Operations and accountability
Find where work and cash get stuck.
Trace the path from enquiry to delivery, invoice and follow-up. Clarify responsibilities, handoffs and the information each person needs to keep work moving.
When this is useful
- Invoices go out late because job status lives in several places.
- People re-enter the same customer or transaction data.
- Approvals, exceptions and reporting depend too heavily on the owner.
What helps us start
- A walkthrough with the people doing the work
- Examples of current forms, reports and handoffs
- Sample timing, volume and exception data where available
What the work can include
- Map the process, decisions and source records
- Estimate the cost of delays and repeat work using stated assumptions
- Rank process, tool and ownership changes in dependency order
What you can receive
- A workflow and data-flow map
- A short list of fixes with estimated effort and expected operating effect
- An implementation brief your team can use, whether or not we build it
Next step
Bring us the decision or bottleneck.
A short description of the problem and what you have tried is enough to begin. We will identify the information needed for a useful scope.