You invested significant capital in your ERP, HRIS, HCM, or workforce management platform. Is it still performing at the level it was designed to deliver? Discover BTG's structured, expert-led diagnostic across 10 dimensions of your technology environment.
The Reality Most Organizations Don't Want to Admit
You invested significant capital in your ERP, HRIS, HCM, or workforce management platform. Your team went through a demanding implementation. You went live and you moved on.
But here's the question we ask every client we meet: Is your system performing at the level it was designed to deliver?
"We inspect the 10 dimensions that determine whether your enterprise system is configured, utilized, integrated, secure, efficient and producing business value."
Unused modules collect dust. Manual workarounds become embedded in daily operations. Integrations break and nobody's sure when. Compliance gaps widen quietly. Your system becomes a cost center instead of a competitive advantage.
That's exactly why BTG developed the Systems Optimization Review and Improvement engagement. It's a structured, expert-led diagnostic that gives leadership a clear, honest picture of where their technology investment stands — and a concrete roadmap to get more from it.
What Is a Systems Optimization Review?
Think of it as a comprehensive technology health assessment purpose-built for enterprise platforms including UKG/Kronos, SAP, Microsoft Dynamics, and other HRIS, ERP, and HCM systems. It is not a sales exercise. It is a diagnostic review, analysis and inspection process.
Our team embeds with your organization to evaluate every critical layer of your technology environment in 10 categories:
| # | Inspection Category | What You Are Really Measuring | Example Systems Questions |
|---|---|---|---|
| 1 | System Architecture & Platform Health | Is the technology foundation properly designed and positioned for future needs? | Version/release, architecture, environments, scalability, performance, technical debt, upgrade readiness |
| 2 | Configuration & Customization | Is the system configured correctly, or has it accumulated bad/obsolete configuration? | Configuration accuracy, customizations, business rules, workflows, tables, security roles, overrides |
| 3 | Functional Capability & Module Utilization | Are they getting the capabilities they already pay for? | Enabled vs. available modules, unused features, duplicate tools, manual work outside system |
| 4 | Business Process Optimization | Does the system support efficient business processes? | Hire-to-retire, payroll, timekeeping, procurement, finance, order-to-cash, approvals, etc. |
| 5 | Data Quality & Governance | Is the data accurate, complete, standardized and trustworthy? | Duplicate records, missing fields, master data, ownership, data standards, historical data |
| 6 | Integrations & Data Flows | Is information moving reliably between systems? | APIs, interfaces, middleware, inbound/outbound feeds, failures, latency, reconciliation |
| 7 | Transactions & User Experience | Can employees, managers and administrators complete work efficiently? | Self-service, approvals, payroll transactions, manager transactions, error rates, workarounds |
| 8 | Security, Controls & Compliance | Is the environment appropriately protected and controlled? | Roles, segregation of duties, access reviews, audit trails, sensitive data, compliance controls |
| 9 | Reporting, Analytics & Decision Support | Can management get accurate information without manual manipulation? | Standard reports, dashboards, analytics, data exports, Excel dependency, KPI visibility |
| 10 | ROI, Cost & Operational Sustainability | Is the organization getting appropriate business value from the system? | License utilization, support costs, manual labor, vendor costs, technical debt, benefits realized |
At the conclusion of the engagement, you receive a written report with findings, recommendations, gap analysis, functional and technical specifications, a change management plan, and measurable optimization metrics. No ambiguity. No generic advice. Specific, actionable intelligence tied to your system.
Overall Grade
(Your report will be scored as follows in all 10 categories)
- 90-100 = A (Optimized)
- 80-89 = B (Healthy)
- 70-79 = C (Needs Improvement)
- 60-69 = D (High Risk)
- Below 60 = F (Critical Attention Required)
Who Should Be Having This Conversation?
In our experience serving clients in Retail, Healthcare, and Manufacturing, the organizations that benefit most from this review are those who recognize one or more of the following:
- Your system went live 18+ months ago and has received limited post-implementation attention
- Users have developed manual workarounds that should be handled inside the platform
- You are planning an upgrade, expansion, or new module rollout
- Leadership is questioning the ROI of the current technology investment
- You have experienced turnover in the team that originally configured the system
- Compliance, reporting, or audit requirements have evolved since go-live
- Your vendor relationship has changed, and you want an independent perspective
- Federal and State regulations, laws and operation practices are changing annually
You do not need to be in crisis to benefit from this engagement. Many of our best clients come to us proactively and they want to ensure their systems are positioned for growth before problems surface, not after.
What We Examine: The Four Pillars
Our review is organized around four interconnected dimensions of your technology environment. Each pillar is evaluated independently and then assessed holistically to surface cross-functional opportunities and risks.
| Pillar | What We Evaluate |
|---|---|
| Modules | Which modules and features are active versus available; scoring of each as Adequate, Inadequate, or Needs Replacement; hidden capability that could eliminate manual effort immediately |
| Data | Employee, customer, vendor, product, and services data; integration quality; data flowing in and out of the system; accuracy and completeness |
| Transactions | Employee and manager self-service transactions; vendor and contractor interactions; HR and benefits workflows; module-specific transaction health |
| Processes | Hire-to-retire, job change, termination, procurement, sales, benefits enrollment, payroll processing, and approval workflows — both systemic and non-systemic |
For every finding, we provide a viable solution in our detailed report including hours and cost estimates. You will never receive a problem statement without a recommended path forward.
KEY QUESTION:
"Is the organization receiving the expected business value from its technology investment?"
How the Engagement Works
Transparency and efficiency define how we operate. A typical engagement runs between 16 and 80 hours depending on your organization's size and system complexity. Below is the standard breakdown for an 80-hour engagement, a model we've refined across dozens of client implementations.
| Engagement Phase | BTG Team | Client Team | Hours |
|---|---|---|---|
| Kickoff Call & Scope Review | ✓ | ✓ | 2 |
| Deep Dive: Modules | ✓ | ✓ | 15 |
| Deep Dive: Data | ✓ | ✓ | 15 |
| Deep Dive: Transactions | ✓ | ✓ | 15 |
| Deep Dive: Business Processes | ✓ | ✓ | 15 |
| Deep Dive: Pain Points | ✓ | ✓ | 6 |
| Data Gathering & Report Publishing | ✓ | 10 | |
| Report Review & Recommendations | ✓ | ✓ | 2 |
| TOTAL | 80 Hours |
Note: Estimate is based on an average-size HRIS, Payroll, or ERP environment. Engagements as lean as 16 hours are available for smaller organizations. Our team requires read-only access to your system; if that is not feasible, your team can navigate while we observe and direct through our analysis processes.
Why Boomer Technology Group
BTG is an IT services firm with senior practitioners who have delivered enterprise technology transformations for global clients. We bring the perspective of people who have sat on both sides of the table as the technology implementers and as the business leaders accountable for outcomes.
Our core service lines span IT Managed Services, ERP and HCM implementation, UKG/Kronos workforce management, Microsoft Solutions, SAP services, and management consulting. When we conduct a Systems Optimization Review, we draw deep, cross-functional expertise not checking boxes. We serve clients in complex industries where operational efficiency is not a preference; it is a competitive requirement!
Let's Start the Conversation
www.btgsi.com | 732-800-2058 | Sales@boomertechnologygroup.com
