Intelligence Diagnostic
A 2–4 week operational diagnostic that maps your business end to end — workflows, reporting, coordination, systems — and quantifies what the gaps are costing you. Every finding gets a dollar figure. Every recommendation gets a priority. You get a blueprint for what to build, in what order, and why.
What's Included
- Stakeholder interviews across leadership, operations, and frontline teams
- End-to-end workflow mapping for all core business processes
- Reporting and visibility gap analysis — what you are tracking, what you are missing, and what is falling between systems
- Technology stack audit: what tools are in place, what is connected, what is redundant, what is missing
- Coordination and handoff gap analysis across departments and teams
- Manual process time audit — hours per week your team spends on tasks that should be automated
- Financial data review covering the last 12–24 months of operational performance
- Prioritized findings report with dollar-quantified gap analysis and ROI projections for each fix
- Decision-support recommendations for leadership
- Executive summary built for owner-level decision-making
- 90-minute executive debrief and action planning session
- Roadmap with sequenced implementation priorities
How It Works
Kickoff Call
Day 1
Align on scope, schedule interviews, request access to operational data and relevant systems. 60 minutes.
Interviews and Data Collection
Week 1–2
On-site and remote sessions with your team. We talk to the people who do the work, not just the people who manage it.
Analysis and Mapping
Week 2–3
Process mapping, gap identification, and cost quantification. Every finding gets a dollar figure.
Report Delivery
Week 3–4
Written findings report, prioritized action plan, and projected ROI for each initiative. No filler. No generic recommendations.
Executive Debrief
Week 4
We walk through the findings with you and your leadership team. You leave with a clear sequence of what to build first and why.
Scoped to your operation
Every engagement is scoped based on your company's size, complexity, and operational needs. We provide a clear investment figure before any work begins.
Is This Right for You?
- You suspect your operations have gaps but cannot pinpoint where — or quantify how much they cost
- Your business has outgrown the systems you set up at half your current revenue
- Operational performance swings and nobody can explain the full variance
- You want a clear, dollar-quantified plan before committing to any implementation spend
- You are running a mid-market company and your reporting does not match your operational complexity
Common Questions
How much of my team's time does this require?
Approximately 6–8 hours of interviews spread across two weeks, scheduled around your team's availability. We do the heavy lifting. Your people keep running the business.
What if we already know where our problems are?
You probably know the symptoms. The diagnostic quantifies the cost. Knowing your reporting is slow is different from knowing it costs you $140K a year in delayed decisions and missed corrections. We also consistently find gaps that were invisible — the ones that do not surface until someone maps the entire operation.
Do we need to be using specific software for this to work?
No. We diagnose companies running everything from enterprise platforms to spreadsheets. The diagnostic is vendor-agnostic. We evaluate your tools, your processes, and the gaps between them.
What happens after the diagnostic?
You get a prioritized action plan. Some companies implement fixes internally. Most engage us for Intelligence Installation because the diagnostic findings map directly into the build scope — no re-discovery, no wasted time.