Free Self-Guided Audit

Technology Transformation Assessment

A comprehensive audit and strategic roadmap framework for manufacturers and building supply professionals ready to modernize operations, unlock hidden value, and gain a competitive edge through AI and automation.

  • Identify
  • Quantify
  • Prioritize
  • Transform
Start the audit →Book a Discovery Workshop
8 DOMAINS · 64 AUDIT ITEMSSCORED 1–5 · CRITICAL → STRONGMAX SCORE 320DISCOVERY+ MEASUREASSESSAI READINESSROADMAP90-DAY PLANSECTION A-A — FROM SCORE TO ROADMAPJPL · DWG-0501 · REV A
Why This Assessment Exists

The problems you can't see are the ones costing you money.

Every manufacturer and building supply business we've worked with has the same blind spot: they know something isn't working, but they can't pinpoint where the money is leaking, how much it's costing, or what to fix first. These problems live in the gaps between your software systems, in manual workarounds, and in tribal knowledge that only a few people carry. Because they're invisible, they compound.

73%of manufacturers report using less than half their ERP capabilities
$1.3Maverage annual cost of inefficiency for mid-size manufacturers
47%of institutional knowledge is at risk due to retiring workforce
6–18motypical payback period for targeted automation investments

This assessment is the same diagnostic framework our team uses internally when we begin an engagement. You'll walk away with a scored picture of where your technology stands, where your workforce is held back by outdated processes, and a prioritized action plan you can execute with or without us.

  • A scored technology maturity rating across 8 critical domains
  • A risk classification showing which areas are costing you money right now
  • Workforce impact questions that quantify the human cost of technology gaps
  • A prioritized 90-day action plan with quick wins and strategic investments
  • A clear understanding of what your existing software can do that you're not using

Who should complete this? Business owners, operations managers, and IT leaders in manufacturing and building supply businesses with 10 to 500 employees. No technical background needed — just honest answers and about 60 to 90 minutes. If you don't know the answer to a question, that's data too — it tells us where visibility gaps exist.

The Assessment Process

Four phases. Zero guesswork.

01

Discovery: Technology & Operations Audit

Complete software and hardware inventory · System integration gap analysis · ERP/MRP module utilization · IT infrastructure reliability · Production floor technology review

02

Measure: Workforce & Financial Impact

True cost-per-employee calculation · Revenue per employee benchmarking · Onboarding time-to-competency · Succession risk scoring · Manual process cost quantification

03

Assess: AI Readiness & Opportunity

Data infrastructure readiness · AI use case identification · Cybersecurity and compliance posture · Vendor and tool landscape · Risk assessment across privacy and change management

04

Roadmap: Prioritized Action Plan

Impact vs. effort prioritization matrix · 90-day action plan with owners and milestones · Quick-win recommendations · Strategic investment roadmap (6–24 months)

Phase 1 · Discovery

Technology & Operations Audit

Rate your organization honestly on each item below, 1 to 5. The score isn't a grade, it's a starting point. If you're unsure, that's usually a 2. If the answer is "we don't do that," that's a 1. Domain scores update automatically as you go.

1 Non-Existent2 Ad-Hoc3 Defined4 Managed5 Optimized

Domain 1: ERP, MRP & Core Business Systems

Domain Score:0/40 (0% ——)

1.1 ERP/MRP system is current, vendor-supported, and covers core business processes

1.2 Percentage of available ERP modules actively used and properly configured

1.3 System uptime and reliability meets operational requirements

1.4 User adoption is consistent — all relevant staff use the system as intended

1.5 Master data (items, BOMs, routings, customers, vendors) is accurate and maintained

1.6 Financial, inventory, and production modules are integrated (no duplicate entry)

1.7 Reporting and dashboards meet management decision-making needs

1.8 System is scalable to support projected 3-year business growth

Domain 2: IT Infrastructure & Network

Domain Score:0/40 (0% ——)

2.1 Server/compute infrastructure is current, redundant, and adequately sized

2.2 Network (LAN/WAN/Wi-Fi) is reliable across office and production floor

2.3 Internet bandwidth supports current and planned cloud/SaaS workloads

2.4 Cloud strategy is defined with clear plan for workload placement

2.5 Hardware lifecycle management — refresh schedules, warranty, asset inventory

2.6 End-user devices are current, standardized, and fit for purpose

2.7 Backups are automated, tested regularly, and meet RPO/RTO requirements

2.8 Disaster recovery plan exists, is documented, and tested within 12 months

Domain 3: Production Floor Technology & OT

Domain Score:0/40 (0% ——)

3.1 Automation level is appropriate for production volume and product complexity

3.2 PLC, CNC, and robotic systems are current and vendor-supported

3.3 MES or shop-floor control system provides real-time visibility

3.4 Machine data (cycle times, downtime, OEE) is captured digitally and reviewed

3.5 SCADA/process control systems are functioning and integrated with IT

3.6 IoT sensors deployed on critical equipment for condition monitoring

3.7 Digital work instructions replace or supplement paper-based SOPs

3.8 Maintenance managed via CMMS with preventive/predictive scheduling

Domain 4: Software Ecosystem & Integrations

Domain Score:0/40 (0% ——)

4.1 Complete software inventory exists — all applications documented with owners

4.2 Critical systems are integrated (no re-keying data between systems)

4.3 Integration method is sustainable (APIs, middleware) not fragile (exports, macros)

4.4 CRM captures customer interactions and feeds into planning processes

4.5 Quality Management System (QMS) is digital and integrated with production

4.6 Warehouse/inventory uses barcode, RFID, or automated tracking

4.7 Document control and engineering change management is digitized

4.8 Software licensing is managed, compliant, and cost-optimized

Domain 5: Data Management & Analytics

Domain Score:0/40 (0% ——)

