01 — Diagnostic
Every engagement starts here.
We interview stakeholders, map workflows, audit systems, and quantify every operational gap in dollars. The diagnostic designs the installation.
Total Waste
$183K
Gaps Found
6
Critical
3
Operational Gap Map
What Happens During the Diagnostic
What We Do
- Interview 4–8 stakeholders across leadership, PMs, field, and finance
- Map every workflow from estimate through closeout
- Audit your current systems and how they connect (or don’t)
- Identify quantified waste with dollar figures per gap
- Prioritize findings into a systems roadmap
What You Receive
- Operational gap map covering every department
- Quantified waste summary — every gap tied to dollars
- Workflow diagnosis with handoff breakdowns
- Prioritized systems roadmap for the installation phase
- Executive summary for leadership review
What We Review
Estimating to Execution
Are assumptions, scope, and markup surviving the handoff to field teams?
Labor and Productivity
Are hours tied to output or just payroll? Can you see crew efficiency by phase?
PM Reporting
How much time do PMs spend reporting? Does leadership get usable updates?
Change Management
Are field changes captured as change orders before they become lost revenue?
Billing and Collections
Are billing packages keeping pace with production? Is retention tracked?
Cash Flow Visibility
Can leadership see real cash position against committed costs and backlog?
Closeout Process
Is there a structured closeout process or does work just end?
Tool Fragmentation
How many disconnected systems does data pass through? Where do spreadsheets fill gaps?
Timeline and Commitment
Duration
2\u20134 weeks
Your team's time
6\u20138 hours
of interview time total
Deliverable
Full report
with dollar figures per gap
“We knew margin was leaking but could never pinpoint where. The diagnostic laid out every gap with a dollar figure attached. The dashboards they installed changed how we run weekly meetings.”
Mike R.
President · Specialty Mechanical Contractor
The first step is a 30-minute conversation.
We will tell you whether the diagnostic makes sense for your business. If it does not, we will say so.