Business Systems Checkup

You do not need the perfect plan before reaching out.

Tell me what feels clunky. STAT Central will help sort whether the next step is a website, workflow, Microsoft 365 cleanup, app/internal tool, dashboard, automation, or support plan.

Business Systems Checkup

Tell Me What Feels Clunky

Start with what feels harder than it should. No technical terms or perfect plan required. The first step is sorting the issue, not selling a giant project.

Optional pre-step

Not sure what category your issue fits?

Try the Workflow Friction Scorecard first if it would help. It runs in your browser, does not store your answers, and can help you bring a clearer starting point into the checkup. It is helpful, not required.

Try the Workflow Friction Scorecard

Prefer to talk it through?

Call directly if talking it through is easier than writing it all out.

270‑992‑2016

What happens next

1. You send the messy version.

No technical terms required. Share the workflow, page, spreadsheet, report, software issue, app idea, or support problem that feels harder than it should.

2. I sort the issue.

I look for whether the first move is probably website, workflow, Microsoft 365, reporting, internal tool, automation, planning, or practical support.

3. You get a practical next step.

The follow-up should name the likely problem category, one useful first fix, and what information would be needed if the work continues.

The Business Systems Checkup is a starting point, not a full audit or finished technical plan. The goal is to help identify the most practical next move.

Start here

Send the messy version.

Share enough context to begin. A rough description is fine; the first reply can help clarify what belongs in the next step.

Having trouble with the form? Open it in a new tab.

Good first sentences"We are doing too much by hand.""Nobody knows where things stand.""Our spreadsheet became the system.""Our website does not explain us anymore."

Also useful"We have Microsoft 365, but still do everything by hand.""We need a small app or internal tool.""We bought software, but the process is still messy.""Our team needs clearer technology support."