Primary entry point
Operational Truth Diagnostic
The Operational Truth Diagnostic studies one or two workflow areas where the organization already has data, tools, meetings, reports, and modernization pressure but still lacks a trusted decision system. It identifies where work stalls, where ownership breaks down, where AI can safely help, and what should happen next before larger spend is committed.
Investment
$15K-$30K
Timeline
2-3 weeks
Service Role
Primary entry point
Outcomes
What the engagement must make possible.
Each service exists to improve operational visibility, prioritization, execution confidence, and the buyer's ability to decide what happens next.
- Clear view of where work stalls, why decisions slow down, and what friction is costing the team.
- Shared fact base across operations, technology, product, revenue, or governance leaders.
- Prioritized list of workflow, decision, AI, and visibility improvements.
- Implementation roadmap with owners, gates, and success criteria.
- Decision clarity on where to spend, where to wait, and where AI would create more risk than leverage.
Process
Constrained, evidence-led work.
The work is structured to avoid open-ended consulting drift and keep the buyer focused on workflow evidence, decision points, human approval, and action.
- 01
Confirm the operating problem, decision needed, AI or modernization budget context, workflows involved, and sponsor.
- 02
Review workflow documentation, reporting, dashboards, backlogs, and operating artifacts.
- 03
Interview up to 6-8 stakeholders close to the work.
- 04
Map intended workflow against actual workflow and identify where decision support is missing.
- 05
Identify stalls, visibility gaps, manual handoffs, decision latency, administrative burden, and AI opportunities.
- 06
Deliver the executive readout, spend guidance, and implementation roadmap.
Deliverables
The concrete assets produced by the engagement.
Workflow assessment
Decision analysis
Operational bottleneck map
Visibility and prioritization gap review
AI opportunity and control model
Implementation roadmap
Executive readout
30 days of follow-up Q&A
FAQ
Questions buyers should resolve before intake.
What makes this different from a consulting assessment?+
The Diagnostic is not a broad strategy review or tool recommendation exercise. It is a constrained evidence exercise that identifies where work stalls, what is invisible, what decision logic is missing, and what action should happen next.
Do we need clean data before starting?+
No. The diagnostic is designed for environments where data, workflows, and accountability are fragmented. Existing artifacts, interviews, and operational evidence are enough to begin.
Do we need an AI initiative?+
No. Many buyers arrive with AI budget or AI pressure, but the Diagnostic starts with operational truth. AI is examined only where it can reduce friction, improve decision support, or support human-approved workflows.
What is not included?+
Implementation, software development, ongoing advisory, and scope beyond two workflow or program areas are excluded unless separately scoped.
Operational Recovery Assessment
Use the Diagnostic to clarify what should happen next.
The engagement is designed for leaders with an active operating problem who need evidence, prioritization, and an implementation roadmap.