Portfolio & operating companies
Operational Assessment
A structured review of how work actually gets done — the systems, the contracts, the handoffs, the manual steps — with every finding tied to a number and an owner.
- Typical timeline
- Typically 3–6 weeks depending on scope
- Best suited to
- Owner-operators, portfolio companies, CFOs and COOs
- Commercial model
- Fixed fee, agreed before kickoff
What you get out of it
Outcomes
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A ranked list of savings opportunities with dollar values attached
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Duplicate systems, shelfware and over-licensing identified
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Manual processes that should be automated, with effort estimates
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A baseline you can measure improvement against next quarter
Scope
What we actually look at
Scope is confirmed with you in writing before the engagement begins. Anything outside it is priced separately rather than absorbed quietly.
Spend
- Software and SaaS portfolio, seat-level utilisation
- Cloud and infrastructure consumption against need
- Telecom, connectivity and circuit inventory
- Vendor contracts, renewal dates and negotiation leverage
Process
- Order-to-cash and procure-to-pay friction points
- Manual re-keying between systems that should be integrated
- Approval chains and handoffs that add days, not value
- Reporting effort spent assembling data instead of using it
Capability
- Where the team is spending time vs. where it creates value
- Skills and tooling gaps that force expensive workarounds
- Shadow IT and the reasons people went around the system
- Support burden and its root causes
Deliverables
What lands on your desk
Written to be read by the people who have to act on it — an operator, a CFO, an investment committee — not to justify the fee by weight.
- 01
Findings report with each opportunity sized and ranked
- 02
Savings model separating quick wins from structural change
- 03
Current-state process maps for the areas reviewed
- 04
Prioritised action plan with owners and target dates