Are Your Tools Fueling Growth or Slowing You Down?
Most inefficiencies don’t come from a lack of tools but from the wrong ones. Systems that once felt like a great fit can become a silent bottleneck, eating up time, frustrating your team, and slowing down your ability to scale. Tools must evolve with your business.
Instead of guessing, use the Tech Impact Scorecard below to measure your tools against real business outcomes. No fluff, just a clear way to see where your systems are helping and where they’re costing you time and money.
The Tech Impact Scorecard: Is Your Software Moving You Forward?
Use this quick scorecard to evaluate whether your tech is helping or hurting your business.
👉 Grab the GSheet template here to complete the assessment in minutes.
Step 1: Identify Your Core Workflows
Think about the most important daily processes in your business. Pick three critical workflows that impact revenue, operations, or customer experience. For example:
Sales Process (lead to closed deal)
Project Delivery (from kickoff to completion)
Customer Support (how quickly issues get resolved)
Step 2: Rate Your Tech on a Scale of 1-5
For each workflow, score your tools based on:
Time Efficiency: Does this tool save time, or do employees work around it?
Data Flow: Does information move seamlessly between teams and systems?
Cost vs. Value: Are you paying for what you actually use and need?
Scalability: Can this tool grow with you for the next 12-24 months?
Flexibility: Can you customize it to fit how your team actually works?
Definition of Scores:
🔴 1-2: Major bottleneck. Likely costing your team serious time and money.
🟡 3: Works, but has inefficiencies that will grow over time.
🟢 4-5: A strong asset to your business.
Step 3: Spot Your Gaps & Take Action
Look at where you scored 3 or below. These are your weak links. Now, decide:
✔ Can you optimize it? (Better integration, automation, or training?)
✔ Is a replacement needed? (Is there a smarter alternative?)
✔ Should you rethink your workflow? (Do you need a different approach entirely?)
The goal isn’t to throw out your entire tech stack. It’s about alignment.
If a tool is helping you scale, keep it. If it’s requiring constant workarounds and wasted time, fix it.
Start with your lowest-scoring area and make one smart improvement. Whether that’s integrating, streamlining, or replacing a tool. Small improvements add up can prevent bigger problems down the road.
Turn Insights into Action
Most businesses don’t need more software, they need the right software.
🔍 Not sure what’s next? If your audit reveals bigger gaps or you would like to do the audit together, I’d be happy to chat about options. Just reply to this email.
