Efficient Enterprise
Enterprise Efficiency Report
A 60-Day, Board-Ready execution map to maximize Automation & AI—guaranteed to uncover at least $1M in benefits.
Engagement length: 2 months
Capacity: Limited to 5 reports per quarter
Who we prioritize: Organizations with executive sponsorship and clear transformation goals
What it is (and why it matters)
Most “assessments” drown in slides. This is different.
You get a tailored, finance-led execution plan that identifies where Automation & AI create outsized returns in your company—and exactly how to capture them over the next 12 months.
This report is designed to be board-ready: tight, defensible, and tied to the P&L.
Clarity for leadership. Traction for operators.
What you’ll walk away with in 60 days
Executive Summary
A crisp, 1–1.5 page synthesis of key findings and recommendations—written for decision makers.
Market Positioning
Where you stand vs. peers on financial ratios, cash cycle, and how your core software ranks vs. alternatives—plus macro-process complexity and what customers/vendors really say.
Current Business State
Themes, issues, impacts (time, money, speed), current KPIs/OKRs, and a clear view of your technology architecture.
Methodology & Approach
A pragmatic lens: finance leads, procedure validates. Enterprise Efficiency is the goal; COE discipline and a high-value, ROI-focused pipeline are the means.
Financial, Efficiency & Profitability Ratios
Historic trendlines that spotlight where returns are hiding—and where they’re leaking.
Relevant Technology Stack
Security, auditability, usability, adaptability, interoperability, and migration readiness across your stack—through a platform-agnostic lens.
High-Level Business & Process Overview
A schematic of your macro-processes and systems, how work traverses them, and exactly where bottlenecks form (and why).
Macro-Process Deep Dives
Trigger → end state, impacted org areas, conflicting KPIs, and operational friction for each macro-process.
Identified Business Risks
Laser-listed risks across technical performance, implementation, usage, data security, and auditability—with clear implications.
Areas of Opportunity for Automation & AI
Concrete, prioritized plays across functions (AP/AR, invoicing, collections, manufacturing, customer service, etc.), including the why now and expected ROI.
Recommendations, Phases & Next Steps
A sequenced roadmap (waves), recommended methodologies by tech, target architecture, security considerations, and a simple “Action-Item” table with timeframes and benefits.
Appendices
Interview notes, contact lists, and supporting charts/graphs to back the numbers.
How the 2-month engagement runs
Week 1–2 — Discovery & Data
Executive kickoff, stakeholder interviews, data pulls (financials, volumes, SLA logs), and stack inventory.
Week 3–4 — Analysis
Financial/efficiency ratio modeling, process schematics, bottleneck mapping, risk register, and initial opportunity scoring.
Week 5–7 — Synthesis & Road-mapping
Prioritized Automation & AI portfolio, wave plan, architecture guardrails, value tracking approach, and governance gates.
Week 8 — Readout & Alignment
Board-ready executive summary, ROI targets by wave, Action-Item table with owners/dates, and clear next-step decisions.
Throughout: leadership touchpoints + draft reviews to ensure recommendations are actionable inside your reality (capacity, risk appetite, budget cycles).
What’s guaranteed
- At least $1,000,000 in identified benefits (cost, time, risk reduction, or growth enablement)—or we keep working the findings with you until we do.
- Findings tied to measurable ROI and grounded in your operating constraints (not vendor fantasies).
- Stable, resilient, scalable design standards
- Clear support handoffs and runbooks
- Portfolio‑level transparency and reporting
Who this is for (and not for)
Best fit if you have:
- An executive sponsor with decision authority
- Clear transformation goals in the next 6–12 months
- Willingness to expose real data and challenge sacred cows
Not a fit if: you’re seeking a tool demo, a one-off automation pilot, or a report that collects dust.
Designed to produce visible wins every quarter.
Capacity & access
We accept 5 reports per quarter to protect rigor and speed.
Invitations are extended to organizations with executive sponsorship and defined transformation targets.
We build your internal muscle, not dependency.
FAQs
Is this vendor-biased?
No. The evaluation is explicitly platform-agnostic and focuses on security, auditability, usability, adaptability, and interoperability across your stack.
Will you interview our customers/vendors
If approved by you, yes—we include up to 5 customers and 5 vendors/suppliers for triangulation.
How “board-ready” is the output?
The final package includes a tight Executive Summary plus a sequenced Next Steps table with timeframes and benefits for immediate action.
Apply for Invitation
Tell us about your goals, sponsorship, and timeline. If there’s a fit, we’ll schedule a short discovery and reserve a quarterly slot.
Request a Sample Outline
We’ll send a sanitized example of the deliverable structure so your leadership team sees exactly how the report lands.