Quarterly Business Technology Review
Your quarterly check-up.
Score
61/100
Annual spend in this area
$26,400
Possible annual saving
$3,600
Hours back per month
2
This is an illustrative example for a typical small business. Your own numbers come from your answers to the 45 questions in this assessment.
What this report says
Quarterly Business Technology Review scored 61 out of 100 for this example business. How work actually flows is already working well, while progress is the area costing the most time and money right now. Fixing the three items below is worth roughly $3,600 a year and 2 hours a month.
The score averages how you rated each area. You scored highest on how work actually flows and lowest on progress.
What is working
- How work actually flows is working well (88/100).
- What you can measure today is working well (67/100).
Where you are losing money
- Progress is the weakest area at 50/100.
- Next quarter is the weakest area at 50/100.
Scores by area
Quick wins
Fix the biggest gap in progress
One contained change that removes the most day-to-day friction.
Remove the duplicate step nobody owns
Work is being redone because two places hold the same information.
Write down how this should work
So it survives holidays, new staff and busy weeks.
Your 30/60/90 day plan
First 30 days
- • Fix the highest-impact issue in progress.
- • Cancel the overlapping subscription identified above.
- • Give every recurring task a named owner.
Days 31–60
- • Document the new way progress runs.
- • Automate the manual handoff between the two busiest steps.
- • Train whoever covers this area when you are away.
Days 61–90
- • Review the savings against the plan.
- • Re-run this assessment and compare your score.
- • Move on to strengthening how work actually flows further.
What the full report also includes
- Measure real progress
- Reset the next 90 days
- Keep momentum
- A priority matrix of impact against effort
- Recommended tools and automations for your situation
- A tracked checklist you can tick off as you go
- PDF and spreadsheet export
Run Quarterly Business Technology Review on your own business
About 15 minutes of questions. Your report is ready the moment you finish. One-time $99.