Inventory and Assessment: How Your Technology Stacks Up

  • Greg FriedmanEmail author
  • Shaun Kapusinski


As we discussed in the previous chapter, the assessment and due diligence stage of technology integration should be treated as its own project, with a timeline, attached cost, and scope taken into consideration. In this chapter, Greg provides his perspective on this key step from a leadership perspective, then turn the reigns over to Shaun who will walk through his approach to creating an inventory of technology and data, assessing technology use across both firms, and anticipating the impact of both internal and external changes.

Copyright information

© The Author(s) 2018

Authors and Affiliations

  1. 1.Private OceanSan RafaelUSA
  2. 2.HIFON LLCWadsworthUSA

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