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Start where the work actually breaks

Work slows down and no one can say exactly where or why. Before you spend on a full redesign, get an objective, numbers-backed read on how one workflow really runs today, and what “fixed” is worth.
Take the 2-minute Process Check
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START HERE IF THIS SOUNDS FAMILIAR

You could be losing money right now, and a broken process is the reason

If you recognize even one of these, the work is already costing you. 

The Audit finds exactly where, and puts a number on it.

Change orders agreed on the phone

Extra work gets approved verbally and never formally invoiced, so revenue quietly leaks every month.

The Friday-night status scramble

Someone burns hours every week rebuilding a status report from four inboxes and two spreadsheets.

The system says one thing, the floor another

Your system of record and what actually happened never get reconciled, so decisions run on stale data.

One person holds the whole process

If they take a week off, the work stops, because it lives in their head and their inbox.

A rollout that never stuck

You bought a platform, rolled it out, and the team quietly went back to the old way within 90 days.

An audit you could not pass today

Compliance records are scattered, and pulling a clean, dated report would take days of scrambling.

The same data in three tools

Information is re-keyed into multiple systems every update, and none of them fully agree.

Handoffs that fall through the cracks

Work stalls every time it moves between teams, and no one clearly owns the gap.
Book a Discovery Call →​
We speak your industry

We know how your process runs, and exactly where it breaks

Pick your industry. We will walk your process the way you actually run it, name where margin and time leak, and show what a Process Audit fixes first.

A project runs through a lot of hands, and the gaps between them are where margin goes. From the bid invitation to closeout, most of the friction is not the work itself. It is the office-to-field seam, where a number gets re-keyed from one system into another and an approval sits in an inbox while a work front waits.

The process, end to end

From bid to closeout, and every handoff in between

This is the flow most general contractors run. Read left to right, top to bottom. Click any stage to reveal where it breaks.

01Business Dev
Bid invitation and go / no-go
The invitation lands, documents get pulled, and someone decides whether to chase it.
Bid docs and prior takeoffs live in one estimator's folders. Nothing is searchable, and win/loss never feeds the next bid.
02Estimating
Estimating and takeoff
Quantity takeoff and pricing build the number you bid.
The bid number is re-keyed into the job budget by hand, so estimate and budget start as two different spreadsheets.
03Procurement
Buyout and procurement
Subcontractors and materials get contracted against the awarded scope.
Scope gaps between subs surface after award, when the fix is a change order instead of a clarification.
04Project Mgmt
Preconstruction
Schedule, permits, submittals and approvals get staged before mobilizing.
A submittal or approval sits in an inbox, and a work front stalls waiting on a signature nobody can see.
05Super · Foreman
Field execution
Daily logs, RFIs, change orders, safety and QC happen on the job.
A change order agreed in the field reaches finance weeks later, and a mis-routed RFI stalls a crew on site.
06Accounting
Progress billing
Pay applications and lien waivers go out against work in place.
The pay app waits on field data consolidated by hand, so the billing cycle drags and cash flow drags with it.
07PM · Field
Closeout and warranty
Punch list, warranties and as-builts wrap the job.
Closeout documents get rebuilt from scratch at handover, because nothing was captured cleanly along the way.

Your ERP is supposed to be the backbone. In practice the shop runs on the ERP plus email, paper travelers and the spreadsheets that fill every gap. What actually happened at the machine reaches planning and costing late, by hand, or not at all, and that is the gap between the data you collect and the data you can use.

The process, end to end

From RFQ to invoice, one re-typed number at a time

This is the flow most discrete and make-to-order shops run. Read left to right, top to bottom. Click any stage to reveal where it breaks.

