TECHNOLOGY INTELLIGENCE

Choose technology with a business purpose.

Evaluate AI and enterprise software through the lens of your people, processes, security requirements, and long-term operating needs.

AUTOMATION SOFTWARE

Make — Visual Workflow Automation

Make is a visual workflow automation platform that helps businesses connect apps, automate repetitive tasks, and build workflows across their existing tools. Teams can use it to move information between systems and coordinate routine processes. Before choosing an automation platform, review app compatibility, data access, workflow complexity, and ongoing maintenance requirements.

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MARKETING & BUSINESS AUTOMATION

Systeme.io — All-in-One Marketing & Business Automation

Systeme.io is an all-in-one online business and marketing platform that helps entrepreneurs and businesses create sales funnels, manage email marketing, build websites, sell online courses, and automate marketing workflows. When evaluating the platform, consider your customer journey, content delivery needs, integrations, and ongoing costs.

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NEWSLETTER PUBLISHING & AUDIENCE GROWTH

beehiiv — Newsletter Publishing & Audience Growth

beehiiv is a newsletter publishing and email audience growth platform that helps creators, entrepreneurs, and businesses publish newsletters, build email audiences, analyze subscriber engagement, and explore newsletter monetization features. When evaluating the platform, consider your publishing workflow, audience needs, reporting requirements, and the features available with your chosen plan.

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AI productivity and automation

Examine data handling, output verification, human oversight, integration options, and measurable workflow value.

CRM and sales platforms

Map pipeline visibility, customer data ownership, reporting, adoption, and migration requirements.

Cybersecurity software

Start with risk, coverage, deployment requirements, incident workflows, and ongoing administration.

Business workflow automation

Review workflow complexity, error handling, permissions, auditability, and integration maintenance.

Data analytics and reporting

Assess data quality, governance, connectivity, dashboard accessibility, and total ownership costs.

Technology Solutions by Business Need

Entrepreneurs & Small Businesses

Favor clear business value, ease of adoption, affordable ownership costs, and tools that work with your existing systems.

Sales & Marketing Teams

Prioritize shared customer data, pipeline visibility, reporting, handoffs, and integration with communication and marketing workflows.

Operations Managers

Assess process reliability, approval routing, project coordination, exception handling, and the effort required to maintain automations.

IT Leaders & Technology Executives

Review security, identity and access controls, interoperability, data governance, deployment requirements, and vendor support.

A more informed shortlist

Before You Choose Software

Start with the decision your business needs to make—not the features a vendor wants to demonstrate.

01 / Identify the business problem

Define the workflows, users, and outcomes that justify a change. Separate essential requirements from optional features.

02 / Evaluate total cost of ownership

Consider subscription fees, setup, training, integrations, maintenance, renewal terms, and the cost of switching later.

03 / Check integrations and data migration

Confirm compatibility with existing systems, migration scope, data quality requirements, export options, and who owns the work.

04 / Understand implementation and support

Ask about deployment responsibilities, onboarding, support availability, service terms, and ongoing administration.

05 / Compare alternatives before purchasing

Use the same requirements across your shortlist. Request current documentation and written terms, and validate vendor claims before committing.