What You’ll Learn in this Playbook

Replatforming Readiness Score

A 7-dimension weighted scoring model that tells you whether to migrate, fix the foundation, or optimize — calibrated for B2B, DTC, and B2C.

Platform Decision Architecture

Choose by architecture type — SaaS, Open Source, Enterprise, or Composable — with honest trade-offs for each. No vendor bias.

Integration Architecture Best Practices

Point-to-point vs middleware vs API-first — which pattern fits your business, and why most agencies build the wrong one.

The True Cost Model

Hidden costs that run 2-3x the visible budget — data cleanup, integration rebuilds, SEO preservation, and revenue risk during cutover.

AI Readiness Assessment

Google UCP, AI procurement agents, answer engine optimization — the infrastructure deploying now, not 2030. Is your platform ready?

Why Projects Fail (And How to Prevent It)

The #1 cause of failure isn’t technology — it’s skipping discovery. Learn what good discovery looks like and why it’s worth paying for.

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From The Replatforming Playbook

Replatforming Readiness Score

7 questions. 2 minutes. Find out whether you should replatform, fix the foundation, or optimize what you have.

Question 1 of 7
Weight: 15%

Platform Ceiling

Are you hitting hard limits on SKUs, pricing rules, or customization? Are you using more than 60% of your platform’s capabilities?

No issues Blocked
Weight: 20%

Integration Burden

How many manual data transfers, CSV uploads, or workarounds exist between your systems?

All automatedDaily chaos
Weight: 15%

TCO Trajectory

Is total cost of ownership increasing faster than revenue? Are you paying for features you don’t use?

Stable costsRunaway costs
Weight: 15%

Org Readiness

Is leadership aligned? Is there a dedicated project owner? Is the team ready for change — or exhausted?

ReadyNot ready
Weight: 10%

Data Maturity

Is product, customer, and pricing data clean, structured, and governed — or scattered with no single source of truth?

Clean & governedMessy & untrusted
Weight: 15%

CX Gap

How far behind are you versus what your buyers expect? Are you losing deals or customers to a poor digital experience?

Meeting expectationsLosing revenue
Weight: 10%

Ecosystem Risk

Is your platform vendor stable? Is the developer community growing? Can you still hire people who know this technology?

HealthyDeclining
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