01Sales · Est.
Quote / RFQ
A quote goes out, often needing engineering input just to price a make-to-order job.
The quoted scope never reaches the BOM intact, so what you sold and what you build drift apart from day one.
02Engineering
Engineering: BOM & routing
The bill of materials and the routing define the recipe and the steps.
A late BOM revision cascades into a bad schedule and bad parts, and the change is communicated verbally or by email.
03Planning
Planning and scheduling
MRP sequences the work and releases it to the floor.
The schedule is built on last week's actuals, so it is already wrong by the time it hits the floor.
04Purchasing
Procurement
Materials are bought against the plan.
Buying runs on a spreadsheet beside the ERP, so shortages and excess both show up as surprises.
05Operators
Shop-floor execution
Operators run the work orders and log machine time, labor and scrap.
Production actuals reach planning and costing late, on paper travelers or by re-keying, so nobody trusts the numbers.
06Quality
Quality and QA
Inspections and nonconformances are recorded against the job.
Quality records are kept manually, and an audit would reveal gaps the team did not know were there.
07Warehouse
Inventory and shipping
Stock is managed, shipments are staged and sent.
On-hand counts and the system disagree, so shipping chases parts that the screen says are there.
08Finance
Finance and invoicing
Jobs are costed and invoiced against actuals.
Job costing is approximate rather than real, because the actuals arrived by hand and days late.

Your economics turn on one thing: how cleanly a job moves from the person who takes the call, to the dispatcher, to the tech in the truck, to the back office that invoices it. When that chain is manual, the paperwork piles up on your best people, trucks roll twice, and you get paid late.

The process, end to end

From the first call to getting paid

This is the flow most field-service and trades shops run. Read left to right, top to bottom. Click any stage to reveal where it breaks.

01Call Center
Intake
An inbound request or lead comes in and becomes a job to schedule.
A vague or mis-captured request sends the wrong tech, or the right tech without the right parts.
02Dispatcher
Scheduling and dispatch
The dispatcher matches the tech, the skills and the parts to a time slot.
Phone-and-whiteboard dispatch cannot match cleanly, so you pay for overtime, windshield time and missed SLAs.
03Technician
Dispatch and travel
The tech is routed and travels to site.
Last-minute changes reach the tech by text or not at all, so the truck arrives with yesterday's information.
04Technician
On-site work
Diagnosis, service or repair, and the parts used on the job.
A first-time-fix miss means a second truck roll, the most expensive failure mode in the business.
05Technician
Data capture
Forms, photos, signatures, time and materials get recorded.
It is written once on site and re-typed later into invoicing and payroll, slow and error-prone.
06Back Office
Invoicing and payment
The job is invoiced and payment is collected.
Invoicing waits on paperwork coming back from the truck, so the cash-conversion cycle drags for days.
07Sales · Service
Follow-up and agreements
Maintenance agreements, recurring service and upsell.
Recurring work lives in someone's memory, so renewals and service agreements quietly lapse.

WHERE THE MARGIN LEAKS

The problem is not the tools. It is the seam between them.

Disconnected systems and double data entry

Half of firms move data between apps by hand and a large share use spreadsheets to do it, so the same number is entered several times across several systems, multiplying error and rework.

Time lost hunting and fixing

Professionals spend roughly a third of their time on non-productive work, finding project information and correcting mistakes that came from poor data, before a single nail goes in.

The office-to-field disconnect

Field decisions are slow to reach the PM and finance, approvals sit stuck in email, and the jobsite and the office are never looking at the same picture at the same time.

Billing that waits on paperwork

Because pay applications depend on field data pulled together by hand, the billing cycle stretches, and the cost of that delay lands squarely on cash flow.

HOW IT WORKS

Walk away knowing exactly what to fix, and what it is worth

STEP 1

Kickoff walkthrough

We map the workflow live with the people who run it. No prep decks, no homework, just a working session.

STEP 2

We map and quantify

We turn it into a current-state map, a ranked bottleneck register, benchmark ROI, and measurable success criteria.

