Overview

A comprehensive 2-week engagement that provides clients with a detailed roadmap of their current state, gaps, and prioritized improvement plan.

Phase 1: Pre-Assessment Setup (Days 1-2)

• Welcome Package Delivery
  • You will be receiving a welcome email with assessment timeline
  • Provide access to secure document sharing portal
  • We will schedule kickoff call within 48 hours
  • We will be sending pre-assessment questionnaire to better understand where you are at
• Document Collection SetUp
  • Request org charts, job descriptions, existing SOPs
  • Ask for access to key systems for observation
  • Schedule interviews with 3-5 key team members
  • Set up shared workspace for collaboration
• Kickoff Call & Planning

Phase 2: Data Collection & Analysis (Days 3-8)

• Stakeholder Interviews
  • C-Suite/Owner Interview Focus
  • Department Head Interviews
  • Frontline Employee Interviews
• Process Observation & Mapping
  • Live Process Observation
  • System Architecture Review
  • Financial Process Analysis

Phase 3: Analysis & Recommendation Development (Days 9-12)

• Gap Analysis
• Recommendation Framework