
Operations Discovery and Recommendations
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About this service
Summary
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

ClickUp

monday.com

Smartsheet
Industries