Everything You Need to Know

We offer a clear progression of services designed to de-risk your investment:

• Quick Win Session ($500-$750) - 90-minute focused problem-solving session on one specific challenge. $500 credits toward a future audit.
• Operations Audit ($3,000-$5,000) - We diagnose your operations, quantify opportunities in dollars, and deliver a prioritized roadmap. Full fee credits toward implementation.
• Implementation ($15,000-$35,000) - We build the dashboards and/or automations identified in the audit. Fixed price, milestone payments.
• Retainer ($2,000-$5,000/month) - Ongoing support, optimization, and new builds.

Most clients start with an Operations Audit. We diagnose the situation, quantify the opportunity, and give you a clear roadmap before you commit to a larger project.

We're transparent about pricing. Here's the full breakdown:

• Quick Win Session: $500-$750 (90 minutes + action plan)
• Operations Audit: $3,000-$5,000 (2-3 weeks)
• Implementation Projects: $15,000-$35,000 (60-90 days)
• Ongoing Retainers: $2,000-$5,000/month

Key: If you proceed from Quick Win to Audit, the $500 credits. If you proceed from Audit to Implementation, the full audit fee credits. You never "pay twice" to move forward.

The initial consultation is free, and we'll give you a specific estimate based on your situation, not a vague range.

A Quick Win Session is a 90-minute focused problem-solving call designed to tackle one specific challenge. You'll get:

• 90 minutes of my full attention on your problem
• A recording of the call
• A 1-page action plan delivered within 24 hours
• $500 credit toward a future Operations Audit

A Quick Win is right for you if:

• You have a specific, pressing question but aren't ready for a full engagement
• You want to experience how I work before committing to a larger project
• You need quick, actionable advice on a defined problem

At $500-$750, it's a low-risk way to get real value, and the credit incentivizes continuing the relationship.

Yes, we specialize in working with small and midsize businesses (SMBs) and nonprofit organizations.

• Our approach is accessible and scalable for businesses of all sizes
• We understand that SMBs have unique needs, budgets, and constraints, and we tailor our solutions accordingly
• We've helped businesses from 10 employees to 500+ employees

Most clients see payback within 3-6 months, with full value realized within 12-18 months. The exact timeline depends on your business size and which processes are automated. Key benefits include:

• Reduced manual reporting time (10-20 hours per week)
• Faster decision-making with real-time data
• Cost savings from process optimization
• Increased revenue from data-driven insights

Process automation eliminates manual, repetitive tasks by connecting your systems and automating workflows. Benefits include:

• Reduced errors and faster processing
• Lower operational costs
• Frees your team to focus on strategic work
• Typical time savings: 10-30 hours per week

We design automation that integrates with your existing systems (CRM, ERP, and other platforms) to create seamless improvements focused on delivering value.

Yes, we integrate with your existing CRM, ERP, data platforms, and other business systems. We work with what you already have, connecting everything so data flows seamlessly and you get a complete view of your business.

Getting started is simple: schedule a free consultation call where we'll discuss your specific challenges, goals, and how our services can help.

During the call, we'll understand your unique situation and provide recommendations tailored to your business.

There's no obligation, and we'll give you a clear path forward.

Implementation timelines vary by service and project scope. Our 3-step process typically takes 8-16 weeks:

• Audit & Strategy - 2-4 weeks
• Development & Test - 4-8 weeks
• Launch & Maintain - Ongoing

Typical project timelines:

• Business Intelligence - 6-12 weeks for dashboards and reporting
• Process Automation - 4-10 weeks depending on complexity
• Advanced Analytics - 8-24 weeks (simple projects: 4-6 weeks, comprehensive: 12-24 weeks)

We'll provide a detailed timeline during your initial consultation.

The right service depends on your specific challenges:

• Business Intelligence - Ideal if you're making decisions without real-time data, spending hours on manual reporting, or struggling to track performance across departments
• Process Automation - Perfect if you're manually transferring data between systems, processing orders or invoices by hand, or experiencing bottlenecks as volume increases
• Advanced Analytics - Right if you want predictive insights, need help building a data strategy, or want to prepare your infrastructure for future capabilities

Many businesses benefit from a combination of services. We offer assessments to help determine which solutions will deliver the most value for your specific business.

Our proven 3-step process includes:

• Audit & Strategy - We analyze your current processes, data landscape, and technology stack to create an ROI-focused roadmap
• Development & Test - We build custom solutions, integrate systems, and validate through pilot testing
• Launch & Maintain - We monitor performance, provide ongoing support, and continuously optimize as your business evolves

Yes, ongoing support is a core part of our Launch & Maintain phase. We provide continuous performance monitoring, regular strategy sessions, data insights, and dedicated support to ensure your systems evolve with your business.

Our founder isn't a consultant who's read about operations. He's spent years inside Fortune 500 operations:

• Founded and scaled a 14-person global BI team at Emerson Electric's Pressure Measurement business unit, delivering 150+ initiatives while managing a portfolio of 500+ with multimillion-dollar annual savings across 6 world areas
• Managed a 10-person data science team at Texas Instruments building predictive simulation solutions for manufacturing capacity planning
• Rescued failing projects: transformed a capacity modeling app from 3-month delays to on-time monthly delivery through agile process redesign
• 2020 Emerson CIO Award Winner (also nominated 2019, 2023)

We understand ERP systems, production scheduling, capacity planning, and supply chain visibility from the inside. We're not generalist consultants learning your industry on your dime.

We start by signing a mutual NDA to protect your information.

During the Audit & Strategy phase, we typically need workflow documentation, system access for assessment, and stakeholder interviews.

We'll guide you through exactly what's needed and ensure we respect your data security and privacy requirements throughout the process.

Absolutely. We design solutions that your team can use and maintain, regardless of technical background.

We provide comprehensive training, documentation, and ongoing support to ensure your team is comfortable with new systems. Our goal is to make complex technology simple and accessible, not to create dependencies on technical expertise you don't have.

You may need analytics consulting if you're experiencing:

• Manual processes that could be automated
• Making decisions based on gut feeling rather than data
• Struggling with data silos across systems
• Spending hours on reports that don't drive decisions

We offer analytics readiness assessments and strategy development as standalone services, allowing you to plan strategically and implement when the timing is right for your business, without committing to immediate full-scale implementation.