Understand whether the technology and engineering team can support your business plans and where further investment may be needed through a focused 4-week assessment.
Identify the risks, constraints, and priorities before acquiring a business, funding growth, or committing to modernization.
Big technology decisions are often made with incomplete information. Hidden technical debt, fragile architecture or unknown security risks can quietly undermine a growth plan, an acquisition or a roadmap. A clear, independent assessment shows what you’re working with before those risks turn into costs.
We’re evaluating an acquisition, but we don’t know whether the technology can support the growth plan, or how much additional work it will need.
We’re preparing for an investment or acquisition, and I need to know what a buyer’s technical team is going to challenge.
I need to understand whether our codebase is secure, maintainable, and scalable before we make a major investment.
We know we have technical debt, but we don’t know what needs to be fixed first or what can wait.
Our roadmap keeps slipping, but I can’t tell whether the problem is our architecture, our processes, or our team structure.
I’m not confident our current platform can support the next stage of growth.
I’m worried there are risks buried in the code, infrastructure, or third-party dependencies we haven’t identified yet.
I need answers quickly. I can’t spend months diagnosing the problem before we start fixing it.
We partner with ambitious organizations to solve complex problems, craft meaningful experiences, and deliver measurable results.
Brightree modernized its legacy platform with KMS, boosting scalability and enabling an $800M acquisition.
KMS Technology provided three dedicated Scrum teams that drove a 25% increase in efficiency for Agreement Express.
Strategic re-architecting and data modernization fueled FinQuery’s next wave of growth
Our Technical Assessment combines stakeholder interviews, product and architecture review, artifact analysis, and – where included – source code analysis to build an objective view of your technology, processes, and engineering organization.
Agreed scope
Stakeholder list
Success requirements
Indexed artifacts set
Initial architecture map
Interview findings
Consolidated technical findings
Source code analysis report where included
Prioritized findings and recommendation
Executive readout
Detailed findings report
Improvement roadmap
An assessment needs to establish whether a technical issue creates a meaningful business constraint. KMS brings software engineering, architecture, QA, DevOps, and security experience to that evaluation.
Select your industry to explore tailored Technical Due Diligence & Assessment.
Understand whether the platform can support transaction growth, new financial products, or an acquisition without introducing unacceptable risks to payments, customer data, or service availability.
Examines processing bottlenecks, failure handling, and dependencies that could affect transaction integrity as volumes increase.
Reviews access management, sensitive financial data handling, and evidence of relevant security and compliance practices.
Evaluates connections to banks, payment networks, and reporting systems that could complicate platform changes or post-acquisition integration.
Assesses testing, deployment controls, and recovery procedures supporting critical financial services.
Test whether the software asset and engineering organization can support the customer growth, product roadmap, and operating assumptions behind an investment.
Examines tenant isolation, capacity constraints, and infrastructure dependencies that could affect reliability or operating costs as adoption grows.
Where source code analysis is included, reviews maintainability, vulnerabilities, and third-party licensing concerns that could affect future development or the transaction.
Assesses team structure, testing, and delivery practices to understand whether roadmap commitments match execution capability.
Reviews reliance on cloud providers, external APIs, and key specialists that could constrain product development or complicate integration.
Evaluate the software supporting care delivery and clinical operations, with attention to patient data, workflow continuity, and the effort required to change regulated systems.
Reviews how patient and clinical information is accessed, stored, and exchanged across applications and external services.
Examines dependencies between patient portals, clinical applications, and health-record systems, including interoperability interfaces where relevant.
Assesses evidence of requirements, testing, and change controls supporting software used in clinical or other regulated workflows.
Identifies unsupported components, undocumented logic, and key-person dependencies that could make essential systems difficult to maintain.
Identify technology dependencies that could disrupt production, complicate plant integration, or increase the cost of scaling operations across sites.
Maps connections between ERP, MES, production applications, and equipment interfaces to identify fragile integrations and unsupported components.
