Technical Health Checks

Every high-performing revenue system needs regular inspection.

Think of it as preventive maintenance for your revenue engine.

We examine every layer of your configuration, integration, and data flow to ensure your platform performs as intended—and evolves with your business.

You’ll receive:

A detailed audit report highlighting configuration issues, bottlenecks, and security vulnerabilities
Prioritized action items and improvement roadmap
System performance metrics and benchmark analysis
A guided executive debrief with Canidium’s specialists

“It’s like an MRI for your tech solution—revealing what you can’t see before it becomes painful.” — Jason Kearns, EVP, Canidium

How long does a Technical Health Check take?

Technical health checks typically unfold across three primary phases. Each phase is integral to uncovering issues, documenting findings, and, when necessary, implementing solutions to optimize system performance.

Download this guide to understand the process from start to finish.

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Do it for your customers.

Improve your overall efficiency and user experience for happier customers.

Analyzing the performance of your technical environment reveals areas where optimization is needed.

From improving resource allocation and streamlining processes to fine-tuning configurations, our technical health checks ensure your systems perform at their best. Your customers will appreciate that.

Stay secure.

Enhance your security by reducing the risk of unauthorized access and data breaches.

Security is paramount in today's digital landscape. A thorough examination of your security measures and protocols will uncover potential vulnerabilities and weaknesses.

Canidium fortifies your defenses against cyber threats and safeguards your sensitive data.

You have high standards.

Mitigate your risks by keeping compliant with regulations and industry standards.

Compliance with industry regulations and standards is essential for maintaining the trust of your customers and stakeholders.

Canidium evaluates your systems against relevant compliance requirements. By proactively managing compliance risks, you can avoid penalties, fines, and reputational damage.

Cut down costs.

Reduce costs associated with your software infrastructure and maintenance.

Canidium's technical health check identifies opportunities for cost optimization within your technical infrastructure.

This means you maximize the value of your investments, reduce unnecessary expenses, and achieve greater cost efficiency across your entire organization.

Keep an eye on the future.

Develop plans for your future growth and technology upgrades.

Gain valuable insights and recommendations for future planning and strategic decision-making.

Develop a roadmap for future growth and innovation. Whether scaling your infrastructure, adopting new technologies, or implementing proactive maintenance strategies, our technical health check equips you with the information and guidance you need to stay ahead of the curve and drive long-term success.

Sales Performance Management Software

Common issues: Misaligned crediting logic, outdated quota formulas, and broken integrations that lead to payout disputes, delayed commissions, and declining sales trust.
Our focus: Validate your incentive plan logic, thoroughly assess the performance of business rules, and proactively ensure seamless data accuracy between HRIS and payroll systems.
Result: 30% faster commission cycles, reduced disputes, and renewed confidence in every payout—driving stronger motivation and retention across your sales organization.

Talk to Our SPM Team

Configure Price Quote and Advanced Pricing Software

Common issues: Lengthy quote cycles, version control errors, and mismatched price logic that create bottlenecks, lost revenue, and frustration for both sales and customers.
Our focus: Optimize configuration rules for accuracy, validate discount logic for compliance and margin protection, and assess quote-to-cash integrations.
Result: Up to 25% faster quote generation, fewer pricing exceptions, and a more consistent, profitable quoting experience across your organization.

Talk to Our Pricing Team

Salesforce Cloud Solutions

Common issues: Misconfigured integrations, outdated APIs, and inconsistent governance can slow performance.
Our focus: Uncover and resolve operational inefficiencies, designing seamless system integrations, and driving measurable improvements in your organization’s performance.
Result: A secure, cost-efficient cloud environment that keeps your revenue operations running at peak performance.

Talk to Our Salesforce Team

Insurance & FinServ Software

Common issues: Complex hierarchies, outdated logic, and manual processes can create compliance risks, payout delays, and reporting errors.
Our focus: Audit plan design, data integrity, and workflow automation to ensure accuracy, transparency, and regulatory alignment.
Result: Faster processing, cleaner reporting, and greater confidence that every rule, rate, and payout performs exactly as intended.

Talk to Our Insurance & FS Team Now

Discover

What are your current processes? Pain points? Goals? Through interviews, workshops, and documentation review, we assess your requirements to identify the key objectives of your Technical Health Check.

Align

You’ll work closely with the implementation team to align the Technical Health Check with your business goals and processes. This may involve mapping out current workflows, defining new processes, and creating a roadmap for the implementation.

Implement

During your Technical Health Check, we’ll ensure corrections meet your specific requirements, integrate it with other systems (such as CRM and ERP), and test the solution.

Manage

Once the Technical Health Check is over, the focus shifts to managing and maximizing performance. We’ll train users, monitor system performance, and adjust as needed to optimize the solution.

Advocate

We’ll work with you to promote the benefits of the Technical Health Check's findings within your organization. This involves highlighting success stories, conducting training sessions, and providing ongoing support to ensure the project’s success.

Evolve

Your business needs will change. We’ll evaluate and evolve the Technical Health Check findings by implementing new features when appropriate, exploring integrations, and optimizing processes to improve performance and ROI.