Most businesses don’t need more software.

They need more clarity.

After 30+ years helping companies—from solo founders to enterprise teams—build, fix, or modernize their technology, I’ve learned this truth:

You can’t improve what you don’t understand.

That’s why we use a structured, technology-agnostic assessment process to help clients uncover risks, reduce costs, and build a clean roadmap for the next 6–12 months.

Here’s exactly how our tech assessment works and what you can expect when you engage RB Consulting.

1. We Start With a Discovery Interview (No Jargon, No Assumptions)

Every engagement begins with a simple but powerful conversation.

We walk through:

• What’s working
• What isn’t
• Where time gets lost
• How your tools connect today
• What your business needs to do that it currently can’t
• Team workflows, bottlenecks, and daily pain points
• Compliance or industry constraints

Most founders come in thinking they have a “tool” problem.

About 80% of the time, the real issue is process, architecture, or overlapping systems.

This conversation sets the direction for the entire assessment.

2. We Map Your Current State (People, Process, Tools)

Using the RB Consulting assessment framework, we look at your business from three angles:

People

• Who owns each system
• How teams use tools
• Gaps in training, access, or responsibilities

Process

• How work flows from step to step
• Where duplication happens
• Where information gets lost
• Manual tasks that can be simplified or automated

Tools

• Your current tech stack
• Tool overlap (multiple systems doing the same job)
• Integration gaps
• Data quality and reliability
• Subscription costs and hidden fees

This gives us a complete “as-is” view—your baseline.

3. We Identify Risks, Gaps, and Opportunities

Once we understand how the pieces actually operate together, we evaluate:

• Systems that need replacement (too slow, too complex, or no longer fit for purpose)
• Tools you can consolidate to save money
• Bottlenecks slowing down your team
• Data or security risks
• High-ROI opportunities where automation or integration makes a real difference

This step alone often reveals thousands of dollars in savings or weeks of reclaimed time.

4. We Build a Clear, Practical Roadmap

Here’s where most assessments fall apart—they dump findings on you but don’t tell you what to do.

Our roadmap outlines:

• The recommended improvements
• The order to do them
• Internal vs. external effort
• Costs, timelines, and complexity
• Quick wins you can implement immediately

This roadmap becomes your guide for the next 3–12 months—whether we implement it or your internal team does.

The focus is clarity, not selling you more services.

5. We Deliver Your Results in Plain English

Finally, we walk you through the full findings in a conversation designed for decision-makers—not technologists.

You get:

• A clear explanation of what’s happening today
• The risks you need to eliminate
• The opportunities you should pursue
• A prioritized improvement plan
• Your tailored recommendations
• A written summary for executives and team leads

Clients often tell us:

“This is the first time our tech actually makes sense.”

Why This Assessment Works

We’re not tied to any platform, vendor, or tool.

We don’t have a stack to “sell.”

We don’t push clients into expensive rebuilds they don’t need.

RB Consulting is technology-agnostic, which means:

• We pick the best solution for your business
• We prioritize process and clarity over complexity
• We avoid overengineering
• We help you move faster, not build unnecessary systems

The goal is simple:

A clean, understandable, scalable tech foundation that supports your growth—not your headaches.

Is a Tech Assessment Right for You?

It’s a perfect fit if:

• Your tools feel disconnected
• You suspect you’re paying for systems you don’t need
• Your operations rely too much on manual tasks
• You’re planning a rebuild or expansion
• You’ve grown fast and your tech didn’t grow with you
• You want a second opinion before investing in new software
• Things feel “messier than they should be”

If that sounds familiar, an assessment can save months of missteps—and thousands in avoidable costs.

Want to Fix Your Tech Stack With Confidence?

You can get started with our General Tech Assessment, designed to quickly diagnose your biggest opportunities and give you a plan that your business can follow immediately.