Welcome to your Technology Physical

We’ll diagnose your tech stack and show where tools overlap, integrations create friction, and consolidation may help. For definitions and help for each question reference this knowledge article.

Annual Revenue

Team Size

How comfortable are you with technology?

Do you have any dedicated IT Support?

Yes

Stage

Do you have any Private Equity or Venture Capital backing/ownership?

Yes

Which office platforms do you use?

Where do you store the bulk of your data?

Which cloud platforms do you use?

Estimate the number of software tools used to run the business. When in doubt, count higher — shadow IT and forgotten subscriptions are common.

Include

SaaS tools
Internal systems
Marketing tools
Financial tools
Collaboration tools
AI tools

Exclude

Personal productivity tools not used by the company

What is the approximate cost of all business software subscriptions per month. An estimate is fine — the range matters more than the exact figure.

Include: SaaS subscriptions, Automation platforms, Marketing software, CRM licenses, Analytics tools. Exclude: Employee salaries, Hardware purchases, Internet service.

Do you have a framework for reviewing your software for retirement or replacement?

Are there any specific pain points you are looking to address?

List the main tools your business runs on.

Brain-dump in the sections below or copy paste from a list if you have one. Just remember, the level of detail in your final report will depend on what you provide.

Marketing Tools

list channels, subscriptions, graphics, video & audio editing

Internal Communications Tools

e-mail, sms, chat

Operations Tools

project management, ticketing, development, task management, supply chain, manufacturing, product development

Customer Relationship Management & Sales Tools

customer service & communications, point of sale, digital commerce

Human Resources & People Tools

payroll, benefits, hiring, onboarding, training

Automation & Middleware Tools

workflows, funnels, integrations

Reporting & Data Visualization Tools

business intelligence, dashboards

AI Tools

Finance Tools

budget, forecasting, P&L

Other Tools

specialized and industry-specific tools

How automated are your workflows today?

How widely is AI used in your workflows?

Mostly native integrations	Applications connect directly through built-in integrations provided by the vendors.
Some middleware (Zapier, Make)	Some integrations rely on automation platforms to move data between systems.
Heavy integration layer	Many integrations rely on automation tools, custom APIs, or integration platforms.
Manual exports	Data is frequently moved between systems manually using spreadsheets or downloads.

How do your systems usually connect?

Company Name *

Industry

Primary Contact

Role

Are you a decision-maker for technology adoption or rationalization?

yes

Email *

Phone

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A note before you submit

Capacera Vantage is currently in beta. This assessment is provided for informational purposes only. Results are generated using AI and are based solely on the information you provide — they do not constitute professional technology, legal, financial, or operational advice. Capacera, Inc. makes no warranties regarding the accuracy or completeness of the output and accepts no liability for decisions made based on these results. Beta users should not expect dedicated customer support. By submitting this form, you acknowledge these terms.