The Process Diagnostic
Three weeks. $12,500 fixed fee. Approximately five and a half hours of your team's time.
WHAT GETS MEASURED
Eight dimensions across two layers.
Every dimension is scored on the same four-level maturity scale, which makes the profile readable at a glance and comparable when you measure again later.
LAYER ONE: OPERATIONAL
How work moves from sold to invoiced.
Project Definition and Intake. What qualifies as a project here, and what has to be true before one exists
Resource Management. How people are matched to work, and whether the plan survives the first week
Time and Expense Capture. Whether the data going in is timely, complete, and worth trusting
Billing and Revenue Recognition. How delivered work becomes an invoice, and how long that takes
Reporting and Visibility. Whether anyone makes a decision from any of it
LAYER TWO: FOUNDATIONAL
Whether a fix will hold.
Process Definition and Documentation. Whether what is written down describes what happens
Ownership and Decision Rights. Who decides how this works, and how long a decision takes
Cross-Functional Communication. Whether finance and delivery are describing the same company
AI READINESS
If you are not ready, I will tell you. Most firms are not ready.
Your AI readiness score is not something I ask you about; it is calculated from measurements already taken. Four inputs determine it:
Whether your process is documented
Whether your operational data is complete and timely
Whether your reporting is trusted
Whether someone has the authority to decide what changes
The result is a verdict rather than a pitch. For most firms the answer is not yet, delivered with the specific short list of what has to be true first.
I do not implement AI, and that is deliberate. It is what makes the assessment worth something.
HOW IT RUNS
Three weeks; five and a half hours of your time.
WEEK ONE
A 30-minute kickoff call and a pre-work packet. You send existing process documentation, your standard project types, and the reports your leadership team reads. What you are able to produce in a week is itself a useful signal.
WEEK TWO
Two 90-minute working sessions with a cross-functional group; we map your process live and let people correct one another. Up to three 30-minute conversations follow, one each with your executive sponsor, delivery lead, and finance lead. Those conversations are individual, and nothing said in them is attributed.
WEEK THREE
I score, build, and deliver. The engagement closes with a 60-minute readout and the full document in your hands.
THE DELIVERABLE
A document your team will actually use.
Written to be read and acted on, not filed. Every section exists because someone will do something with it.
Executive summary. Written to stand alone for the person who will read nothing else
Scored assessment. All eight dimensions with score, evidence, and rationale
Current-state map. How the work moves in practice, including the points where your own people described it differently
AI readiness verdict. One page; the score, the verdict, and the prerequisites
Prioritized roadmap. Every item with effort, impact, dependencies, and a clear mark for whether you need outside help
SCOPE
What this is not.
I do not configure, implement, or build
I do not advise on which system to buy or whether to change platforms; that question is outside scope and will remain outside scope
I do not audit your books
Executing the roadmap is separate work, scoped after the diagnostic concludes and only if you want it
Is this the right thing for you?
Thirty minutes will tell us both. If the answer is no, I will say so.