Tech Series Member Resource

Tech Stack
Health Scorecard

Three minutes. Five sections. A colour-coded verdict on whether your stack is helping your firm scale or quietly draining your margin.

0 of 5

Section 01 of 05

Visibility

Do you actually know what you're paying for and using?

If someone asked you right now: how many software subscriptions does your firm pay for, could you name them all?

Yes, I know exactly, I reviewed them recently Probably most, but a few might have slipped through Honestly, no, I'd have to check the bank statement

How much does your tech stack cost per team member per month?

I know this number (or roughly know it) I know the total but not per head I have no idea what the per-head cost looks like

In the last six months, have you cancelled any subscription because you realised you weren't using it?

Yes, I do a regular audit and cut what isn't working I've thought about it but not actually done it yet No, subscriptions just build up and I rarely review them

Section 02 of 05

Connection

Are your tools actually talking to each other, or are you the connector?

When a new client enquiry comes in, how many places does someone manually enter their details?

One, it flows into everything else automatically Two or three, there's some manual re-entry involved I genuinely don't know, but I know it's more steps than it should be

Between your attract/sales tools and your CRM/practice management, the handover is:

Automated, the data moves without anyone touching it Semi-manual, someone copies and pastes the key info Fully manual, the team does it from scratch each time

Do you pay for two different tools that you know could be replaced by one connected platform?

No, I've consolidated where possible Yes, one or two overlaps I haven't got round to sorting Yes, and it's costing me time and money

Section 03 of 05

Utilisation

The average IRIS customer uses less than 20% of what they pay for. Where are you?

For your main practice management or CRM tool, how much of its functionality do you actually use?

A lot, we've customised it and lean into it heavily The basics, we use the core functions but not much else Very little, it's more of a glorified contact list

When your tech isn't doing something you need, your first instinct is to:

Ask the provider if it can do it, it often can Find a workaround and keep going Buy a new thing to fill the gap

Has your team been properly onboarded into your core tools, or did you just give them access and hope for the best?

Properly onboarded, there's a process and we check it works Mixed, some have had training, some have worked it out themselves Honestly, mostly the second one

Section 04 of 05

Intent

Are you buying software to solve real problems, or to feel like you're doing something?

The last time you bought a new software subscription, was there a clear problem it was solving?

Yes, I could name exactly what it was fixing and the time it would save Roughly, I knew it would help, just not precisely how I bought it after a conference or because someone recommended it

Before buying new tech, do you check whether what you already have could do the job?

Always, existing tools get interrogated first Sometimes, depends on how excited I am about the new thing Rarely, I tend to reach for something new

Which of these feels most true about your relationship with tech at the moment?

Intentional, I know what everything does and why it's there Evolving, I'm actively trying to get on top of it Reactive, I buy things when problems get too painful

Section 05 of 05

Scale-readiness

Could your stack grow with you, or would it crack under pressure?

If your client volume doubled tomorrow, your current tech stack could handle it:

Yes, it's built to scale and the processes are there Probably, but some bits would creak No, it would break and I'd have to rebuild mid-growth

The tech your firm uses to attract and onboard new clients is:

As well-built as the tech you use to serve clients Decent, but not as polished as the delivery side A bit of a mess, most of the focus has been on client work

Do you know your software cost per team member per month? (Rachel and James's target is £80.)

Yes, and I'm happy with where it sits I know it, but it feels higher than it should be I don't track it at all

Your scores by section

Your next three moves

"The purpose of a tech stack is to save you time or provide more accurate information. If it's not doing either, it's just cost."

James Harris, StriveX, Practice Owners Podcast, Tech Series Ep.2

Tech StackHealth Scorecard

Tech Stack
Health Scorecard