Technology Opportunity Assessment

Identify and capitalize on technology opportunities.

Finance & Accounting

Technology maturity path

  1. 01Paper invoices
  2. 02Excel tracking
  3. 03Centralized finance database
  4. 04Real-time dashboards
  5. 05Automated reminders
  6. 06AI cashflow forecasting
Paper invoices
Manual logs

Operations

Technology maturity path

  1. 01Manual logs
  2. 02Operational sheets
  3. 03Workflow management system
  4. 04Efficiency dashboards
  5. 05Automated alerts
  6. 06AI pattern detection

Customer Support

Technology maturity path

  1. 01Phone notes
  2. 02Shared sheets
  3. 03Ticketing system
  4. 04Satisfaction dashboards
  5. 05Auto-replies & routing
  6. 06AI resolution suggestions
Phone notes
Manual stock lists

Logistics & Supply Chain

Technology maturity path

  1. 01Manual stock lists
  2. 02Inventory spreadsheets
  3. 03Inventory management system
  4. 04Stock dashboards
  5. 05Automated reordering
  6. 06AI demand forecasting

Marketing

Technology maturity path

  1. 01Folder of assets
  2. 02Content calendar sheets
  3. 03Marketing platform
  4. 04Campaign dashboards
  5. 05Automated posting
  6. 06AI content generation support
Folder of assets
Notebook leads

Sales

Technology maturity path

  1. 01Notebook leads
  2. 02Shared spreadsheets
  3. 03CRM system
  4. 04Sales performance dashboards
  5. 05Automated follow-ups
  6. 06AI lead scoring

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