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Digital & Automation Assessment

Digital & Automation Assessment

Assess your entire digital footprint—website, CRM, ERP, payroll, accounting and DMS—to plan and automate your business processes.

Starts from (per engagement)
$2500
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Technologies Used

Small Business Digital Blueprint

Evaluate and optimize your tech stack to align with your industry and growth stage.

This service is designed for small businesses that are overwhelmed by disparate systems and manual processes. We perform a deep dive into your digital footprint, evaluating your website, CRM, ERP, payroll, accounting, and document‑management tools. Our team identifies gaps, risks and bottlenecks, then recommends the right mix of technologies—focused on Microsoft Power Platform, Dynamics 365, SharePoint, and complementary industry‑specific solutions. We deliver a clear, actionable plan that details what to change, how to do it, and the costs and benefits involved.

Digital & Automation Assessment

Gather business goals, pain points, and system inventory via interviews and questionnaires.

We discover your needs, audit your systems, identify gaps, recommend solutions and deliver a roadmap.

Discovery & Intake

Conduct stakeholder interviews, gather business goals, inventory current software and collect pain points to understand your unique context.

System Assessment & Gap Analysis

Evaluate each system’s capability, integration maturity, user adoption and cost; identify gaps in functionality, data flow or compliance.

Solution Blueprint & Recommendations

Provide a prioritized list of technologies and integrations tailored to your industry, complete with rationale and cost/benefit analysis.

Roadmap & Implementation Plan

Deliver a phased strategy with milestones, resource requirements, timeline estimates and potential quick wins to guide your digital transformation.

Why Choose This

Gain clarity on your tech stack and an actionable roadmap to streamline operations and increase efficiency.

Small businesses often adopt systems piecemeal, which leads to inefficiencies, duplicated data, and unclear ROI. This product delivers a structured assessment of your digital footprint—from website to payroll—and a tailored roadmap to unify, modernize, and automate operations based on best practices in your sector.

End‑to‑End Visibility

Understand how your current systems interact, identify gaps and redundancies, and see the full picture of your operations to make informed decisions.

Cost Optimization

Avoid wasting money on redundant tools or services; receive recommendations that prioritize ROI and scalability for your size.

Industry Alignment

Leverage pre‑vetted technologies tailored to real estate, legal, mortgage, retail, or services, ensuring compliance and competitive advantage.

Risk Reduction

Identify security, compliance and data‑integrity risks across systems; receive mitigation strategies that protect your business.

What You Get

A detailed assessment report, solution blueprint, automation plan and implementation roadmap with costs and quick‑win recommendations.

Comprehensive report, blueprint, automation plan and roadmap to guide your transformation.

Discover & Assess

nterview stakeholders, gather business goals, and inventory current systems (website, CRM, ERP, payroll, accounting, document management). Evaluate each tool’s usage, performance, and integration to uncover pain points and inefficiencies.

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System Inventory & Data Gathering
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Pain‑Point Analysis
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Digital Footprint Evaluation
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Technology Fit & Gap Analysis

Set Up & Optimize

Implement quick wins by configuring or improving essential tools: install or optimize a CRM, build or refresh a responsive website, and set up email and marketing automation. Integrate existing systems to reduce manual work and deliver initial training so your team can start benefiting immediately.

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Quick‑Win CRM Setup
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Website & Digital Presence Setup
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Email & Marketing Automation
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Systems Integration & Workflow Tuning
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Initial Training & Adoption

Strategize & Plan

Compile a detailed assessment report, design a future‑state solution blueprint, identify automation opportunities, and create a phased implementation roadmap with estimated costs and timelines. Review findings with stakeholders to prioritize initiatives and plan next steps.

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Solution Blueprint
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Automation Plan
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Implementation Roadmap

Frequently Asked Questions

Common questions about working with HarjTech

What assistance does Microsoft Copilot provide in Outlook?

In Outlook, Microsoft Copilot helps manage emails and schedules more efficiently. It can draft email responses, prioritize important messages, and automate meeting scheduling. Copilot also provides smart suggestions for email content and can summarize long email threads, making it easier to stay on top of communications and manage time effectively. These features help users handle their inbox more efficiently and stay organized.

How can small businesses benefit from using Power Apps?

Power Apps enables small businesses to create custom solutions tailored to their unique needs without the need for significant investment in development resources. With Power Apps, small businesses can streamline their operations, improve data collection, and enhance customer engagement through tailored applications. The ease of use and integration with other Microsoft services make it an accessible and powerful tool for small business growth.

How can small businesses benefit from using SharePoint Online?

SharePoint Online helps small businesses by centralizing document storage, streamlining workflows, and enhancing communication. It provides tools for task management, project collaboration, and secure data sharing, improving overall efficiency. Small businesses can also benefit from the platform's scalability, allowing them to start with basic features and expand as their needs grow.

How does Microsoft Teams facilitate remote work?

Microsoft Teams is designed to support remote work with features like video conferencing, screen sharing, chat, and file collaboration. It enables remote employees to stay connected, collaborate in real time, and access important documents from anywhere. The mobile app ensures that team members can communicate and stay productive on the go. These features make it easier to manage remote teams, ensuring that business operations continue smoothly regardless of location.

In what ways can SharePoint Online streamline and improve business processes?

SharePoint Online enhances business processes by automating workflows, facilitating document collaboration, and providing powerful tools for project management and communication. This leads to increased efficiency, reduced errors, and improved productivity across the organization. By streamlining routine tasks and improving data management, businesses can focus more on strategic activities that drive growth and innovation.

Who would benefit from using Power Apps, Power Automate, and Power BI?

Organizations of all sizes can benefit from using Power Apps, Power Automate, and Power BI. These tools are ideal for businesses looking to enhance productivity through custom app development, automate workflows to save time, and gain valuable insights from their data to make informed decisions. From small startups to large enterprises, these tools provide scalable solutions to meet diverse business needs.

Ready to Transform Your Business?

Let's discuss how our productized solutions can drive your success

Ready to Get Started?

Let's discuss your project and discover how HarjTech can help transform your organization with Microsoft solutions.

Productized IT Consulting & Digital Solutions. Serving clients across Canada with outcome-driven Microsoft solutions that deliver guaranteed results.

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