What we analyze

Six modules. Each one with required inputs, what it detects, and what you receive.

Most diagnostics use 3–4 modules. The combination is set during scoping based on the operational picture you describe.

Module 01

Margin leak detection

Find revenue lost through pricing inconsistency, discount drift, cost-vs-quote variance, and underpriced repeat work.

Required inputs

Invoice export (with cost where available)
Quote history
Customer list
Item / service catalog

Detects

Repeat customers whose pricing has not adjusted to material cost increases
Discount concentration in customers who don't justify the volume
Rush jobs priced like standard jobs (no premium)
Job categories with negative or near-zero margin
Price variance >15% on similar work without clear justification

Output

Ranked list of margin leakage findings with affected revenue, estimated impact, and specific pricing-rule recommendations.

Module 02

Quote-to-cash analysis

Identify where cash is trapped between a quote going out and payment arriving.

Required inputs

Invoices (with paid date)
Payments
Quote dates (sent, approved)
Job / order completion dates
AR aging report

Detects

Completion-to-invoice lag (work done, no invoice issued)
Customers with chronically late payments
Quote approval bottleneck stages
Cycle-time outliers (>2σ from median)
Invoice-amount-to-payment-delay correlation

Output

Cycle-time analysis with bottleneck visualization, customer-specific payment behavior, and working-capital improvement recommendations.

Module 03

Customer profitability

Surface which customers consume more time, support, and rework than the revenue justifies.

Required inputs

Customers
Invoices
Payments
Support / service events (where available)
Rework or revision records

Detects

High-revenue customers with low or negative margin
Customers with disproportionate support and rework load
Customers with chronic dispute or chargeback patterns
Service-load outliers — accounts that drag operational capacity

Output

Customer value matrix (high/low margin × high/low burden) with specific repricing, renegotiation, or relationship-tier recommendations. Framed as analysis, never as a 'bad customer list.'

Module 04

Process friction mapping

Map manual handoffs, duplicate data entry, approval bottlenecks, and tribal-knowledge dependencies.

Required inputs

Process questionnaire (intake)
Task / project records (where available)
Status update timestamps (where available)

Detects

Duplicate data entry across systems
Approval bottleneck patterns
Status updates that consume effort but don't change decisions
Workflows that depend on a single person's knowledge
High-frequency, predictable manual tasks

Output

Process friction map with automation candidate list, effort-vs-impact ranking, and recommended future-state workflow.

Module 05

Operational controls review

Identify documentation, approval, and audit gaps before they become scaling risks.

Required inputs

Process documentation (where available)
Approval / exception logs (where available)
Intake responses on documented vs undocumented decisions

Detects

Undocumented decision points
Inconsistent approval discipline
Missing exception tracking
Process maturity gaps that prevent scale

Output

Controls maturity summary with documentation gaps, recommended control improvements, and a process-readiness assessment.

Module 06

Automation opportunities

Convert findings from the other modules into a practical, ranked automation roadmap.

Required inputs

Outputs from all selected modules
Intake responses on existing tools and willingness to invest

Detects

High-frequency, rule-based, low-judgment manual tasks
Workflow steps with predictable inputs and outputs
Recurring delays that automation would eliminate

Output

Ranked automation candidate list with impact / effort scoring, estimated savings, recommended tooling category, and implementation sequence.

Scope a diagnostic