We spend two to four weeks following your orders, stock, scheduling and invoices. You get a report that ranks what to fix, what each problem costs you, and what fixing it takes.
Owner-run businesses with 5 to 100 people that run on spreadsheets, email and memory. Distributors, field-service companies, property managers and clinics are typical.
What happens
01
Map
We interview the people who do the work and go through the spreadsheets, inboxes and systems they use.
02
Measure
We count hours, errors and delays for each process, so every problem has a dollar figure next to it.
03
Recommend
You get a ranked list: quick fixes you can make yourselves, and the ones worth building. If an AI tool would help, we say so. If it wouldn't, we say that too.
What you get
A written report with every finding ranked by what it costs you per year
A 60-minute walkthrough with you and anyone else you want there
A fixed-price quote for the top items, with no obligation
The process maps and data we collected, to keep
If the best fix is a better spreadsheet, the report will say so.
Sample pages
Sample
Sample
From a sample report. Real reports are written for one business and kept confidential.
Fee
A fixed fee, agreed in writing before we start. We send the quote after our first call, so you know the cost before you commit.
Questions
Do I need to be technical?
No. We talk about your business, not about technology.
Is this a sales pitch for software?
No. If the answer is a better spreadsheet, the report says so, and you can act on the findings however you like.
Where does AI come in?
Only where it saves real time. Some problems need an AI tool, more need a plain automation, and some just need a change in who does what.
How much of our time does it take?
About 3–5 hours across your team, mostly in the first week.
What happens to our data?
It stays confidential, it's used only for your audit, and we delete it 90 days after the report unless you ask us to keep it.
Can you help with compliance?
We can help you prepare records and get audit-ready. We don't certify compliance.
