Get In Touch

Technology Audits & Gap Analyses

Learn more about our technology auditing and gap analysis services, including common focal areas, FAQs, a high-level process overview, and more.

Get Started

Maximize Your Tech Stack’s Potential 

Technology can greatly improve a business’ efficiency and efficacy, supporting and enabling solutions that would have been impossible otherwise. But while technology has great potential, its success depends on strategy, configuration, implementation, and adoption—rather than the tool itself.

It’s essential to recognize that there is no such thing as a “magic” tool that operates seamlessly out-of-the-box, and that to achieve success with your organization’s tech stack, it must be regularly evaluated and maintained.

Efficiency and Efficacy

Because inefficient technology can lead to wasted time and money, system or application dissatisfaction, decreased productivity, and missed opportunities, we carefully evaluate efficiency.

Tool or Application Appraisal

With so many exciting and compelling technological tools on the market, it’s dangerously easy for a business to go overboard. We will evaluate each piece of your tech stack to determine its actual value (and whether you might be better off without it).

Security & Privacy

We ensure your systems, tools, and applications are up-to-date with modern regulatory requirements, check for vulnerabilities or weaknesses, and provide recommendations for improving security and privacy controls.


User adoption is critical when new technology is purchased because the success of the investment depends on how well it is integrated and used within the organization. We run reports on user adoption and provide solutions to improve the consistency and frequency of its usage.

Stay vigilant

Symptoms of a Technologically-Ailing Organization

Data collection

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Guaranteed ROI

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Always Online

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Low Productivity

Inefficient technology slows down employees’ work processes, leading to low productivity and wasted time.

High Frustration

Technology that feels cumbersome, counterintuitive or unnecessarily complex frustrates employees and impacts adoption.

Difficulty Scaling

Technology constraints or other issues prohibit a company’s ability to scale operations and ultimately limits a business’ potential.

Conflicting Automation

Conflicting automation or processes can result in delays, errors, crashes, downtime, increased costs, and more (you name it).

We're ready when you are.

Get In Touch

Technology Audit FAQ’s

When researching an agency to evaluate and audit their tech stack, prospective clients often have many questions and concerns. We’ve listed a few below, but don’t hesitate to reach out if you have additional questions you would like answered.

Why should I have my tech stack audited or evaluated?

Organizations may seek an independent auditor or consultant to analyze their current state and tech stack for various reasons. Typically, companies wish to have their systems and technology audited to address concerns related to efficiency, configuration and setup (either too lean or too complex), outdated automations, unnecessary or redundant applications, and malfunctioning integrations. However, regardless of the reason for seeking an audit, most companies share similar goals: improving productivity, user adoption and satisfaction, reliability and ease of use, well-functioning integrations, custom solutions that are necessary and sensible, and a comprehensive understanding of the system’s mechanics and components.

While there’s an argument for having your company’s digital applications, tools and systems audited as a proactive measure, you might not find a technology audit to be very useful if you are satisfied with your current state and have not observed any issues or challenges.

What experience do you have with conducting technology audits?

As technology consultants, we are in a unique position because every large-scale technology project we work on begins with some form of an audit. Audits are mutually beneficial for both the consultant and the customer, as they provide both parties with a new understanding of the current state and often bring previously undetected—but significant—issues to light.

As a team, we have conducted hundreds of audits, evaluating a variety of tools, integrations, and processes. With our deep familiarity and comfort with the audit process, we find it to be the most rewarding aspect of our work because it allows us to solve real problems and deliver tangible outcomes rather than abstract ones.

How do you ensure that your audits are thorough and comprehensive?

We ensure a consistent, thorough, and comprehensive approach through the observation of a structured and methodical approach. This includes identifying all relevant technology components and processes, interviewing key stakeholders, reviewing documentation and workflows, and conducting technical testing when appropriate. 

We prioritize providing comprehensive technology audits by staying abreast of the latest industry standards, regulations, and best practices. We value feedback from our clients and encourage them to share any issues or errors they may have encountered, recognizing that their knowledge of their tech stack is invaluable in ensuring a thorough audit. Given the complexity of most companies’ tech stacks, which may involve thousands of components and dependencies, we believe that no detail is too small and no amount of background information is too much.

What types of technology issues do you typically identify in an audit?

There’s no simple answer to this question, as it depends on the tools in the company’s tech stack, the familiarity and/or experience level of its users, and certainly both the amount and methodology of custom solutions or workflows.

