Technology & Software Evaluation

Information Technology/Process Automation

Information Technology/Process Automation

Technology and business are evolving faster than ever. According to Microsoft, nearly every industry is undergoing micro-revolutions every 12–18 months. Yet, an estimated $537 million in software goes unused or underutilized each year due to poor selection or implementation decisions.

Every organization has unique challenges and goals. Our Solutions Experts identify opportunities to streamline operations, automate workflows, and design an integrated tech stack aligned with your strategy and growth objectives.

We stay current on the latest solutions across ERP, CRM, AI, Project Management, Web Development, and E-Commerce, ensuring you have the right tools to stay competitive.

Our evaluation process delivers a clear, actionable roadmap that prioritizes your biggest obstacles and goals—clarifying the configuration steps for your core solution and defining any integrations or add-ons to streamline information flow.

Video Description

Packages

Technology Evaluation (1-50 employees)

$5,950/month

2 months

delivery time

How We Help Optimize ERP and Integrate Your Tech Stack

Review your existing technology infrastructure, data storage, and software tools to understand current capabilities and gaps.
Identify inefficient workflows and data silos to uncover automation and process improvement opportunities.
Assess your technology stack and define integration strategies to ensure a seamless flow of data across systems.
Recommend best-fit software solutions, cloud platforms, and process enhancements to optimize efficiency and financial reporting.
Define reporting requirements and dashboard configurations to enable better visibility and decision-making.
Analyze your web presence and sales/marketing technology to align digital infrastructure with revenue growth goals.

About ShapeConnect Inc.

Professional Services

exceptional

ShapeConnect diagnoses your challenges, matches you with the right SaaS & Service Providers, and guides you through each step of implementation. The result? You save time, reduce costs, and optimize your operations with solutions that genuinely move the needle.

Company Experts

Yvonne Petterson

Operations Solutions Expert

Yvonne has experienced all aspects of business ownership, from start-up to successful exit, having run her own company for 10 years (2007-2017). She is passionate about research and excels at finding unique, realistic solutions to any problem. Before launching her business, she worked for the global market research firm, Euromonitor International.

["Management","Digital Marketing","Operations"]

Brian Zielinski

Growth Solutions Expert

Brian is an innovative leader with diverse business and military experience. He has served Director of Marketing and CRM Lead for two multi-billion-dollar healthcare companies. In addition to his experience growing large brands, Brian has devoted much of his career to helping small-and-medium sized healthcare practices build individualized strategies to win in their local markets. As a Signal Officer in the US Army, Brian executed missions in Afghanistan and Kuwait that required him to assess new technologies and improve network infrastructure. Through his business and military experience, Brian saw the importance of identifying the right tech & software vendors to improve workforce productivity and drive efficiencies.

["Sales","Digital Marketing"]

Jonathan Culley

AI Solutions Expert

I’m a senior executive with over two decades of experience fusing technical innovation with strategic sales to drive revenue growth and transform businesses. My passion lies at the intersection of technology and client success, where I excel at translating complex systems — like Machine Learning algorithms, Agentic AI software development, and AWS-powered data solutions — into compelling, client-focused strategies that deliver results.

["IT","Data Analytics","Operations"]

Mark Kennedy

Software Solutions Expert

Mark is an experienced and innovative IT leader known for developing successful processes and effective strategies to improve a company’s profitability. He has led talented teams that serve clients through the analysis of equipment, budgets, network security audits, technology innovations and more. Mark specializes in software selection and change management, ensuring that new technologies and processes streamline operations and reduce burdens on employees.

["Operations","IT"]

Project Phases

Overview

We begin by learning about your business through brief survey assessments to understand your goals, challenges, and current systems. Next, our team conducts targeted virtual or in-person interviews to gain deeper insights into your workflows and technology usage.

Leveraging our proprietary Stack Evaluator, we consolidate and analyze this information to identify optimization and integration opportunities. The outcome is a strategic technology roadmap—a clear plan to implement, configure, and align your current or new systems for maximum performance and efficiency.

Scope

Overview

A ShapeConnect Technology Leader will provide you with a report that will define what your technology stack should be for your business goals. Your CIO will also manage the essential tasks of aligning your needs with the right technology solutions and working with vendors and your staff to lead the successful role out of new workflows and systems.

What Is Included:

Presentation and report of your technology
An comprehensive evaluation of your technology spend for consolidation and cost-saving opportunities
An estimate of what upgraded software solutions would bring to your bottom line

What Is NOT Included:

Implementation of recommendations (separate package)

Select Package

Technology Evaluation (1-50 employees)

$5,950/month

Timeframe: 2 months

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