Free Assessment Tools

Make Better Technology Decisions

Interactive tools to help you evaluate automation opportunities, prioritize investments, and align your team on technology strategy.

FIVES Framework Assessment
Evaluate your automation opportunities using five critical criteria: Frequency, Impact, Variability, Existing Data, and Stakeholder Readiness.
  • Score opportunities from 1-5 on each criterion
  • Compare multiple opportunities side by side
  • Get clear prioritization recommendations
  • Export results to CSV for sharing
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Build vs Buy Assessment
Determine whether to build custom solutions, buy off-the-shelf software, or take a hybrid approach for your technology needs.
  • Evaluate strategic importance and market maturity
  • Assess change velocity and integration complexity
  • Get build, buy, or hybrid recommendations
  • Document reasoning for stakeholder discussions
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More Ways to Learn

Additional resources to help you on your AI and automation journey.

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Pre-Meeting Worksheet

Prepare for your diagnostic call by identifying top problems.

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Why Use These Tools?

Built from years of helping mid-market companies navigate technology decisions.

Data-Driven Decisions

Move beyond gut feelings with structured frameworks that capture the factors that matter.

Stakeholder Alignment

Create shared understanding by documenting your reasoning and scoring criteria.

Save Your Work

Sign in to save your assessments and come back to them anytime.

Export & Share

Download your results as CSV to share with your team or include in presentations.

How It Works

1

Choose Your Assessment

Select the tool that matches your decision: FIVES for automation opportunities, Build vs Buy for technology choices.

2

Answer the Questions

Work through each criterion, scoring based on your specific situation. Add notes to document your reasoning.

3

Review Recommendations

See clear recommendations based on your scores. Compare multiple options side by side.

4

Save & Share

Sign in to save your work, or export to CSV to share with stakeholders.

Need Help With Your Assessment?

Book a 17-minute diagnostic call and we'll walk through your specific situation together.

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