Identify your bottlenecks and highest-impact opportunities.

This assessment helps Clarioty understand your systems, workflows, gaps, and priorities so we can recommend an optimized roadmap for automation, integration, dashboards, and AI.

1. Company Snapshot

Tell me about your business.

Company Name

Industry

Number of Employees

Locations

Primary Contact

Describe your products / services

2. Tech Stack

What systems are you using?

Core systems (check all)

System details

3. Pain Points

Where does work slow down?

Operations

Sales & CX

Finance / Reporting

Leadership

4. Reporting

How do you get insights today?

Current reporting (check all)

Manual Excel Power BI / Tableau Direct SQL System exports

Biggest gaps

Ideal reporting

5. Automation & Integrations

Where could automation help?

Manual processes to automate Systems that should talk better

6. IT & Security

Quick health check.

What do you have in place?

Security concerns

7. AI, IoT & Computer Vision

Any advanced initiatives?

Current or planned use

Where could AI / IoT help most?

8. Priorities

Where do you want to start?

Top priority

Timeline

Budget (optional)

Additional context