You’re almost there
BACK

Is your tech stack driving meaningful ROI?

Take our 3-minute quiz to find out whether your finance team is reaching its full potential in capturing tech-driven ROI.
TAKE THE QUIZ
1.
What stage is your finance technology implementation in?
1 - Just started thinking about it
2 - In progress but without defined milestones
3 - Significant progress made with KPIs being discussed
4 - Fully implemented with clear milestones
BACK
2.
How are you currently tracking ROI from this technology?
1 - We aren’t currently tracking it
2 - We look at it qualitatively or anecdotally
3 - We’ve built a basic ROI model
4 - We have a dynamic, data-driven ROI dashboard
BACK
3.
What financial or efficiency gains have you seen so far?
1 - Too early to tell/No gains yet
2 - Some anecdotal efficiencies
3 - Some time or cost savings quantified
4 - Significant, documented gains that can be directly attributed to the tech
BACK
4.
Who in your org is responsible for ROI measurement?
1 - No one yet
2 - A finance team member does it among other duties
3 - A designated analyst or small group
4 - A dedicated cross-functional team with executive oversight
BACK
5.
What’s your confidence in achieving long-term ROI from your tech?
1 - Not confident at all
2 - Somewhat confident
3 - Fairly confident
4 - very confident, with a clear roadmap
BACK
YOUR RESULTS
1-5: You’re just getting started.
You’re at the beginning stages of your tech journey, but there’s minimal ROI discipline or tracking in place. We’ll meet you where you are to ensure you're set up to track ROI.
6-10: You’re on your way.
You're tracking ROI with some structure, but it's still inconsistent or siloed. We can help you validate and refine your ROI model for accelerated value creation.
11-15: You're on your way.
You're tracking ROI with some structure, but it's still inconsistent or siloed. We can help you validate and refine your ROI model for accelerated value creation.
16-20: You're advanced.
Good work: You have a structured approach to ROI and are well-positioned to optimize performance. We can help get you over the finish line.
GET IN TOUCH
LEARN MORE

Ready to get stuff done? Let’s talk.

Offices coast-to-coast, with the ability to partner with portfolio companies everywhere in between. Come find us.