Three service tiers.
One methodology.

Every engagement follows the same 5-phase BPM methodology. Clients enter at the tier appropriate to their maturity and advance naturally as each phase reveals the next opportunity.

Service offerings

The right engagement at the right time.

1
KPI Blueprint
A small investment to avoid costly mistakes and uncover high-impact opportunities.
Investment
$1,500–$3,500
Half-day executive workshop to full-day discovery session
Phase 1 Phase 2
Deliverables
  • Requirements intake summary with operational readiness score
  • KPI diagnostic report
  • Current-state process inventory
  • SIPOC & swim-lane workflow maps
  • KPI-to-process linkage map
  • Value stream map with KPI impact annotations
  • Process prioritization matrix
  • Gap quantification summary
Conversion trigger: When the Blueprint reveals $100K+ in annual opportunity, 3+ processes needing redesign, or a 6+ month implementation timeline, the engagement naturally advances to Tier 2.
2
Implementation
Roadmap
A focused project that prevents six-figure implementation failures.
Investment
$4,000–$15,000
Full-day intensive to 1.5-day full assessment + roadmap
Phase 3 Phase 4 Phase 5
Deliverables
  • RACI matrix linked to every priority KPI
  • KPI ownership register
  • To-be workflow maps
  • Lean improvement log
  • Technology readiness scorecard
  • Vendor-neutral tool recommendations
  • 12-month ROI model
Ideal fit: You've defined your opportunity and need a detailed roadmap, clear ownership structures, and vendor-neutral recommendations before committing to implementation.
3
Continuous
Improvement Retainer
A partner to sustain improvements and safely adopt AI.
Investment
$1,500–$7,500/month
Bi-weekly or monthly sessions
Phase 5 AI Adoption
Deliverables
  • Monthly KPI performance review
  • Process adjustment recommendations
  • Technology partner introductions
  • AI adoption stage assessments
  • Updated ROI tracking
  • Ongoing strategic guidance
Best for: Organizations implementing technology, embedding new processes, or navigating AI adoption who need continuous expert guidance and accountability.
Improvement framework

Every engagement is anchored to at least one of four pillars.

These improvement areas represent the most significant value creation opportunities for SMB operators. Your engagement is customized around which pillar or combination of pillars applies to your business.

1
Reduce Operational
Friction
Eliminate manual handoffs, data reentry, and approval bottlenecks that slow down critical workflows. Quantify the labor cost of inefficiency and redesign processes for speed.
2
Increase Accuracy &
Reliability
Reduce defects, rework, and quality escapes by building process controls, standardization, and verification steps. Document the financial impact of each quality gap.
3
Improve Visibility &
Reporting
Replace ad-hoc reporting and executive blind spots with real-time KPI dashboards and owned metrics. Enable faster, better-informed decisions at every level.
4
Prepare for Responsible
AI Adoption
Build the operational readiness that AI requires: documented workflows, reliable data, clear ownership, and quality controls. Adopt AI safely, incrementally, and with measurable ROI.

Not sure which tier fits?

Start with a diagnostic conversation. Thirty minutes. You'll leave with a clear picture of your operational readiness, the top three gaps to close, and which tier maps to where you are today.

Book a free diagnostic →