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The operations assessment.
A two to four week engagement, fixed in scope and fee before it begins, in which we document how your firm operates today, measure that operation against data drawn from your own systems, and deliver a roadmap scored for effort and impact. Every engagement begins here.
The terms
- Duration
- Two to four weeks
- Fee
- From $5,000
- You keep
- Everything it produces, whether or not you build with us
What we watch
We follow real cases end to end with the people who run them.
Not a questionnaire sent to the principal, and not a workshop about how things are supposed to work. We sit with the staff who do the work and follow live cases through every system they touch.
An onboarding, from signed agreement through to a funded account
An annual review, from scheduling through to the follow-up work it creates
A distribution or a money movement, including the approvals it needs
Any process you identify as a recurring source of problems
What we measure
We measure your baseline out of your own systems.
Every figure names the query or the report that produced it, so you can check it yourself later without asking us.
How long each process takes, taken from timestamps in your own systems
How many are open at any one time, and how many are awaiting action from a named person
Where the same fact is entered more than once, and where the copies disagree
What it costs your firm when a step is missed
What you get
What the assessment hands you
A written report, walked through in a working session, and yours whether or not anything is built afterwards.
What we need from you
We need less from your team than you expect.
The point of watching real work is that it does not need preparing. A tidied process is not the process.
A few hours each from the people who run the processes day to day
Read access to the systems, at the narrowest permission that shows the work
One person named to answer questions as they come up
Nothing rebuilt, cleaned up, or prepared in advance
Afterwards
Three outcomes, and you choose.
- You commission a build
- What a build would cover comes out of the findings and is priced before any of it starts, so you see the number before you commit to it.
- We tell you it is not operational
- If the constraint turns out not to be operational, we say so in writing and you stop there holding the documentation, the baseline, and the roadmap.
- You run the roadmap yourself
- The report is yours either way. If you would rather run the roadmap with your own staff, that is a fair use of it and we will say so.
Next
Start with the assessment.
Tell us what your firm runs on today and we will come back with what an assessment would cover, what it would cost, and how long it would take.