Technology Consulting
Clear technology direction before you invest
Before you invest in new software, we review your current systems and recommend what to keep, fix, replace or retire, along with priorities and estimated costs.
- A free 30-minute first call
- The roadmap is yours
- Stop whenever you like
A sample roadmap
A 25-person service business
- 01Xero, the accounting softwareKeep
- 02Back up the accounting dataFix
- 03Shared email and passwordsFix
- 04The quoting spreadsheetReplace with an app
- 05The office serverRetire, move to cloud
Every item comes with a decision, a priority, a timeframe and a cost estimate.
Common challenges
When to seek technology advice
Inheriting an undocumented system
The person who built it has left, there is no documentation, and nobody wants to change it.
Problems without a clear cause
Work is slow, errors keep recurring and software costs keep rising, but it is unclear where to start.
Facing a large quote
You want an independent opinion before signing.
Principles
Our three consulting principles
Write down what exists before discussing change
Poor advice often starts with an unclear picture of how current systems work. That is why we map your systems first.
A roadmap with an order and a price
Every item has a priority, a timeframe and a cost estimate, giving you a sound basis for decisions.
Advice that doesn’t point back at us
The roadmap is yours to deliver with any provider. Sometimes keeping your current system is the best option.
Approach
Five steps, from a conversation to a roadmap
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01
Listen
A 30-minute conversation about current challenges and what you have already tried.
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02
Map what exists
Every tool, account, data store and owner, documented on one page.
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03
Identify the issues
We pinpoint what wastes time, carries risk or adds unnecessary cost.
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04
Recommendations
A clear recommendation for each item, with the reasoning.
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05
Roadmap and costs
What to do first, what comes next, and the estimated cost of each step.
Outcomes
What you receive
A clear record of your current systems
The tools you use, where data is stored and who owns it, written in plain language.
A ranked risk list
Risks around backups, passwords and single points of knowledge, ranked by severity.
A 12-month roadmap
What to do first and what to do next, with timeframes and cost estimates.
Freedom to stop
You can stop after the first consultation, after the review, or at any point.
A second opinion
About to sign a big quote?
Send it to Holdrix first. We review the scope, highlight anything unclear or missing, and suggest the questions to ask before you sign.
FAQ
Frequently asked questions
Do you then take on the delivery yourselves?
Only where the work fits our expertise and you would like us to. The roadmap is yours to deliver with any provider, which keeps our advice objective.
Can Holdrix review a quote from another provider?
Yes. We review the scope, highlight anything unclear or missing, and suggest the questions to ask before you sign.
Is the first consultation charged?
No. The first consultation is a free 30-minute online session with no obligation.
How long does the review take?
It depends on how many systems you use. After the first consultation, we confirm the scope and cost of the review so you can decide.
Not sure what to prioritise?
Book a session with a Holdrix specialist to talk through your current systems and decide what to tackle first. A free 30-minute online consultation.