Ground-Up
Profit Discovery
We spend 2 weeks inside your business to find the profit you are leaving on the table.
Before we recommend a single change, we map your entire operation from the ground up. Every system, every workflow, every integration point. We let the data tell us where the money is going instead of walking in with assumptions from a previous client.
Companies we've worked with
This is for business owners who know something is off but cannot pinpoint where the money is going. When you work with us, Michael personally embeds in your operation for two weeks. He maps every system, every workflow, and every integration point from the ground up. This is not a questionnaire over email or a junior analyst running a checklist. You get a seasoned operator doing the work himself.
You have probably been through this before. You hired a consulting firm, sat through weeks of discovery calls, and got back a slide deck full of best practices pulled from a previous client. Maybe you brought in someone who talked a big game about AI but left your team cleaning up the damage. Or you spent money on new software that nobody on your team actually uses. We built this assessment because those approaches fail for the same reason: they start with assumptions instead of evidence.
Michael has been doing this for 23 years. He has built and run systems for clients like SoCal Edison, Accenture, and News Corp. He has managed over 100 technical hires, run his own businesses since 2008, and personally delivered automation projects using tools like Salesforce, Power BI, Power Automate, and n8n. When we walk into your operation, we are drawing on real experience running real businesses, not frameworks from a textbook.
Michael works inside your operation. He interviews your stakeholders, shadows your team, and maps your systems firsthand.
We talk to the people who actually do the work. For smaller teams, that is 3 to 5 conversations. For larger organizations, up to 15. Each runs 30 to 45 minutes.
You get a prioritized roadmap with ROI estimates and an implementation sequence. Not a slide deck full of COBIT frameworks and Gartner quotes.
The Profit That Is Already There
Most of the biggest wins we find are not exotic. They are hiding in plain sight. A team re-keying data from one system to another because nobody built the integration. A Salesforce license that is only being used for contact storage. Manual reports that take hours every week when Power BI or Tableau could automate them entirely.
These things stay invisible because project-based consultants only fix what they are shown. They take the problem you describe, scope a solution around it, and move on. They never step back and map the full picture. That is what makes this different. We use a Value Stream Mapping approach to trace every process end to end, measure cycle time and lead time at each step, and calculate the true TCO of how your operation runs today.
The result is a document that tends to surprise every client. Not because the findings are unusual, but because the most valuable opportunities were sitting right there the whole time.
Software You Are Paying For But Not Using
We audit every license and platform in your stack. If you are paying for Workato, HubSpot, or ServiceNow and only using 20% of the features, that is money you can recover without buying anything new.
Manual Work That Should Be Automated
Your team has workarounds that have become "just how things work." We find those processes and show you how tools like Zapier, Power Automate, or Make can take them off your plate.
Disconnected Systems and Data Silos
When your CRM does not talk to your ERP, or your warehouse system is not linked to your finance tools, you lose visibility and make decisions on incomplete data. We map every gap.
How It Works
Three steps over two weeks. You get a prioritized roadmap with real numbers attached to every opportunity we find.
Week 1
Discovery and Process Analysis
Discovery Interviews
We interview your leadership team and the people on the ground to find the gap between how the business is supposed to run and how it actually runs. That gap is where the money is. We are not asking about goals or visions. We are looking for broken processes, friction, and inefficiencies.
Map the Process and Find Opportunities
We map your entire operation across Acquisition, Delivery, and Support on a single canvas. Then we score every opportunity we found against effort and impact. Quick Wins go to the top. Before we finalize anything, we validate the plan with you so you have ownership of the priorities.
Value Stream Map
Full process map
Value vs. Effort Matrix
Effort vs. impact scoring
Validation
Co-created with you
Week 2
Presentation and Next Steps
The ROI Summary
Every recommendation comes with the math to back it up. The ROI Summary shows the savings per process, the estimated implementation cost, and the projected Year 1 ROI. We include a revenue uplift section showing what happens when you redirect freed-up employee hours to higher-value work. The presentation ends with clear next steps.
23 Years. Real Clients. Real Stakes.
The Deliverables
Everything you need to act on the findings right away. No filler, no fluff.
Discovery Interview Notes
Recorded and transcribed notes from every stakeholder and end-user interview. You see exactly what your team told us, including the gaps between what leadership thinks is happening and what is actually happening on the ground.
Value Stream Map
A visual map of your entire operation across Acquisition, Delivery, and Support. Every process, every handoff, and every manual touchpoint on a single canvas so you can see the full picture for the first time.
Value vs. Effort Matrix
Every opportunity we found, scored and plotted by effort and impact. Quick Wins are highlighted at the top. Big Swings are flagged for longer-term planning. Low-value work is deprioritized so you do not waste money on it.
ROI Summary
The math behind every recommendation. Savings per process, estimated implementation cost, projected Year 1 ROI, and a revenue uplift section showing the value of redirecting freed-up hours to higher-value work.
Prioritized Project List
The co-created, validated list of projects in the order we recommend tackling them. You helped build this during the validation step, so there are no surprises and you already have buy-in from your team.
Executive Presentation
A presentation-ready package structured for leadership alignment and budget conversations. This gives your decision-makers the numbers they need to approve next steps.
After the Assessment
The roadmap belongs to you. What happens next is your call.
Implement It Yourself
Take the roadmap to your internal team or another vendor. The documentation is detailed enough to hand off without a follow-up call.
We Build It For You
We continue as your implementation partner using Agile sprints to turn the roadmap into running systems. Full accountability for outcomes, measured by the ROI we projected.
Fractional CTO Model
For ongoing technology leadership, transition to the Fractional CTO engagement model for continuous optimization.
Start With a 30-Minute Call
Every engagement starts with a conversation to make sure this is the right fit. Michael reviews every inquiry personally. No sales team, no intake form that goes into a queue.
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