ANTWORT.PROBook a 20-minute call

See what is in the report.

Ten working days across operations, finance, and sales, starting once access is in place. The review usually uses the last 3 months of records.

Operations Diagnostic

ContentsWhat it includes
Process mapPeople, systems, and the handoffs between them
Your view and the recordsWhat you believed compared with what the records show
Five most expensive leaksEstimates in hours and dollars
Automation backlogWhat runs on its own, needs a person's approval, or stays with people
Options for your decisionEach with an estimate, a measurable target, and a date

Compare your view with the records.

First we write down what you believe the problems are. Then we compare that with what your records show. The gap is the main finding.

Your view

What the records show

The gap

Follow an order through the business.

Quote to cash

Example
SalesOperationsFinanceCustomer requestQuotespreadsheetOrder re-typedby hand, from the quoteJob boardWork scheduledWork doneawaiting sign-offDelivery confirmedby emailInvoice typedfrom the emailAccountingtyped twice; errors found laterwaits for a sign-off nobody is told aboutmoney waits until someone finds the emailSalesOperationsFinanceCustomer requestQuotespreadsheetOrder re-typedby hand, from the quoteJob boardWork scheduledWork doneawaiting sign-offDelivery confirmedby emailInvoice typedfrom the emailAccountingtyped twice, errors laterwaits for a sign-offmoney waits for the emailSalesOperationsFinanceCustomer requestQuotespreadsheetOrder re-typedby hand, from the quoteJob boardWork scheduledWork doneawaiting sign-offDelivery confirmedby emailInvoice typedfrom the emailAccountingtyped twice; errors found laterwaits for a sign-offnobody is told aboutmoney waits until someonefinds the email
Order re-typed

typed twice; errors found later

Work done

waits for a sign-off nobody is told about

Invoice typed

money waits until someone finds the email

PersonSystemHandoffWhere work or money waits
For discussion

Follow the repeated entry.

Example · Operations

The order is already in the system. Someone still has to type it into the shipping sheet.

Example

Order

In the system

Example

Shipping sheet

Entered again

Find the last quoted price.

Example · Sales

A customer asks for the same item again. Someone digs through old emails to find the last price.

Example

Previous quote

Example

Find the last price

Follow the delivery confirmation.

Example · Finance

The goods have gone out. The invoice waits for someone to find the delivery confirmation.

Example

Invoice

Waiting for confirmation

Example

Delivery confirmation

In an email

Put hours and dollars beside the work.

Five most expensive leaks

WorkEstimated hoursEstimated dollars
_______________
_______________
_______________
_______________
_______________

Automation backlog

Runs on its own
Needs a person's approval
Stays with people

Choose what happens next.

At the 90-minute presentation, we walk through the map and findings together. You decide whether to take any of the options further. You can stop after the diagnostic.

Options for discussion

Example
Possible changeWhat to measure

Reduce repeated order entry

Time spent copying orders

Estimate: _____

Measurable target: _____

Date: _____

Make the approval step visible

Time work waits for approval

Estimate: _____

Measurable target: _____

Date: _____

You can also keep the process as it is. No implementation required.

See what happens after your decision

Put a cost on manual work.

Try your own numbers. This is simple arithmetic, not a forecast. The diagnostic replaces these assumptions with figures from your records.

Current labor cost

Example
InputEditable example value
30 hours × 52 weeks = 1,560 hours a year
1,560 hours × $35 = $54,600 a year
Hours per year:1,560
Labor cost per year:$54,600

This is what the work costs today, not a promised saving.