— Services
Operations Assessment
A paid 1-2 week walk-the-floor diagnosis with a written fix order, timeline, and quote.
What This Is
This is the first engagement when you know the operation is overloaded but do not yet know which fixes should happen first.
I work where the operation happens, shadow the handoffs, audit the current tools, and document where work is getting dropped or delayed.
You leave with a plain-English action plan your team can execute, with or without a longer embed.
Who It's For
Best-fit operation profiles
- Owner-operators carrying dispatch, compliance, and reporting in one inbox
- Field operations preparing for growth, audit pressure, or leadership handoff
- Teams with multiple systems and no single source of truth
- Leaders who want facts before committing to a longer engagement
Problems This Removes
Operational pain points addressed
- Guessing which issue should be fixed first
- Conflicting versions of process across departments
- Hidden compliance exposure in daily workflow
- Tool sprawl that creates duplicate effort
- No written handoff path for internal staff
What You Get
Deliverables
- Current-state map of process, handoffs, and friction points
- Prioritized fix order with rationale
- 30/60/90-day action sequence
- Recommended engagement level and scope
- Written quote for the next step when deeper work is needed
Scope & Pricing
Duration and cost
Duration: 1-2 weeks
Price: $1,500-$3,000 flat
Price is determined by operation size, number of departments involved, and record complexity.
Fixed scope, fixed price. No open-ended projects. No surprise invoices.
If you sign a Single Automated Workflow, Department Embed, Operation Embed, or Deep Embed within 90 days, this assessment fee credits toward that engagement.
What's included
- On-site or virtual process shadowing
- Document review for operations and compliance flow
- Leadership readout with clear next steps
- Written assessment package
What's not included
- Full implementation work
- Software resell or vendor commission
- Open-ended analysis with no decisions
How to Start
First three steps
- Step 1: Book a short call so I can understand where the operation is stuck.
- Step 2: Pick assessment timing and confirm who needs to be in the room.
- Step 3: Receive the written diagnosis and decide whether to continue into an embed.