Understand
A single holistic discovery session where we walk through the business with you, end to end, and write down what really happens — not the org-chart version.
Revenue engine, operations, finance, data stack, tooling spend, people time. We document the real flows, audit data quality and ownership, and leave the session with a living map of where the business is fastest and where it slows down.
What happens inside this phase
- Stakeholder conversations across the functions that matter
- Process map of what actually happens vs. what's on paper
- Data inventory — what you have, what's clean, who owns it
- Vendor & tooling spend review