Engineering™

Engineering Discovery

Technical diagnostic to identify the exact systems, automations, and infrastructure your business actually needs.

In 2 weeks we audit your current CRM, MarTech, data, automation, and infrastructure stack to deliver a prioritized build roadmap with architecture and costs before you spend on licenses or custom dev.

Scope
CRM · MarTech · Data · Automation · AI · Web · Infrastructure
Estimated Timeline
2 weeks
Platforms
Multi-Stack Audit · Data Lineage · Architecture Blueprint

Target Fit

Is this for your company?

This service is for you if

  • You know your systems are out of sync but lack technical clarity on where to begin.
  • Marketing, sales, and operations use disconnected tools without a coherent data flow.
  • You want to avoid buying redundant software or paying for costly dev work without validating architecture first.
  • You need a prioritized technical roadmap with clear dependencies and investment estimates for the executive board.
  • You are planning a digital, AI, or MarTech transformation and need a rigorous, executable blueprint.

You probably do not need it if

  • You already have architecture diagrams, technical specifications, and a prioritized backlog ready to code.
  • Your company does not yet have validated commercial or operational processes to audit.

Problem Space

What we solve

01

Full Ecosystem Audit

Detailed mapping of all tools, databases, APIs, and workflows that sustain your commercial and technical operation.

02

Friction & Bottleneck Detection

Mathematical identification of redundant manual tasks, lost leads, attribution leaks, and information silos.

03

Opportunity & Prioritization Matrix

Cross-evaluation of direct revenue impact versus technical complexity and implementation cost.

04

Target Architecture Design

Technical blueprint of the target stack that simplifies operations and defines exact platform integrations.

05

Implementation Roadmap

Structured phase-by-phase schedule with realistic timelines, budgets, and clear deliverable specifications.

Engineering Process

How it works

01 — Diagnose

Stakeholder Interviews & Access Gathering

We map commercial and operational processes with department heads and audit existing platform configurations.

02 — Analyze

Friction Analysis & Data Silo Review

We analyze data integrity, tool redundancy, latency times, and breaking points across customer journeys.

03 — Architect

Target State Blueprinting

We define the unified data model, mandatory API integrations, critical automated workflows, and clean stack.

04 — Deliver

Executive Presentation & Delivery Plan

We present the formal diagnostic, priority matrix, and construction plan to executive decision-makers.

Deliverables

What we deliver

Upon completion you will have
Comprehensive map of current systems architecture and data lineages.
Technical friction, operational debt, and hidden software license cost audit.
Target State Architecture blueprint.
Solution prioritization matrix (Technical Effort vs. Revenue Impact).
Phased technical implementation roadmap with exact budgets and timelines.
Vendor-agnostic, objective technology recommendations.

Delivery Plan

Implementation Phases

Tiempo típico de proyecto:2 weeks
Week 1Phase 1

Deep Stack Audit & Workflow Mapping

Platform configuration review, stakeholder interviews, API discovery, and data quality testing.

Week 2Phase 2

Target Architecture & Investment Roadmap

Target blueprint engineering, integration modeling, phase costing, and executive presentation.

Pricing Guidance

Estimated Investment

Target Investment
USD 2,500

Flat-fee investment for standard audits of up to 6 platforms. 100% credited toward your implementation if you build the recommended solution with Evox.

Real-World Proof

Impact Case Study

From Tech Debt Chaos to 18-Month Clear Roadmap
Initial problem

B2B company with 8 disconnected tools spending $45K/year on software with duplicated data and unassigned leads.

Technical intervention

2-week technical Discovery audit, consolidation into 3 core platforms, and unified pipeline architecture.

Outcome achieved

$18K annual software licensing savings and a clear technical blueprint to automate 70% of the sales cycle in 6 weeks.

Clarifications

Frequently asked questions

Why run a Discovery before quoting software or custom development?

Because over 60% of enterprise software projects fail due to building on ambiguous requirements or broken processes. In 2 weeks we eliminate the risk of spending tens of thousands of dollars on solutions that fail to address the root bottleneck.

How much time is required from our internal team?

Very minimal. We only need read-only access to existing tools and approximately 3 to 4 total hours across marketing, sales, and tech leaders during the first week.

What happens if we choose to build the solution in-house or with another vendor?

You own 100% of the deliverables. You receive full architecture diagrams, API schemas, and roadmap specifications ready to be implemented by Evox, your internal team, or any third party.

How does the Discovery fee credit work?

If you contract the implementation of the resulting technical roadmap with Evox within 30 days of deliverable handoff, the full $2,500 is credited directly against your project fee.

EVOX ENGINEERING™

Let's Map Your Solution

Schedule a 30-minute technical architecture call to assess your stack and define exact scope.