The Audit

A Bottleneck Scan — built for SMB owners and operators.

A fixed-fee, 30–45 day diagnostic that identifies exactly where work is stalling — with event-data evidence — and delivers a ranked execution plan your team can act on without a platform change.

The Audit

A fixed-scope diagnostic. Evidence-first. No platform changes.

Not a transformation program, not a tool rollout, and not a months-long discovery phase. A fixed-scope diagnostic that tells you what is actually stalling flow — with evidence.

Engagement overview
Engagement type

Fixed-fee diagnostic focused on one bottlenecked workflow.

Duration

30-45 days from access approval to executive readout.

Access required

Read-only access to one to three systems with usable event timestamps.

Outputs

Executive readout, slide deck, ranked constraints, and implementation roadmap.

Investment

Fixed-fee engagement — contact for a scoped quote based on workflow complexity.

Before we start

We scope the workflow, confirm data viability, and align on the operating question: where is work stalling, and what should the team fix first?

We scope every engagement before it starts — confirming data viability and aligning on the exact operating question before you invest.

Book a scoping call
What we analyze
  • Lead-to-cash and billing handoffs
  • Order-to-fulfillment/delivery flow
  • Customer support and escalation paths
  • Approvals queues and backlog aging
  • Rework loops and handoff delays

Input: event logs and operational data already inside your systems.

What you receive
  • As-is process maps
  • Top 3 throughput-killing constraints
  • Quantified time & cost leakage
  • Backlog queue and wait-time drivers
  • 30–60 day execution roadmap
Good fit if
  • Processes span multiple tools
  • Everyone is busy but throughput is not rising
  • Work bounces between people or teams
  • You need clarity before hiring or automating
Not a fit if
  • You want a new platform
  • You are looking for generic best practices
  • You want automation without diagnosis
  • There is no usable timestamp / event data
Timeline

A clear week-by-week diagnostic.

Week 1 — Connect + Ingest

Scope the workflow, confirm access, and validate event-data fields. Secure read-only access to the systems that record work — tickets, orders, CRM stages, operational logs — normalized into an analyzable timeline.

Week 2 — Reconstruct the Flow

Rebuild the as-is process from timestamps and events. Identify queues, isolate the highest-friction wait states, and map real-world variants — including the paths that actually happen, not the documented ones.

Week 3 — Rank Constraints

Score bottlenecks by throughput impact, quantify time and cost leakage, and stress-test the leading hypotheses against the event data.

Week 4+ — Executive Readout

Deliver the readout, ranked action roadmap, and owner-linked execution path for the next 30–60 days. No platform swap required to act on the findings.

FAQ

Questions buyers ask before a scan.

Do you need a new platform?

No. The scan is designed to work with the systems you already run.

What access is required?

Read-only access to one to three systems with usable timestamps or event histories.

What if our event data quality is poor?

We assess data viability during the scoping call. If the data can't support constraint analysis, we tell you before you invest — you don't proceed to a full scan.

What if you don't find anything actionable?

If we can't identify a constraint with sufficient evidence to quantify, we don't deliver a recommendation you can't act on. Our commercial structure reflects this commitment.

How disruptive is the work?

Low disruption. Most of the work happens in the data and readout layer, not through workshops.

What happens after the readout?

Your team gets a ranked action plan with owners, sequence, and the first moves to make.

Ready to find your bottleneck?

Start with a 30-minute intro call. We'll discuss your operational challenges and determine if a diagnostic is the right fit.