Before the year, the roadmap.
You know something in the function is not working; you do not yet know what to buy, in what order, or what it should cost. Start small answers exactly that in two weeks, for $4,500 — a requirements analysis and a costed, sequenced roadmap you keep, whatever you decide next. The whole fee comes off the subscription if you go on to buy one.
It is a planning assessment. It repairs nothing, expresses no assurance opinion, and forecloses nothing at all.
- 01Two design sessions — working sessions with the people who own the problem: what is failing, what good looks like, which constraints are real
- 02The requirements, written — the need stated plainly enough that any provider could quote against it, including us
- 03A light current-state read — how the function actually runs today, from its artefacts and the people who run it
- 04A costed, sequenced roadmap — mapped to the catalogue where it fits, and honestly not where it does not, with an order of operations for the next four quarters
- 05A live plan you run — the roadmap configured in the plan builder: a shareable link your team can reopen, adjust and re-cost without us
- —No delivery. This plans; it does not build
- —No assurance opinion. It is a planning assessment, and calling it anything else would be the sort of thing this firm exists not to do
- —No lock-in. The requirements are written so anyone could quote them; the roadmap is yours either way
- —No software provisioning. Nothing to install, nothing to migrate
That last line is the honest risk. A planning assessment that can only ever conclude “you need the expensive thing” is a sales call with an invoice attached. This one can conclude that the cheapest right move is sequencing what you already have — and sometimes it will.
Sustained growth is a sequence, not a purchase.
Functions rarely fail for lack of effort. They fail because work lands in the wrong order — the tool before the process, the audit before the register, the year committed before the need is written down.
So: start with two weeks that end in a plan you can execute with us, with someone else, or alone. The design sessions surface what the year actually requires; the roadmap sequences and costs it; the live plan keeps it current as facts change — your team reopens the link, adjusts, and re-costs without asking anyone.
Convert to a subscription within ninety days and the entire $4,500 comes off the first invoice — not half, and not “applied as a credit” against something else. It is the same money, moved.
- 01Days 1–2 — kickoff, materials handed over, both sessions booked
- 02Days 3–6 — design session one: the problem, named and bounded
- 03Days 7–9 — current-state read; the requirements drafted
- 04Days 10–12 — design session two: the roadmap, sequenced and costed against the catalogue
- 05Day 14 — roadmap delivered, live plan handed over, readout held
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