Business Technology Consulting Services

Business Technology Consulting Services

Growth is a good problem. A tech stack that can't keep up with it isn't.

You bought the tools. You set them up. You're still paying for all of them. But your team toggles between five tabs to log a single client interaction, and nobody's sure which subscription is earning its keep. Business technology consulting helps growing service businesses review their tech setup and decide which tools match their operations. With experience helping almost 100 companies scale at Day by Day, I can help you build a tech stack that supports your business and team.

When Your Tech Tools Do Everything Except Help

Each of your tools solved a real problem when you installed them. But you need a setup that works now, and that’s where a business technology consultant comes in.

The longer you've been in business, the more you’ll find that:

  • You're paying for software that nobody on the team uses
  • Your tools don't connect, so client data gets re-entered (and re-mistyped) man**lly
  • The systems that worked at ten clients don't hold up at fifty 
  • Too much work depends on workarounds and copy-paste
  • You can't tell which software is worth keeping, replacing, or adding
  • You've lost weeks to free trials and demos that went nowhere
  • Half your processes live in someone's head (and you're hoping they don't leave)

From Software Sprawl to a Stack That Works

When you have the right tools, and they can talk to each other, it's like hiking in walking shoes instead of flip-flops.

Know exactly what every tool is doing

You get a clear picture of every subscription and how it's used. No more paying for a "team plan" with two active users.

Stop paying twice for the same job

A software consulting audit usually reveals which tools overlap or fail to do their jobs. You drop what's redundant and invest in software that moves the needle.

Make your tools talk to each other

Tech integration consulting connects the systems you already use so client data flows where it needs to go. Less man**l work, and faster handoffs with fewer mistakes.

Build a stack that supports growth

Instead of patching things as you go, you get a tech stack designed for the size you're growing into.

Hear From Clients Who’ve Sorted Their Stacks

This is fantastic, Irit Levi. Learning how to set it up means you can tweak on your own as needed.

Goldy Buxbaum
@ Slay Copy
Countless hours saved in researching the right platforms

I used Irit as a business coach, a strategist to help me plan things. She helped me choose the right tools for each launch — and I’ve done a lot of things. There's a lot of tech that goes into setting all that up. Even if I’d wanted to do that myself, I wouldn’t know how to. But she was good about teaching me. She's just very knowledgeable in many areas. I take it for granted now, because I just know she knows everything. She saved me hours and hours and hours of researching the right platforms, venues, and tools. She held my hand through all the pieces.

Rena Yudkowsky
@ Memory Matters

So much technical know-how and yet explains everything so clearly even to those 'technically challenged'

Chaya Miller
@ Artisan Design Studio
Working with Irit is a MUST!

Beyond helping us think through our tech stack and taking more off my team's plate, Irit forced us to think through ways to improve our processes… We have saved at least 2 hours in our onboarding (no more onboarding call!) and roughly an hour in having to look up information spread across multiple platforms. As I said - if you want to scale, working with Irit is a MUST.

Jason Vana
Founder/CEO @ Shft.Agency

How Does Tech Consulting Set You Up With the Tools for Success?

Here's how Day by Day does a deep dive into the software that your business runs on.

What Irit Levi can help you with

1. Take Stock of Your Tech Stack

We start with every piece of software your business pays for. We map who uses each tool, what it's for, and where it overlaps with something else.

2. Test What's Working

We dig into how each tool is actually being used. Some are pulling their weight, while others are doing a fraction of what they should.

3. Recommend the Right Tools

Based on where your business is going, we recommend a tech stack that fits. That might mean keeping what you have or filling a gap you didn't know was there.

4. Build a Phased Rollout Plan

We don't recommend ripping everything out at once. You leave with a plan that sequences changes, so your team can absorb them without grinding to a halt.

The Nuts and Bolts of Business Technology Consulting 

This is the nerdy bit. But it's also the part that saves you money, so stay with me. 

Technology Assessment - What’s in Your Stack

We walk through your current tech stack one tool at a time. What it does, who uses it, what it costs, and where it connects (or doesn't).

Software Evaluation - What's Worth Keeping

Each tool gets tested against how your business runs today. We look at all aspects of its use. If a $200/month tool is being used by one person for one feature, that's worth knowing before the next renewal.

Technology Recommendations - A Shortlist that Fits Your Business

Instead of a generic "top 10 tools" list, we recommend specific software based on your team size, industry, budget, and how your work flows.

Tech Stack Planning - How the Pieces Fit Together

This is where we design how the pieces connect. Which tool is the source of truth for clients? Which one handles scheduling? How does information flow from a new lead through to delivery and renewal?

