The back office still runs on manual work, and one person can make the call to fix it. Bookkeeping, reconciliations, client reporting, moving data between systems. You suspect there are hours to reclaim, and you want evidence before you spend on tools or training.
Two weeks: a week of discovery sitting with the people who do the work, then a week mapping, costing and sequencing it. You get the draft before a live working session, and final deliverables within two business days of it.
- Workflow maps. Every step, who performs it, how long it takes, and where the friction lives.
- A prioritized opportunity list. Each workflow costed in hours per month, dollars, error exposure, expected savings and rough payback. An investment case, not a list of ideas.
- A phased roadmap. What to do first, what it should take, what it should return. Act on it with me, with your team, or with anyone else.
