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What We DoTechnology & Modernization

Practice area III

Technology & Modernization

Your business needs technology that supports how it operates today and where it is going next. That can involve improving an existing setup, introducing a new platform, connecting applications, moving services to the cloud, or developing a web application.

We help you define what is needed, assess the options, and plan the work in a manageable order, including opportunities to reduce duplicated tools and unnecessary ongoing costs.

Who it is for

Example

Choosing software

A business selecting software for customer relationships, scheduling, finance, stock, or day-to-day operations.

Example

Older systems

An owner or team reviewing older systems and deciding what to improve, replace, or connect.

Example

Cloud and web projects

An organization planning a cloud move, a web application, or better integration between its business tools.

What AMPL does

Requirements and solution definition

Define what the solution needs to do.

We work with you to describe the business requirements, the people who will use the solution, and how it needs to fit with existing work.

Systems and platform selection

Compare systems and platforms.

We assess suitable options against those requirements, including costs, usability, integration, information handling, and support.

Modernization roadmap

Plan modernization.

We develop a phased roadmap showing what should happen, in what order, and what each stage depends on.

Business applications and integration

Put applications and connections in place.

We help configure business platforms, connect systems, and coordinate cloud or web application work, with specialist technical resources involved where the scope requires them.

Keeping it running

Plan for ongoing operation.

We establish who will look after the solution and what support, monitoring, maintenance, and documentation are needed.

Software auditAccounting firm, 25 staff
TOOLUSED FORSEATS IN USEPER YEARVERDICT Practice managementClients, time, billing25 of 25$9,000KEEPTax softwareTax returns12 of 12$6,500KEEPFile sharingClient documents25 of 25$2,700KEEPSecond file-sharing toolSame job as the main one6 of 25$1,800CONSOLIDATESecond video-call toolSame job as the main one4 of 20$1,500CANCELE-signatureEngagement letters4 of 4$1,200KEEPTime sheets in spreadsheetsTime trackingnot tracked$0REPLACEOffice serverOld files, one programnot tracked$3,200REPLACE TOTAL NOW$25,900 AFTER CHANGESabout $19,400saves $6,500
Illustrative example of a software audit for a small professional firm. Not client work.

Typical deliverables

A clear set of requirements

A practical description of what the solution must do and how it needs to work for your business.

An assessment of suitable options

A comparison covering fit, costs, limitations, and the reasons behind the recommendation.

A phased modernization plan

Priorities, dependencies, estimated effort, and a sequence the business can manage.

Implemented or improved systems

Configured applications, integrations, or agreed technical changes, with testing and documentation.

An ownership and maintenance plan

Responsibilities for access, upkeep, support, and future changes.

The deliverables for your engagement are agreed before work begins.

How the work proceeds

  1. 1

    Review the current setup

    Understand your systems, how they are used, and what needs to change.

  2. 2

    Define the requirements

    Agree on what a suitable solution must provide.

  3. 3

    Assess the options

    Compare approaches and their practical implications.

  4. 4

    Plan and implement

    Organize the work, coordinate the people involved, and test the changes.

  5. 5

    Prepare for ongoing use

    Document the setup, support the handover, and establish ownership.

Common questions

See all common questions
Can you help us choose a system?

Yes. We help define your requirements, assess suitable options, and prepare a recommendation with the reasons and tradeoffs clearly explained.

Can you help us move to the cloud?

Yes. We assess which services are suitable, consider costs and information requirements, and plan the migration, testing, and ongoing responsibilities.

Can you work with the systems we already use?

Yes. We review the existing setup and how it fits your requirements. Improvements can include configuration changes, integrations, or a staged replacement of specific parts.

Next step

Tell us what you want to improve, introduce, replace, or connect.

Start a conversation hello@ampladvisory.com