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DIGITAL ESTATE DIAGNOSTIC You bought the stack. The board still can’t see the return.

A three-week, fixed-price diagnostic that scores your digital estate in numbers the board already trusts — and shows where the return is leaking.

The problem The cost is on every invoice. The return is in nobody’s report.

Finance can put a number on every licence, retainer and backlog ticket. When the board asks what the platform returned, the answer comes back in adjectives: engagement, capability, future-proofing.

That is rarely because the platform has failed. It is because nobody measured return in the same currency as cost — and the evidence sits split across analytics, CRM, the platform and finance.

Why now? Read: Every DXP is now an agent platform. Is your estate ready?

The Diagnostic joins that evidence up and scores your estate in numbers the board already uses. It works on whatever is running underneath:

Part of Revolution, our growth model for enterprise digital estates.

The Diagnostic at a glance

3
weeks from kick-off to a board readout
5
layers scored: platform, data, process, people and operating model
£18k
fixed price, agreed before we start — no day-rate drift

How the three weeks work

Week 1 · Evidence

Read-only access, a handful of interviews, no disruption to production.

What we do:

  • Read-only review of analytics, CRM, platform configuration and delivery backlog
  • Six to eight short interviews across marketing, digital, IT and finance
  • Map what the estate costs in full: licences, partners, internal time

What you get:

  • A single view of total cost of ownership
  • An agreed list of the outcomes the estate is meant to drive

Week 2 · Score

Each layer scored against evidence, not opinion.

What we do:

  • Score platform, data, process, people and operating model
  • Size where value is leaking, in pounds and hours where the evidence supports it
  • Test the obvious answer — is it really the platform?

What you get:

  • Your Digital Estate Scorecard
  • The two or three constraints that matter most

Week 3 · Roadmap

A plan the board can approve, not a report to file.

What we do:

  • Prioritise fixes by value and effort
  • Build a 90-day and 12-month roadmap with owners and measures
  • Present to your leadership team

What you get:

  • A board-ready roadmap and pack
  • A readout session with your executive sponsor

What we score Five layers, each turned into a number the board recognises

A slow campaign looks like a platform problem. More often it is a process or operating-model problem wearing a platform costume. Scoring every layer shows where the cause really sits — and stops you paying to fix the wrong one.

  1. Capability used versus capability paid for

    The share of licensed features actually in production, and what the unused share costs you each year.

    Where this usually sits: Platform
  2. Revenue and leads you can credibly link to digital

    Whether journeys can be traced from a digital touchpoint to a CRM outcome — and what is lost where the data breaks.

    Where this usually sits: Data
  3. Cost and time per change

    What it takes, in days and pounds, to get a piece of content or a campaign live, and where the queues form.

    Where this usually sits: Process
  4. Time to value on new capability

    How long it takes for a new feature — AI, personalisation, automation — to reach customers after it ships.

    Where this usually sits: People
  5. Run versus improve

    The share of specialist budget and capacity spent keeping the lights on rather than making the estate better.

    Where this usually sits: Operating Model

What you walk away with

  • A one-page Digital Estate Scorecard across all five layers
  • A sized view of where value is leaking
  • A prioritised 90-day and 12-month roadmap, with owners and measures
  • A board pack and a readout with your executive sponsor

The roadmap is yours. Take it to your current partner, run it in-house, or run it with us.

Is it right for you?

It fits if your platform has been live for a year or more, the renewal or next budget round is coming, and someone senior is asking what the investment returned.

It is too early if you are mid-implementation. It is the wrong tool if you already know you need to replatform — talk to us about Phase Zero instead.

Only need the version, security and licence position on Sitecore XP? The two-week Sitecore Exposure Review is the quicker fit.

Why Remarkable Independent, and certified across the platforms you run

Accredited across your stack

  • Sitecore Platinum Partner, with over 30 Sitecore MVPs awarded across the team
  • Optimizely Platinum Partner, four current OMVPs and 10+ years on the Global Partner Advisory Board
  • Salesforce Consulting Partner across Sales, Service, Marketing and Data Cloud
  • Microsoft Solutions Partner for Business Applications (Dynamics 365)
  • Contentful partner, one of the world’s first Vercel Agent Foundations Certified agencies, and part of the Anthropic partner programme

Where the roadmap leads

  • Liontrust: a regulated investor site that actually helps someone decide
  • Berkeley Group: Dynamics 365 rebuilt as a single source of truth, with almost a million records migrated and zero gaps
  • McCarthy Stone: Sitecore 9.0.2 to 10.3, closing security gaps and unlocking personalisation
  • Baxi: 45.9% conversion and 27,000 leads at £4.87 CPL
  • Finalist, Sitecore Business Impact Award 2026

Digital Estate Diagnostic FAQs

What is a Digital Estate Diagnostic?

A three-week, fixed-price assessment that scores your digital estate — the platforms, data, processes, people and operating model around them — against the return the business expected. It ends with a scorecard and a board-ready roadmap.

How is it different from a platform health check?

A health check inspects the technology and reports on its condition. The Diagnostic starts from the business outcome and works back, so it can conclude the platform is healthy and the real constraint is process or operating model.

How is this different from Revolution Phase Zero?

The Diagnostic is a focused, three-week, fixed-price look at your current estate: what it costs, what it returns and where value is leaking. Phase Zero is a broader 90-day programme covering customer journeys, AI use cases, people and future-state architecture. Many organisations start with the Diagnostic and use it to decide whether Phase Zero is needed.

Do you need access to production systems?

No. We work from read-only access to analytics, CRM and platform configuration, plus interviews. Nothing in production changes.

How much of our team’s time does it take?

Mostly a small number of interviews in week one and a readout in week three. One named sponsor on your side keeps it moving.

Is it only for Sitecore and Optimizely?

No. It is platform-agnostic. We are a Sitecore and Optimizely Platinum Partner and a Contentful and Vercel partner, and we assess Salesforce, Dynamics, Adobe and custom estates on the same basis.

What does it cost?

From £18,000, fixed and agreed before we start. The price depends on the number of platforms and business units in scope.

What happens after the Diagnostic?

You keep the roadmap and decide what to do with it. Many clients move into a focused improvement sprint or Revolution Phase Zero; some run it in-house or with their current partner.

Find out if the Diagnostic is the right first step

Tell us what you are running and what the board is asking. A senior consultant will reply, and if the Diagnostic is not the right first step, we will say so.

Not ready to talk? Start with the ten signs your platform is underdelivering.

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