5.1 Operational data stored in centralized, structured, accessible format

5.2 Data governance policy exists — ownership, quality standards, retention defined

5.3 KPIs are defined, measured, and reviewed regularly by management

5.4 BI/reporting tools deployed and actively used by decision-makers

5.5 Data quality actively managed — validation, de-duplication, completeness

5.6 Historical data retained and accessible for trend analysis (2+ years)

5.7 Data sharing with customers/suppliers uses structured methods (EDI, APIs)

5.8 Analytics go beyond reporting — forecasting, trend analysis, what-if scenarios

Domain 6: Cybersecurity & Risk Management

Domain Score:0/40 (0% ——)

6.1 Cybersecurity policy documented, current, and communicated to all staff

6.2 Access control uses RBAC, MFA, and least-privilege principles

6.3 Endpoint protection deployed on all devices and centrally managed

6.4 Network security includes firewall, IDS/IPS, and IT/OT segmentation

6.5 Security awareness training conducted at least annually

6.6 Vulnerability management — regular patching, scanning, remediation

6.7 Incident response plan with defined roles and escalation procedures

6.8 OT/production floor systems have dedicated security controls

Domain 7: AI, Automation & Emerging Technology

Domain Score:0/40 (0% ——)

7.1 Organization has explored or evaluated AI/ML use cases for operations

7.2 Data infrastructure sufficient to support AI/ML (volume, quality, pipelines)

7.3 RPA used for repetitive back-office tasks

7.4 Predictive capabilities in use or piloted (maintenance, demand, quality)

7.5 Computer vision or automated inspection used in quality/safety

7.6 Generative AI tools evaluated or deployed for productivity

7.7 Technology roadmap includes AI/automation with timelines and budgets

7.8 Leadership actively sponsors innovation and emerging tech exploration

Domain 8: Workforce Digital Readiness & Culture

Domain Score:0/40 (0% ——)

8.1 Workforce technology proficiency is assessed and documented

8.2 Technology training program exists with regular cadence

8.3 Change management process used for technology rollouts

8.4 IT support function provides timely resolution of user issues

8.5 Continuous improvement culture (Lean, Six Sigma, Kaizen) is active

8.6 Technical talent recruitment and retention is not a critical risk

8.7 Cross-functional collaboration uses digital tools effectively

8.8 Technology investment follows strategic process aligned to business goals

Phase 2 · Measure

Workforce Impact Analysis

Your people aren't the problem. Your systems are. These questions help quantify the real cost of technology gaps in human terms: hours wasted, knowledge at risk, and productivity left on the table.

Why this matters: In a typical 50-person manufacturing operation, we find between $200K and $600K in annual hidden costs from manual workarounds, rework, and knowledge-dependent processes. These costs don't show up on any line item, but they compound every quarter.

Scoring & Risk Classification

Where you stand. Where you're exposed.

Your domain scores carry over automatically from the audit above. Here's the full picture, plus your overall technology maturity level.

DomainMaxScore%Risk Level
1. ERP, MRP & Core Business Systems4000%—
2. IT Infrastructure & Network4000%—
3. Production Floor Technology & OT4000%—
4. Software Ecosystem & Integrations4000%—
5. Data Management & Analytics4000%—
6. Cybersecurity & Risk Management4000%—
7. AI, Automation & Emerging Technology4000%—
8. Workforce Digital Readiness & Culture4000%—
Overall Total32000%—
Critical (0–39%) — severe gaps, immediate action requiredElevated (40–59%) — high-ROI improvement opportunitiesModerate (60–79%) — functional but under-optimizedStrong (80–100%) — best-practice territory
64–128 Foundational — major transformation needed, massive ROI potential
129–192 Developing — building blocks in place, focus on integration and quick wins
193–256 Established — solid base, ready for AI and advanced analytics
257–320 Advanced — industry-leading, focus on innovation and competitive moats
Phase 4 · Roadmap

Your 90-Day Action Plan

Transformation doesn't happen in a boardroom, it happens in 90-day sprints. Use your audit scores and workforce answers to populate this roadmap. Quick wins first: anything under two weeks and under $5,000 goes in Week 1–2.

Quick Wins (Week 1–2): low effort, immediate impact

Phase 1 (Days 1–30): Foundation & fundamentals

InitiativeOwnerTarget DateStatus

Phase 2 (Days 31–60): Integration & optimization

InitiativeOwnerTarget DateStatus

Phase 3 (Days 61–90): Scale & accelerate

InitiativeOwnerTarget DateStatus

Prioritization tip: Use the Impact vs. Effort framework. Plot every opportunity on a 2x2 grid. High impact, low effort — do these first. Low impact, high effort — deprioritize or eliminate. When in doubt, start with whatever reduces the most manual hours per week.

What Happens Next

You've done the hard work. Here's how we turn insights into outcomes.

This assessment gives you something most businesses never get: clarity. What you do next determines whether that clarity turns into competitive advantage.

01

Self-Execute

Take the roadmap and run with it internally. You have the framework, the scores, and the prioritization tools. Many of the quick wins require no outside help.

02

Discovery Workshop

Book a complimentary Discovery Workshop with the Jetpack Labs team. We'll review your results together, validate findings, and refine your roadmap into a fully scoped plan with pricing and timelines. No obligation.

03

Full Engagement

For businesses ready to move now, our Concierge Service provides dedicated, hands-on implementation support and priority access to AI tools and integrations, on your timeline.

Ready When You Are

Turn this assessment into action.

Book your free Discovery Workshop within 30 days of completing this assessment. We'll review your results and reach out within 3 business days to schedule your next step.

Book a Discovery Workshop →