roadmap defining how existing and new software will integrate to create a seamless, connected ecosystem—prioritizing your key objectives first
An estimate of what upgraded software solutions would bring to your bottom line
Guided implementation management (separate package)