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AI and operations assessment

A clear picture of how your business runs today, and a phased plan to make it run simpler.

Length
3 to 4 weeks
Price
From $4,500
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Is This for You?

It fits if any of these sound familiar

  • Customer or job information lives in several places, and they do not agree.
  • People enter the same information by hand more than once.
  • You are being sold new software and are not sure you need it.
  • You want to use AI and do not know where it would pay.
What You Get

The work you keep

  • A written assessment report: how work moves through the business today, and where time is lost.
  • A phased plan: what to do first, next, and later, with the quick wins up front.
  • A simple picture of how your tools should connect.
  • A short summary you can hand to a partner, a board, or a lender.
  • A meeting to walk through all of it with you and anyone else who needs to decide.
How It Works

Week by week

  1. Week 1

    Kickoff and pre-work

    One call to agree the question we are answering, who I will talk to, and what I need. Then a short questionnaire and a look at the tools and documents you already have.

  2. Week 2

    Look and listen

    Two days of conversations with the people who do the work, on site where possible. I watch how the work is done, not only how it is described.

  3. Week 3

    Work it out

    I map how things run today, find where time is lost, and size each fix: what it saves, what it takes, and what it costs.

  4. Week 4

    Readout

    You get the written report and we walk through it together. You leave with options at more than one level and a clear first step.

What I need from you

  • One kickoff call.
  • A short questionnaire before we meet.
  • Time with the people who do the work.
  • A look at the tools you use today. Viewing is enough.
Afterward

What changes for you

  • You know where the time goes, in your own business and in plain numbers.
  • You have an order to do things in, so money goes to the right fix first.
  • You can judge any software pitch against a plan, not against the sales deck.

This is what the work is built to produce. Results depend on your business, and I will tell you up front what is realistic.

I ran this assessment for a nonprofit small-business lender. I interviewed eight staff, mapped the loan process, and delivered a phased plan to the executive director.

Read the case study
Cost

From $4,500, over 3 to 4 weeks

The price depends on the size of the business and how many people I need to talk to. You get a fixed figure before we begin. Half is due at the start and half at the readout. If you go ahead with a larger project within 60 days, the fee is credited toward it, up to 10% of that project's price.

Common questions

How much of my time will it take?
It depends on how complex your processes are, so it varies from one business to the next.
Do you need to be on site?
In the New York tri-state area I come to you. Anywhere else, we do it by video.
Will you tell me to buy new software?
Only where it pays. The plan starts with the tools you already have.
What if I only want the plan?
Then you keep it and use it however you like. Nothing obliges you to hire me for the work that follows.
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