1. Market & Technology Assessment

1.1 Market Size, Growth & Technology Trends

• Quantify the current market size and project growth rates, factoring in technological advancements.
• Identify key market trends and emerging technologies, and evaluate their impact on the market.
• Assess the relevance and application of emerging technologies such as AI, blockchain, and IoT in the context of the target market.
• Evaluate how the company has adapted to past technology changes and their strategy for future technological developments.

1.2 Market Segmentation & Tech Positioning

• Analyze the market segmentation and the company’s market share in each segment.
• Assess the company’s technology stack and how it serves different market segments.
• Understand the technological barriers to entry for each market segment.
• Evaluate the company’s technological capabilities in the context of the most profitable and fastest-growing segments.

1.3 Competitive & Tech Landscape

• Identify key competitors, assess their strengths, weaknesses, and technological prowess.
• Evaluate the competitive dynamics, technological barriers to entry, and disruption potential.
• Analyze the company’s competitive positioning, differentiation strategies, and technological edge.
• Understand the potential impact of technological changes on the competitive landscape.

2. Customer Analysis & Tech Utilization

2.1 Customer Demographics & Tech Platforms

• Understand the demographic profile of the customer base and their tech usage patterns.
• Evaluate the company’s tech-enabled customer acquisition and retention strategies.
• Assess the usability and functionality of the company’s customer-facing tech platforms.
• Identify potential opportunities to expand the customer base using technology.

2.2 Customer Preferences & Tech Alignment

• Assess how well the company’s tech products or services align with customer needs and preferences.
• Understand the impact of changing customer preferences and technological trends on the company.
• Evaluate the company’s ability to innovate and adapt its technology to meet evolving customer needs.

2.3 Customer Satisfaction & Tech Experience

• Review customer satisfaction surveys and feedback, particularly related to the tech experience.
• Evaluate the impact of the company’s technology on customer satisfaction and loyalty.
• Assess the company’s ability to use technology to enhance customer experience.

3. Intellectual Property & Patents

3.1 Intellectual Property

• Review all owned Intellectual Property: patents, copyrights, trademarks, and trade secrets.
• Assess the strength, breadth, and applicability of the patent portfolio.
• Determine the brand recognition value of registered trademarks.
• Identify the proprietary software and tech assets of the company.

3.2 Patent Landscape & Strategy

• Assess the company’s patent strategy, including patent prosecution, maintenance, and litigation history.
• Evaluate the competitiveness of the company’s IP in relation to key competitors.
• Understand the potential of the patent portfolio to drive competitive advantage and business growth.

4. Technology Infrastructure

4.1 Network & Tech Infrastructure

• Understand the infrastructure architecture including hardware, software, and network components.
• Evaluate the efficiency, scalability, reliability, and security of the infrastructure.
• Assess the infrastructure maintenance processes, expected lifecycles, and associated costs.

4.2 Cloud Services & Data Centers

• Identify the company’s usage of public, private, or hybrid cloud services.
• Assess the scalability, security, and cost-effectiveness of cloud service deployments.
• Evaluate the management of data centers, including location, redundancy measures, and disaster recovery plans.

4.3 IT Support & Maintenance

• Understand the structure and capabilities of the IT support team.
• Review the IT support processes, response times, and customer satisfaction levels.
• Evaluate the software and hardware maintenance processes and their effectiveness.

5. Software Development

5.1 Development Life Cycle & Methodologies

• Review the company’s SDLC including development methodologies (Agile, Waterfall, etc.), tools, and practices.
• Evaluate the quality and maintainability of the codebase, and the efficiency of the development process.
• Understand how product requirements are defined, prioritized, and tracked.

5.2 Quality Assurance & Testing

• Understand the QA and testing processes, including manual and automated testing practices.
• Review the use of testing tools, frameworks, and environments.
• Evaluate the effectiveness of the testing processes in ensuring software quality and reliability.

5.3 Software Documentation & Knowledge Management

• Review the quality and completeness of software documentation.
• Assess the company’s knowledge management practices and tools.
• Evaluate the effectiveness of the knowledge transfer processes, especially during employee onboarding and transition periods.

6. Technology Management & Strategy

6.1 Technology Talent & Leadership

• Evaluate the strength and expertise of the tech team and leadership.
• Assess the company’s ability to attract, retain and develop tech talent.
• Understand the tech team’s organizational structure, decision-making processes, and culture of innovation.
• Review the technical competencies of the team in relation to the company’s technology strategy.

6.2 Technology Strategy & Roadmap

• Review the company’s technology strategy and roadmap.
• Evaluate the alignment of the technology strategy with the overall business strategy.
• Assess the feasibility, risks, and potential impact of the company’s technology initiatives.

6.3 Technology Risks & Mitigation

• Identify potential tech-related risks, including tech obsolescence, vendor dependency, and single point of failure risks.
• Assess the company’s risk management practices and plans for mitigating tech-related risks.
• Evaluate the company’s incident response capabilities and readiness for business continuity in case of tech failures.

6.4 Disaster Recovery & Business Continuity

• Review the company’s disaster recovery and business continuity plans.
• Assess how frequently these plans are tested, and their effectiveness based on historical data.
• Evaluate the company’s readiness to handle potential business disruptions due to tech failures.