Your data
What data you hold, how clean it is, where POPIA obligations apply, and what gaps would stop a software project from being viable.
002 / SERVICES / EVOLUTION
Know what software can do for your business before you spend on it.
A two-week audit that ends in a costed roadmap. Not a slide deck.
THE PROBLEM
Why most technology pilots fail.
Most technology spend goes to pilots that look promising in a demo and stall in practice. The gap is not the technology. It is the gap between what a vendor shows you and what your data, systems, and team can actually support today.
Businesses buy tools before they understand what they are getting into. POPIA compliance gets treated as an afterthought. Integration costs get discovered late. The people who need to sign off and the people who will operate the system are never in the same conversation.
Evolution maps that terrain before you commit budget. It is not a discovery phase for a retainer. It is a standalone deliverable: a readiness score, a priority matrix, and a line-item roadmap you can take to any supplier or build team.
WHAT WE EXAMINE
Four lenses. One clear picture.
Your systems
Your CRM, ERP, and the platforms wired to them. Where connections are straightforward and where they will cost more than the software itself.
Your team
Who signs off on decisions and who will operate the system day-to-day. Two different profiles with two different requirements.
Where time is wasted
Where manual hours burn money. Processes that are expensive because people are doing work a system could run.
DELIVERABLES
Four deliverables. No filler.
- 01
Readiness survey report
Scored out of 80 across data, systems, team, and compliance. Shows where you are strong and where work is needed before any build starts.
- 02
Discovery call
A structured session with your leadership team. We walk through the survey findings, challenge assumptions, and agree on the opportunities worth pursuing. You direct; we translate.
- 03
Priority matrix
Effort vs. return across every viable opportunity identified in your business. Tells you what to do first and what to park for 18 months.
- 04
Implementation roadmap
Line-item costed. Phased by dependency. Written to be taken to a board, a CFO, or a build team outside Slate Agency if that is what you choose.
TIMELINE
Two weeks. Fixed.
Week 1
Discovery
One session with your team. We cover data, systems, processes, and people. We do the prep; you show up and direct the conversation.
Week 2
Analysis and costing
We turn those sessions into scored findings. Every opportunity gets an effort estimate and a return range based on your actual numbers.
End of week 2
Written report and walkthrough
One written report and a 60-minute call. We deliver the documents and walk through every finding before you decide what to do next.
WHAT EVOLUTION IS NOT
Worth being clear about.
- A retainer pitch. The audit is a fixed-fee engagement. What you do after it is entirely your decision.
- A tool demo. We are not showing you what any platform can do. We are examining what your business is ready to use.
- A 40-slide deck. Three working documents you can act on. No filler slides, no exec summary of the exec summary.
- Conditional on using Slate for implementation. The roadmap is yours. Take it anywhere.
Start with the audit.
Tell us what your business needs. We'll tell you whether software can do it, and how.