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

We discover your needs, audit your systems, identify gaps, recommend solutions and deliver a roadmap.
Conduct stakeholder interviews, gather business goals, inventory current software and collect pain points to understand your unique context.
Evaluate each system’s capability, integration maturity, user adoption and cost; identify gaps in functionality, data flow or compliance.
Provide a prioritized list of technologies and integrations tailored to your industry, complete with rationale and cost/benefit analysis.
Deliver a phased strategy with milestones, resource requirements, timeline estimates and potential quick wins to guide your digital transformation.
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.
Understand how your current systems interact, identify gaps and redundancies, and see the full picture of your operations to make informed decisions.
Avoid wasting money on redundant tools or services; receive recommendations that prioritize ROI and scalability for your size.
Leverage pre‑vetted technologies tailored to real estate, legal, mortgage, retail, or services, ensuring compliance and competitive advantage.
Identify security, compliance and data‑integrity risks across systems; receive mitigation strategies that protect your business.
Comprehensive report, blueprint, automation plan and roadmap to guide your transformation.
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.
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.
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.
Common questions about working with HarjTech
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.
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.
Microsoft Copilot is an AI-powered assistant integrated into Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams. It leverages advanced AI technologies to help users create, edit, and enhance their work more efficiently. Copilot can generate text, create summaries, automate tasks, provide data insights, and much more, making it a valuable tool for increasing productivity and efficiency.
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.
Power Apps allows for rapid app development with minimal coding, significantly reducing the time and cost associated with traditional app development. Users can create custom applications tailored to their specific business needs using a user-friendly interface. Additionally, Power Apps integrates seamlessly with other Microsoft services and third-party applications, enhancing its functionality and adaptability.
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.
Let's discuss how our productized solutions can drive your success
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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