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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

To what extent can Microsoft Teams be customized for my business needs?

Microsoft Teams is highly customizable to fit your business needs. You can create custom channels for different projects or departments, integrate third-party apps and services, and use bots to automate tasks. The ability to add tabs for quick access to frequently used documents, websites, or apps further enhances its flexibility. This customization ensures that Teams can be tailored to support your specific workflows and business processes effectively.

How is Microsoft Copilot integrated into Microsoft 365 applications?

Microsoft Copilot is seamlessly integrated into Microsoft 365 applications, such as Word, Excel, PowerPoint, Outlook, and Teams. It works alongside these applications, providing AI-powered suggestions and automation features directly within the user interface. For example, in Word, Copilot can help draft documents, while in Excel, it can assist with data analysis. This integration allows users to enhance their productivity without needing to switch between different tools.

Who would benefit from using Microsoft Teams?

Microsoft Teams is beneficial for organizations of all sizes, from small businesses to large enterprises, across various industries. It is ideal for teams that require robust communication, collaboration, and integration tools to enhance productivity and streamline workflows. Whether you have remote workers, multiple office locations, or a dynamic project-based work environment, Microsoft Teams can help keep everyone connected and productive.

Who should consider using Microsoft Copilot?

Microsoft Copilot is beneficial for professionals and businesses of all sizes, across various industries. It is particularly useful for those who regularly use Microsoft 365 applications and want to streamline their workflows, enhance their productivity, and leverage AI-driven insights to improve their work. Whether you're a small business owner, a corporate employee, or a freelancer, Copilot can help you achieve more with less effort.

To what extent can Power Apps be tailored to fit specific business requirements?

Power Apps is highly customizable, allowing businesses to create tailored applications that meet their specific requirements. Users can design custom user interfaces, integrate various data sources, and implement unique business logic with minimal coding. The platform's flexibility enables the development of a wide range of applications, from simple forms to complex enterprise solutions, all adapted to the unique needs of the business.

Who would benefit from using SharePoint Online?

Businesses of all sizes, from small startups to large enterprises, benefit from SharePoint Online. It is ideal for organizations that require efficient document management, collaboration tools, and a centralized platform for information sharing. Its scalability makes it suitable for various business needs, from simple document storage to complex workflow automation.

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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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