Before investing in AI, you need to identify the opportunities.
We analyze your firm's actual operations, identify where time and profitability are being lost, and present a concrete plan: what to do, in what order, and with what expected return.
You don't know where to start and every vendor sells their own thing
Too many areas, too many processes
Tax, labor, accounting, legal, administration... Each area has its own workflows, tools, and inefficiencies. What gets improved first?
You have no visibility into the real cost
You know there are tasks consuming too much time, but you don't have concrete data on how many hours or how much money you're losing.
Vendors who sell without understanding
A chatbot here, an automation there. No provider has analyzed how your team works before proposing a solution.
Fear of breaking what works
Your team already has routines and tools. Any poorly planned change can create more chaos than it solves.
In 2 weeks you have a concrete plan with estimated return
We interview each area, analyze how they actually operate, and deliver a plan with data: what can be improved, how much you save, and where to start.
Interviews with the professionals in each area
We work with the heads of tax, labor, accounting, legal, and administration. We analyze how they actually operate, not how it should work in theory.
You know exactly where hours and money are lost
Repetitive tasks, manual processes that can be automated, and recurring error points.
You know what can be automated with what you already have
We review the tools you use and identify what can be improved without changing software.
Return estimation before investing
Every proposal includes estimated hours recovered, economic savings, and implementation timeline.
A plan that tells you where to start and why
Proposals are ranked by impact. The most costly inefficiencies with the fastest resolution take priority.
Ready to present to the partner committee
A report with proposed actions, required investment, timelines, and estimated return. Prepared for partners to approve directly.
What you get from the diagnosis
Duration of the full assessment
Of the firm's departments analyzed
Estimated for each proposed solution
Proposals prioritized by impact and savings
When a diagnosis makes sense
Firms with 10+ people
With multiple areas that need a full diagnosis before investing.
Growing administrative consultancies
Whose pace of work does not scale with their growth rate and need to prioritize what to automate.
Tax advisories with regulatory overload
VeriFactu, electronic invoicing, new obligations. The regulatory increase demands a process review.
Firms that don't know where to start
If there are multiple areas for improvement but clarity on prioritization is lacking, the diagnosis provides the roadmap.
Questions about the diagnosis
Sessions with the heads of each area, tool analysis, report with mapped processes, prioritized list of solutions with estimated ROI, and presentation to the management team.
It's the recommended starting point for firms with more than 10 people across multiple departments. For smaller firms with a clear pain point, you can go directly to the specific solution.
We communicate it from day one. If there is no real return opportunity, we do not propose unnecessary solutions.
Includes all sessions, analysis, ROI report, and presentation to the management team. We share the investment details in our first conversation.
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