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Deep Dive Technology Assessment

I know there is an easier way to do this.

I know there is an easier way to do this.

I know there is an easier way to do this.

I know there is an easier way to do this.

We have all said it before. Far too often we don’t dig deeper into this intuition, because it feels like we are opening up a can of worms.

Our proven successful deep dive technology assessment, could be the answer to your problems. At RooksDM, we have dedicated our business to making your life easier. Whether this means automating a patient intake process or consolidating technology when two law firms merge, our primary goal is to save you time so you can get back to what you do best.

What is a Deep Dive Tech Assessment?

Thorough review of business processes and technology

Comprehensive recommendations from technology experts

Detailed roadmap to reduce or eliminate pain points

Personalized implementation plan to fit your needs and budget

The Process

Clients can expect to spend 2-6 hours per week (includes meetings and information gathering/process mapping)


Total Project Cost: $16,000


Project kick-off meeting

Research and preparation

Four 2-hour deep-dive meeting

Strategic, personalized playbook

1-hour meeting to review playbook and ask questions

All communication (emails, phone calls)


Both Daleele and Levbert has made us think of things we never thought about…We are working so much better already!

Managing Partner at Chicago-based Law Firm

The Process

Increases Efficency

Increases Efficency

eliminate time wasting activities so you can focus on billable hours

Streamline Processes

Streamline Processes

reduce errors and manual workarounds by using technology and automation

Decrease Tech Costs

Decrease Tech Costs

consolidate excess technology to reduce annual IT costs

Case Study

Deep dive technology assessment builds out roadmap for scaling technology at financial services company

Daleele Alison

Chat with Daleele

Interested in consolidating your technology and making your processes more efficient? Contact us today.