Operations Discovery and Recommendations

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About this service

Summary

Before investing in new software or making major changes to your systems, you need to understand exactly where you stand and what improvements will deliver the biggest impact. My Discovery gives you that clarity with a comprehensive evaluation and actionable recommendations.

What's included

  • Current Systems Audit

    Complete inventory of all software, tools, and platforms currently in use Assessment of how well your existing systems serve your business needs Identification of redundancies, gaps, and underutilized features

  • Integration Opportunities Assessment

    Analysis of data flow between your current systems Identification of manual processes that could be automated Recommendations for connecting disconnected tools to eliminate double entry

  • Workflow Optimization Review

    Evaluation of current business processes and digital workflows Identification of bottlenecks and inefficiencies Recommendations for streamlining operations

  • Technology Gap Analysis

    Assessment of missing capabilities that could improve operations Evaluation of software that's not meeting your needs Identification of training opportunities for existing tools

  • Prioritized Improvement Roadmap

    Clear action plan with recommended improvements ranked by impact and effort Timeline suggestions for implementing changes Cost estimates for recommended solutions and upgrades Yours to keep, no strings attached.


Skills and tools

Business Analyst

Business Consultant

Business Strategist

Airtable

Airtable

ClickUp

ClickUp

monday.com

monday.com

Smartsheet

Smartsheet

Industries

Building & Construction
Computer Software