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A free digital maturity assessment for your firm

The Digital Transformation Assessment is three working sessions with Flectic, then a written analysis of how your firm runs today and how Odoo or Microsoft Dynamics 365 would close the gaps. It scores the maturity of each key process, costs nothing, and you decide what happens next.

It usually takes 7 to 10 business days from the first session to the playback of the findings. We can sign an NDA before you share any data.

Three sessions, each with the people who know the work

  1. 01

    Business Discovery

    How the firm makes money, your goals, the problems you want solved, the scope of the assessment and what success looks like.

    Who joins: Your executive sponsor and the business owner

  2. 02

    Capability and Process Review

    How each department works today: the systems you use, the key processes, the work done by hand or in spreadsheets, and where things slow down.

    Who joins: Department heads and process owners

  3. 03

    Future State and Prioritization

    Where you want the firm to be, which improvements come first, and the risks to plan for before any change starts.

    Who joins: Your sponsor and department heads

What you receive

  • An analysis of your business

    A capability model of what your firm needs to do well, a maturity score for each key process, and a gap analysis that compares how you work today with where you want to be. Each finding points back to what your team told us in the sessions.

  • A future-state view and recommendation

    How Odoo or Microsoft Dynamics 365 would close the gaps we found, which capabilities matter most for your firm, and our recommendation for the next step.

Who the assessment is for

Firms in the five industries Flectic builds Odoo packages for, with a sponsor and department heads who can join the sessions.

An NDA before you share data

The sessions cover how your firm runs, and some answers involve commercial or client information. We can sign a non-disclosure agreement before you share any data with us.

After the sessions

Flectic analyses the answers from the three sessions and takes you and your stakeholders through the findings in a playback. If you want to go ahead, we send a written proposal with a fixed price for each phase before any work starts. If you decide not to, you keep both reports.

Book the first session

Pick a time for Session 1, Business Discovery. It takes 60 minutes online with a Flectic consultant, and we set the times for sessions 2 and 3 with you during that first session.

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Questions buyers ask

What is a digital maturity assessment?

It is a structured review of how a firm runs today, scored process by process, compared with where the firm wants to be. In the Digital Transformation Assessment, Flectic scores the maturity of each key process from what your team tells us in three sessions, and the gap analysis shows which processes hold the firm back.

Is this a digital readiness assessment too?

Yes. The assessment shows whether your processes, data and people are ready for a new system, and the future-state view says how Odoo or Microsoft Dynamics 365 would close the gaps. You get both answers in the written analysis.

What does the assessment cost?

Nothing. The three sessions, the analysis and both reports are free.

How long does it take?

Usually 7 to 10 business days from the first session to the playback of the findings. Session 1 takes 60 minutes, and we agree the times for sessions 2 and 3 with you in that session.

Who from our firm should join?

Session 1 is for your executive sponsor and the business owner. Session 2 is for department heads and the people who own key processes. Session 3 brings the sponsor and department heads together to agree priorities.

Can we sign an NDA before we share information?

Yes. We can sign a non-disclosure agreement before you share any data with us.

Do we need to have chosen Odoo or Dynamics 365 first?

No. The future-state view shows how Odoo or Microsoft Dynamics 365 would close your gaps, and the recommendation says which one fits your firm.

How is this different from the discovery call?

The discovery call is a free 30-minute introduction to Flectic and your business. The assessment is three working sessions with your leadership and department heads, followed by a written analysis and a recommendation.

What if we decide not to go ahead?

You keep both reports, and you are under no obligation to work with Flectic afterwards.