Made in Canada
Ecosystem Audit
A calm, honest diagnostic of your LMS, sites, and tools—so you know what to fix, what to keep, and what to ignore.
01Overloaded platforms
Too many tools, not enough clarity
Learning platforms, intranets, ticketing tools, shared drives… but no one is quite sure where anything lives. You suspect duplication and gaps, but it’s hard to see the whole picture.
02Stalled projects
Projects keep stalling or restarting
You’ve tried “fixing” your LMS or website before. Things launch, then drift. There’s no shared roadmap, and staff are nervous to touch anything in case it breaks.
03People are working around the system
Shadow systems everywhere
Teams are running parallel spreadsheets, Google Drives, or email chains because the official system doesn’t match how they actually work.
PRIVATE CLIENTSWhat the Ecosystem Audit Actually Looks At
We synthesize this into a plain-language view of your ecosystem—what’s working, what’s fighting itself, and where a few focused changes would unlock the most value.
Every audit is grounded in your context—health, education, or community work—not just generic “best practices.” Together we look at:
Every audit is grounded in your context—health, education, or community work—not just generic “best practices.” Together we look at:
Platforms & tools – LMSs, portals, websites, file storage, forms, automations, and AI helpers.
Key journeys – how staff, learners, patients, or community members find information, complete tasks, and ask for help.
Governance & ownership – who maintains what, how content is approved, and where decisions really get made.
Accessibility & load – whether content and interfaces are usable, inclusive, and low-friction for people who are already tired or overloaded.
Key journeys – how staff, learners, patients, or community members find information, complete tasks, and ask for help.
Governance & ownership – who maintains what, how content is approved, and where decisions really get made.
Accessibility & load – whether content and interfaces are usable, inclusive, and low-friction for people who are already tired or overloaded.
What we look atWhat the Ecosystem Audit Actually Looks At
Every audit is grounded in your context—health, education, or community work—not just generic “best practices.” Together we look at:
Each audit also looks at:
1 – current and future-state workflows
2- business and system requirements that are missing or unclear
3 – governance, ownership, and documentation gaps
4- implementation risks, dependencies, and decision points
5- the measures and KPIs that matter for adoption and improvement
We synthesize this into a plain-language view of your ecosystem—what’s working, what’s fighting itself, and where a few focused changes would unlock the most value.
What you receiveWhat you walk away with
Current-state and future-state process view.
A visual map of your key tools, content hubs, and user journeys so leadership and frontline staff can finally see the same picture.
Prioritized recommendations and system requirements
A short, ranked list of fixes and experiments—what to retire, consolidate, refine, or leave alone for now.
Investment is a fixed fee agreed up front, so you can focus on decisions—not billable hours.
90-day action plan with owners, dependencies, and success measures
A realistic, capacity-aware plan for the next three months, including “do now,” “stage next,” and “park for later” actions.
How it worksWe make the audit feel manageable
Step 1 – Listen & gather
Short discovery conversations, a few sample workflows, and access to the tools you want us to review.
Step 2 – Map & synthesize
We analyze what’s there, map journeys and governance, and test real-world paths people take to find help or information.
Step 3 – Reflect & plan
We walk you through the findings live, refine priorities together, and hand over your audit report and 90-day plan.
Ready to see your ecosystem clearly?
Share a bit about your current tools and what’s keeping you up at night. I’ll respond with whether an Ecosystem Audit is the right next step—or point you somewhere more suitable.
Offerings
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We help mission-driven teams keep their digital learning spaces clear, humane, and easy to live with.