See exactly how your operation works — and what to fix first
A focused, productized assessment that maps your workflows, systems, and data, then hands you a prioritized roadmap for modernization and AI readiness.
Clarity before commitment
Before anyone writes a line of code or buys a tool, you deserve a clear, objective picture of how work actually flows through your business — where it breaks, where it’s manual, where data goes missing, and where AI could genuinely help.
The Operational Intelligence Assessment is our entry point. In a few focused weeks, we sit with your team, follow the real workflows, and produce a roadmap you can act on with us or with anyone. It’s the lowest-risk way to turn “our operations feel chaotic” into a concrete, prioritized plan.
Typical investment: $20k–$50kDeliverables
Concrete, usable artifacts — not a slide deck that sits on a shelf.
- End-to-end process map of your core operations
- System inventory across tools, platforms, and spreadsheets
- Data flow analysis — where data lives and how it moves
- Workflow bottleneck analysis
- Manual work identification & effort estimates
- Integration gap analysis
- AI opportunity analysis & readiness rating
- Modernization roadmap
- Prioritized execution plan with sequencing
- Clear recommendation on what to do first — and why
A report you could act on tomorrow
The free Self-Check gives you the summary scorecard. The paid assessment is the full report — that summary up front, then the deep work underneath. Here’s a sample.
Pricing & quoting workflow
“Your quoting workflow is stable, but pricing data lives in three disconnected spreadsheets — driving rework, inconsistent quotes, and slow turnaround. The highest-value first move is a single governed price source. AI is not yet appropriate here until that foundation exists.”
| Issue | Cause | Impact |
|---|---|---|
| Pricing lives in three spreadsheets | Data | High rework & quote errors |
| Quote approvals run over email | Process | High ~2-day turnaround |
| No single owner of the price list | Governance | Medium inconsistent discounts |
| Approved quotes re-keyed into the ERP | Automation | Medium delay & typos |
Consolidate pricing into one governed source
The unlock for everything else — one price list, one owner.
Automate the quote-approval handoff
Replace the email chain with a tracked, rules-based approval.
AI-assisted quote drafting — once data is trusted
Only after the price source is unified and owned.
Don’t point AI at quoting until the pricing data is unified and owned — automating the current state now would just scale the errors faster.
The two free sections are what the Self-Check delivers; the full report sections are the paid depth. Sample content shown for illustration.
What it looks like to work with us
A defined scope, a fixed timeline, and a tangible result — so you know exactly what you’re getting before you commit to a larger program.
Week 1
Kickoff and discovery. We meet the people who run the work and start following the real workflows — not the org chart version.
Weeks 2–3
We map systems, data flows, and handoffs; pinpoint bottlenecks and manual work; and assess AI readiness.
Week 4
We synthesize findings into a prioritized roadmap and sequence the work by impact, effort, and risk.
Readout
A working session with your leadership team to walk the roadmap and agree on what to do first.
A clear, prioritized modernization and AI-readiness roadmap your leadership team can act on — with us or with anyone. Typical engagement: 3–5 weeks, $20k–$50k, fixed scope. No long commitment, no obligation to continue.
This is the right starting point if…
Your operations feel fragile
Critical processes depend on manual work, spreadsheets, email, and a few key people.
You want AI but aren’t ready
There’s real interest, but no clean data or workflow foundation to build on yet.
You need a plan you can trust
You want an objective, prioritized roadmap before committing budget to a big build.
Understanding first — then this
Every engagement below began the same way: by understanding the operation before touching the technology.
The operations platform its acquirer couldn't replace
8 years, 700k+ work orders, 2,000+ users, offline field service — and the migration that never happened. 7 solution stories.
Read the story → Distribution · AIThe distributor that stopped typing
1.5M+ documents automated, 5M invoice lines audited yearly, pricing governed across 10–20M records. 6 solution stories.
Read the story → Healthcare · SMBEnterprise discipline, two-lab scale
A $2.9M repair business off spreadsheets and paper — device QC, vendor tracking, owner analytics. 3 solution stories.
Read the story →Start with clarity
An assessment is the fastest way to understand what’s really happening in your operation — and it leads directly into the modernization and AI work that moves the needle.
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