For a specific bottleneck you already know about — one workflow, one team, one decision.
- One workflow scoped and observed
- Written summary with recommendations
- High-level platform suggestions
- Preliminary fixed-fee implementation estimate
Timeline · 1–2 weeks
Two or three connected workflows — the typical starting point for a professional firm or operations team.
- Up to 3 workflows scoped and observed
- Full written report (~20 pages)
- Prioritized recommendations
- Platform comparison and security review
- Fixed-fee implementation quote
Timeline · 2–3 weeks
For a whole department or a small firm — multiple stakeholders, security review, full roadmap.
- Department-wide workflow mapping
- Multi-stakeholder interviews
- Detailed security and compliance review
- Full multi-quarter roadmap
- Vendor due-diligence support
- Fixed-fee implementation quote
Timeline · 3–6 weeks
Audit fees credit toward implementation if you engage us within 90 days. If the audit recommends doing nothing, you keep the written report — and your team has clarity they didn't have before.