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Boxed OnlineGary Kellett · Architect · CTO · AI, home

Are my systems right for us?

Can the systems you already pay for do what you need? I'll check every one of them.

Before you buy anything new, find out what you already own. I review the whole estate: accounts, CRM, ERP, job management, the spreadsheets holding it together, every subscription and the links between them. Each system gets a verdict: keep, configure better, connect, replace or retire. You get the licence waste, the data gaps, the key-person and security risks, and a costed roadmap. Often the answer is better use of what you have, not something new.

The outcome

What changes for the business

What you get out of it first. How I do it comes further down.
  • A clear verdict on every system: keep, configure better, connect, replace or retire

  • Licence and subscription waste found and priced

  • Key-person, security and data risks named, with a costed roadmap to fix them

Who it’s for

  • Businesses running on a patchwork of systems bought one at a time
  • Owners about to buy new software who want to know what the current systems could already do
  • Firms paying for subscriptions nobody is sure are still used
  • New managing or finance directors inheriting an estate they didn't choose

The playbook

What happens, phase by phase

What I do, what I need from you and what you have at the end of each phase. Decision points are marked: you can stop at any of them.
  1. Days 1-2

    Phase 1: Inventory

    • Gather every application, subscription and key spreadsheet from invoices, logins and a short questionnaire
    • Note what each one costs, who owns it and how many people use it
    • Draw the first estate map: the systems and the links between them
    • Agree the business priorities the verdicts will be judged against
    You provide
    Your last three months of software invoices, and an admin who can show me the settings
    You get
    A draft estate map and cost list
  2. Week 1

    Phase 2: Interviews and inspection

    • Short sessions with the people who use each system every day
    • Look at how each system is set up: unused modules, workarounds, custom fields
    • Trace where data is re-keyed or exported into spreadsheets
    • Check access, backups and who holds the knowledge
    You provide
    30 to 45 minutes with each key user
    You get
    Findings for each system, with the evidence
  3. Week 2

    Phase 3: Verdicts

    • A verdict for each system: keep, configure better, connect, replace or retire
    • Licence and subscription waste priced
    • Key-person, security and data risks named
    • Where automation or AI would pay, and where it would not
    You provide
    An hour to test the draft verdicts with me
    You get
    A verdict and the reasoning behind it, for every system
  4. End of week 2

    Phase 4: Roadmap and walkthrough

    • A costed, phased roadmap with the quick wins first
    • Options for anything worth replacing, including staying put
    • A walkthrough with you and anyone you want in the room
    You provide
    The decision-makers, for an hour
    You get
    The written Health Check and roadmap, yours to keep

    Decision point: Act on it yourself, with your suppliers or with me. The fee is credited if you build with me within 60 days

What you get

  • Application estate map: every system, who uses it, what it costs and what it connects to
  • A verdict and the reasoning for each system
  • Subscription and licence waste list, with the saving
  • Data and integration gaps, including where work is re-keyed
  • Risk register: key-person dependencies, access, backups and security basics
  • A costed, phased roadmap with the quick wins first

Time and price

Time
3-6 working days over 2-3 weeks
Price
From £2,450, fixed before we start

Transparent pricing

From £2,450, and what moves it

A published starting price, and the handful of things that change it. The fixed price is agreed in writing before any work starts.

Systems Health Check

From £2,450

Prices exclude VAT. Typical time: 3-6 working days over 2-3 weeks.

The starting price includes

  • Up to 5 core applications reviewed (accounts, CRM, ERP, job management, key spreadsheets)
  • One site or team group interviewed
  • A verdict for each system: keep, configure better, connect, replace or retire
  • Key-person and security risks named
  • A costed, phased roadmap
  • About 3 days of my time
  • Fixed price agreed in writing before I start.
  • Credited against a build with me within 60 days.
Work out your price

What changes the price

  • Applications and tools to review

    Each system needs its own look at configuration, licences, data and who depends on it.

  • Sites or team groups to interview

    Each extra site or team uses the systems differently, so it needs its own conversations.

  • Map the integrations and data flows between systems

    Drawing how data moves (and where it is re-keyed) takes a full extra day.

  • Sample your data quality

    Checking real records for duplicates, gaps and mismatches adds analysis time.

  • Audit subscription and licence spend

    Matching invoices to active users finds the waste, but means going through the bills.

Price calculator

Your price, worked out

Change the answers to match your business and the estimate updates, line by line. Prices exclude VAT.

Work out your price

The estimate updates as you change the answers.

Where this fits

One stage of four, and you can stop at any of them

  • Price agreed up front
  • Documents and code are yours
  • One accountable person: me
  1. 01 / You are here

    Find

    Know where the time and money go, and what to do about it.

  2. 02

    Prove

    See it work on your own data before you spend a penny.

  3. 03

    Build

    The chosen answer, built, tested and handed over.

  4. 04

    Run and lead

    Kept working, measured monthly, with a senior hand on the wheel.

How the services fit together: find the answer, prove it, build it, then keep it running.

Evidence

Work behind the claim

All case studies
HealthcareAnonymised

The expensive platform we didn't buy

A European healthcare distributor

An architecture decision that avoided a costly licence, followed by a budget, vendor and approvals application built in two days.

QuotedDelivered
Estimated 15.5 team-weeks, delivered in 2 days

Questions

Good questions, straight answers

What does an architect actually do for a small business?

The same thing as for a large one, at the right size. I work out how the business really runs, which systems and people are involved, where the waste is, and which change will make the biggest difference for the least money and risk. Often the answer isn't new software at all.

Do you always recommend AI?

No. In regulated industries especially, a properly implemented ERP, CRM or workflow engine is often the answer: validated, auditable and integrated. I then use AI where it genuinely helps inside those systems, and leave it out where it does not.

Next step

Tell me what's stuck.

In 30 minutes you'll know whether to fix it, buy it, build it or leave it. No pitch deck.

Book a 30-minute callProve a process free

I reply personally within 2 business days.