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      Business Technology Assessment

      We believe that attuned people and systems are the key to successful results. Through UBEO’s Business Technology Assessment (BTA), our expert business analysts and system engineers deliver you with personalized, end-to-end solutions tailored to your company's goals.

      Get an Assessment

      Work With a Partner, Not a Vendor

      We help you pinpoint and alleviate your technological pain points before they become problematic.

      See an Overview of Document - Related Expenses Gain a comprehensive understanding of the hard and soft costs associated with your technology, delivered to you in a report from our experts. We’ll collect data and uncover challenges to identify potential areas of improvement.
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      Understand Your Unique Document Workflow From emails and invoices to standardized forms, UBEO can help improve your communication and workflow efficiency. We’ll work with you to implement systems that control access to sensitive information and provide back ups for your paper-based data.
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      Find and Fix Your Challenges Your systems are only as good as the team supporting them. By understanding your goals, we can remove any obstacles that are contributing to inefficiency. UBEO works to orchestrate harmony between your workflow and office document systems.
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      What Happens During A BTA

      Explore the end-to-end process of UBEO’s Business Technology Assessment.

      Introduction
      Walkthrough
      Analysis
      Findings
      Implementation
      Account Review
      Equipment Refresh
      Employees introducing themselves with a handshake, representing the introduction phase of our business technology assessment process.

      A Business Technology Assessment (BTA) starts with a conversation about the goals, initiatives, projects and future growth of your organization. A deep understanding of your business challenges and plans allows us to align your technology to meet your goals. We operate as a strategic partner — not a vendor.

      Two employees walking alongside each other while observing a report, representing the walkthrough stage of the business technology assessment process.

      Next, your UBEO team will walk your facility and collect data for analysis. We interview your users to uncover their challenges and identify areas of improvement while observing your workflows and your devices’ condition. We also will review your current agreements, expenses, and other hidden costs to provide a comprehensive view of all investments associated with your business technology.

      Employees analyzing a printed report, representing the analysis stage of the Business Technology Assessment Process.

      The implementation phase is led by our team of Systems Engineers, a Business Analyst, and a Solutions Specialist. They will compile all of our data and observations to create a deliverable that communicates a clear understanding of costs, existing challenges, and areas of improvement. As a strategic partner, we want to ensure that your customized strategy is agreed upon by both organizations and then implemented accordingly.

       

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      At this stage, we present the results of the entire assessment to your leadership team and dig deep into the information. The goal of this exercise is to provide a complete view of the hard and soft costs associated with your technology and report the experience your users have with the current technology on a daily basis. UBEO's one-of-a-kind acquisition program, as well as our brand-agnostic solutions, will be co-authored with key decision-makers in your organization to create a strategic solution tailored to your unique needs.

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      As a strategic partner, we move into the implementation phase that is led by our team of Systems Engineers, the Business Analyst & Solution Specialist to ensure your strategic solution is implemented as agreed upon by both organizations.

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      There’s a lot of information in a BTA. Once we’ve identified your goals, challenges, and a plan, we want to know how you did. We want to know how we did, too. As your partner, our success is driven by your success.

      A person standing in front of a copier with papers in their hand.

      Now that we’ve had a chance to optimize your goals and processes, let's make sure your equipment stays up to date. UBEO’s expert analysts and technicians are your biggest advocates for ongoing, reliable support. Our brand agnostic approach to equipment means we can provide you with the best solution for your goals.

      Partner With UBEO

      As a vendor, you are incentivized to provide less service in order to be more profitable. This model has led to a spiral of negative customer experience. We seek to push the other direction. We are a value provider and our success is measured on customer experience, not on our parts usage or direct profitability of our service agreements. 
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      What does your business technology acquisition strategy look like?

      Do you struggle with limited flexibility in your current agreement? A UBEO rental could change the way you feel about your office technology provider. Discover how our UManage Rental is different.
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      Jessica

      Employee Benefits Operations Manager, Watkins Insurance Group

      “UBEO's service and responsiveness is top notch. They are proactive and friendly--and they get the job done! Our tech always explains what happened, how he fixed it, and looks for future ways to help us like reminding us to order toner, waste toner boxes, etc. It's always a pleasant experience!”

      Faith

      Estimating / Operations Assistant, Blue and Associates, Inc.

      “Technicians are always timely, professional, and knowledgeable. Whenever we have had problems, they have been resolved in a very reasonable timeframe.”

      Mackenzie

      Administrative & Financial Manager, Heart of Texas Foundation

      “Cindy Wells has been an incredible account manager. I called her with our tech concerns and she contacted the service team to schedule a trip out. We didn't know that it would be only within a few hours when the service tech from UBEO arrived. It is always kind, thoughtful, careful, excellent service from everyone at UBEO and this was no exception.”

      Alice

      Argyle Pediatrics, PLLC

      “UBEO is always quick to respond to any question or problem which is very helpful for our busy pediatric clinic. We have had very minimal downtime.”

      Get a Business Technology Assessment