Investment levels, outcomes, and how the work is sequenced.
Every engagement starts with a Systems Diagnostic and moves into cleanup, automation, and AI only when the sequence makes sense.
Start with a Systems DiagnosticNo retainer. No sales pitch. Roadmap delivered in 1–2 weeks.
Typical Engagement Investment
Three phases. One operating system.
These are not isolated services — they are phases of the same buildout. Most businesses need the diagnostic before anything else.
Systems Diagnostic
Identify the bottlenecks before spending anything on a fix.
A structured assessment of your ERP, CRM, and financial systems — where the data breaks down, where manual work is filling the gaps, and what to fix first. Produces a prioritized 90-day roadmap.
What this produces
- Identify broken reporting and data quality issues
- Map automation and integration opportunities
- Surface hidden profit leaks from manual overhead
- Clear execution plan — actionable whether or not we work together
Timeline
1–2 weeks
Deliverable
Prioritized 90-day systems roadmap
Systems Cleanup & Automation
Fix what's broken. Eliminate the manual work.
Hands-on systems repair — ERP reconfiguration, reporting layer fixes, workflow automation, integration cleanup, and custom data pipelines. The goal is an operating system your team works through, not around.
What this produces
- Clean reporting layer leadership can trust
- Automated workflows replacing recurring manual tasks
- Reliable operational visibility without spreadsheet workarounds
- Systems configured to match how the business actually runs
Timeline
4–8 weeks
Deliverable
Clean, reliable operating system with automated workflows
Practical AI & Automation
Use automation and AI where the foundation can support it.
Practical AI and automation built on top of stable systems — decision support, anomaly detection, executive briefings, and workflow automation that reduces friction instead of creating it.
What this produces
- Summarize meetings, reports, and operational data automatically
- Search company knowledge and historical context quickly
- Executive briefings generated from live system data
- Anomaly detection surfacing issues before they compound
Timeline
2–4 weeks
Deliverable
Targeted automation and AI workflows tied to existing business systems
Investment ranges reflect typical scope. Complex or multi-system engagements may vary.
Return on Systems
What clients typically gain.
Here's what businesses in the $2M–$30M range typically recover when systems are configured to produce what the business actually needs.
Hours recovered
Less manual reporting work
Finance teams routinely spend hours each week exporting, reformatting, and reconciling data that a properly configured system produces automatically.
Faster close
Month-end cycle reduction
SMBs with manual reporting cycles typically close in 10–15 business days. Businesses with clean systems and automated reporting close in 3–5.
Fewer errors
Downstream from clean data
Manual data transfers and spreadsheet-based reporting introduce consistent error patterns. Automated pipelines eliminate them.
Better decisions
Faster access to trusted numbers
When leadership can see reliable data without waiting for someone to manually pull and reconcile it, decisions happen sooner and with more confidence.
Context
What this costs compared to the alternative.
For most businesses at this revenue level, the choice is a full-time hire or fractional systems work.
Full-Time Systems / Operations Leader
Full-time cost
Salary, benefits, onboarding, ongoing overhead
- –3–6 month ramp before productive output
- –Ongoing cost regardless of active project work
- –One set of system experience from one person
- –Recruiting time and cost if it doesn't work out
Fractional Systems Architecture
Project-based
Scoped to the problem, sequenced, and delivered
- Week-one start, no ramp period
- Scoped to current need — no ongoing overhead
- Cross-system experience across ERP, CRM, and integration
- Diagnostic-first sequencing prevents wasted spend
Get Started
The easiest first step.
Book a Systems Diagnostic. Two weeks. A clear picture of what's broken and what to fix first. Actionable whether or not we work together beyond it.
Start here.
No retainer commitment. No sales pitch. A practical starting point with a clear deliverable.