The Software Audit Checklist
20 yes-or-no questions that show where your software is costing your team time, and which of it to fix first. About 10 minutes.
- Current system health: whether the software you rely on is holding up (8 questions)
- Integration and data flow: how well your tools share data (6 questions)
- Growth readiness: whether the setup can take on more (6 questions)
- A scoring guide that turns your No answers into a short list of what to fix first
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Why start with an audit
Most small and mid-sized businesses accumulate technology over time without a deliberate strategy. A CRM here, a spreadsheet there, an aging database that someone built a decade ago. Eventually, these disconnected tools start creating friction that costs real time and money every week.
Work through it with whoever runs operations day to day, and answer for how things work now rather than how they are supposed to. The scoring guide at the end counts your No answers and tells you which section to look at first.
These are the same questions I work through at the start of an engagement with businesses in Portsmouth, the Seacoast NH region, and New England. It is written for owners and operations leads who know something needs to change and want to know where to start.