Workarounds become “how we do things”
The office manager enters the same work order in three places. Supervisors text schedules on Friday night. Each workaround feels small. Together they eat your margin.
(01) The method · Assess · Weeks 1 to 4
See exactly where your company stands. Finally.
You're too close to the daily chaos to see it. Last minute schedule changes, missed work orders, payroll fixes, complaints that seem to come out of nowhere. We document how the business really runs today, find the gaps costing you the most, and rank what to fix first.
Why owners can’t diagnose their own company
Quality problems show up late
When client complaints are your main quality signal, you find out after the damage is done. Inspections that don’t trigger a fix are just paperwork.
Nobody owns the handoffs
Sales blames operations. Operations blames the supervisor. The client just sees a missed restroom. Unclear roles make every problem roll up to you.
What we do
Five areas we look at
- 01
Process
We map every core workflow from walkthrough to collected invoice, and mark where it stalls.
- 02
Technology
We list every tool you pay for, who uses it, and where your team retypes data between them.
- 03
Roles and accountability
We find out who really decides what, and where decisions fall through the cracks.
- 04
Performance
We find the numbers that warn you before a problem reaches your margin or your client.
- 05
Risk
We scan for the problems that don’t announce themselves until a contract or a key person is gone.
What you walk away with
Six things you keep, in your brand.
Current state process maps
Bid to cash, hire to retire, work orders, and complaints, with bottlenecks marked.
Role clarity matrix
Who does, who decides, who gets asked, and who gets told, for every key decision.
Technology review
Every tool, what it costs, who uses it, and where to consolidate.
KPI blueprint
The 3 to 5 numbers per department worth tracking, with green, yellow, and red thresholds.
Risk register
Each risk ranked high, medium, or low, with the action and the owner.
90 day action plan
Quick wins for the first 30 days, then the bigger fixes, in order.
Is this you?
You’re ready for Assess if
- You’re losing contracts and don’t know why
- Turnover keeps climbing
- Supervisors work 50 plus hours and still can’t keep up
- Complaints are rising even though you added staff
- You pay for tools that don’t talk to each other
- Core processes aren’t written down
- Margins are shrinking and you can’t find the leak
- You’re preparing to grow, sell, or hand off leadership
Questions
Straight answers.
How long does the assessment take?
Usually 3 to 4 weeks, depending on your size. We interview your owner and managers, walk through key processes, and review your data.
Will it disrupt daily operations?
Very little. We work around your schedule. Most interviews happen by video, and field observation happens during normal shifts.
What size companies get the most out of it?
Companies with roughly 10 to 200 employees who are growing into complexity, stuck in daily decisions, or getting ready to scale, sell, or hand off.
How is this different from a financial audit?
A financial audit tells you where the money went. An operational assessment tells you why it went there, and which process to fix so it stops.
Do you help fix what you find?
Yes. Most clients go straight into Design and Execute, so the findings turn into running systems instead of a report on a shelf.