Enterprise Architecture Audit & Vendor Streamlining

Challenge

The client was an enterprise firm running its sales-operations stack on a half-dozen third-party products that had been integrated piecemeal over several years. Most of the people who’d done the original integrations were no longer with the company. There was no staging environment, no integration testing, and no senior technologist on staff to take ownership.

The result was a flow nobody fully understood, vendor contracts the business couldn’t justify, and a growing risk that any change to one part of the stack would silently break another.

Solution

We led the engagement with a senior software engineer / tech architect, supported by a UX engineer and senior PHP engineers. The first phase was an honest audit: we mapped the entire lead-to-sale-to-customer-experience cycle, including which vendors actually contributed value at each step.

From there we produced a set of integration recommendations, identified redundant or under-used vendor contracts, and helped the client stand up a small internal support tech team to take ownership of the result.

Outcome

The vendor consolidation and integration redesign saved the client roughly $250,000 a year in software costs alone — before counting the productivity recovered from the now-functional integration layer. The internal tech team we helped stand up continues to operate against the architecture map produced during the engagement.