See exactly how your operation works — and what to fix first
A focused, productized assessment that maps your workflows, systems, and data, then hands you a prioritized roadmap for modernization and AI readiness.
Clarity before commitment
Before anyone writes a line of code or buys a tool, you deserve a clear, objective picture of how work actually flows through your business — where it breaks, where it’s manual, where data goes missing, and where AI could genuinely help.
The Operational Intelligence Assessment is our entry point. In a few focused weeks, we sit with your team, follow the real workflows, and produce a roadmap you can act on with us or with anyone. It’s the lowest-risk way to turn “our operations feel chaotic” into a concrete, prioritized plan. Fixed scope, fixed fee, no open-ended billing.
Three fixed scopes: $10k / $20k / $30kDeliverables
Concrete, usable artifacts — not a slide deck that sits on a shelf.
Every assessment produces these, at every tier. The tiers below differ in one thing only: how many workflows we cover.
- End-to-end process map of your core operations
- System inventory across tools, platforms, and spreadsheets
- Data flow analysis — where data lives and how it moves
- Workflow bottleneck analysis
- Manual work identification & effort estimates
- Integration gap analysis
- AI opportunity analysis & readiness rating
- Modernization roadmap
- Prioritized execution plan with sequencing
- Clear recommendation on what to do first — and why
Three ways to buy clarity
Every tier is a fixed scope at a fixed fee, and the only thing that changes between them is how much of the operation we cover. A workflow is one process, start to finish. If you are not sure how many you have, that is exactly what the free Clarity Call is for. We will tell you honestly, including when the smallest tier is enough.
Focused Assessment
$10k
Best for: one workflow that hurts, or that you know could be faster, and you want it mapped and costed before you spend on changing it.
Scope: 1 workflow — one process from trigger to finished output, followed with the people who run it.
You receive: the shared deliverables below, across that one workflow: its process and data map; a friction register naming each issue, its cause and its impact; manual work identified with effort estimates; its AI opportunity analysis and readiness rating; and a prioritized fix list with a clear recommendation on what to do first.
About 2 weeks. Ends in a working session with your leadership to walk the findings.
Full Assessment
$20k
Best for: several processes that hand work to each other, or you want AI and need to know whether the foundation underneath them is ready.
Scope: 2 to 4 workflows, mapped end to end and where they meet each other.
You receive: every shared deliverable, across those workflows: process maps, system inventory, data flow analysis, bottlenecks, manual work and effort estimates, integration gaps, AI opportunity analysis and readiness rating, the modernization roadmap, and a prioritized execution plan with sequencing and estimates.
About 4 weeks. Ends in a working session with your leadership team to agree the sequence.
Build-Ready Assessment
$30k
Best for: the operation as a whole, or a build you already know is coming and want specified across everything it touches.
Scope: 5 or more workflows, up to the whole organization.
You receive: every shared deliverable, across 5 or more workflows or the whole organization — the same artifacts as the other tiers, over more of the business.
About 5 weeks. Ends with a handover your team or ours can build from.
Operations with multiple sites or unusual complexity are scoped and priced after a short conversation, so the fee matches the work. No surprises either way.
Each tier is a fixed fee, invoiced at kickoff.
The report is the specification
An assessment from us is not a report you pay for, put on a shelf, and then pay someone else to turn into a project plan. Every tier is written so a build can start from it directly — the tiers differ in how much of your operation they cover, never in whether what you get can be built from.
So the rule is simple. If the report is the end of the road, you pay for it as a finished product, and it is yours to act on with us or with anyone. If we go on to build what it specifies, its full price counts toward the project price. The same work is never paid for twice.
The same applies between tiers. If a Focused Assessment shows the problem is wider than one workflow, its fee counts toward the Full Assessment. You are never penalised for starting small.
Our 60-day walk-away guarantee applies to the implementation work that follows. The assessment itself is fixed scope at a fixed fee, with a free Self-Check and a free Clarity Call before it, so you know what you are buying before you buy it.
A report you could act on tomorrow
The free Self-Check gives you the summary scorecard. The paid assessment is the full report — that summary up front, then the deep work underneath. Here’s a sample.
This sample shows one workflow at full depth. Every tier produces these same artifacts; the tier decides how many workflows they cover.
Pricing & quoting workflow
“Your quoting workflow is stable, but pricing data lives in three disconnected spreadsheets — driving rework, inconsistent quotes, and slow turnaround. The highest-value first move is a single governed price source. AI is not yet appropriate here until that foundation exists.”
| Issue | Cause | Impact |
|---|---|---|
| Pricing lives in three spreadsheets | Data | High rework & quote errors |
| Quote approvals run over email | Process | High ~2-day turnaround |
| No single owner of the price list | Governance | Medium inconsistent discounts |
| Approved quotes re-keyed into the ERP | Automation | Medium delay & typos |
Consolidate pricing into one governed source
The unlock for everything else — one price list, one owner.
Automate the quote-approval handoff
Replace the email chain with a tracked, rules-based approval.
AI-assisted quote drafting — once data is trusted
Only after the price source is unified and owned.
Don’t point AI at quoting until the pricing data is unified and owned — automating the current state now would just scale the errors faster.
The two free sections are what the Self-Check delivers; the full report sections are the paid depth. Sample content shown for illustration.
What it looks like to work with us
A defined scope, a fixed timeline, and a tangible result — so you know exactly what you’re getting before you commit to a larger program.
How the Full Assessment runs, week by week. The same four stages run at every tier; more workflows take longer, which is what the durations say — about 2 weeks for one, 4 for two to four, 5 for five or more.
Week 1
Kickoff and discovery. We meet the people who run the work and start following the real workflows — not the org chart version.
Weeks 2–3
We map systems, data flows, and handoffs; pinpoint bottlenecks and manual work; and assess AI readiness.
Week 4
We synthesize findings into a prioritized roadmap and sequence the work by impact, effort, and risk.
Readout
A working session with your leadership team to walk the roadmap and agree on what to do first.
A clear, prioritized modernization and AI-readiness roadmap your leadership team can act on — with us or with anyone. Typical engagement: 2 to 5 weeks depending on tier, fixed scope, fixed fee. No long commitment, no obligation to continue.
This is the right starting point if…
Your operations feel fragile
Critical processes depend on manual work, spreadsheets, email, and a few key people.
You want AI but aren’t ready
There’s real interest, but no clean data or workflow foundation to build on yet.
You need a plan you can trust
You want an objective, prioritized roadmap before committing budget to a big build.
Understanding first — then this
Every engagement below began the same way: by understanding the operation before touching the technology.
The operations platform its acquirer couldn't replace
8 years, 700k+ work orders, 2,000+ users, offline field service — and the migration that never happened. 7 solution stories.
Read the story → Distribution · AIThe distributor that stopped typing
1.5M+ documents automated, 5M invoice lines audited yearly, pricing governed across 10–20M records. 6 solution stories.
Read the story → Healthcare · SMBEnterprise discipline, two-lab scale
A $2.9M repair business off spreadsheets and paper — device QC, vendor tracking, owner analytics. 3 solution stories.
Read the story →Start with clarity
An assessment is the fastest way to understand what’s really happening in your operation — and it leads directly into the modernization and AI work that moves the needle.
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