Operations & Tech Reset
Lean Operations, Smart Tech & Stronger Processes
Bottlenecks mapped, future-state processes designed, and a phased tech roadmap ready to launch
When to Buy
• Frustrated team members
• Processes dragging, re-work or errors rising
• Systems & teams don't talk to each other well
• Growing but getting messy
The Reality
Processes are inconsistent. Tools don't communicate. Team's working hard but dropping balls. Paying for software no one uses or not using enough technology.
Key Outcomes
Process Optimization
End-to-end workflow maps with bottleneck heat maps showing exactly where time is lost
Tech Assessment
Complete tech stack audit with automation shortlist and ROI rankings
Cost Savings Plan
Detailed cost reduction insights by process, tool, and team with priority savings stack
Efficiency Roadmap
6-month ops & tech roadmap with budget model and SOP starter pack
12-Week Program Overview
We provide 90-days of post-project, managed services support to ensure that project related activities and deliverables are completed
WEEKS 1-4
Discovery & Diagnosis
Process mapping & financial analysis
Our Work:
- Shadow core workflows end-to-end
- Complete one-week time-on-task study
- Cross-functional “day-in-the-life” review
- Review product/service financial data
- Surface “leakage” in business tied to processes
Key Deliverables:
- End-to-End Process & Tech Map (Complete workflow visualization with bottleneck heatmap)
- Time-on-Task Study Analysis (Detailed productivity & efficiency insights)
- Cost-Reduction Insights & Priority Savings Stack ($ impact analysis with ranked opportunities)
WEEKS 5-10
Technology Assessment & Optimization
System evaluation & integration opportunities
Our Work:
- Evaluate systems for overlap, waste, and integration gaps
- Quick automation/lite-RPA scan
- Work with team to complete tech audit of existing systems
Key Deliverables:
- Tech Assessment Brief (Comprehensive system evaluation)
- Tech Keep, Kill, Improve & Replace List (Strategic technology roadmap decisions)
- “Quick Wins” List (Immediate system & data improvements)
WEEKS 11-12
Improvement Roadmap
Prioritized recommendations & implementation guide
Our Work:
- Draft improvement roadmap with priority recommendations
- Create ranked backlog of optimization opportunities
- Develop implementation guide with success metrics
Key Deliverables:
- Ops + Tech Roadmap (Strategic improvement recommendations)
- Ranked Backlog Board (Prioritized opportunities with impact assessment)
- Implementation Guide (Success metrics & recommended next steps)
What You Get
Process Intelligence
Complete visibility into how work actually gets done with specific bottlenecks and financial impact identified
Smart Technology
Strategic tech roadmap that eliminates waste, improves integration, and prioritizes high-ROI automations
Execution Ready
Practical 6-month implementation plan with budget models and team rally points that drive real results
Ready to Transform Chaos Into Competitive Advantage?
Map your operations, optimize your tech, and build systems that scale with your growth
