Process and systems map
How enquiries, jobs, approvals, invoices and reports move today, and which tools each step touches.
We look at how work actually moves through your business, from enquiry to payment, and find the leaks: re-keyed data, manual reports, slow follow-ups and tools you pay for but don't use. You get a written plan with a cost on each leak and a fixed quote to fix it.
How enquiries, jobs, approvals, invoices and reports move today, and which tools each step touches.
Each leak ranked by estimated hours and dollars per month, using your numbers and your team's input.
Changes you can make straight away, often settings in software you already own.
The fixes worth doing, in order, each with a defined scope, a fixed quote and a measure of success.
One hour with the owner to agree goals, scope and the questions we need answered.
Short sessions with the people doing the work, plus read-only access to the key systems.
We quantify each leak, test quick fixes and price the options.
A written report and a session to go through it together. You decide what happens next.
Typical timeframe: [confirm, e.g. two weeks] from kick-off, depending on access and availability.