How We Work
Great technology decisions do not happen by accident. They happen through a structured process that starts with understanding your business and ends with measurable results. Here is how we make that happen.
From Discovery to Results
Every engagement follows this proven framework. No shortcuts, no skipped steps, no surprises.
Discovery Call
We start with a 30-minute conversation to understand your business, your current IT environment, and the challenges you are facing. No sales pitch. Just listening and asking the right questions to determine if and how we can help.
- Understand your business objectives and growth plans
- Identify current pain points and frustrations
- Assess urgency and timeline
- Determine if there is a fit for a deeper engagement
IT Assessment
We conduct a thorough assessment of your technology environment, covering infrastructure, security, communications, cost efficiency, and strategic alignment. This includes stakeholder interviews, invoice audits, and technical reviews.
- Audit current contracts, invoices, and vendor relationships
- Review infrastructure, security posture, and communications tools
- Interview key stakeholders across IT and business teams
- Benchmark your spend and capabilities against industry standards
Strategy and Recommendations
Based on the assessment, we deliver a prioritized roadmap with clear recommendations. Every suggestion is tied to a business outcome, whether that is cost savings, risk reduction, improved performance, or competitive advantage.
- Prioritized list of recommendations ranked by impact and effort
- Cost-benefit analysis for each major initiative
- Risk assessment and compliance gap identification
- 12-24 month technology roadmap aligned with business goals
Vendor Selection and Procurement
We leverage our network of 600+ vetted technology providers to find the right solutions at the best price. We manage the entire evaluation process, from RFP to contract negotiation, so you get the best deal without the runaround.
- Access to competitive pricing from 600+ providers
- Structured vendor evaluation with weighted scorecards
- Contract review and negotiation on your behalf
- Vendor-neutral recommendations based on your requirements
Implementation Support
We stay involved through deployment to make sure what was sold is what gets delivered. We coordinate with vendors, manage timelines, and serve as your advocate if issues arise during installation and migration.
- Project coordination between your team and vendors
- Implementation timeline management and milestone tracking
- Testing and validation of deployed solutions
- Escalation support and issue resolution
Ongoing Optimization
Technology does not stand still, and neither do we. We continue to monitor your environment, review contracts before renewal, identify new optimization opportunities, and keep your IT strategy aligned with your evolving business needs.
- Quarterly business reviews and technology check-ins
- Contract renewal reviews and renegotiation
- New technology evaluation and recommendation
- Continuous cost optimization and vendor management
"Before Catch Advisors, we were going down once or twice a month and it was costing us a fortune every time. They put primary and secondary circuits at every location, set up SD-WAN, and moved us all to RingCentral. That was five years ago. We have not had a single outage since. Their process was clear, structured, and focused on outcomes from day one."
Jason Jackson
American Glass
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