Diagnostic
2–3 weeksWe map the full operational landscape: workflows, systems, reporting lines, and decision bottlenecks. This is not a surface-level review. We interview key stakeholders, shadow critical processes, and audit the technology stack to build a complete picture of where friction lives.
For an institutional financial services firm, the diagnostic uncovered that legacy infrastructure was blocking 24/7 global operations, compliance workflows relied on manual review, and the client portal was creating drop-off at nearly every onboarding step.
- Operational friction map
- Technology stack audit
- Stakeholder interview findings
- Priority matrix with quick wins and structural fixes