A 2 to 3 week diagnostic that finds where your time and money are actually going, then hands you a prioritized action plan. Built for manufacturing, trades, logistics, e-commerce, and small business operations in the St. Louis region and across Missouri.
Owners and operations leads who know something is off but can't point to the root cause. The symptoms usually look like this:
Jobs sit waiting for approvals, parts, or information nobody can find.
The same rework keeps showing up and nobody tracks it.
The team feels overloaded but throughput isn't going up.
Sales promises one thing and the floor or the warehouse delivers another.
Somebody has suggested "we need new software" and you're not sure that's true.
A structured three-week process that goes beyond surface symptoms to find and price the real friction in your operation.
We spend time on site with the people doing the work. We map how each core workflow really runs, including the workarounds, side spreadsheets, and text-message handoffs nobody wrote into the SOP.
We follow the friction to its source and put numbers on it: hours per week, rework rate, waiting time, and revenue lost to slow response. The loudest complaint is rarely the most expensive problem, so we measure instead of guessing.
You get a written report you can act on with or without us: the top bottlenecks ranked by cost, the fix for each one, what it would take to implement, and what to do first.
Every assessment includes an honest look at where AI or automation would pay off in your operation and where it wouldn't. We look for the work that fits AI well: high-volume, variable-input tasks like inbox triage, invoice and quote data extraction, document-heavy workflows, and monitoring at scale. If the better answer is a checklist or a cleaner handoff, that is what the report will say.
If you want the AI portion on its own, ask about a focused AI Implementation Assessment. It runs 1 to 2 weeks and answers one question: where would AI save this business real time and money, with realistic expectations?
High-volume, variable-input tasks
Inbox triage and routing
Invoice and quote data extraction
Document-heavy workflows
Monitoring at scale
A map of how your key workflows actually run today.
The top bottlenecks, ranked by what they cost you per week.
A recommended fix for each, with the trade-offs spelled out.
A realistic read on AI and automation fit.
A prioritized 90-day action plan.
A scoped proposal for implementation, only if you want one.
Most owners underestimate what their bottlenecks cost by about half. The assessment usually surfaces the real figure.
Every engagement is scoped after the free consultation. We quote based on what the problem actually needs, not a package off a shelf. The assessment is a fixed fee agreed before we start, and it is credited toward implementation if you decide to move forward with us.
Scope the problem together before any commitment.
Agreed upfront. No surprises. Credited toward implementation.
Only if you want it. Scoped to what your operation actually needs.
Bring your biggest operational frustration. We'll tell you whether an assessment makes sense, what it would cover, and what it would cost. No pitch.
Process & Bottleneck Assessment for Small and Midsize Businesses