Ragsdale Technology Advisory

Strategy & scale

Systems and Automation Assessment

Find the friction. Set the priorities. Build the roadmap.

A structured review of technology, workflows, vendors, and operational bottlenecks with a practical 90-day roadmap.

$2,500–$5,000

Fixed scope; price confirmed before work begins

25+ years

Led by a platform and systems-integration leader with 25+ years of enterprise technology experience — now applied to growth-stage businesses at a fraction of enterprise cost and timeline.

DOES THIS SOUND FAMILIAR?

Recognize
this?

When technology grows one decision at a time, no one can see the whole picture.

If one of these sounds familiar, that's what an Assessment is built for.

  1. Ask five people which system holds the real customer data, and you'll get five different answers.

  2. You suspect you're paying for overlapping software, but no one owns the list or the renewal dates.

  3. Every team keeps its own spreadsheet, and the numbers in leadership reports never quite match.

  4. Leadership wants to invest in something new, but no one can say what to fix first, or what not to buy.

HOW THE RANGE WORKS

$2,500–$5,000

Assessments start at $2,500 for a focused review of one department or a small tool stack (roughly up to five core systems), and scale to $5,000 when the review covers the full operating environment across multiple teams, vendors, and workflows. You'll know which end of the range applies after a short scoping conversation, and the price is confirmed in writing before any work begins.

Before you commit

What you can count on before you pay

Founder experience

  • Enterprise platform work across eCommerce, content management, CRM and marketing automation, product data, and customer portals
  • Experience leading distributed onshore and offshore delivery teams
  • Vendor-independent recommendations (we are not paid to push a stack)

Learn more about RTA on the About page

What you get in writing

  • Fixed scope and price confirmed in writing
  • A readout session to walk leadership through the roadmap
  • Your $295 Clarity credit applies when you start within 30 days

Sample deliverable

90-day roadmap with friction register (excerpt)

The roadmap sorts every finding into three lanes: fix now, build next, and deliberately not yet.

  • Friction register
  • 90-day roadmap
  • Build-vs-buy notes

Related thinking

When this fits

Choose this when the problem matches the scope.

Typical engagement: 2–3 weeks

Remote discovery and working sessions; nationwide service

  1. The business has accumulated tools, vendors, and workarounds with no coherent system

  2. Manual work is eating margin and nobody owns how everything fits together

  3. Leadership needs to know what to fix now, what can wait, and what not to build

  4. You are about to make a major technology investment and want an independent view first

Outcomes

What success looks like.

  • Clarity before another technology investment

  • A roadmap the business can act on—not a shelf document

  • Independent judgment on what level of intervention each problem requires

Deliverables

You'll walk away with:

  • System and workflow map of how work moves today
  • Ranked friction-and-risk register (what costs time, money, or reliability)
  • 90-day roadmap labeled Now / Next / Not yet
  • Build-vs-buy recommendations with vendor-independent rationale
  • Readout session to walk leadership through the plan

Timeline

Typical engagement: 2–3 weeks

Format

Remote discovery and working sessions; nationwide service

Our Process

A simple, focused process.

  1. Discover

    Discovery across tools, workflows, vendors, and business priorities

  2. Diagnose

    Diagnostic working sessions with the people who operate the systems

  3. Synthesize

    Synthesis into friction points, risks, and opportunity areas

  4. Deliver

    Delivery of a prioritized 90-day roadmap and recommended next engagement

Scope & fit

Included, not included, and ideal fit

Ideal for

  • Growth-stage operators with multiple systems and operational complexity
  • Businesses lacking senior internal technology leadership
  • Leaders who need a prioritized plan before funding implementation

Not the right fit if

Not quite right?

Compare nearby options

If this engagement is close but not exact, these neighbors are the usual alternatives.

Technology Clarity Session

A Clarity Session answers one question in one sitting. An Assessment maps every system, workflow, and handoff before you commit money to a fix.

View Technology Clarity Session

Implementation Program

The Assessment decides what should be done and in what order. The Implementation Program does it.

View Implementation Program

Ongoing Technology Advisory

An Assessment is a one-time diagnosis with a written roadmap. Advisory is a standing senior technology lead who owns decisions month after month.

View Ongoing Technology Advisory

FAQ

Questions about Systems and Automation Assessment

How is this different from a Technology Clarity Session?

The Clarity Session addresses one decision or problem. The Assessment reviews the broader technology and workflow environment and produces a 90-day prioritized roadmap.

Does the $295 Clarity Session credit apply?

Yes. Your $295 Clarity Session fee is credited in full toward any project of $750 or more — including an Assessment — when you start within 30 days. One credit per email address.

Do you implement the roadmap?

Implementation is a separate engagement through the Implementation Program or targeted Sprints. The Assessment is diagnostic and prioritization—not open-ended delivery.

What does the 90-day roadmap include?

A prioritized Now / Next / Not yet plan based on business impact and readiness — see the sample for the shape of it.

How do we start and pay?

Request a scoped plan. After a short scoping conversation we confirm the Assessment price in writing. Payment is typically 50% to start and 50% at handoff. Payment terms are agreed before work begins—never billed for scope you did not approve.

Next on the ladder

Where this engagement often leads

Implementation Program

$5,000–$15,000+

A fixed-scope program implementing priorities from an assessment or approved roadmap.

View details

Ongoing Technology Advisory

from $950/mo

Ongoing guidance for a business needing an experienced technology decision-maker but not a full-time executive.

View details

Service ladder

Also in Strategy & scale

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Next step

Ready when you are

Schedule a Technology Strategy Call to confirm fit, or tell us what is slowing the business down.

Schedule a Technology Strategy Call20 minutes · Complimentary · No obligation