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For Operations Leaders

See Any Business Process Clearly—For the First Time

Pick one process—month-end close, procurement, onboarding, claims, whatever is dragging. For $5,000 our engineers map the actual workflow, identify automation hotspots with AI, and give you a prioritized roadmap. You keep everything regardless of what you decide next.

Your Team Knows Where It Hurts—But Not Exactly Where to Cut

Every operations leader we talk to has the same instinct: "We're spending too much time on manual work and not enough on the work that matters." The problem isn't awareness—it's visibility.

Most teams have never seen their actual workflows mapped end-to-end. They know the process takes too long, but they can't pinpoint which handoffs account for 60% of the delay. They know steps are manual, but they can't see which are candidates for automation and which aren't worth touching.

This applies to any process—finance close, procurement, claims intake, customer onboarding, HR workflows, sales operations. Without a map, every improvement is a guess. This assessment gives you the map.

60%
of close-cycle time is typically in handoffs and reconciliation, not actual accounting
3-5x
typical ROI on targeted process improvements when you fix the right things first
80%
of finance leaders say they lack visibility into where time is actually spent

What You Get

$5K
Per Process Area
3
Working Sessions with Your Team
3 Weeks
From Kickoff to Deliverable
Yours
You Keep Everything Regardless

How the Assessment Works

Three weeks from kickoff to deliverable. No pre-sales theater.

Week 1

Engineer-Led Discovery

Our forward-deployed engineers lead 2-3 working sessions with the team that owns the process. We record and transcribe every call so nothing gets lost. No slide decks, no pre-sales theater—just structured conversations about how work actually flows.

Week 2

Process Mapping

We turn the transcripts into visual process diagrams—every step, handoff, system, and decision point mapped out. You see your actual workflows for the first time, not how someone thinks they work.

Week 2-3

AI Hotspot Analysis

AI analyzes the process maps to identify automation opportunities—ranked by ROI potential, implementation complexity, and dependency chain. Each hotspot gets a recommendation with estimated effort and impact.

Week 3

Go / No-Go

We walk through the findings together. You get the process maps, the analysis, and a prioritized implementation sequence. You decide whether to proceed. The deliverable is yours either way.

Your Deliverables

Visual Process Maps

Detailed diagrams of the target process showing every step, handoff, system touchpoint, and decision point. Built from actual conversations with your team, not assumptions.

Automation Hotspot Analysis

AI-identified opportunities ranked by ROI potential, implementation complexity, and dependency chain. Each hotspot includes a specific recommendation with estimated effort and expected impact.

Prioritized Roadmap

A sequenced implementation plan showing what to tackle first, second, and third—based on dependencies, quick wins, and cumulative ROI. Designed for an executive audience, not a technical one.

Full Call Transcripts

Complete transcriptions of every working session. Your team’s knowledge captured and searchable—useful well beyond the assessment itself.

Why This Assessment Is Different

Engineers, Not Salespeople

Your first interaction is a working session led by the people who do the actual work. No account executives, no pre-sales consultants, no bait-and-switch.

Real Workflows, Not Templates

We map what your team actually does—not what a framework says they should do. The process maps come from recorded conversations, not questionnaires.

AI-Powered Analysis

The same AI tooling we use internally to analyze operations at scale. Pattern recognition across your workflows identifies opportunities a manual review would miss.

Standalone Value

The deliverable is useful even if you never talk to us again. Process maps, automation opportunities, and a prioritized roadmap—all yours, no strings attached.

Request Your 10-Minute Diagnostic

Find out where EBITDA improvements are hiding in your portfolio. Our diagnostic identifies your top 3 operational efficiency opportunities and maps them to your hold-period timeline.

  • No pitch deck — just a focused look at where you're leaving value on the table
  • Projected EBITDA impact per lever, mapped to your timeline
  • Quick wins you can execute in the first 30 days
200+ PE transactions
5pt EBITDA lift in 6 months
35% Cloud savings in 60 days

Find your next EBITDA win in 10 minutes

Fill out the form and we'll follow up within 24 hours to schedule your diagnostic.

No obligation. We'll send your 100-Day Checklist and follow up to schedule.

$5,000 Per Process. Three Weeks. No Strings.

Pick one process to start. You get visual process maps, AI-identified automation opportunities, and a prioritized roadmap. You keep it all, regardless of what you decide next. Need multiple processes assessed? Each one is a separate $5K engagement.

Request Your Assessment