The Technology & Operations Assessment

Know exactly where your business stands, and what to fix first.

Fixed-fee, AI-powered diagnostics that tell you exactly where your stack is, and isn't, ready for what's next. Built from the ground up by practitioners who use AI to deliver, not just to talk about it.

Delivery
10 business days
Engagement
Fixed fee. No retainers.
Built for
$10M–$200M operators
Written for
Executive + engineering

“Your board has been asking. Your competitors are claiming. Your vendors are pitching. We give you the answer.”

The assessment

A technology and AI plan your board can actually read.

Most mid-market companies are being asked to have an AI strategy without the data, infrastructure or framework to evaluate one. The assessment is a structured, fixed-scope engagement that produces the board-ready answer, in ten business days, for a fixed fee.

  • Executive AI Readiness Score across five dimensions: data, security, infrastructure, vendor and organizational readiness
  • Current-state assessment with gap analysis, capturing what is actually true about your stack today
  • Prioritized opportunity roadmap ranked by effort and impact: what to do first, what to defer, what to ignore
  • Vendor evaluation framework calibrated to your business problems, not to AI hype cycles
  • Board-ready executive summary in business language, usable on its own as a board document
Investment
Fixed fee, set at signing

Quoted in one conversation and fixed in writing before work begins.

Engagement depth
5 touchpoints

Guided intake, two working sessions, a technical deep-dive and a board-prep review.

AI-first by design

Most firms add AI to a 20-year-old workflow. We built the workflow around AI.

Architected, not retrofitted

The intake, synthesis and report pipeline were designed end to end around modern AI. Not bolted on, not a plugin, not a marketing claim.

By practitioners who ship

Led by a True Fix Advisory architect with ten years of enterprise consulting, using AI in production every day.

Why it matters to you

A fraction of the cost and timeline of a traditional engagement, with the same caliber of judgment. We pass the leverage on instead of staffing it with associates.

Where it leads

Assess it, fix it, then let a crew run it.

The assessment is step one. When you're ready, we implement the roadmap with you, then put a Foreman & Crew to work running the back office on a monthly subscription. Or take the roadmap and run with it yourself.

10 business days

Assess

The Technology & Operations Assessment: a scored read on your systems and a ranked roadmap.

Scoped separately

Implement

We build the fixes with your team, priced as fixed-scope work, never by the hour.

Month to month

Run it with a crew

Foreman & Crew keeps collections, follow-up and the books running every day, across every location. Meet the crew.

What you receive

See the deliverable before you commit.

Twenty pages, including a one-page executive summary that stands on its own. A scored readiness assessment across five dimensions and a prioritized roadmap framed in effort, impact and sequence. No jargon, no vendor logos, no transformation-journey diagrams.

Talk to us about a sample

Illustrative sample · fictional companyConfidential

Meridian Holdings: Executive Readiness Summary

64Data
52Security
71Infra
38Vendor
59Org
1 · CRM cleanup2 · Document OCR pilot3 · Vendor consolidation4 · SSO rollout

Prioritized opportunities, ranked by effort and impact.

When to call us

Signals it's time for the assessment.

If two or more of these are true today, the assessment is for you.

  • Your board has asked for an AI strategy and you have no internal framework to evaluate one.
  • Every software vendor is pitching you AI; none of them have asked what your data looks like.
  • You're preparing for fundraising, a sale or an audit, and someone will look at your AI posture.
  • Your team has run a few AI pilots and you can't tell whether they're working.
  • A competitor announced an AI initiative and your team is asking what your response should be.
  • You want a defensible, written answer for the next board meeting, not another vendor demo.

Start with the discovery call.

Tell us a little about your business. We come back within one business day with a few diagnostic questions and a proposed time to meet.

Book a discovery call