Day 1
See the system
Leadership context, frontline observation, stakeholder interviews, system walkthroughs, and current-state evidence gathering.
Three-day diagnostic for complex operations
Understand the operation. Find the leverage. Leave with a roadmap.
A fixed three-day engagement for larger teams and businesses where work moves through multiple departments, regulated environments, production systems, custom software, or ERP platforms.
Diagnostic and roadmap engagement · not ongoing implementation consulting
The three-day intensive
Each day has a defined purpose.
Pre-engagement data collection and scheduling happen before the intensive. The three working days then move from direct observation to diagnosis and an executive-ready implementation roadmap.
Day 2
Diagnose the constraint
Map workflows and system dependencies; analyze queues, rework, handoffs, policies, integration gaps, and capacity limitations.
Day 3
Build the roadmap
Test findings with leadership, prioritize changes, surface risks and dependencies, and establish implementation phases and measures.
You receive
A decision package built for complex environments.
- Current-state workflow, value-stream, and key systems view.
- Constraint statement with supporting operational evidence.
- Friction, delay, rework, integration, and automation opportunity map.
- Prioritized implementation roadmap with dependencies and decision points.
- Suggested owners, success measures, and immediate next actions.
- Executive readout and leadership working session.
Designed for greater complexity
When a short small-business assessment is not enough.
Typical clients include manufacturers; legal, medical, and other professional organizations; multi-location operators; and businesses whose work depends on ERP platforms, industry-specific applications, or custom software.
Operational scope, not professional advice.For legal and medical organizations, BizFulcrum analyzes workflows, capacity, handoffs, and systems. The engagement does not provide legal, clinical, cybersecurity, or regulatory advice.
Scope and investment
One consistent three-day engagement.
We define the operating boundary before the intensive so the work is deep enough to be useful. Travel and reasonable expenses are separate.
Before the three days
Prepare
- Executive fit and scoping call
- Data and systems request
- Stakeholder schedule
- Operating-boundary agreement
Fixed engagement
Three-Day Intensive
From $22,500 + travel
- Three structured working days
- Observation and cross-functional analysis
- Executive roadmap session
- Diagnostic deliverables included
After the intensive
Choose the next move
- Implement internally
- Request a scoped implementation
- Add team training
- Engage ongoing advisory support