Sized to fit. Fixed fee. Total clarity.

What it is

The Operations & Data Diagnostic is a structured, on-site, hands-on review, sized to your operation: a focused business with its house in order might need a week; a multi-division group that is data-rich and tangled needs longer. We agree the scope, the dates and the fixed fee in writing before we start. Then we sit with the people who do the work, follow the spreadsheets, trace where the data dies, and find the workarounds nobody wrote down.

You leave with three things

1. A plain-English map of how work actually moves through your business today.
2. The gaps, the risks and the key-person dependencies, named and prioritised.
3. A costed, fixed-price pilot plan: what to build first, and why.

The findings are yours to keep whatever you decide. If you proceed to a pilot, the Diagnostic fee is credited in full. If you take the report and act on it internally, that's a good outcome too.

Is it for you?

The Diagnostic is built for UK businesses roughly £5m to £100m in revenue with operational teams (sales reps, engineers, assessors, surveyors) and workflows that have outgrown spreadsheets. That's where we specialise, but the method is industry-agnostic: if you run a sales team on scattered spreadsheets and a CRM nobody uses, it fits, whatever your sector. For B2B sales teams in particular, in the field or at a desk, we have a proven platform pattern that adapts to a new industry with modest tailoring, which shortens the road from Diagnostic to live system. If that's you, it will pay for itself in clarity alone.