Centralized decisions
Every decision ends up on the business owner's desk.
Diagnostic & mapping
Two weeks to map your organization, processes, tools and information flows, put a number on what holds the business back, and build a phased structuring plan.
Company mapReports to owner: 5
Typical situations.
Siloed tools
CRM, spreadsheets, email: information is scattered and incomplete.
Costly growth
Each new client adds more workload than margin.
AI without a framework
Tools keep piling up, with no criteria for which ones are worth keeping.
A good fit for
- Business owners whose organization no longer keeps pace with growth
- Teams that enter the same information in several tools
- Companies that want to adopt AI for specific tasks
Not a fit for
- A shopping list of tools, with no analysis of your business
- A study that never gets implemented
- A project that changes nothing about how the company runs
Engagement timeline.
Interviews
Leadership, managers and two or three key team members.
Observation
Tools, data and processes as they are actually used.
Mapping
Strengths, friction points, dependencies on leadership, possible uses of AI.
Readout
The plan is presented to the managers involved, and priorities are agreed.
Deliverables.
- A map of your processes, tools and information flows
- The cost of friction points, in hours, lead times and margin
- AI use cases ranked by impact and effort, including the ones to rule out
- The structuring plan: what to install, in what order, for what result
- The readout to your managers and a summary document
Case study: Patrimy, wealth management advisory
A network of 35 advisors equipped end to end, AI included
- 4 monthsto an internal app in production
- 111CRM automations mapped
- 35advisors equipped
Frequently asked questions.
How much does the diagnostic cost?
A fixed fee, set after the free audit based on your company's size and scope. The proposal reaches you within five business days, before any commitment.
How much of my team's time does it take?
One hour of interview per person involved. The rest of the analysis is done from your tools and documents.
What if the conclusion is that nothing should be automated?
The plan says so. It can recommend purely organizational measures: a procedure, a rule, a clarified role. AI is proposed only where it pays off.
Do we have to continue with you afterwards?
No. The plan is yours: it can be carried out in-house, with us or with another provider.
Structure your business to support and accelerate your growth.
Let's look together at what's holding you back. Thirty minutes to understand your business and tell you where to start, with a cost and a timeline.
- 30 min on video with a co-founder, not a salesperson
- your 3 priorities, identified and ranked
- the first system to install, with its cost and timeline