Due Diligence & Assessments

Are you buying a company, taking over a technology team, or about to make a big investment in software you didn't build? Our senior engineers assess the code, architecture, security, and team behind the software, so you know what you have.

You get an independent readout of what's solid, what's at risk, and what we'd fix first. For an acquisition, we time the work to your deal, either before you sign or after it closes.

Why Software Is Hard to Judge From the Outside

A demo won't show you the unsupported framework under a core module.

A seller's slides and the previous leader's handoff notes rarely mention an open-source license that doesn't allow commercial use, or a database version past the end of vendor support. Our engineers find those by reading the code, the build configuration, and the list of dependencies.

What the Assessment Covers

We start by agreeing on scope with you, whether that's one application, a product line, or every system the company runs. Then we review the code, architecture, infrastructure, and documentation, and interview leadership and the development team, in person or remotely. If something needs a closer look, like an integration with no documentation, we follow up with a deeper dive before we write it up.

If the assessment doesn't provide value, you don't have to pay for it.

What an Assessment With Trailhead Delivers

Code Quality & Technical Debt

Secure code review and static analysis measure how much technical debt the codebase carries and which parts will slow down future work.

Architecture & Scalability Review

We review the system architecture, cloud infrastructure, and integrations against your growth plan, and flag what has to change for the system to handle that growth.

Security Testing

Vulnerability scanning, penetration testing, and threat modeling uncover weaknesses in the application, its cloud configuration, and identity and access management (IAM). If you're buying, you learn about them while you can still negotiate price or terms.

Third-Party Code Risk

Open source dependency and container analysis, plus a software bill of materials (SBOM), show what outside code the product relies on and which pieces are outdated or vulnerable.

Team & Knowledge Risk

Interviews with leadership and the development team show where knowledge sits with only one or two people, and whether the team can support your plans for the business.

AI-Assisted Code Analysis

Our senior engineers use AI-assisted code analysis to read more of a large or unfamiliar codebase before your deadline, like a deal's close date or a new leader's first few months. They write each finding in the report from the code they read.

Who Does the Assessment

Senior engineers who design and build production systems for our clients lead every assessment. Because they've built systems like the one you're evaluating, they can tell a shortcut that will be expensive to fix from one that won't matter. Everything you share stays confidential, and we can work under your NDA.

We report serious findings as soon as we find them instead of saving them for the final report, so a new leader can start fixing them, or a buyer can take them to the seller while the deal is still open.

What You Walk Away With

The assessment ends with a written report and a presentation of the findings. The report rates each risk by severity and rough cost to fix, and lists the actions we recommend in priority order.

We write the report so your own team or any other firm can act on it. If you'd like our help, we can take on the work through Project Rescue or Modernization.

Tell us what you're evaluating, and we'll set up a call with one of our engineers.

Related Reading

In software projects, making informed and consistent architectural decisions over the long-haul is crucial to creating and maintaining good software. However, without proper documentation and a structured approach to...
At Trailhead Technology Partners, we understand that in the fast-paced world of technology, every business must continuously innovate and evolve. However, in the quest for rapid development, there’s a lurking...
The Problem The principle of code reuse is a foundational axiom of software development. This best practice has manifested itself, in part, in the form of centralized package repositories like Nuget and NPM from...

Our Gear Is Packed and We're Excited to Explore With You

Ready to come with us? 

Together, we can map your company’s software journey and start down the right trails. If you’re set to take the first step, simply fill out our contact form. We’ll be in touch quickly – and you’ll have a partner who is ready to help your company take the next step on its software journey. 

We can’t wait to hear from you! 

Main Contact

This field is for validation purposes and should be left unchanged.

Together, we can map your company’s tech journey and start down the trails. If you’re set to take the first step, simply fill out the form below. We’ll be in touch – and you’ll have a partner who cares about you and your company. 

We can’t wait to hear from you! 

Montage Portal

Montage Furniture Services provides furniture protection plans and claims processing services to a wide selection of furniture retailers and consumers.

Project Background

Montage was looking to build a new web portal for both Retailers and Consumers, which would integrate with Dynamics CRM and other legacy systems. The portal needed to be multi tenant and support branding and configuration for different Retailers. Trailhead architected the new Montage Platform, including the Portal and all of it’s back end integrations, did the UI/UX and then delivered the new system, along with enhancements to DevOps and processes.

Logistics

We’ve logged countless miles exploring the tech world. In doing so, we gained the experience that enables us to deliver your unique software and systems architecture needs. Our team of seasoned tech vets can provide you with:

Custom App and Software Development

We collaborate with you throughout the entire process because your customized tech should fit your needs, not just those of other clients.

Cloud and Mobile Applications

The modern world demands versatile technology, and this is exactly what your mobile and cloud-based apps will give you.

User Experience and Interface (UX/UI) Design

We want your end users to have optimal experiences with tech that is highly intuitive and responsive.

DevOps

This combination of Agile software development and IT operations provides you with high-quality software at reduced cost, time, and risk.

Trailhead stepped into a challenging project – building our new web architecture and redeveloping our portals at the same time the business was migrating from a legacy system to our new CRM solution. They were able to not only significantly improve our web development architecture but our development and deployment processes as well as the functionality and performance of our portals. The feedback from customers has been overwhelmingly positive. Trailhead has proven themselves to be a valuable partner.

– BOB DOERKSEN, Vice President of Technology Services
at Montage Furniture Services

Technologies Used

When you hit the trails, it is essential to bring appropriate gear. The same holds true for your digital technology needs. That’s why Trailhead builds custom solutions on trusted platforms like .NET, Angular, React, and Xamarin.

Expertise

We partner with businesses who need intuitive custom software, responsive mobile applications, and advanced cloud technologies. And our extensive experience in the tech field allows us to help you map out the right path for all your digital technology needs.

  • Project Management
  • Architecture
  • Web App Development
  • Cloud Development
  • DevOps
  • Process Improvements
  • Legacy System Integration
  • UI Design
  • Manual QA
  • Back end/API/Database development

We partner with businesses who need intuitive custom software, responsive mobile applications, and advanced cloud technologies. And our extensive experience in the tech field allows us to help you map out the right path for all your digital technology needs.

Our Gear Is Packed and We're Excited to Explore with You

Ready to come with us? 

Together, we can map your company’s tech journey and start down the trails. If you’re set to take the first step, simply fill out the contact form. We’ll be in touch – and you’ll have a partner who cares about you and your company. 

We can’t wait to hear from you! 

Thank you for reaching out.

You’ll be getting an email from our team shortly. If you need immediate assistance, please call (616) 371-1037.