STEP 3

You get the deliverable

A clear read of the problem and a recommended next step. Move forward and the fee credits straight into the build.
Book a Discovery Call →​

WHAT YOU ACTUALLY RECEIVE

A deliverable you can act on

A concrete, branded document: the value at stake, a current-state process map, a ranked list of what is breaking, and benchmark ROI, so leadership can decide with confidence.

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PROCESS AUDIT DELIVERABLE

Value Statement & Success Criteria

One workflow, mapped and quantified, ready to decide on.

~180 hrs/yr

Manual coordination recovered

3 tools → 1

One source of truth

ROI proven

Benchmarked to your numbers

100% credited

Fee applies to the build

Current state vs future state

As-Is · Today

Request re-keyed by hand
Reconciled manually, 3 tools
Lives in one person’s inbox
Report, 1 to 2 week lag

To-Be · After

Captured once, automatically
Validated and routed
One source of truth
Real-time reporting
Book a Discovery Call →​

WHAT IT IS

A focused diagnostic of one real workflow

One workflow, one department. We map how the work runs today, find where it stalls, quantify what it is costing you, and define what “fixed” looks like in numbers you can track. You leave with a credible plan, not a slide of good intentions.
  • Facilitated walkthrough with the people who do the work
  • Current-state process map: every step, handoff, and decision
  • Prioritized bottleneck register, ranked by impact
  • Measurable success criteria, defined in numbers
  • High-level future-state view
  • A recommended next step, whether or not you build with us
Book a Discovery Call →​

FIXED FEE

$2,500

1 workflow · 1 department · 3 hrs of your time

100% credited to your build within 60 days.

THE NUMBERS

Why this is worth fixing first

49%

of firms still move data between systems by hand
JBKnowledge / Construction Dive

~35%

of the week lost finding info and fixing data errors
FMI Corporation

$1.8T

lost a year to bad data and miscommunication
FMI Corporation

<1%

of firms have AI fully embedded, amid disconnected tools
RICS 2025

Compare · three ways in

Process Audit, Process Architecture, or Platform Audit?

Three fixed-fee front doors, and each answers a different question. The fee is always credited back into your build within 60 days, so the first step is low risk either way.

Diagnostic

Where does one workflow break, and what would fixing it look like?

Process Audit →
Redesign

Turn a problem you already understand into a build-ready blueprint.

Process Architecture →
Platform health

What is really happening inside your monday.com account?

Platform Audit →
Best when
You suspect a workflow is leaking time or margin, but you are not sure where.
You already know what is broken and want the plan and spec to build it.
Your monday.com account grew organically and no one is governing it.
What you leave with
A diagnosis: current-state map, bottlenecks ranked by impact, measurable success criteria and a recommended next step.
A build-ready design: future-state of every workflow, a spec detailed enough to build from, and a phased roadmap (Foundation → Connect → Automate).
A visual map of your whole account, a one-page findings summary, a prioritized fix roadmap and baseline adoption scores.
Focus
How your work runs
How your work should run
The platform you already use
Platform
Platform-neutral
Platform-neutral
monday.com only
Scope
1 workflow · 1 department
One or more workflows
Your entire monday.com account
Your time
Approximately 3 hours
Approximately 6 hours
Minimal
Price
$2,500 fixed
$4,000 + $1,500 / extra workflow
$2,000 fixed
Fee credit
100% credited into your build within 60 days
100% credited into your build within 60 days
100% credited forward within 60 days

2-MINUTE PROCESS CHECK

Where is your process actually breaking?

Answer a few quick questions. We’ll point you to the right first step, and our team will come to your call already prepared.
Question 1 of 4
Which part of the business is slowing you down most?

Please choose an answer to continue.

PREFER WE REACH OUT?

Rather have us get in touch?

Not ready to book a time? 

Tell us a little about your process and our team will reach out.

Already know what’s broken?

If the problem is understood and several teams need redesigning together, skip the diagnosis and go straight to a build-ready blueprint with Process Architecture.
Explore Process Architecture