These stories are careful about the numbers. We separate what the assessment found, what the client chose to change, and what the client has already experienced. A possible savings figure is not the same thing as money already saved.
Studio PCH
Architecture + hospitality design · 25-person firm“We finally had language for what was broken.”
A growing design practice found that expertise was trapped in people, projects kept being reinvented, and finance work consumed leadership time. The Busywork Audit named the patterns and gave the firm a sequenced operating roadmap.
Alliance Foundation
Education nonprofit · 8-person team“The audit gave us language for what was broken.”
An eight-person foundation supporting roughly 13,000 scholars needed more of its team focused on donor relationships, not double entry and disconnected systems. The assessment created shared evidence, leadership buy-in, and a prioritized roadmap.
How to read the evidence
What was happening
What interviews, workflow review, tools, and time estimates showed during the engagement.
What it could be worth
A possible opportunity supported by the audit. The value depends on what the organization chooses to change.
What they put into use
A new practice or tool the client reports adopting after the assessment.
What has happened already
A result described by the client, kept separate from estimates and recommendations.
Bring one stuck workflow.
We will help you see what is actually happening before prescribing a tool.