Operations Consulting · Vancouver
How much of your tool stack is actually running?
You bought practice management, billing, and CRM tools. The average firm we assess uses 20% of what it pays for. The rest sits idle while the team builds spreadsheet workarounds.
45 minutes. No cost. You receive a written report within 48 hours.
What we keep finding
Your team uses 3 of the 5 features you're paying for
A 10-person accounting practice pays $800/month across 4 tools. Two of those tools overlap. One has never been configured past the default settings. The team built spreadsheet workarounds 6 months ago and never went back.
One person knows how the system works
The associate who set up the CRM left, and nobody else learned the intake workflow. New clients arrive by email, get entered manually, and billing starts late every time. The tool still runs. The process around it fell apart six months ago.
The vendor left 12 months ago
Implementation ended at go-live, and the vendor moved on. Your team was trained once, adopted half of it, and nobody has touched the configuration since. The subscription renews next quarter at full price.
Recent assessment findings
10-person accounting practice, 4 tools
One billing workflow fix, law firm
Up from 40%, 12-person law firm
Assessment findings from Metro Vancouver professional services firms.
Implementation without operations is just an expense.
Firms spend thousands on software and implementation, then the vendor leaves and the team partially adopts. Nobody measures what was lost. That gap between "installed" and "running" is where the value disappears.
How it works
Step 1
45-minute call
We walk through your current tool stack: what you own, what's active, what's idle. One high-frequency workflow traced end to end. No prep needed.
Step 2
Written report within 48 hours
Specific findings: which tools are underperforming and why. Ranked recommendations ordered by effort vs. impact. A capacity recovery estimate in hours per month.
Step 3
You decide
The report is yours regardless of what you do next. No pitch. No follow-up sequence. Just a clear picture of where your firm stands.
Your firm is paying for tools and getting half the value
45 minutes will tell you exactly what's broken. You'll receive a written report with specific findings, ranked by impact. No cost. No obligation.
Request a Free Assessment