Know where the risk lives.
Know what to fix first.
Before adding people, software or another layer of process, understand what is actually slowing execution and putting clients, time or reputation at risk.
A focused assessment. A practical path forward.
Approximately 2 weeks · One business function · Up to two agreed workflows
Six tangible outputs. One clear direction.
This is a documented operational review, not a generic consultation or an informal list of ideas.
Current-State Process Maps
Visual maps of up to two agreed workflows, including handoffs, approvals, delays and points of failure.
Operational Gap Analysis
A prioritized view of duplication, bottlenecks, inconsistent steps and unclear ownership.
Risk & Control Register
Key operational exposure points with indicative impact, likelihood and practical control recommendations.
Manual Work & Technology Review
Where data entry, app switching and repeated tasks create friction, plus realistic standardization or integration opportunities.
Accountability Recommendations
Recommended role ownership, decision checkpoints and approval responsibilities for the workflows reviewed.
90-Day Improvement Roadmap
Sequenced quick wins, proposed owners and next steps, followed by a 60-minute leadership walkthrough.
Clear scope.
Useful findings.
- Remote kickoff and confirmation of the business function and workflows in scope
- Review of relevant documents and available workflow information
- Up to three stakeholder interviews
- A consolidated findings report with supporting process maps
- A 60-minute leadership presentation and recommended next steps
Scope boundaries matter.
This flat fee does not include implementing recommendations, custom software development, a company-wide audit, legal or regulatory opinions, or analysis beyond the agreed business function and two workflows.
Expanded work is quoted separately. Scope and access are agreed before kickoff.
Payment terms
50% at kickoff ($1,250), 50% upon delivery ($1,250).
A straightforward process.
Confirm fit.
Complimentary 30-minute call to understand the challenge, without attempting the full diagnosis.
Agree the work.
Confirm the function, two workflows, access, stakeholders, fee and schedule.
Know what to do.
Review the gaps, control recommendations and 90-day improvement roadmap.
Start with a conversation.
Book a complimentary 30-minute discovery call. If the assessment is the right fit, we agree on scope before any paid work begins.