Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.

Tech Assessment Analytics: What Agencies Should Know

The big picture: If you completed the Agency Tech Assessment, the analytics dashboard turns your answers into actionable insights about your agency’s technology.

Why it matters: The analytics section helps agencies see what they’re doing well, where gaps exist, and how they compare to peers.

How to access it

• Log in to the Agency Tech Assessment

• Go to the Analytics Dashboard (it’s clickable even though it appears grey)

• Explore multiple tabs with insights about your tech stack

The technology roadmap

Your tools are grouped into three levels:

Baseline

Core systems that most agencies should have.

Better

Tools that improve workflow and efficiency.

Beyond

Advanced solutions that drive optimization.

Quick insight:

• Green = highly rated by your agency

• Yellow = average

• Red = low satisfaction (a signal to review)

Compare your tech to other agencies

The dashboard shows how peers are using technology.

Example:

• Only 39% of agencies report using a CRM

• If your agency struggles with pipeline management or communication, that may be a gap worth exploring.

You can also see:

• Which vendors agencies use most

• Average ratings

• Average cost per employee

Filter data to match your agency

You can refine results by:

• Revenue size

• Number of employees

• Lines of business

• Management system

• Location

Bottom line: You can benchmark against agencies that look like yours.

Cybersecurity and AI insights

The analytics section also shows trends in:

Cybersecurity practices

• MFA adoption

• Password management policies

AI usage in agencies

• How agencies are actually using AI tools

• A reality check on adoption versus hype

Integration opportunities

Another tab highlights common integrations between systems.

Example:

If your e-signature tool doesn’t integrate with your management system, you can see:

• Which tools do other agencies integrate

• Which solutions work best with your platform

Key takeaway

The Agency Tech Assessment is not just a survey. It is a living benchmark tool you should update whenever your technology changes.

Best practice:

• Update annually

• Revisit after major tech changes

Final step

Agencies that complete the Tech Assessment can schedule a consulting review with the Catalyit team to:

• Identify quick wins

• Explore better integrations

• Evaluate new technology options

The goal: Turn your tech stack into a strategic advantage.

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