However, common problems we often encounter include outdated or poorly updated systems, inefficient processes, weak cybersecurity measures, inadequate backup and disaster recovery plans, lack of employee training and support, and limited scalability. Other issues may include poorly integrated systems, inconsistent data formatting, unnecessary complexity, and more. 

But perhaps the biggest and most alarming issue we regularly encounter is a system, process, or integration that does not work at all.

How much does an audit cost?

We recognize the importance of budget considerations for our clients, but given the unique nature of each project, we can only provide customized quotes based on complexity and requirements. As such, we do not have a standard price list.

We work closely with clients to identify solutions that fit within their budget, including phased work over longer timelines and collaborating with their team on certain tasks (if possible and/or applicable).

We do not require a retainer and provide flexibility for clients to pause or terminate ongoing work as needed.

What level of ongoing support do you provide after an audit has been completed?

After completing our audit and/or gap analysis, we’ll schedule a call with your team to review our findings and recommendations.

Should you opt to make any changes or updates, our team of skilled and certified developers is at your disposal to provide any necessary assistance.

We pride ourselves on being flexible in our engagement model and can always adjust our level of involvement to meet your needs and preferences.

Do you only audit Salesforce products and tools?

While Salesforce is our primary focus and area of expertise, we also have extensive experience working with a wide range of external systems on a daily basis. Our team is comfortable working with virtually all digital tools, systems, and applications. In the event that we come across a tool or system that we don’t feel is a good fit for our team, we will let you know right away.

During our technology audits, we take a comprehensive approach and evaluate each and every tool in your tech stack, not just your CRM or marketing automation system. Even if you are a Salesforce customer, your technology ecosystem likely extends far beyond Sales or Service Cloud. Our goal is to ensure that all of your systems work together harmoniously to achieve your business objectives.

How do you ensure your documentation and/or recommendations are clear and easy to understand?

The tech industry can be overwhelming with its use of jargon, but we believe in communicating with clients in a way that is accessible to everyone, regardless of role or experience level.

Our team is committed to providing clear and concise language in any documentation we create or demos we provide. 

We make every effort to ensure that your team fully comprehends our logic, concerns, and/or recommendations. If a member of your team requires more personalized attention to gain a clearer understanding, we are happy to schedule individual meetings with our auditor or consultant.

Can I share your audit findings or other media with another agency that I've opted to work with instead?

There are numerous reasons why your organization may ultimately choose to collaborate with another agency or developer. For instance, you might be able to secure a much lower rate with an offshore developer (though we advise against solely selecting a developer or agency based on cost). Alternatively, you may come across a consultant or auditor who you have better chemistry with, or who understands your vision more comprehensively. Ultimately, this is your prerogative.

That said, we consider any documentation or media created during our audit and/or gap analysis process to be privileged and confidential. We kindly request that clients not share this content with external parties without our explicit consent, as our goal is to safeguard the integrity of our work. We reserve the right to terminate access to any documentation and media if we suspect they have been shared with a third party without consent; we will only agree to disclose such content to third parties if there is a compelling and justifiable reason to do so.

What to Expect 

See below for a high-level overview of our technology auditing process, though certainly reach out to us if you have additional questions.


The discovery stage allows stakeholders, admins, IT professionals, and everyday users to help the auditor understand the vision, goals, and intentions behind the technology, in addition to the challenges and pain points they’ve experienced along the way. Most discovery sessions involve some form of whiteboarding, diagramming, and/or process mapping.

Current State Identification

Evaluating the current state of your business’ technology infrastructure is the first and most important step, and consists of—among other things—assessing security and privacy measures, and evaluating the effectiveness and efficiency of the technology in usage. Most—though not all—analyses at this stage can be conducted independently.

Game Plan

Once your auditor has completed their evaluation and/or audit, they will schedule a meeting to discuss their findings and to provide actionable next steps. If custom development or configuration changes are recommended, the auditor will provide a list of our in-house development, integration, and configuration services.

Salesforce CPQ line editor open on laptop

Ready to move forward?

Submit the form to begin the conversation. Once we’ve obtained a few key pieces of information, we’ll be able to provide you with some estimates around pricing options.

Call Us


Email Us

Contact Request


Our Salesforce Certifications

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from - Youtube
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Consent to display content from - Spotify
Sound Cloud
Consent to display content from - Sound
Parquet Dev Salesforce consultants favicon