UNDERSTAND Operational Check-up
A technical audit for teams already running platforms in production
HubSpot · Boomi (individually or combined)
HubSpot · Boomi (individually or combined)
THE CHALLENGE
You’ve invested in the platform. You’re not sure it’s working for your team.
The platform is live, but no one is sure it’s performing at its best. There’s no go-to partner. The workflows haven’t been touched in months. Data quality is a question mark.
- No one knows how many workflows are active, how many are broken, how many are dead weight
- Data quality isn’t measured — your team only finds the problem when it’s already too late
- New users are trained on the fly, when they’re trained at all
- There’s no benchmark: you don’t know whether platform usage is strong or poor
WHAT WE DO
A complete audit: configuration, performance, adoption.
We assess configuration, performance, errors, security, and governance. We identify immediate optimizations and high-impact new use cases. We measure how the platform is actually adopted by your team — not how many people have an account, but how many actually use it.
GOVERNANCE INCLUDED
Security configuration, role-based permissions, privacy compliance, and data retention — all assessed.
SERVICE SHEET
Operational Check-up
| Phase | Understand |
| Deliverable | Health Check report with scorecard, action plan, and adoption assessment |
| Platform | HubSpot, Boomi |
| Prerequisites | Platform already in production |
| Duration | 2–4 weeks |
| Follows | Continuous CRM Management, Continuous Integrations Management |
HOW IT WORKS
Three phases. One clear scorecard.
1
Access and analysis
We access the platform and assess configuration, workflows, automations, data, integrations, and permissions.
2
Benchmark and adoption
We benchmark usage against industry standards. We measure adoption user by user: who uses what, how much, with what results.
3
Scorecard and action plan
Every area gets a score. We identify quick wins your team can implement in weeks, plus a medium-term optimization plan.
EXPECTED RESULTS
What your organization gets.
Scorecard by area
Every area of the platform gets a score: you know where your team is strong and where value is leaking out.
Immediate quick wins
High-impact actions your team can roll out in the weeks right after the audit. No waiting for the full plan.
Optimization plan
A medium-term roadmap with priorities and estimated impact for every action.
Adoption assessment
You’ll know who uses the platform, who doesn’t, and why. With recommendations to close the gap.
FREQUENTLY ASKED QUESTIONS
Everything you need to know.
Can the Check-up be run remotely?
Yes, entirely. We need admin access to the platform and 2–3 hours of interviews with the key stakeholders.
How is this different from the Complexity Map?
The Map captures the full data ecosystem. The Check-up focuses on a specific platform already in production: HubSpot, Boomi, or both.
What happens if the Check-up reveals serious issues?
We document them with priority and impact. The most critical become quick wins to fix right away. The rest goes into the optimization plan.
Can we run the Check-up even if we already have a partner?
Absolutely. An independent audit has value precisely because it comes from an outside perspective. The report is yours.
THE NEXT STEP
After the Check-up.
The Check-up identifies the opportunities. These are the services that typically follow.Continuous CRM Management
When the platform works but needs someone to evolve it, continuous management is the natural next step.
Evolution Sprint
When the Check-up surfaces specific high-impact opportunities, a sprint delivers them in weeks.
Complexity Map
When the real problem isn’t the platform itself but how it integrates with the rest of your systems.
Is the platform working for your team, or against it?
The Operational Check-up gives you a clear answer. Let’s talk about your context.
Connected data. Autonomous decisions. Customers at the center.