AI · CYBERSECURITY · WORKFLOW · TECHNOLOGY DECISIONS

Business Technology Tools & Guides

Use these published guides to assess your current environment, identify practical improvements and prepare for a better technology decision. Each resource below opens the working page or article.

Available Resources

AI Readiness & Workflow Toolkit

A readiness scorecard, workflow worksheet, opportunity prioritizer, acceptable-use starter, vendor checklist and 90-day action plan.

Use the six-part toolkit →

Cybersecurity Baseline

Review multifactor authentication, patching, recoverable backups, account access, vendor access and incident readiness.

Read the cybersecurity guide →

Technology & Vendor Evaluation

Use operational fit, security, supportability, integration and total cost to guide a purchase or platform review.

Use the evaluation guide →

Small-Business Technology Checklist

Seven practical checks covering websites, local visibility, accounts, backups, AI, workflows and technology ownership.

Read the technology checklist →

What a Workflow Diagnostic Finds

See how intake, scheduling, reporting and handoffs can reveal a useful first process-improvement project.

Explore the diagnostic approach →

Assess Before You Invest

Understand why workflows, infrastructure and risk need to be reviewed together before adding another tool.

Read the assessment guide →

Turn the Findings Into a Practical Plan

For one high-friction process, start with the $495 AI Workflow Diagnostic. For broader technology, security and workflow needs, explore the AI + IT Operational Assessment.