You have no real inventory of your systems.
You could not tell someone exactly what software you pay for, who has access to what, or where your data actually lives. You are operating on memory, not documentation.
Technology Clarity Report
Your business has grown.
Your systems have not kept up.
Most growing businesses are operating on assumptions about their own technology. We build the complete picture: what you have, what it costs, what is at risk, and what to do about it. Use the findings to act on your own, hire us, or hire anyone else. We work for your clarity, not your dependency.
- U.S. Army Veteran
- 15 Years IT Experience
- Joliet, IL
- Remote Available
The Problem
Most growing businesses are operating on assumptions about their own systems.
You keep evaluating new tools instead of understanding what you have.
Every quarter there is a new platform, a new recommendation, a new demo. Meanwhile nobody has mapped what you already own or whether it is actually working.
Your technology was supposed to serve the business.
Somewhere along the way it started running the business instead. Decisions get made around what the software allows, rather than what the business needs.
Your vendors are managing you, not the other way around.
You are paying for tools you do not fully use, contracts you have not reviewed in years, and subscriptions nobody remembers authorizing.
Access control is a silent liability.
Former employees may still have active credentials. Admin access is shared. Nobody is certain who controls the domain registration or the billing account.
Your IT provider gives you answers, not clarity.
They respond to tickets. They do not tell you what is actually exposed, why it keeps happening, or what the full picture looks like.
These are not IT problems. They are business risk problems. And they are fixable, once you can see clearly.
The Assessment
Understand your technology.
Then decide what to do.
Three levels of clarity. One structured intake form. You choose how deep to go.
Tier 1
Technology Clarity Report
$97
Finally understand what you actually have.
- Structured intake form covering all technology areas
- Complete inventory of your systems and tools, organized and explained
- Identification of gaps, redundancies, and unknown areas
- Delivered within 24 hours of form completion
- Formatted to share with any IT provider or team member
Tier 2
Clarity Report + Risk Analysis
$297
Know what you have and what is actually at risk.
- Everything in Tier 1
- Prioritized risk scoring across security, access, vendor, compliance, and operational risk
- Specific vulnerability flags in plain language
- Vendor and subscription cost analysis
- Recommended 90-day action sequence
- The Business Source File: your single source of truth
Tier 3
Clarity Report + Risk Analysis + Strategy Call
$497
Get the report, understand the risk, talk to the expert.
- Everything in Tier 2 including the Business Source File
- 30-minute strategy call with Patrick Sullivan
- Patrick reviews your specific findings before the call
- Expert interpretation of your risk profile
- Honest answer to: what do I fix first, and how
All assessments begin with the same structured intake form. Choose your tier before or after completing it.
The Business Source File
One document. Everything your business needs to know about itself.
Most businesses do not have this document. Critical information lives in someone's head, in an email from three years ago, or in a spreadsheet nobody has updated since the last IT person left. When something breaks, when someone leaves, when an auditor asks, you realize how much you did not know about your own systems.
- Every system and tool: what it does, who owns it, what it costs, when it renews
- Every vendor and their account contacts
- Domain registrations, hosting providers, DNS records
- Access structure: who has what level of access to what
- Data locations: where your business information actually lives
- Emergency contacts and escalation paths
- Key personnel and their system assignments
The Business Source File is built from your assessment responses and delivered as a structured, editable document. It is formatted so your team can maintain it going forward.
It is not a report you read once and file away. It is a living operational document that becomes the single source of truth for your technology environment.
Included with Tier 2 and Tier 3 assessments.
The Process
From intake to clarity in 24 hours.
1
Choose Your Tier
Select Tier 1, 2, or 3 based on how deep you want to go. You can upgrade after completing the intake form.
2
Complete the Form
A structured form covering your technology environment. Takes 15 to 20 minutes. No technical expertise required.
3
Receive Your Report
Your report is delivered within 24 hours. Plain language. No jargon. Formatted to share with anyone.
4
Take Action
Use the findings on your own, share them with your IT provider, or hire anyone you choose. The report is yours.
For Tier 3: Patrick reviews your findings and contacts you within one business day to schedule your strategy call.
