Tech Stack Audit

An independent review of the software your business runs on: your systems, licences, contracts and processes, and how data moves between them. You get a prioritised report and a clear plan for what to fix first.

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Know what’s working,
spot what needs fixing

When you’re running the business, you’re too busy using your tools to assess them. That’s normal. But small problems add up: two systems doing the same job, licences nobody uses, data re-keyed between apps, and workarounds only one person understands.

A Tech Stack Audit gives you an outside view. We look at the software your team uses every day, how well it fits the way you actually work, and what it costs you. Then we tell you plainly what to keep, what to fix and what to replace, including when the right answer is to stay on the system you have.

What a Tech Stack Audit covers

Area What we look at
Systems and software ERP, CRM, accounting, inventory and warehouse management (WMS), scheduling or practice management, and the smaller tools around them
Integrations and data flow Where data moves on its own, where it’s re-keyed, and where it breaks
Processes, end to end We follow real work through your systems, from quote to cash or intake to billing, and note where it slows down or falls through the cracks
Usage and adoption Which tools and features your team really uses
Licences, subscriptions and contracts Duplicate spend, unused seats, and renewal terms worth a second look

Get full visibility
with our Tech Stack Audit

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Find what’s slowing you down

We pinpoint tools that are underused, duplicated or working against your processes.

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Get a prioritised report

Findings are ranked by impact on your business, with specific fixes for each.

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Get vendor-neutral recommendations

We’re independent: no vendor influences what we recommend, and we start from your processes, not a product.

How the audit works

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Discover

We talk to your team, see how work actually gets done, and review the systems behind it.

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Report

We document every gap and inefficiency and rank them by impact.

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Debrief

We walk you through the findings and the order to tackle them. What you do next is your call.

Client diaries

“The team at Cyberlobe was outstanding in their communication and made the entire process seamless. They took the time to understand our business needs and their plan for our accounting, CRM, shipping, and payment systems completely transformed the way we operate.”
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Matthew
Owner, Filter Manufacturing Firm

Tech Stack Audit - A client case study

A BC specialty food importer knew their Odoo ERP wasn’t working, but couldn’t pinpoint where things were breaking down.

Cyberlobe’s on-site audit mapped how the team actually works, showed exactly where the gaps were, and delivered a clear plan to fix the system they already had, without pushing them toward a new one.

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FAQ

Have questions about the Tech Stack Audit?

What does a Tech Stack Audit include?

A Tech Stack Audit, sometimes called a technology audit, is a structured review of your systems, software, processes and how data moves between them. We find what’s underused, duplicated or slowing your team down, and give you a prioritised report with specific recommendations.

Is the Tech Stack Audit free?

No. The first 20-minute call is free. The Tech Stack Audit is a paid engagement, scoped to your business after that call.

What do we receive at the end of a Tech Stack Audit?

A written report of findings, ranked by priority, with recommended fixes and next steps. We walk you through it in a debrief so nothing gets lost in translation.

Who should get a Tech Stack Audit?

SMBs that have grown quickly, moved to new software, or haven’t reviewed their tools in the last two years. It’s also the right first step before an ERP selection or CRM implementation.

How is a Tech Stack Audit different from an internal IT review or a vendor’s assessment?

Cyberlobe is independent and vendor-neutral, and we come in with an outside view. We catch what your team has stopped noticing, and we start from your processes, not from any product.

Where does the Tech Stack Audit fit in Cyberlobe’s 5D Framework?

It’s the Discover step, Your Tech Health Check. Every Cyberlobe engagement starts here.

How long does a Tech Stack Audit take?

Most take four to six weeks, depending on how many systems and teams are in scope.

Is the audit done on-site or remotely?

Both. We work on-site when seeing your team in action matters, and remotely for everything else.

Does a Tech Stack Audit cover cybersecurity or hardware?

Not as part of this audit, which focuses on your software, data and processes. Cyberlobe’s team does include hardware and cybersecurity consultants, so if you need that review, we can scope it as a separate engagement.

What happens after the audit?

The report is yours to act on, whether you do it yourself, with your current vendors, or with us. If you continue with Cyberlobe, the next step is Define: Your Process Playbook.

Before you talk to any vendor,
talk to us.

No sales pitch. A straight answer on where you stand.