You Audit Your Finances Every Year, Why Not Your Operations?
A financial audit reveals what happened; an operational audit uncovers why it happened and how to fix it. Identify operational blind spots, uncover cost savings, and streamline performance, in under 60 minutes.”
Schedule Your Free Operational Health Check
An Operational Health Check helps you pinpoint inefficiencies in your supply chain, purchasing, logistics, and workflow before they cost you money. Perfect for $5–100M companies ready to scale without chaos.
Why Book an Operational Health Check?
Most business leaders know something isn’t working as well as it could:
- Teams feel stuck or stretched too thin
- Processes seem slow, clunky, or chaotic
- Growth hits a ceiling because of hidden bottlenecks
- Costs keep creeping up—but the cause is a mystery
- You know you need change, but you aren’t sure where to start
That’s when bringing in an experienced advisor or fractional executive makes the difference.
What You Gain in under 60 Minutes?
- Clarity: An objective, expert perspective on what's holding your business back (often hidden in plain sight)
- Validation: Independent confirmation if your priorities, pain points, and improvement goals are in the right place
- Quick Wins + Long-Term Roadmap: Specific, prioritized actions so you can move fast and maintain momentum
- Qualification: Honest assessment of fit—whether our operational expertise can help you achieve your goals
- Scoping the WHY: We dig deeper than symptoms to uncover the true drivers for change—so you know exactly why you want help and what matters most
Why Leaders Choose an Outside Perspective?
- You want to remove blind spots that insiders may overlook
- You need a partner who can ask tough questions and challenge assumptions
- You’re looking for results—not theory: practical advice, measurable outcomes, and clear milestones
- Engaging a fractional or consulting expert can kickstart transformation in one area—or across the whole organization
The First Step
Every engagement we take on starts with understanding your priorities, challenges, and desired outcomes. The Operational Health Check is not a generic audit—it's your fast-track to customized, actionable insights. Whether your pain is broad or specific, start the conversation that unlocks growth and clarity.
Ready to find out if we're the right fit?
Schedule your complimentary Operational Health Check today.
Which Teams Drive Operational Excellence?
In a midsize company (typically 50–200 employees), the operations function often spans several key departments that work together to keep the business running efficiently and support growth. Here are the departments typically considered part of (or closely tied to) operations in a midsize organization:
- Operations / Production (core processes, production lines, quality assurance)
- Supply Chain & Logistics (procurement, inventory management, warehouse, shipping/receiving)
- Customer Service & Support (order fulfillment, client support teams)
- Finance & Accounting (accounts payable/receivable, payroll, financial analysis linked to operational activities)
- IT & Systems (ERP/CRM administration, operational tech, process automation)
- Human Resources (for workforce planning, recruiting, compliance, training operations staff)
- Facilities Management (site operations, maintenance, EHS—environment, health, safety)
- Project/Program Management (PMO or project managers coordinating cross-functional operational initiatives)
- Compliance & Risk Management (for highly regulated verticals such as healthcare, finance, or manufacturing)
- Sales Operations / Revenue Operations (processes supporting sales execution, order processing, pipeline management)
Depending on the industry, “operations” can also include:
- R&D / Engineering (product development intertwined with manufacturing/ops)
- Procurement / Vendor Management (sourcing, supplier relationships)
Distribution (in logistics-heavy companies) - Business Analytics / Continuous Improvement (Lean, Six Sigma, performance tracking)
In summary:
Operations typically intersects with any department directly responsible for delivering your company’s products, services, or support to your customers—and keeping processes efficient, compliant, and scalable.
What Do You Get?
Blind Spot Analysis
Pinpoint the hidden operational issues costing you time and money. We rapidly diagnose inefficiencies across your supply chain, workflow, and key business processes—delivering insights you simply can’t get internally.
Priority Recommendations
Receive a tailored action plan that separates the urgent “quick wins” from strategic longer-term moves. Each recommendation is ranked by business impact, feasibility, and speed—so you know exactly where to focus for immediate results and lasting value.
Step-by-Step Execution Roadmap
No more guesswork. You’ll leave with a crystal-clear set of next steps—mapped to measurable milestones, ownership, and timelines—making it easy to align your team and start optimizing right away.
Executive Debrief & Q&A
We’ll walk you through every finding and respond to your unique questions in real time. Together, we clarify priorities and adjust the plan to fit your specific goals and constraints.
Outcome
By the end of your free Operational Health Check, you’ll have:
- Clarity on what’s working, what’s not, and where to act first
- A short list of quick wins and a playbook for sustained improvement
- A clear decision: keep optimizing on your own, or accelerate your transformation with expert support
Ready to see the difference an expert lens can make?
Book your Operational Health Check now.
Who is it for?
This Operational Health Check is designed specifically for ambitious Small to Midsize businesses with revenue in the range of 5 to 100 Million USD in annual revenue with 20–200 employees, the backbone of American business.
- Do your teams feel stuck, or are you worried growth is hitting a ceiling?
- Are process bottlenecks, operational chaos, or rising costs holding you back from your true potential?
- Have you grown fast, but know “what got you here won’t get you there”?
Whether you lead manufacturing, logistics, finance, professional services, or technology—if you’re running a company ready to scale, but facing the real-world growing pains of operational complexity, this is for you.
Why Choose This Now?
- You’ve outgrown DIY fixes or the “just work harder” mindset: it’s time for expert outside eyes to drive real change.
- You want to move with confidence—armed with concrete data, quick-win actions, and a path to sustainable growth.
- You value your people, your reputation, and your top/bottom line—and you’re not willing to settle for mediocrity or hidden waste.
If you lead, manage, or own an SMB or mid-market business and know there’s untapped potential inside your operations, this is your moment to get clarity, cut through complexity, and pave the way for the next level.
See how a single, expert-led conversation can spark transformation. Book your Operational Health Check today—because you deserve to operate at your best.