Change Management - Getting Your Team to Use the New Setup

We loop in the people who use the tools daily, so the setup is adopted rather than avoided. Many tech consulting projects skip this step, and it's the one that decides whether the work sticks.

Ongoing Technology Advisory - A Tech Consultant on Call

Tech moves fast, and so does your business. Ongoing technology strategy consulting means you have someone to call before you sign up for the next "must-have" platform.

Ready to build a tech stack that supports your growth?

Book your business technology consultation
What working with Day-by-Day looks like

What “Under Control” Software Looks Like

  • Less money wasted on tools nobody uses
  • Better visibility across the business
  • Fewer disconnected tools and copy-paste workarounds
  • A tech stack that supports growth instead of slowing it down
  • Stronger team adoption of the systems you pay for
  • Simpler day-to-day operations
  • Less time lost to research and free trials

The Day by Day Way

We don’t hand you a tool and disappear. We build solutions that fit the way you already think and work.
Designed around your existing habits and workflows
Complete solutions, not just setup or quick fixes
Start simple, then layer on what you need
Built with you, so you understand every part
If something isn’t working, we adjust it

Good Tech Problems We've Solved

Rena launched 4 digital products in 3 years

Rena Yudkowsky

Memory Matters
Rena launched 4 digital products in 3 years

She bypassed the tech stress, focusing her energies on creating and promoting empowering products for midlifers and seniors

I used Irit as a business coach, a strategist to help me plan things. She helped me choose the right tools for each launch — and I’ve done a lot of things! Irit saved me hours and hours and hours of researching the right platforms, venues, and tools. She held my hand through all the pieces.

Hudi went from manual work to sleek automation

Hudi Bloch

Pixel Purple Design Group
Hudi went from manual work to sleek automation

She got processes out of her brain — and into a system of tools that talk to each other

We now have a smooth process internally and externally for the client. They feel taken care of. And I don't have stress taking care of them. Everything is automated, and there are templates that get customized. My clients got a very seamless experience because my employees are using everything within the system.

Rachel went from freelancer to agency owner

Rachel Fakheri

Furrow
Rachel went from freelancer to agency owner

She banished the everything’s-in-my-head overwhelm — while confidently taking on more clients than ever

When it came to scheduling projects, I didn't even know what my next start date was... Now I can see right in front of me and have the confidence that yes, we can take this on, and do an amazing job with it and deliver on time.

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Let's Get Your Tools Working as Hard as You Do 

Too many tools, not enough clarity? If your tech stack is creating more work than it saves, business technology consulting can sort that out. Book a call, and we’ll take a look at your tools.

Let's talk about your tech

FAB-B-B

Frequently asked But-But-But's.

Can't find the answer to your question?

But what's the difference between business technology consulting and automation consulting?

Technology consulting services are about the tools. Automation consulting is about what happens between them. This service helps you choose the right software and build a stack that fits. If automation is already on your mind, take a look at Project Autopilot, where the tools start working together.

But isn't tech consulting the same as IT consulting?

No, IT consulting usually covers hardware, networks, security, and infrastructure. Business technology consulting is about the software your business runs on day to day, including your CRM, project management system, finance tools, scheduling, email, and forms.

But how long does a business technology consulting engagement take?

It depends on your business size and how tangled your current stack is. A small consulting business with five tools is a different scope than a 15-person agency with twenty. Most engagements take between six and twelve weeks, and we define the scope upfront. 

But how involved does my team need to be during the process?

Your team's involvement is minimal; I will mostly need your input. We'll need a few short conversations with the people who use the tools daily, but we keep them focused.

But what information do you need from us to get started?

In order to start a consultation, you will need to give us a list of every tool you currently pay for, who uses it, and what it is used for. If that list lives in someone's head (or your accountant's inbox), we'll help pull it together in the first session. There’s no pre-work required.

But what if we're already using a bunch of different tools?

It’s okay if you’re already using tools; that's the starting point. Most clients come to us with five to twenty tools, half of which overlap. Sorting that out is the whole point of small business tech consulting.

But do you work with businesses that have an internal IT team?

Yes, if you already have an IT team, this service complements it. We focus on the software side of operations while IT handles infrastructure. We're happy to coordinate with your internal team.

But will we have to replace all our current software?

You will almost never have to replace all your current software. Most engagements end with a mix; some tools stay, some get swapped, and some new ones get added. Wholesale replacements are rare, and we only recommend them when keeping a tool costs more than moving on.