Review and Assessment

Why Choose a Review and Assessment?

We’re often approached by businesses that have taken the first steps toward cloud adoption but find themselves stuck or uncertain about their next move. Common scenarios include:

• Incomplete or Incorrect Setup: Your current software installation is partially completed or improperly configured, leaving you unsure of the next steps or needing expert assistance to finalise the process.
• Uncertainty About Fit: You’ve started with a solution but are unsure if it’s the right one for your business needs and long-term goals.
• Need for Additional Software: You require an additional operational tool—such as accounting software, online ordering, or a CRM—but are unsure which solution is best for your business and how to integrate it seamlessly.
• Business Evolution: Your business has shifted direction, and you need to determine if your existing software can still support your new objectives.
• Integration Challenges: You have two or more software systems that should integrate but need expert help to make the connection work effectively.
• Training and Best Practices: Your team needs guidance on how to use the software efficiently, ensuring you’re leveraging best practices and maximising ROI.
• Desire for Stability: You want to ensure your software environment is robust and reliable before committing to ongoing support or further investments.

If any of these resonate with you, our Review and Assessment service can provide the clarity and direction you need to move forward confidently.

What to Expect from the Review and Assessment Process

Our Review and Assessment process is a collaborative and thorough evaluation of your current systems, workflows, and business needs. Here’s how it works:

1. Initial Discovery Session

We start by getting to know your business. During this session, we’ll discuss your current challenges, inefficiencies, objectives, and any deadlines or priorities you’re working toward. This helps us gain a comprehensive understanding of your unique situation.

2. Workflow Review

We’ll conduct a deep dive into your existing workflows and systems to identify gaps, inefficiencies, and opportunities for improvement. This includes evaluating your current software setup, integrations, and processes.

3. Recommendations and Next Steps

Based on our findings, we’ll provide a detailed report outlining our recommendations. These may include:

• Automating repetitive tasks to save time and reduce errors.
• Enhancing or adding software integrations to streamline your operations.
• Introducing additional tools or platforms to address specific needs (e.g., EDI for suppliers, 3PL for logistics).
• Reconfiguring your current systems for optimal performance.
• Providing tailored training to ensure your team can use the software effectively.

In some cases, our recommendations may include actions you can implement independently. In others, we’ll provide a quote for SMB Consultants to assist with the solution, whether that involves reconfiguration, completing an installation, or ongoing support.

4. Statement of Work (SOW) and Sign-Off

We’ll present a clear and actionable Statement of Work (SOW) for your review. Once you approve and sign off on the SOW, we’ll proceed with the next stage, which may include Workflow Acceptance Testing (WAT), implementation, or further training.

Why Work with SMB Consultants?

Our team specialises in helping inventory-based businesses unlock their full potential through connected systems and reliable data. With years of experience in cloud software and digital transformation, we bring:

• Expert Guidance: We’ve worked with businesses across Australia and New Zealand to solve complex software challenges, making us a trusted partner in the SMB space.
• Tailored Solutions: No two businesses are the same, and our recommendations are always customised to your specific needs and goals.
• Actionable Insights: Our R&A reports are designed to provide clarity and actionable steps, so you always know your next move.
• Ongoing Support: Beyond the Review and Assessment, we’re here to support you with training, integration, and long-term system optimisation.

Ready to Get Started?

Don’t let disconnected systems or uncertainty hold your business back. Book a FREE 15-minute consultation with our team today to discuss your needs and learn how our Review and Assessment service can set you on the path to success.