Who We Serve
Built for owner-led businesses that have outgrown reactive IT.
Professional Services
- Law firms, accounting practices, and consultancies managing sensitive client data
- Compliance obligations that require documented access control
- Multiple partners with overlapping system access
Healthcare and Medical
- Medical offices navigating HIPAA requirements without internal IT oversight
- Patient data in systems that have never been formally inventoried
- Vendor relationships that have grown without governance
Financial Services
- Financial advisors, CPA firms, and lenders under regulatory requirements
- Complex vendor environments with sensitive client financial data
- Audit readiness concerns with no current documentation
Multi-Location Operators
- Owner-operators managing multiple entities or business lines
- Fragmented systems across locations with no unified picture
- Operational complexity that has outpaced the technology
Not sure if this is the right fit? Complete a Tier 1 assessment. If it is not right for your situation, we will tell you.
Who We Are
Patrick Sullivan
Lead Technology Consultant
Diagnostic thinking built in the field.
Patrick Sullivan spent 15 years solving problems that others could not diagnose. In the U.S. Army he managed classified satellite communication networks where system failure was not an option. Inside multiple banks and healthcare organizations, he worked on PCI and HIPAA implementation where a single breach carried seven-figure consequences.
Root Cause Technology exists because Patrick kept seeing the same pattern. Businesses that had grown past their systems, operating on assumptions, exposed to risks they had never mapped.
Patrick partners with Elenor Sullivan, Web and Digital Strategist, to deliver a complete picture of how technology, web presence, and operations connect. Together they built an assessment process that gives every business owner what Patrick used to give only to enterprise clients: complete visibility, at a price that does not require a six-figure IT budget.
- U.S. Army, Communications and IT Security
- Financial institution IT infrastructure with PCI implementation experience
- Healthcare IT with HIPAA implementation experience
Ready to Go Deeper?
The Business Control Reset.
For businesses that have completed an assessment and are ready for a full diagnostic engagement, conducted by Patrick over two to three weeks.
- Infrastructure and System Visibility Complete inventory across cloud and on-premise environments.
- Access and Security Posture Review Admin accounts, permissions, and offboarding gaps.
- Vendor and SaaS Audit Every subscription, cost, and redundancy.
- Operational Friction Mapping Workflow bottlenecks and system handoff failures.
- Risk Summary and Exposure Report What poses the greatest risk and why.
- 90-Day Prioritized Action Plan What to do first, in what order, with whom.
Common Questions
What you are probably wondering.
What size business is this designed for?
The assessment works for any owner-led business that uses technology to operate. Most of our clients have $1M to $20M in annual revenue and 10 to 75 employees. If you are smaller or larger, the intake form will still generate useful findings. The full Business Control Reset engagement is designed for businesses on the higher end of that range.
Do I have to hire Root Cause Technology after the assessment?
No. The findings are yours. You can implement the recommendations yourself, hand the report to your existing IT provider, or hire someone else entirely. We designed the assessment to be useful regardless of what you do next. If we are the right fit to help, that will be clear from the findings.
What is the Business Source File?
It is a structured living document, built from your assessment responses, that contains everything your business needs to know about its own technology in one place. Every system, vendor, access structure, renewal date, and escalation contact. Included with Tier 2 and Tier 3. Most businesses discover they have never had this document before. Once they do, they cannot imagine not having it.
How long does the intake form take?
About 15 to 20 minutes for most businesses. You do not need to know technical details. We ask questions in plain language and you answer based on what you know. Gaps in your knowledge are part of what the assessment is designed to surface.
What happens in the Tier 3 strategy call?
Patrick reviews your assessment findings before the call. The 30 minutes are focused on your specific situation, walking through the risk findings, answering questions, and giving his honest read on what matters most. It is not a sales call. If Root Cause Technology is the right next step, he will say so. If it is not, he will say that too.
Is this available outside Joliet, Illinois?
Yes. All three assessment tiers are conducted remotely. The full Business Control Reset engagement is also available remotely, with on-site components for complex environments when needed.
Ready to see what you actually have?
Choose the assessment level that fits where you are. Use the findings however you need to. Questions first? Reach Patrick directly at patrick@rootcausetechnology.com.