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Digital Maturity Assessment for SaaS & B2B Tech (mid-market)

Multi-product platforms scale fast—then complexity compounds across product lines, data, architecture, delivery, and go-to-market enablement. This assessment gives your leadership team a quantified baseline, a benchmark view, and a prioritized 12–18 month roadmap in 4–6 weeks.

See a sample scorecard.

Best fit profile

  • ~800–2,000 employees (flexible wider band)
  • Multiple products or modules with shared platform dependencies
  • Data scattered across product analytics, RevOps, and customer systems
  • Pressure to show AI readiness without disrupting delivery

Also relevant

What you get in 4–6 weeks

A quantified baseline and a roadmap that executives can use for prioritization and planning. The artifacts are designed to be board-ready.

  • Quantified digital maturity scorecard (overall + by dimension)
  • Benchmark view to calibrate ambition and urgency
  • 3–5 root-cause themes that explain the “why” behind the scores
  • Prioritized 12–18 month roadmap with sequencing and ownership

Example artifacts: sample scorecard and roadmap excerpt.

Common reasons SaaS & B2B tech teams run the assessment

A maturity assessment is useful when you need to turn “we should modernize / adopt AI” into a defensible roadmap with sequencing and ownership.

  • New CIO/CTO/CDO needs a fast, credible baseline
  • Delivery is busy, but outcomes and prioritization are unclear
  • Architecture and data decisions are bottlenecking product velocity
  • AI initiatives are fragmented across teams and tools
  • Board or investor pressure for a coherent digital/AI narrative

Decisions this helps you make

Examples of decisions that come out of a quantified baseline and benchmark view.

Where to invest first

Architecture, data foundations, operating model, or delivery practices—based on quantified constraints rather than opinions.

AI readiness trade-offs

What must be true for AI initiatives to scale safely and reliably (data ownership, governance, product instrumentation, platform capability).

How to align leaders

A shared language for maturity across product, engineering, security, data, and operations—so the roadmap survives planning cycles.

Next step

If you want a quantified baseline and a prioritized roadmap for the next 12–18 months, we can start with a short feasibility call.