Cash flow clarity
Before: Receivables and payables are a black box.
After: Owner can see cash pressure weekly and act with thresholds.
Proof (without fabrication)
If you don’t have publishable case studies, you can still show proof. We show the inputs we baseline, the outputs we produce, and the mechanisms we install.
Before/After metrics we track
Margin control
Before: COGS and margin drift without early warnings.
After: Thresholds show drift early and trigger rules.
Revenue predictability
Before: Pipeline stages are vague and forecasts are gut feel.
After: Stages have acceptance criteria and capacity-aware forecasts.
Operational load
Before: Exceptions and ad-hoc decisions consume the week.
After: Handoffs and approvals follow defined rules.
Sample dashboards / process outputs
- Weekly operating snapshot (one page)
- KPI dictionary with owners
- Process map of the value stream
- Sales stage definitions + exit criteria
- Pricing/discount approval matrix
- Capacity-aware forecast view
Example mechanisms installed
- Pricing approvals (discount thresholds)
- Routing rules for leads/requests
- Spend thresholds and approvals
- Owner-only exception policy
- Vendor renegotiation plan and review cadence
Want the baseline and the operating rules installed?
We’ll confirm fit and outline the 90-day sequence.