Find the right opportunity.
Know what deserves a build before committing to one.
CAD $2,000 fixed
Indicative: 1–2 weeks
- One priority workflow and up to two stakeholder conversations
- A process map, baseline or measurement plan, and review of representative examples
- An explained recommendation and scope for the next step
Example: a process map and baseline measurement sheet.
See an assessment example
Illustrative deliverable · not a client result
A report-preparation workflow
Map the steps from receiving source files to checking and sending a report. Mark who owns each step, where information is missing and where a person must review the output.
Baseline sheet
- Time per report
- Record preparation and review minutes separately.
- Rework
- Count corrections and note their causes.
- Evidence
- Keep the source, reviewer and date beside each observation.
Measure representative cases before setting a target. Where data is missing, the deliverable is a measurement plan, with an owner and collection method.
What to bring
One priority workflow, up to two people who know it well, and representative examples you are authorised to share.
When it fits
A recurring problem and a decision about investing in a solution. The recommendation may be a pilot, simpler automation or no build. This is a focused assessment, not an organisation-wide transformation strategy.
