Diagnostic
For companies where growth has outpaced the infrastructure. A structured assessment that shows you exactly where you stand, what the opportunities are and what to prioritise.
What You Walk Away With
Not a 200-page report - a clear picture and a plan.
Structured Assessment
A detailed breakdown across six dimensions - Systems, Data, Processes, Decisions, Knowledge and People. A baseline you can track and improve over time.
Integration Map
A complete picture of how your systems, teams and data currently flow - and where the gaps are.
Cost Analysis
Where you're overspending, where tools overlap and where renegotiation or consolidation saves money.
Process Audit
Identification of manual, repetitive work that could be automated - and an estimate of time recovered.
Knowledge Risk Assessment
Where institutional knowledge lives in people's heads instead of documented systems.
90-Day Roadmap
Prioritised plan with quick wins, structural improvements, resource requirements and clear milestones.
AI Readiness Assessment
A clear picture of whether your current systems and data can support AI implementation and what needs to change first.
What Gets Measured
The diagnostic is structured across six dimensions. Each one maps to a question your leadership team probably argues about.
Systems
Do core tools connect? Can data flow without manual effort?
Data
Can leadership answer business questions quickly and confidently?
Processes
How much repetitive manual work exists that should be automated?
Decisions
Do decisions stall because information isn't reaching the right people?
Knowledge
When someone leaves, does their knowledge stay in the company?
People
Do teams know who owns what? Or do things fall between the cracks?
What a Diagnostic Actually Produces
This is a fictional company. The patterns are real.
The Company
A 240-person B2B services company. Growing 30% year-on-year. 28 software tools across sales, finance, operations and HR. Two people spend most of their week manually reconciling data between systems. The board wants a revenue dashboard but nobody trusts the numbers enough to build one.
Findings by Dimension
Systems
28 tools, 9 overlapping. CRM, billing and finance system have no integration - data is moved manually via CSV exports every Friday.
Data
Three versions of "active customers" across sales, finance and product. Board reports require two days of manual reconciliation.
Processes
Onboarding a new client takes 14 manual steps across four systems. Reporting is entirely spreadsheet-based. Estimated 25 hours/week of automatable work.
Decisions
Leadership decisions frequently stall waiting for data that exists but lives in the wrong system. Monthly board pack takes a week to assemble.
Knowledge
One senior ops manager holds the knowledge for how all the workarounds work. No documentation. Significant business continuity risk.
People
Ownership is mostly clear at department level but cross-functional handoffs are where things fall through. New starters take 3-4 weeks to become productive.
Sample 90-Day Roadmap
Weeks 1-4: Quick Wins
- ✓ Eliminate 6 redundant tools (est. savings: £38K/year)
- ✓ Automate the Friday CSV export between CRM and finance
- ✓ Document the senior ops manager's critical workarounds
Weeks 5-8: Structural Fixes
- ✓ Build integration between CRM, billing and finance systems
- ✓ Create single customer data pipeline - one source of truth
- ✓ Automate client onboarding workflow (14 steps to 3)
Weeks 9-12: Foundation
- ✓ Launch the board revenue dashboard on trusted data
- ✓ Document all critical processes and system dependencies
- ✓ Re-assess and measure improvement against baseline
Bottom line
Estimated £38K/year in redundant tool savings. 25 hours/week of manual work automated. One dashboard the board trusts. Knowledge risk dramatically reduced. Total diagnostic investment: £12K. Time to first visible improvement: 4 weeks.
What Companies Typically Discover
Every company is different, but patterns emerge. Here's what diagnostics consistently surface.
Redundant tools
Overlapping software that nobody would choose if starting fresh. Often one of the most immediate savings the diagnostic finds.
Hidden manual work
Real hours every week lost to repetitive processes that can be fully automated.
Multiple "sources of truth"
Different versions of the same data across different teams, none of them fully accurate.
Knowledge concentration risk
Critical business knowledge living in one person's head with no documentation.
Vendor-driven decisions
Technology choices shaped by existing vendor relationships rather than business needs.
Invisible bottlenecks
Decision-making stalled by information that exists but can't reach the right people.
Self-Contained. No Strings.
The diagnostic is a self-contained engagement. You get your findings, your map and your roadmap regardless of whether you proceed to anything further.
Many leaders use the diagnostic alone to prioritise internal improvements. No commitment to anything else.
Diagnostic
- Structured assessment across six dimensions
- Systems integration map
- Cost analysis & vendor review
- Process automation audit
- Knowledge risk assessment
- 90-day prioritised roadmap
- AI readiness assessment
- Baseline for tracking improvement
What Happens After the Diagnostic?
If the diagnostic surfaces something that needs building - an integration, a dashboard, a workflow, a platform change - we can do that too. Same team. Same context. No re-explaining your business to a new team.
If AI is on your radar, the diagnostic tells you exactly how ready your foundation is - and what needs to happen before an AI implementation can succeed.
Learn About Focused Builds →