ETA Professionals
Tech Transformation Blueprint
Our proprietary playbook for transforming traditional B2B businesses into technology-enabled growth engines.
The Technology Value Creation Opportunity
Most lower middle market B2B businesses are significantly under-leveraged when it comes to technology. This creates a massive opportunity for value creation through systematic digital transformation.
Our Tech Transformation Blueprint is the result of years of experience implementing AI, automation, and digital infrastructure across portfolio companies. It provides a proven roadmap for modernizing traditional businesses while respecting what makes them successful.
Impact Metrics
* Average improvement ranges across portfolio companies
The Four Phases
Our blueprint follows a systematic approach that minimizes disruption while maximizing impact.
Assessment & Roadmap
Weeks 1-4
Comprehensive assessment of current technology stack, processes, and opportunities. We identify quick wins and develop a prioritized implementation roadmap.
- Technology audit
- Process mapping
- Opportunity identification
- Prioritized roadmap
Foundation & Quick Wins
Months 1-3
Establish critical infrastructure and capture quick wins that build momentum and fund further transformation. Focus on high-impact, low-risk improvements.
- CRM implementation
- Cloud migration
- Process automation
- Security baseline
AI & Automation
Months 3-9
Deploy AI and advanced automation to transform core business processes. Focus on customer-facing improvements and operational efficiency.
- AI-powered sales tools
- Customer service automation
- Predictive analytics
- Workflow automation
Scale & Optimize
Months 9-18+
Continuous optimization and expansion of digital capabilities. Build sustainable competitive advantages through technology leadership.
- Data monetization
- Digital products
- Platform integrations
- Continuous innovation
Ready to Transform Your Business?
Schedule a consultation to learn how our Tech Transformation Blueprint can create lasting competitive advantages for your portfolio company.