Why a technology audit is the first step in modernisation
A technology audit helps you take stock of your systems, tools and platforms so you can make better decisions going forward.
Audits are not about ticking boxes. They’re about aligning your tech with your business strategy. From infrastructure review to platform performance and vendor value, a well-run audit gives you clarity and control.
Whether you're preparing for a replatforming assessment, questioning the cost of your stack, or laying the foundation for a wider modernisation strategy, an audit is where progress begins.
1. You are still relying on legacy systems
Legacy systems often sit at the heart of day-to-day operations. Despite the fact they still function, it can be easy to ignore the issues they create.
However, these systems often need constant workarounds. They do not work well with modern platforms and can create security and compliance risks.
A legacy system audit doesn’t just identify which systems are out of date. It explores how these systems affect user experience, operational efficiency and long-term scalability. From unsupported software to infrastructure that's difficult to maintain, these systems slow progress and increase costs.
When systems are no longer aligned with your business model or customer expectations, they’re doing more harm than good.
An audit highlights the impact and presents practical steps, whether that means refactoring, replatforming or decommissioning entirely.
Regular technology audits are essential for identifying inefficiencies and ensuring our systems align with our strategic goals. They enable us to proactively address issues before they escalate, maintaining operational excellence.
Mark Combie, Head of Delivery, Sherwen Studios
2. Your tech stack is bloated or redundant
Many businesses find themselves running multiple tools that do the same thing. This often happens when different teams buy software on their own. Adding systems quickly to meet urgent needs without long-term planning can also lead to this situation.
This leads to unnecessary licence costs, confused workflows and fractured data. A tech stack review brings everything into one unified view. It allows you to evaluate which platforms are still adding value and which are just adding clutter.
Using a structured technology audit checklist, you can assess software usage, relevance, integration capability and maintenance overhead.
A focused tech stack optimisation process can significantly reduce operating costs, simplify user training and create a more cohesive experience across the organisation. Not only is it about cutting tools, it's about improving the connection between your technology and how your teams work.
3. Your systems are not integrating effectively
Disconnected systems are one of the most common root causes of inefficiency. When platforms fail to communicate, users must re-enter data manually, reporting becomes fragmented, and errors creep in.
Often, these problems aren’t visible until they start affecting day-to-day operations. Manual data exports, inconsistent customer records, and bottlenecks in approvals are all signs of poor integration.
A platform performance review and application assessment can uncover the gaps between your systems. This isn’t just a technical problem, it’s an operational and strategic one. Better integration means better reporting, smoother workflows and more scalable processes.
If your team spends more time managing the tech than using it, a technology audit can identify the causes and recommend the right fixes. Whether through system configuration, new integration layers or platform replacement.
4. Your vendor contracts are not delivering value
Vendors play a vital role in your technology ecosystem, but contracts and relationships can go stale over time. You may be locked into services that no longer fit your needs, or paying for features you don’t use.
If your vendor is slow to support your evolving strategy, or if their roadmap no longer aligns with yours, it’s time for a vendor evaluation. This involves reviewing not only commercial terms, but also usability, technical fit, roadmap alignment and support quality.
In some cases, a replatforming assessment may be required to explore whether a different provider or solution would better serve your long-term goals.
A technology audit gives you the insight to approach these decisions strategically, not reactively.
For businesses to thrive and see growth, there are a number of things that business owners may consider doing. Being able to participate in new technology [and] transforming business models to keep up with competitors.
5. You are planning a migration or digital transformation project
Major change initiatives such as cloud migration or enterprise-wide transformation require a clear view of your current environment. Without this, project timelines stretch, costs increase and outcomes fall short.
An infrastructure audit lays the groundwork by mapping out your existing architecture, identifying critical dependencies and surfacing risks. It helps your team understand what is migrating, what needs rearchitecting, and what they should leave behind.
Equally important is strong requirements gathering for IT professionals. If you don't have a clear understanding of what the business needs from its technology, you might create solutions that no one uses.
A technology audit brings technical detail and user requirements into alignment, setting the stage for a successful transformation.
6. You lack visibility into how your systems are performing
You can’t optimise what you can’t see. Many organisations struggle to understand how their systems are truly performing beyond surface-level metrics.
A detailed platform performance review explores:
Where systems are slowing down.
Where bottlenecks occur.
How they affect customer experience and internal operations.
It also identifies systems that are over-provisioned or under-utilised, pointing to potential savings or reinvestment opportunities.
Audits allow businesses to shift from firefighting to foresight, using real data to guide technology investments and priorities.
Through comprehensive technology audits, we gain valuable insights into our IT infrastructure, allowing us to optimise performance, enhance security, and support sustainable growth.
Mark Combie, Head of Delivery, Sherwen Studios
7. Your audit process lacks structure or consistency
Ad hoc reviews might catch issues occasionally, but they rarely lead to lasting improvements. A successful audit process is consistent, methodical and tied to business outcomes.
Using a repeatable technology audit checklist ensures nothing is missed, ranging from infrastructure and integration to licensing and performance. It also helps different teams collaborate with a shared framework, making results more actionable.
Over time, a structured audit process supports a broader modernisation strategy, creating a continuous improvement cycle that keeps your tech stack lean, effective and future-ready.
8. Requirements are rarely gathered or clearly defined
When requirements gathering is rushed or informal, it creates problems down the line.
Systems are deployed without meeting user needs.
Integrations fall short.
Value is lost before a project even launches.
Effective requirements gathering for IT professionals means engaging the right stakeholders early, documenting what success looks like, and translating that into clear technical requirements.
It’s a key input for any technology audit and an essential habit for any business that wants tech to drive growth, not just support operations.
9. Your systems have outpaced your internal processes
Sometimes, it’s not your tech that’s behind, it’s your internal processes. As businesses grow, the way teams work doesn’t always evolve to match the tools available.
A technology audit can reveal where workflows still rely on outdated habits or manual steps, even when better options exist.
This kind of insight doesn’t just inform your tooling decisions. It can lead to broader operational improvements that improve efficiency, compliance and user satisfaction.
Take control of your tech environment
A technology audit is not a one-off fix. It’s a way to reset, refocus and future-proof your digital ecosystem. From identifying underperforming systems to informing major transformation efforts, audits create the visibility and direction businesses need to move forward with confidence.
Our Stack Refresh service brings structure, strategy and real-world expertise to the audit process. From infrastructure reviews and platform assessments to requirements gathering and implementation support, we close the gap between technology and experience.
If your business is experiencing any of the signs above, get in touch to learn how we can help.