Findings
Each finding includes evidence, business impact, and the operational risk behind it.
Systems integration diagnostic
Find where disconnected systems are slowing execution.
The diagnostic turns fragmented tools, manual reporting, handoff risk, and quote-to-cash uncertainty into an executive integration roadmap leadership can trust.
Diagnostic outputs
Sequence
Prioritized integration phases: stabilize, connect, automate, govern, optimize.
ROI model
Time savings, revenue protection, operational efficiency, and executive visibility.
Governance
Approval gates, tenant safety, audit logs, and least-privilege integration access.
What we evaluate
The assessment starts with operating truth, not tool preference.
ArtMetrics looks for the gaps between systems: where context disappears, where reporting becomes manual, where work waits for memory, and where leaders lose visibility.
System inventory
Which tools own CRM, leads, quoting, projects, billing, communication, and reporting.
Workflow map
How work moves from lead to quote, project, delivery, invoice, and executive report.
Fragmentation scoring
Where handoffs, duplicate work, manual reporting, and visibility gaps create drag.
Integration roadmap
What to stabilize, connect, automate, govern, and optimize first.
Diagnostic dimensions
Executive-readable findings with evidence.
Each finding explains what is happening, why it matters, and what to fix first.
Integration Maturity Score
Workflow Fragmentation Score
Executive Visibility Score
Quote-to-Cash Risk Score
Handoff Risk Score
Reporting Integrity Score
Automation Readiness Score
PMO Readiness Score
Revenue Execution Risk Score
Operational Drag Score
Discovery questions
The first conversation should expose fragmentation.
These questions anchor the diagnostic and turn operational pain into integration requirements.
1
How many systems does your team use to move a deal from lead to delivery?
2
Where does handoff failure usually happen?
3
How much reporting is manually assembled?
4
Which system does leadership trust most?
5
Where do billing or quoting issues appear?
6
What happens after a deal is won?
7
How are project status and revenue status connected?
8
Where do Slack or email decisions disappear?
9
Which workflows depend on one person remembering to follow up?
10
What would you want to see in one executive view?