Enableocity
PROJECT · Strategic Consulting

Tech Stack Rationalization

A 3-week review of tool usage, overlap, and workflow fit — because most GTM orgs don't need another platform, they need the ones they have to agree on the basics.

IN SCOPE

Inventory of all active GTM tools and their stated purpose
Usage and overlap analysis across sales, marketing, and RevOps
Assessment of reporting value and workflow fit per tool
Consolidation recommendations: keep, improve, or retire
Executive readout with cost and workflow impact

NOT IN SCOPE

Tool procurement, contract negotiation, or migration execution
Data migration between platforms
Custom integration development
Ongoing stack management continues under Managed Revenue Services .

Timeline — 3 weeks

WEEK 1 · INVENTORY

Catalog the stack

List every active tool, its owner, cost, and stated purpose.

WEEK 2 · ANALYZE

Find the overlap

Assess usage, overlap, and workflow fit across the stack.

WEEK 3 · RECOMMEND

Deliver the rationalization plan

Present keep / improve / consolidate recommendations to leadership.

DELIVERABLES

Full tool stack inventory
Overlap & usage analysis
Keep / improve / consolidate map
Executive readout deck

TEAM & EFFORT

FROM ENABLEOCITY
1 engagement lead + analyst, ~1.5 days/week
FROM YOUR TEAM
RevOps + tool admins for usage data access
FORMAT
Remote, one executive readout
Stacks re-sprawl without upkeep.
Managed Revenue Services keeps the stack lean as new tools get proposed.
See Strategic Consulting projects

Ready to rationalize the stack?

Start with a Revenue System Diagnostic — we'll confirm this is the right starting project before scoping anything.

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