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Technology Assessments

Time to market pressures often force technology tradeoffs that make near-term business sense but lead to the accumulation of technical debt. Our team will assess your technology stack and develop strategies for optimizing usability, manageability, and scalability without disrupting existing functionality.

Evolve your infrastructure to support growth efficiently and non-disruptively

Optimize your technology.

Optimize your technology stack for flexibility and growth.

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Success often hinges how well your business can react to market conditions and bring new capabilities to market quickly. But this nimbleness can also lead to the accumulation of technical debt that negatively affects user experience, increases support complexity, and limits future flexibility and scalability. Our team will develop and execute a technology evolution plan that will modernize your infrastructure in manageable steps while ensuring the continuity of existing functionality.

Our Approach

Business Goals
  • Partner with stakeholders to set objectives
  • Collect and harmonize input from all levels of the organization
  • Zero in on the KPIs that truly impact your business

Every engagement begins with the identification of specific business areas where data-driven insights can enhance performance and growth. We gather input from all levels of the organization and create a customized roadmap with measurable success criteria.

Data Discovery
Iterative process
  • Inventory existing 1st and 3rd party data sources
  • Assess and optimize existing tool configurations
  • Document measurement data gaps

Many organizations have existing data sources and technologies that are not being utilized to their full potential. We assess these existing assets and look for ways to optimize them for greater impact.

Identify Opportunities
Iterative process
  • Identify data sets that will unlock new insights
  • Look for unique data searches and combinations that align with business objectives

Once the right foundational data is in place, we help you isolate the data sets that will reveal meaningful insights for your team. We look for ways to apply this data in ways that positively impact business performance.

Collection & Cataloging
Iterative process
  • Document the complete set of data elements that will be tracked
  • Create or refine hierarchies and naming conventions in existing systems

As a clear strategy takes shape, we pinpoint and document the data points necessary to make it a reality. This may include defining new event generation techniques, as well as fine-tuning hierarchies and naming conventions in existing tools.

  • Visualize data in preferred business intelligence tools
  • Design data-driven workflows in CRM and other operational tools
  • Create alert mechanisms for business-critical events

Once the optimal data collection model is in place, we create custom dashboards that turn the data into actionable business insights. Dashboards can be implemented using existing BI and CRM tools or through our Reportiv platform.

“Our partnership with Convertiv is one of the strongest I’ve had. They really care and are completely invested in seeing me – and Symmons – succeed. Their understanding of how to use technology to improve marketing effectiveness is second to none.”


Technology Assessments

Keeping pace with competitive pressures often means bringing new products and services to market quickly. Therefore, it’s important to assess the usability, performance, and scalability of your technology stack on a regular basis and look for opportunities for optimization. Our team of technical experts will provide an independent assessment of your technology approach and help you find ways to modernize and optimize without disrupting your business.

  • Technology evaluation
  • Modernization strategy and planning

Technical Debt Management & Reduction

Accumulation of technical debt is often unavoidable, but a proactive strategy for managing and remediating it will prevent it from degrading user experience and complicating future development efforts. We will take pragmatic steps to keep existing services running reliability while executing the necessary steps to upgrade, standardize, and consolidate technical resources in ways that deliver greater efficiency, flexibility, scalability.

  • Assess, stabilize, and monitor existing systems
  • Plan and execute a non-disruptive evolution to a more scalable and elegant architecture
Why Convertiv?

Data visualization is only meaningful when you trust the data behind it. Our team of data scientists, MarTech experts, and integration engineers work in concert to collect and present accurate data about your business. More importantly, we create systems to ensure that it stays accurate as your business evolves. We love creating eye-catching visuals, but our unique ability to collect and harmonize data in ways that align with your key business objectives is what sets us apart.

Our Thoughts


Managing Technical Debt in Digital Marketing

The growing complexity of systems and services under the digital marketing umbrella inevitably leads to the accumulation of technical debt. Left un...


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Tech Stacks Assessed

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Platform Agnostic Analysis

Client Results

A deep dive into the the technology stack helped a major medical device company streamline their technical processes, allowing stakeholders to focus on mission critical work.

We were approached by the sales and customer service team for a medical device company to help them manage their complex technology stack. Over several years, they had built an ecosystem of tools to manage the complex pipeline of data from marketing through to the customer support efforts. This ecosystem had developed organically over time through a mix of commercial, open-source, and custom tools in response to evolving business needs. Convertiv was asked to perform a deep dive into the toolchain and re-engineer it to pay down accumulated technical debt and improve performance across the pipeline.


reduced cloud costs


system uptime

Gain data-driven insights.