Keelson Assessment — Establish the picture
Establish the picture.
Before anything can be improved, leadership needs a reliable picture of what is true, what is exposed, and what requires a decision. The Assessment establishes that operating baseline once — one structured pass across every company: contracts, inventories, invoices, staff, and the four quarters ahead.
Six tracked views, established once
Contracts & vendors
2renewals flagged for decision
The +10% managed IT renewal and 36-month dispatch auto-renewal are placed on the calendar and flagged before vendor terms become your terms.
Inventory
1,240devices · 96 applications
list_v7.xlsx stops being the source of truth. One reconciled record accounts for 1,240 devices and 96 applications — and records what remains unknown.
Satisfaction
4.1 / 5portfolio · newest acq. 3.6 / 5
First staff scores collected: 4.1 / 5 across the portfolio, 3.6 / 5 at the newest acquisition — now measurable.
Projects
2integrations mapped with dates
Every entity's onboarding gets dated milestones — 3 of 8 companies still on their own email and file systems.
Cost & budget
$74kmonthly baseline · 4 qtrs priced
The CFO's 2027 budget no longer starts from zero. Current run rate and a four-quarter forecast establish the baseline.
Decisions & findings
4findings — every one owned
The $18,400 VoIP proposal gets evidence, an owner and a deadline before Friday.
Illustrative data — a sample eight-company portfolio, shown so the deliverable is concrete.
What gets reviewed
What exists
- Entity, provider & responsibility map
- Asset & lifecycle baseline
- Security snapshot
- Integration & project status
What it costs
- Recurring-spend baseline
- Contract review
- Hardware-replacement forecast
What comes next
- Data-and-accountability gaps
- AI & automation readiness
- Prioritized findings
- Executive findings presentation
Evidence discipline: every finding carries one label — Verified · Provisionally reported · Missing · Conflicting · Awaiting provider response. Unknowns are recorded as gaps, not guesses.
What leadership walks away with
- A defensible spend baseline for the 2027 budget
- Every risk and decision surfaced, with an owner
- The exact record Backbone keeps current from here
The Assessment is the one-time version of the picture Backbone then keeps current.
Technology should not get harder every time you buy a company.
If the portfolio has grown faster than the technology operating model behind it, that is the conversation Keelson was built for.
Thirty minutes. No deck. No pitch.