Everything in the full report.

Your free diagnostic shows you where you stand. The full report tells you exactly what to do about it — with context, benchmarks, and a prioritized action plan.

Start 14-day free trial See all plans

Sample report — fictional company data

Meridian Logistics Co.

31 applications inventoried · 48 employees · March 2026

Current Assessment

Fragmented · Expensive

Your score vs. industry median

0Industry median: 58100

Vantage Analysis

Your FPI of 47 puts you below the median for companies your size and industry. The primary drag is application redundancy — you're carrying 12 tools that overlap functionally with something else in your stack. That's not unusual at this stage of growth, but it's costing you in licensing spend, onboarding friction, and integration complexity. The good news: this is one of the faster problems to fix.

How this is calculated: FPI combines your redundancy rate, integration health, platform dependency, and stack complexity relative to company size. Each dimension is weighted by its impact on operational efficiency and valuation readiness. Scores are benchmarked against companies with similar headcount and revenue profiles in our dataset.

Core platforms identified

Salesforce, Microsoft 365, QuickBooks

Apps dependent on core platforms

58% of your stack ties back to 3 vendors

Vantage Analysis

A PDR of 2.8 means your stack is moderately concentrated. Three vendors — Salesforce, Microsoft 365, and QuickBooks — anchor 18 of your 31 applications. This isn't inherently bad, but it does mean a pricing change or service disruption from any one of them has outsized impact on your operations. For a company your size, a PDR under 2.0 is the target zone.

How this is calculated: PDR measures the ratio of total applications to the number of distinct platform ecosystems they depend on. A higher ratio indicates greater concentration. We identify "platform ecosystems" by mapping vendor relationships, SSO dependencies, and API integrations across your inventory.

Active integrations

Across 31 applications

Manual data transfers

Regular CSV exports / copy-paste workflows identified

Vantage Analysis

Your ISI of 11.2 is elevated — you have 19 active integrations across a 31-app stack, plus 7 manual data transfers that are doing the job integrations should be doing. The manual transfers are the highest-risk items: each one is a point of failure and a recurring time cost. Two of the seven are between your CRM and your finance system — that's the one to automate first.

How this is calculated: ISI is calculated as (active integrations + weighted manual transfers) divided by total application count. Manual transfers are weighted at 1.5x because they carry both time cost and error risk. The index is normalized against median values for your company size tier.

Maturity distribution — companies your size

Initial

Developing

34% ◀ you

Defined

38%

Managed

15%

Optimized

Vantage Analysis

Developing is the most common tier for companies at your growth stage — 34% of similar businesses sit here. It means you have tools and workflows in place, but they're not consistently documented, integrated, or rationalized. Moving from Developing to Defined typically requires addressing the redundancy problem and establishing clear ownership of your core platforms. That's exactly what your quick wins target.

How this is calculated: Maturity tier is assigned based on a composite of your FPI score, redundancy rate, integration coverage, documentation signals, and process consistency indicators gathered during your assessment. The five tiers are Initial, Developing, Defined, Managed, and Optimized.

Consolidate your three project management tools

ClickUp, Asana, and Monday.com are all active in your stack. Different teams adopted different tools — no single source of truth for project status. Pick one and migrate. ClickUp has the highest feature coverage for your use cases based on your inventory.

Est. $8,400/year saved · 2–4 week effort

Remove two redundant CRM data enrichment tools

You're running Clearbit and Apollo simultaneously on top of Salesforce. Both pull contact enrichment data — there's no documented reason for both. Apollo covers the use case at lower cost. Clearbit can be retired.

Est. $3,200/year saved · 1 week effort

Automate your CRM-to-accounting data sync

Your team exports invoice data from Salesforce to QuickBooks manually, twice a week. A native connector or lightweight n8n workflow eliminates this entirely. Estimated 4 hours recovered per week across two people.

Est. 4 hrs/week recovered · 3–5 day setup

Vantage Analysis

These three actions together address your highest-impact redundancy and your most time-costly manual process. Combined estimated annual value: $11,600 in license savings plus approximately 200 hours of recovered capacity per year. The project management consolidation is the highest-effort item but also has the highest long-term return — start there if you can dedicate two weeks to it.

Application	Category	Status
Salesforce	CRM	Core
Clearbit	CRM / Data Enrichment	Redundant — see Apollo
Apollo.io	CRM / Data Enrichment	Retain
ClickUp	Project Management	Recommended: consolidate here
Asana	Project Management	Redundant — migrate to ClickUp
Monday.com	Project Management	Redundant — migrate to ClickUp
Microsoft 365	Productivity	Core
Slack	Collaboration	Core
QuickBooks	Finance & Accounting	Core
Expensify	Finance / Expense	Retain
Gusto	HR & Payroll	Core
Lattice	HR / Performance	Retain
Zoom	Collaboration / Video	Redundant — overlaps Teams
+ 18 more applications	Full inventory available in your subscriber account

Vantage Analysis

Your full application landscape is mapped by category, owner, and redundancy status in your subscriber account. The 13 applications shown here are a representative sample. The complete report includes usage frequency signals, estimated annual cost per tool, and integration dependency mapping for all 31 applications.

How this is derived: Application inventory is built from your assessment responses and cross-referenced against our database of 1,000+ business applications. Redundancy flags are assigned when two or more tools in your stack share primary functionality, as defined by our application capability taxonomy. Owner and usage signals are inferred from your responses and validated during your session.

Start your free trial

Run your own Physical™.

14 days free. Full report. No commitment until day 15.

Start Starter — $9/mo See Pro — $29/mo