Reviews failure handling, recovery procedures, and maintenance practices for software supporting scheduling, inventory, and shop-floor workflows.
Examines access controls and data exchange between enterprise systems and operational technology within the agreed assessment scope.
Assesses differences in systems, configurations, and data definitions that could increase the effort required to integrate acquired plants or standardize operations.
Understand whether the architecture, infrastructure, and engineering capacity can support expected demand—and where additional work may be required.
Surface technical debt, security concerns, licensing issues, and dependencies that could change the investment or operating plan.
Identify where remediation, infrastructure changes, modernization, or engineering capacity may require additional investment.
Use technical findings to support conversations about valuation assumptions, remediation requirements, and post-close responsibilities.
Give leadership and engineering teams a shared basis for deciding which issues need attention first and which can be scheduled later.
Enter the ownership period with documented findings and recommendations that can inform the initial technology work plan.
Understand whether the software and the organization behind it can support the planned investment, growth, or modernization. The review covers people, processes, and technology, including product management, architecture, data governance, infrastructure, development, QA, DevOps, security, customer success, and AI adoption, as relevant to the agreed scope.
Senior technology leaders with experience building, scaling, and evaluating software businesses lead the assessment. Their delivery experience helps distinguish routine engineering trade-offs from issues that could constrain growth, disrupt operations, or require substantial investment.
KMS has completed more than 180 technical assessments across 68 industry segments, supporting investments ranging from $5 million to $500 million.
Advanced assessments can include source code analysis covering structure, defects, duplication, reliability, maintainability, complexity, vulnerabilities, hardcoded risks, and third-party licensing. The findings explain how these issues could affect the product’s security, the effort required to change it, and future development costs.
AI can support research, interview transcript analysis, and code analysis using the material available within the engagement. Assessment leads review and validate findings before they enter the final report and remain responsible for the conclusions.
An executive readout explains the findings and their implications for the business decision. Detailed findings and prioritized recommendations give leadership and engineering teams a shared basis for deciding what needs attention now, what can wait, and where further investment may be required.
Technical due diligence evaluates a software business’s technology and engineering organization to support an investment or acquisition decision. It examines risks, capabilities, and potential future work that could affect the business plan.
Due diligence is framed around an investment or transaction. A technical assessment usually supports an operating decision, such as addressing delivery problems, evaluating scalability, or prioritizing modernization. The review areas may overlap, but the questions and recommendations differ.
The agreed scope can include product architecture, infrastructure, development practices, QA, DevOps, security, data governance, team structure, and product management. Source code analysis is included where agreed.
The access required depends on the scope. Detailed code analysis requires access to the relevant codebase. Documentation and interview-based reviews can still provide findings, but conclusions must reflect the evidence available.
The schedule depends on the review scope, product complexity, stakeholder availability, and access to documentation and code. KMS confirms the timeline when defining the engagement.
Cost depends on the breadth and depth of the review, the number of products or codebases involved, and whether detailed source code analysis is included. The scope should be defined around the decision the assessment needs to support.
The assessment can examine security risks and relevant compliance practices within the agreed scope. Its findings should not be treated as a formal certification or a substitute for a separately scoped audit or penetration test.
Your team receives an executive readout, detailed findings, and prioritized recommendations. These can inform an investment decision, remediation plan, or subsequent engineering engagement.
“KMS epitomizes excellence in healthcare technology, surpassing all expectations. Their relentless commitment and innovative approach continually elevate our collaboration, enriching our venture with invaluable insights. KMS reaffirms our confidence in our partnership, solidifying their position as our trusted ally.”
“Thank you for all the KMS team has done, and more importantly the partnership over the past 2+ years. KMS was at times more committed to our success than our internal teams, and we would not have come close to accomplishing what we did without the partnership”.
Brightree modernized its legacy platform with KMS, boosting scalability and enabling an $800M acquisition.
KMS Technology provided three dedicated Scrum teams that drove a 25% increase in efficiency for Agreement Express.
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