Ragsdale Technology Advisory

Strategy & scale

Systems and Automation Assessment

$2,500–$5,000

Fixed scope; price confirmed before work begins

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.

Strategy & scale

Fixed prices or bounded ranges. We price outcomes and scope—not minutes.

Service 05

Systems and Automation Assessment

Current plan

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

Also in Strategy & scale

When this fits

Choose this when the problem matches the scope.

  • The business has accumulated tools, vendors, and workarounds with no coherent system
  • Manual work is eating margin and nobody owns how everything fits together
  • Leadership needs to know what to fix now, what can wait, and what not to build
  • 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

What you get

Typical engagement includes

Scope, timing, and investment are confirmed before work begins.

  • Review of current technology, workflows, vendors, and bottlenecks
  • Analysis of where manual work, disconnects, and risk are costing the business
  • Prioritized 90-day roadmap with practical sequencing
  • Clear guidance on what to fix now, defer, or avoid building

Process

How the engagement runs

  1. Step 01

    Discovery across tools, workflows, vendors, and business priorities

  2. Step 02

    Diagnostic working sessions with the people who operate the systems

  3. Step 03

    Synthesis into friction points, risks, and opportunity areas

  4. Step 04

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

Timeline

Typical engagement: 2–3 weeks

Format

Remote discovery and working sessions; nationwide service

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

FAQ

Questions about Systems and Automation Assessment

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

$2,500–$5,000+/mo

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

View details
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