What we do
We assess your operations, build the systems, and keep them running.
We assess how your firm runs today and what is holding it back, we show you the ways it could be fixed and build the one you pick, and then we stay on to maintain it and keep building as you grow.
How the work is done
We measure your operations with the people who run them.
Every engagement starts in working sessions with the staff who run the process day to day, rather than a questionnaire sent to the principal.
The shape of it
Each line is priced separately and feeds the next.
- Fixed scope and fixed feeTwo to four weeks
- Fixed scope and fixed feeSix to sixteen weeks
- Monthly retainer, twelve month minimumOngoing
- 01
Operations Assessment
We learn how your firm works, measure it, and find what is actually holding it back.
You holdCurrent-state documentation, a scored roadmap, and a measured baseline
- 02
Build
You choose the approach, then we build it, document it, and train your staff on it.
You holdWorking systems, an SOP library, trained staff, and full written documentation
- 03
Managed Operations
We keep what we built running, and we handle the changes, connections, and buildouts that come after.
You holdSystems that stay current, and operations support on call as the firm changes
Line 01 of 03
Operations Assessment
We learn how your firm works, measure it, and find what is actually holding it back.
We watch the work as it actually happens and write down the current state, which means what each process is, how often it runs, who owns it, and what it costs your firm when it fails. Out of that we can say where the hours are going and which constraint is the one worth removing first. Every gap and every risk goes into the report, and the roadmap is scored for effort and impact so you can see what should be done first and why. Nothing is designed before this is finished, and a recommendation produced without watching the work is a guess.
What this line covers
- Every system in use, and which record each one owns
- Each recurring process end to end, with the person who really owns it
- A baseline for the work that matters, taken from your own systems
- A roadmap scored for effort and impact, with compliance and staffing flagged
You hold: Current-state documentation, a scored roadmap, and a measured baseline
Line 02 of 03
Build
You choose the approach, then we build it, document it, and train your staff on it.
A build opens with the design put in front of you as options rather than as a decision already made. For each route you see what it costs, what it changes for your staff, how long it takes, and where it is weak, and we say which one we would take and why. Once you have chosen, we implement the CRM workflows, build the document architecture and taxonomy, write the SOP library so it lives where the work happens, connect the systems that were not talking to each other, and move the repeat work your staff are doing by hand onto software that does it. We wire in only what the design needs and we do it on the platforms you already run. Your staff are trained as each piece lands, and the handoff package is written while the work is being done. A system only we can operate is a system that has failed, and that is the test we build against.
What this line covers
- Design options presented with the cost, the trade-offs, and our recommendation
- CRM workflow design and implementation
- Document architecture, taxonomy, and retention applied
- Integration and automation between the systems you already license
- An SOP library and training material written where the work happens
- Staff training and full documentation of how each new process runs
You hold: Working systems, an SOP library, trained staff, and full written documentation
Line 03 of 03
Managed Operations
We keep what we built running, and we handle the changes, connections, and buildouts that come after.
Vendors ship updates that break integrations, firms add advisors and service lines, and systems drift out of the shape they were built in. Maintenance covers the troubleshooting, the changes, the additional connections, and the smaller buildouts that come up as your firm changes. It also keeps us close enough to be useful on short notice, so when you want to extend a process, stand up a new part of the business, or work out whether something is worth automating at all, you are asking somebody who already knows how your systems fit together. Every quarter we review what is running against the baselines measured in the assessment, so what you are paying for is reported in your own numbers.
What this line covers
- Troubleshooting and repair, including automations broken by a vendor update
- Changes, additional connections, and supplemental implementations as things move
- New buildouts as the firm adds people, services, or platforms
- Operational questions answered as they come up, without a new engagement
- Documentation, SOPs, and training kept current as processes change
- A quarterly review against the baseline set in the assessment
You hold: Systems that stay current, and operations support on call as the firm changes
Scope of the build
We build across your entire operation.
The assessment settles which of these your firm needs. How it gets built is your choice, from the options we put in front of you.
CRM workflows
Stages, required fields, task templates, and triggers, built for the processes that actually repeat, which is onboarding, annual reviews, RMDs, distributions, and account maintenance.
Document architecture
One naming convention and one filing structure, with retention applied. A document can be found by someone who did not file it.
Integrations and automations
The connections between the CRM, the custodial platform, and the document system, built so a fact entered once appears everywhere it is needed. Each automation has a named owner, a log of what it did, and a defined behavior when it hits something it cannot handle.
The SOP library
A written procedure for every workflow, kept inside the system where the work happens rather than in a central manual nobody opens.
Staff training
Your people are trained on each piece in the week it lands. Sessions are recorded and kept with the documentation.
Handoff documentation
Configuration, decisions, and the reasoning behind them, written as the work is done.
Terms
How we price an engagement.
The assessment is fixed in scope and fee. The build is scoped and quoted from what the assessment finds, before any of it starts, and anything raised afterwards that falls outside that scope is quoted as a fixed price before it is done.
Managed operations is a monthly retainer with a twelve month minimum, agreed at handover.
Next
Start with the assessment.
We will come back with what an assessment would cover, what it would cost, and how long it would take.