The Opt42 Technical Decision Review

Move from
“Will this work?”
to “Here is our next step.”

An independent assessment of one software or AI decision, grounded in your business constraints.

For an owner or operations leader with a proposal to assess, a stalled tool to rethink, or a build-or-buy choice to make.

A useful artifact, built for a real decision

What will be clearer
when the review is complete?

You receive a written memo you can return to, share with your team, and use to brief a vendor. The walkthrough gives you space to question the reasoning and understand the implications.

Your questionWhat the memo gives you

Are we solving the right problem?

Decision brief

A defined business outcome, constraints, success criteria, and assumptions that need checking.

What are our realistic alternatives?

Options and tradeoffs

The proposed approach compared with practical buy, build, simplify, or defer alternatives.

What might we be overlooking?

Major risks and open questions

Integration, data, reliability, vendor dependence, cost, and ongoing ownership. Estimates and evidence gaps are identified.

Which direction makes sense?

A reasoned recommendation

A preferred path, why it fits, and the conditions that would change the conclusion.

How do we take the next step?

Implementation outline

Suggested stages, responsibilities, vendor questions, and acceptance criteria for checking the work.

The review supports an informed decision. It does not guarantee savings or business results.

A small, deliberate engagement

Clear expectations.
From the first conversation.

  1. 01 / INQUIRE

    Bring the question.

    Send a short description. Jason checks fit and asks the essential scoping questions. The inquiry is free.

  2. 02 / AGREE

    Define the review.

    Confirm the decision, participants, materials, deliverables, fee, and schedule before paid work starts.

  3. 03 / EXAMINE

    Test the approach.

    One kickoff, review of the agreed materials, and a focused clarification exchange to examine options and assumptions.

  4. 04 / DECIDE

    Leave with a direction.

    Receive the memo, a walkthrough, and one consolidated clarification round within the agreed scope.

Your part in the review

Enough context to make
the advice specific.

The quality of a recommendation depends on the question and the information behind it. You provide:

  • A named decision owner and intended business result.
  • The proposal or current system outline.
  • Known budget, timing, and operating constraints.
  • The agreed documents and availability for discussion.

Document volume and any code samples are agreed before quoting. Start with a non-confidential summary; use of customer materials with AI tools is agreed before the review.

A focused review

A defined question.
A defined finish.

This engagement ends with a recommendation and handoff. Delivery teams and ongoing operational responsibilities stay outside its scope.

  • No software delivery or embedded engineering.
  • No exhaustive code or security audit.
  • No procurement, ongoing support, or transformation program.

New questions require a separately agreed scope. An urgent production incident or a need for a development team calls for a different engagement.

Before you inquire

A few practical
questions.

A good fit is a real business decision, a person accountable for it, and the ability to act on the recommendation.

What does it cost, and how long does it take?

The review is paid. You receive a fixed fee and proposed schedule after the scope and inputs are clear. Neither is committed until agreed in writing.

Do I need an AI project?

No. AI is one possible approach. The recommendation may be conventional software, a smaller process change, or deferring the project.

Who does the work?

Jason Chen conducts the review directly, drawing on experience across embedded systems, mobile software, cloud and AI, and investing. AI may support research and analysis; Jason is responsible for the recommendation. Read the founder profile.

Will you build the solution afterward?

Implementation is outside this engagement. The outline and acceptance criteria help your own team or a vendor take the next step.

What if the proposal is already sensible?

The memo can recommend proceeding, with the assumptions and checks needed to do so. The review is not premised on finding a reason to replace your vendor.

What if the available information is incomplete?

The memo identifies what remains uncertain and the questions or small tests needed to resolve it. If the question cannot be reviewed usefully within a bounded scope, that is addressed before quoting.

Make the next commitment an informed one

What decision is holding
your business up?

Share the question, the context, and your deadline. Start with a few sentences.

Tell us about your workflow

Free initial inquiry. Paid review only after scope and fee are agreed.


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