Find out where your technology is exposed — and where AI can do the heavy lifting.
Thirty straight questions about how your business actually runs today. You get a Technology Health Score, a plain-English list of your biggest vulnerabilities, and the specific places AI and automation would save your team the most time.
Start your assessment
Tell us a little about the business first — it shapes the recommendations in your report.
Six areas, one honest picture
Each area is scored 0–100. Low scores aren't a sales pitch — they're where a bad week starts: a breach, a lost drive, a key person walking out with the passwords.
Ways to engage
Start free, right here. When you want the findings validated against your real systems and turned into a costed plan, that's a paid engagement — priced up front.
Start here
Self-Assessment
Free
The 30-question assessment on this page, scored instantly across all six areas.
- Technology Health Score (0–100)
- Vulnerability list in plain English
- AI & automation opportunity map
- Downloadable report to share with your team
Most popular
Business & AI Roadmap Session
$250 one-time
A working session with Alexis Coates to pressure-test your results and turn them into a plan.
- Guided review of your assessment results
- Findings validated against your actual systems
- Fixes priced and sequenced by priority
- Written 90-day technology & AI roadmap
Full engagement
Full IT Needs Assessment
Quoted per engagement
A consultant-led deep dive for businesses that need evidence, not estimates.
- On-site / virtual systems & security review
- Staff interviews and process walk-throughs
- Full findings report with costed recommendations
- Optional implementation support or fractional CTO guidance
Top tier — ongoing
IT Health Dashboard
$495 setup
+ $149 / month
Your technology health, kept current — the full assessment and report, re-scored every quarter and delivered straight to your inbox.
- Full IT Needs Assessment and the complete Technology Health Report, delivered by email
- Quarterly re-scores with an updated emailed report each quarter
- A short monthly action-plan check-in note from Alexis
- Your dashboard, delivered to your inbox — no new passwords, no portal to learn
Built for owners, not IT departments
Most small and mid-size businesses don't have a CIO. Technology decisions land on the owner, the office manager, or whoever is most comfortable with a password reset. Meanwhile the risks — ransomware, lost data, staff retyping the same information into three systems — grow quietly.
This assessment was built by Alexis Coates, an IT consultant with 15+ years in technology delivery, service management, and business analysis (ITIL, ISO/IEC 20000, Scrum Master, Product Owner). It benchmarks your business the way a consultant would on a first engagement — then shows you the fixes in priority order.
Businesses use it to prepare for cyber-insurance renewals, satisfy client security questionnaires, plan an IT budget, or find the first three AI tools that will actually pay for themselves.
Who should take it
- Owners of 5–250 person companieswho suspect IT is held together with habit and hope.
- Office managers & operations leadswho became “the IT person” by accident.
- Practice managersin healthcare, legal, and finance with compliance obligations.
- Leadership teamshearing “we should use AI” and wanting a grounded place to start.
- Anyone answering a client's security questionnaireand not liking their own answers.