IT Discovery
The digital and IT review
Businesses with higher digital and IT maturity consistently outperform their competitors, highlighting the need for continuous IT discovery and digital advancement to maintain a competitive edge.
In today’s fast-paced, technology-driven market, keeping on top of digital and IT capabilities is not optional—it’s essential for survival and growth.
Fluid’s IT discovery services help our clients identify opportunities for greater business agility, technology-led innovation, better risk management, and enhanced user and customer experiences.
The digital and IT review is our strategic, full-picture review of your business systems and IT environment. Using our digital and IT maturity framework, and delivered by experienced consultants with a solution-agnostic approach, we examine how well technology supports your business model and growth ambitions, identifying gaps or inefficiencies that might hinder performance or introduce risk.
The result is an unbiased assessment aligned to business outcomes, and a roadmap for improvement that unlocks the value between your users and technology ensuring people, process, and technology flow.
Discover our self-assessment tool below to get started.




Find a review that works for you
and your business
Our service provides your company with technological overview, identifying gaps and weaknesses to improve. Optimisation of each of the elements allows for business growth with technology support. The digital transformation is based on 8 pillars divided into opportunities and risks. Each of them has its maturity stages, most companies should be on level 4 of maturity with some aspects of business being on level 5. Here’s the breakdown of all pillars.
1. Digital and IT strategy, change delivery and governance
Our service provides your company with technological overview, identifying gaps and weaknesses to improve. Optimisation of each of the elements allows for business growth with technology support. The digital transformation is based on 8 pillars divided into opportunities and risks. Each of them has its maturity stages, most companies should be on level 4 of maturity with some aspects of business being on level 5. Here's the breakdown of all pillars.
2. Business system capability and scalability
We identify where gaps are between business requirements and what the systems deliver. Use of flexible, integrated systems that can scale with growth and easily adapt to new needs is recommended.
3. Digital transformation enablement
We check your reliance on manual, paper or Excel-heavy processes and system integration. The goal is to boost operational productivity and consistency by using technology intelligently in daily operations.
4. Business Intelligence, data and integration
We assess how easily you can turn raw data into actionable insights. In a data-driven world, this pillar is crucial for value creation. A ‘single source of truth’ for data, automated data flows between systems, and business intelligence tools, providing real-time KPIs and analysis, translates to better and faster decision-making at all levels, providing you with a competitive edge.
5. Cyber Security and GDPR
We run checks to identify if you have the right measures to protect against cyber threats and to handle personal data responsibly. With SMEs facing ever more cyber-attacks, a high maturity here provides confidence to customers and partners that their data is safe.
6. IT infrastructure, resilience and disaster recovery
We review things like network and cloud infrastructure, backup routines, recovery plans, and the ability for staff to work securely from anywhere. The resilience is key to avoiding costly outages and maintaining operations under duress.
7. IT supplier capability and vendor management
This pillar examines IT supplier capability and management. We assess how well you select, manage, and get value from these partners. Clear contracts, regular performance reviews, and alignment to the company’s goals ensure deriving maximum benefit from external expertise and that suppliers are helping drive innovation.
8. Software development, IT policies, IT operations & IT support
We analyse your IT team’s skills and capacity to support the business, as well as user training and adoption, IT policies and procedures.
1. Digital and IT strategy, change delivery and governance
Our service provides your company with technological overview, identifying gaps and weaknesses to improve. Optimisation of each of the elements allows for business growth with technology support. The digital transformation is based on 8 pillars divided into opportunities and risks. Each of them has its maturity stages, most companies should be on level 4 of maturity with some aspects of business being on level 5. Here's the breakdown of all pillars.
2. Business system capability and scalability
We identify where gaps are between business requirements and what the systems deliver. Use of flexible, integrated systems that can scale with growth and easily adapt to new needs is recommended.
3. Digital transformation enablement
We check your reliance on manual, paper or Excel-heavy processes and system integration. The goal is to boost operational productivity and consistency by using technology intelligently in daily operations.
4. Business Intelligence, data and integration
We assess how easily you can turn raw data into actionable insights. In a data-driven world, this pillar is crucial for value creation. A ‘single source of truth’ for data, automated data flows between systems, and business intelligence tools, providing real-time KPIs and analysis, translates to better and faster decision-making at all levels, providing you with a competitive edge.
5. Cyber Security and GDPR
We run checks to identify if you have the right measures to protect against cyber threats and to handle personal data responsibly. With SMEs facing ever more cyber-attacks, a high maturity here provides confidence to customers and partners that their data is safe.
6. IT infrastructure, resilience and disaster recovery
We review things like network and cloud infrastructure, backup routines, recovery plans, and the ability for staff to work securely from anywhere. The resilience is key to avoiding costly outages and maintaining operations under duress.
7. IT supplier capability and vendor management
This pillar examines IT supplier capability and management. We assess how well you select, manage, and get value from these partners. Clear contracts, regular performance reviews, and alignment to the company’s goals ensure deriving maximum benefit from external expertise and that suppliers are helping drive innovation.
8. Software development, IT policies, IT operations & IT support
We analyse your IT team’s skills and capacity to support the business, as well as user training and adoption, IT policies and procedures.
Benefits of Fluid
There are numerous benefits of working with Fluid. An independent objective assessment of IT risks and opportunities gives you a peace of mind that the outcome will be based on business data and avoiding bias. Thanks to benchmarking against our digital and IT maturity framework, your company is provided with a comprehensive look at every aspect of your IT capability and accurate assessment of business situation allows understanding of the next steps that need to be undertaken to improve digital capabilities of your company.
Fluid will provide you with prioritised roadmap of IT projects, investments and improvements, and ensure they are aligned to the biggest risks and benefits breaking down the improvement strategy into clarified, straightforward steps. Additionally, indicative timelines and costs will support you with your IT budgeting and planning.
Let’s work together and benefit from expertise across a range of disciplines such as data, architecture, infrastructure, cloud, business systems and cyber security.
Self assessment
Try out the self-assessment tool and find out how you can use it to identify opportunities for greater business agility, technology-led innovation, better risk management, and enhanced user and customer experiences. The framework gives you a simple way to benchmark your company’s current level of digital and IT maturity, and agree a target maturity you should be aspiring to achieve.
Meet the IT Discovery Experts
DAVE ROGERS
Associate IT Director
With over 20 years in the IT and private equity industries, Dave's key focus is on IT due diligence. Together with a fractional engagement approach to maximise the technology value, Dave ensures that products, processes, people and partnerships are right for current and future operations.
Case Studies
Fluid provides technology due diligence to Signature Corporate Finance and NVM Private Equity for their investment into Inprova
McLaren Construction Group begin their Power BI journey
Root cause analysis with Leeds Community Foundation
Resources
The directors' guide to leading digital transformation
Find out what good looks like for your company with the Fluid Maturity Framework.
Download Here
What does good digital & IT look like in SME businesses?
The guide is written in plain English for non-technical directors and managers to take responsibility for IT.
Download Here
Digital solutions masterclass videos
Watch our series of expert lead videos, as we guide you through some best practices & solutions.
Watch Here