Current State Audit
A focused review of your advice-tech stack, data flows, manual workarounds, and integration pain points.
Service
Advice-Tech Strategy Sprint
A short engagement to get the stack, workflow, and delivery sequence clear before more money is spent.
Duration
2 weeks
Primary Outcome
Prioritised roadmap
Best For
Growing advice firms
What You Get
Target Operating Design
A clear design for CRM ownership, portal behaviour, automation triggers, and team responsibilities.
Execution Roadmap
A prioritised build plan with delivery phases, expected impact, dependencies, and practical sequencing.
How the Engagement Runs
Week 1
Diagnose the Stack
Stakeholder interviews, system mapping, process review, and risk capture.
Week 2
Decide the Next Moves
Prioritised options, scope boundaries, investment ranges, and leadership handover.