Your process is not broken; it is complicated.
Fixed-fee process diagnostics for professional services firms. Three weeks, eight scored dimensions, and a roadmap you can act on.
THE PROBLEM
Nothing is on fire, and that is the problem.
Most services firms are not in a process crisis; they are drifting. The system works, invoices go out, and reports run on schedule. Underneath that, three different people set up projects three different ways. Finance rebuilds the numbers by hand because they do not fully trust the ones in front of them. Somebody built a workaround four years ago, and everyone still uses it even though no one remembers why.
None of this registers as a failure. It registers as margin you cannot explain and a team that is busier than the work should require.
WHAT THIS IS
A diagnostic, not an opinion.
Three weeks. Eight dimensions of your delivery-to-cash process, each scored against a defined maturity scale. Two working sessions with your team, three short conversations with your leaders, and a documented map of how the work moves in practice rather than on paper.
You receive four things:
A scored assessment across all eight dimensions, with the evidence behind every score
A current-state map of your delivery-to-cash process
An honest verdict on whether AI can help you yet
A prioritized roadmap, with effort and impact attached to every item
What you do not receive is a sales proposal dressed as a report. Items your team can fix without help are marked as items your team can fix without help.
THE DIFFERENCE
The workflow was never the hard part.
Process improvements fail for reasons that have very little to do with the process itself:
No one owned the decision, so it was deferred until it made itself
The documentation described an intention rather than a practice
Finance and delivery each assumed the other had it handled
This is why the diagnostic scores two layers. The operational layer identifies where your process breaks; the foundational layer determines whether a fix will survive contact with your organization.
Most assessments measure only the first layer. That is a fair explanation for why the last one did not change anything.
WHO YOU ARE WORKING WITH
Twenty years of watching this go right and go wrong.
I have spent two decades in professional services operations and have led more than seventy-five end-to-end implementations and optimizations. I have been PMP certified since 2012; before any of it, I trained in social work.
That combination explains what I look for. Most process fixes fail because someone designed a better workflow and no one adopted it. I diagnose the workflow and the adoption conditions together, because separating them is why the problem keeps returning.
Start with a conversation.
Thirty minutes, no slides. Describe what is not working, and I will tell you plainly whether a diagnostic is the right next step. Sometimes it is not.