A good health check reviews configuration, workflows, data quality, reporting, user adoption, governance and integrations against how your firm actually works — then hands you a prioritised list of findings and quick wins. It's a review, not a rebuild: nothing changes in your system, and you leave with a clear picture of what's holding the firm back.
Most firms don't have a broken Actionstep — they have an under-used one. A health check exists to find the gap between what the platform could do for your firm and what it's actually doing today. Here's what a thorough one covers.
A health check should end with a short, prioritised list — the two or three changes that would make the biggest difference now, not a hundred-page audit nobody reads.
A useful health check leaves you with a prioritised set of findings, the quick wins available immediately, and an honest recommended next step — including whether you even need outside help. Nothing in your live system should change during the review itself.
That's exactly how ours works: complimentary, no obligation, and the same place every partnership begins. See the full health check or book one.
They overlap, but a health check is broader and lighter — it looks across configuration, data, reporting, adoption and governance to find where value is being left on the table, rather than auditing a single project.
No. A health check is a review, not a build. Nothing changes in your live system unless and until you decide to proceed with work.
It starts with a short conversation and a focused review. We keep it lean so you get practical findings quickly rather than waiting on a drawn-out audit.