A technology stack, or tech stack, is the collection of technologies used to run an IT system. In a business context, the term also refers to the software and services that support day-to-day operations.
Choosing the right solutions starts with your needs: Which problems do you want to solve? Can your tools share data? What costs should you plan for? Will your technology environment be able to grow with your business?
In software development, a technology stack includes the components needed to build and run an application: the user interface, programming languages, databases and hosting infrastructure.
These components must be compatible. The IT architecture defines how they are organized and connected so the application meets the project’s requirements.
For a small or medium-sized business, a tech stack can also refer to the software used to manage sales, accounting, operations and documents.
This article uses that broader definition. The goal is to build a cohesive business software environment in which each tool serves a purpose and information flows between the relevant systems.
The right mix depends on your activities, processes and organization size.
Business need | Software category | Data sharing to plan for |
|---|---|---|
Track customers and sales | Customer relationship management (CRM) | Customers, sales opportunities and orders |
Manage operations and inventory | Enterprise resource planning (ERP) or specialized software | Products, orders and inventory |
Manage finances | Accounting software | Invoices, payments and journal entries |
Organize documents | Document management system | Documents and access permissions |
Analyse performance | Business intelligence (BI) tool | Financial and operational data |
A small business does not necessarily need a separate application for every function. An ERP system may cover several needs, while specialized software can address a particular requirement.
The number of tools matters less than their usefulness and how well they work together. A well-chosen technology stack should minimize overlapping functionality and unnecessary manual work.
Start with the problems you need to solve: duplicate data entry, difficulty tracking inventory, time-consuming reporting or scattered customer information.
Separate essential features from those that would simply be nice to have. When selecting accounting software or an ERP system, for example, your requirements should reflect your operations, internal controls and management needs.
Check which information the tools can exchange, in which direction and how frequently. An available connector does not guarantee that it meets all your requirements.
Ask for a demonstration using a real business scenario: Can an order created in the CRM be transferred to your operations management system without being entered again? How are errors and duplicate records handled?
The subscription price is only part of the cost. Budget for configuration, integration, data migration, training and support as well.
Compare expenses over the same time horizon, taking expected growth into account: additional users, higher data volumes and new functionality.
Assess access controls, backups and recovery capabilities. Identify who is responsible for each data source and its quality.
Establishing data governance helps define the rules, responsibilities and controls needed to manage information effectively.
Even a powerful tool delivers little value if employees struggle to use it. Involve the people who will use the software in demonstrations and trials.
Review the training, documentation, French-language support and skills required to administer the solution day to day.
Your business tech stack should accommodate more users, increased activity and additional functionality.
Also review data export capabilities and exit terms. Being able to retrieve your information in usable formats makes a future change of provider easier.
Rate each solution from 1 to 5, then apply weights based on your priorities.
Criterion | Illustrative weighting |
|---|---|
Fit with business processes | 30% |
Integration with existing systems | 20% |
Total cost of ownership | 15% |
Security and governance | 15% |
Ease of use and support | 10% |
Scalability and exit options | 10% |
Total | 100% |
These weights are an example to adapt to your business. Define mandatory requirements as well: a solution that fails to meet an essential need should not be selected simply because it earns a high overall score.
A structured approach helps you compare options before committing to significant spending.
Inventory your tools and how they are used. Identify users, costs, functionality and the data each system manages.
Identify pain points. Look for overlapping tools, duplicate data entry, intermediary files and missing information.
Define priority requirements. Specify the outcomes you expect and the constraints you need to respect.
Compare solutions using real scenarios. Test a representative process, such as moving an order through to invoicing.
Verify data exchanges. Confirm which fields are transferred, how quickly, which controls apply and how errors are handled.
Plan the transition. Allow for data cleansing, migration, training and performance monitoring.
This assessment helps you plan your technology architecture and prioritize projects.
Depending on your needs, you can also explore Microsoft Power Platform to extend existing systems with applications or automated workflows. Its suitability depends on your technology environment, licensing and available resources.
Improving your technology stack does not mean starting from scratch. You can combine three approaches:
Approach | When to consider it |
|---|---|
Keep | The tool meets your needs, remains supported and is used effectively. |
Integrate | The tools are suitable, but manual data transfers slow down work. |
Replace | The software has significant limitations or has become too costly to maintain. |
Example: A small business has an accounting system that works well, but employees re-enter information from its sales tool to prepare invoices. An integration may be worth evaluating before replacing the accounting system.
The decision depends on cost, the reliability of data exchanges and the tools’ ability to support future needs. Compare the scenarios rather than assuming that new software will solve every problem.
An effective technology stack starts with clear requirements, complementary tools and reliable data exchanges. A gradual approach lets you retain what works and focus investment on worthwhile improvements.
Looking to connect your tools or reassess your technology environment? Mallette’s experts can help you analyse your needs and plan a technology architecture tailored to your business.
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Talk to an expertWhat is a technology stack?
A technology stack, also called a tech stack, is a collection of technologies used to run an IT system. In a business context, it can also refer to the software and services that support operations.
The right choice depends on business requirements, compatibility and ongoing maintenance.
Which software should be included in a business technology stack?
The software you need depends on your business activities. It may include accounting software, a CRM, an ERP system, document management software and analytics tools.
Some platforms cover several functions. The goal is to meet your requirements without adding unnecessary tools or duplicate data entry.
How can you check whether two software applications can communicate?
Review the available integrations, connectors and application programming interfaces (APIs). Then identify which data can be exchanged, in which direction and how often.
Testing should confirm how duplicate records, errors and access permissions are handled. The existence of a connector does not guarantee that it covers all your needs.
What costs should you budget for a technology stack?
Budget for licences, configuration, integration, data migration and training. Include recurring support, maintenance and administration costs.
Also consider the expenses associated with adding users and eventually switching solutions.
Do you need to replace all your software to improve your technology stack?
No. A business can retain tools that meet its needs and improve how they exchange data.
Replacement becomes appropriate when software limits operations, costs too much to maintain or no longer meets essential requirements. An assessment helps compare the options.
Is an all-in-one platform better than specialized software?
An all-in-one platform can simplify administration and some data exchanges. Specialized applications may better address specific needs, but require more integration.
The right choice depends on functional coverage, costs, technical constraints and your team’s capabilities.
How can you avoid vendor lock-in?
Assess data export capabilities, available formats, contract terms and integration documentation.
Also plan how you would retrieve system configurations and transfer knowledge. These measures make switching providers easier and help you estimate exit costs.