---
title: Tips for Evaluating Technology Tools | Ashton Solutions
description: Before investing in new technology to enhance business, take a step back. Is the real obstacle people, process, or technology? Ashton shares key guidance.
---

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[Ashton Solutions](https://www.ashtonsolutions.com/the-ashton-solutions-blog/author/ashton-solutions)  | 04.01.2025  |  2 Min Read

# Tips for Evaluating Technology Tools

## **(1) People (2) Process…*then* (3) Technology**

Before you even think about tools to help improve your business, first determine whether the operational bottleneck is *people, process, or technology*.  Often, businesses use technology to mask an issue with people or process.

The key to the successful implementation of any new tool in business is *understanding your operations, processes and procedures.*  Failure to do so will result in a tool being layered on top of a poorly understood, implemented or followed process – this leads to frustration and *increased* inefficiencies.

Map out your processes and start asking “why” at each step. Once this is done, you will be able to more easily determine whether a new tool will add value or simply add complexity and cost.

*Remember: just because it’s the most talked about ‘thing’ today doesn’t mean that it’s a fit for your organization!*

 

### Below are some questions to ask when evaluating new technology tools for you business.

 

1. **Define Your Business Needs**

- *What problem are we solving?*  
  ☐ Improve productivity (e.g., faster task completion)  
  ☐ Enhance collaboration (e.g., team sharing or communication)  
  ☐ Streamline workflows (e.g., note-taking, project tracking)  
  ☐ Improve security and compliance
- *What tasks will the tool support?*  
  ☐ Daily operations (e.g., email, scheduling)  
  ☐ Specialized work (e.g., design, writing, data entry)  
  ☐ Mobility (e.g., on-the-go use vs. desk-based)
- Example: Will iPads support mobile client meetings, or do laptops better handle heavy software?

 

1. **Assess Staff Technology Skills**

- *What is the current skill level of my team?*  
  ☐ Beginner (basic navigation, minimal tech use)  
  ☐ Intermediate (comfortable with common tools like email, spreadsheets)  
  ☐ Advanced (can adapt to new systems quickly)
- *Will training be required?*  
  ☐ Yes—Estimate time/cost: \_\_\_\_\_\_\_\_\_\_  
  ☐ No—Staff can adopt with minimal guidance
- Example: Can staff easily switch to reMarkable notepads for note-taking, or do they need laptop familiarity?

 

1. **Match Tools to Wants and Goals**

- *What do we want from this tool?*  
  ☐ Portability (e.g., iPads/reMarkable for mobility)  
  ☐ Power (e.g., laptops for multitasking)  
  ☐ Simplicity (e.g., reMarkable for focused note-taking)  
  ☐ Other: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
- *Does it align with long-term goals?*  
  ☐ Supports growth (e.g., scalable software)  
  ☐ Future-proofs tech (e.g., upgradable devices)
- Example: Do reMarkable notepads meet a goal of reducing paper use?

 

1. **Evaluate Costs vs. Value**

- *What’s the total cost?*  
  ☐ Upfront purchase: $\_\_\_\_\_\_\_\_\_\_  
  ☐ Ongoing (subscriptions, maintenance): $\_\_\_\_\_\_\_\_\_\_  
  ☐ Training/support: $\_\_\_\_\_\_\_\_\_\_
- *What’s the expected return?*  
  ☐ Time saved: \_\_\_\_\_ hours/week  
  ☐ Revenue boost: $\_\_\_\_\_\_\_\_\_\_  
  ☐ Efficiency gains: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
- Example: Are iPads’ portability worth the cost vs. laptops’ versatility vs. reMarkable’s focus/simplicity?

 

1. **Check Compatibility and Integration**

- *Does it work with existing systems?*  
  ☐ Yes—Seamless with current software/hardware/workflow  
  ☐ No—Requires workarounds or new investments
- *Can it connect across the team?*  
  ☐ Supports file sharing, cloud access, etc.  
  ☐ Limited to standalone use
- Example: Will reMarkable sync with our cloud storage, or do laptops integrate better?

 

1. **Test Usability and Flexibility**

- *Is it easy to use?*  
  ☐ Intuitive for staff with current skills  
  ☐ Complex—may frustrate users
- *Can it adapt as needs change?*  
  ☐ Flexible (e.g., laptops for multiple roles)  
  ☐ Niche (e.g., reMarkable for specific tasks)
- Example: Are iPads too limited compared to laptops for future tasks?

 

1. **Consider Risks and Support**

- *What are the risks?*  
  ☐ Downtime if it fails  
  ☐ Security vulnerabilities  
  ☐ Learning curve delays
- *Is support available?*  
  ☐ Vendor support (phone, email, etc.)  
  ☐ Internal or outsourced IT can handle issues
- Example: Can we troubleshoot reMarkable issues in-house?

 

1. **Gather Team Input**

- *Have I asked my staff?*  
  ☐ Surveyed preferences (e.g., iPads vs. laptops)  
  ☐ Tested with a small group
- *Will they adopt it?*  
  ☐ Enthusiastic about the tool  
  ☐ Resistant—may need convincing
- Example: Does the team prefer reMarkable’s simplicity or laptops’ familiarity?

 

1. **Decision & Gut check**

- *Based on this checklist, should we adopt this tool?*  
  ☐ Yes—It meets needs, fits skills, and adds value  
  ☐ No—Costs outweigh benefits or it’s a mismatch
- *Next steps:*  
  ☐ Pilot test with a few users  
  ☐ Research alternatives  
  ☐ Implement and train

 By [Ashton Solutions](https://www.ashtonsolutions.com/the-ashton-solutions-blog/author/ashton-solutions) April 1, 2025 [Technology Strategy](https://www.ashtonsolutions.com/the-ashton-solutions-blog/tag/technology-strategy)

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