WORKFLOW & PROCESS DESIGN

The Challenge
"Projects get stuck, nothing's documented, and new people take forever to onboard"

Projects stall in endless handoff delays. Critical processes live only in people's heads. New team members take 3-6 months to become productive. Right for you if projects consistently miss deadlines due to unclear processes, tribal knowledge is a business risk, or your team spends excessive time asking "how do we do this?"

Target Outcomes

• Documented workflows showing how work actually flows through your business

• Project management infrastructure your team wants to use

• Onboarding process that gets new hires productive in weeks, not months

• Clear decision frameworks that reduce bottlenecks

• Living documentation that stays current

Timeline: 4-8 weeks

RESOURCE & CAPACITY PLANNING

The Challenge
"We don't know our true capacity and keep overcommitting or underutilising the team"

You're constantly guessing at capacity. Projects get overcommitted or the team sits underutilised. You can't forecast with confidence. Resource allocation happens reactively, not strategically. Right for you if resource allocation feels like constant firefighting, you can't confidently forecast capacity for upcoming quarters, or you don't know which projects or clients are actually profitable.

Target Outcomes

• Clear visibility on team capacity and utilisation

• Resource planning system showing real-time availability

• Forecasting tools that predict capacity needs

• Allocation processes that protect margins and team wellbeing

• Data-driven insights on profitability by project type or client

Timeline: 4-6 weeks

TECH STACK CONSOLIDATION

The Challenge
"I'm paying for tools that don't talk to each other and wasting hours on manual data transfer"

You're using tools that don't talk to each other. Data gets manually transferred between systems multiple times. Team members can't find information. You're paying for software no one uses while critical functions remain manual. Right for you if tool chaos is consuming excessive time, data silos are causing errors and delays, or manual data transfer is a daily reality.

Target Outcomes

• Consolidated tech stack

• Seamless integrations so data flows automatically

• AI and automation handling repetitive work

• Team trained and confident using new systems

• Reduced software costs and eliminated redundancy

Timeline: 6-10 weeks

COMPLETE OPERATIONS TRANSFORMATION

The Challenge
"Everything's reactive, we're scaling but operations are holding us back"

Everything is reactive, not strategic. Operations are holding back growth. You're facing multiple challenges across people, processes, and technology. You need comprehensive transformation, not piecemeal fixes. Right for you if you're facing operational challenges across multiple areas, reactive firefighting is preventing strategic work, or growth is significantly limited by operational constraints.

Target Outcomes

• Strategic operational clarity aligned to business goals

• Consolidated, integrated tech stack with automation

• Efficient workflows that scale without adding headcount

• Documentation and knowledge systems that live and breathe

• Resource planning and capacity visibility

• Change-ready team that owns the new systems

• Foundation for sustainable, profitable growth

Timeline: 10-12 weeks

CUSTOM OPERATIONAL PROJECTS

Have a specific challenge that doesn't fit these categories? Common custom projects include:

• CRM or ERP selection and implementation

• Digital asset management system setup

• Client portal or self-service infrastructure

• Operational compliance and governance frameworks

• Department-specific workflow transformation

We'll scope it together in the Discovery phase.

Timeline: Varies based on scope
Investment: Custom quote based on requirements

OTHER WAYS TO WORK TOGETHER

Not sure project-based work is right for you?

Ready-to-Go Operational Toolkits

Bootstrapped and just getting started? Need operational foundations but not ready for a consulting engagement? Done-for-you systems you can maintain yourself - cost-effective foundations without the consulting price tag.

Let's chat →

Fractional Operations Support

Work with me 1-3 days per week as an embedded member of your team. Perfect for ongoing operational challenges, incremental improvements, and building capability over time.

Timeline: Typically 3-6 month engagements, renewable

Let's chat →

READY TO GET STARTED?

Book your free 30-minute discovery call and we'll:

• Diagnose your operational challenges

• Identify your biggest opportunities

• Map out what this process would look like for your specific situation

Or read our four-phase approach → to better understand how we work.