The Assessment is a fixed-scope, few-week engagement. We follow the work that matters — a job from bid to closeout, a matter from intake to bill, an order from quote to ship — and map where it loses time and money. You end up with a map, three costed moves, and a clear first step. Some moves will use AI. Some won't. We tell you which, and why.
Data comes in; we trace how a real job / matter / order moves through the business today. AI accelerates the analysis; an operator decides what it means.
Interviews with the people who do the work. The map takes shape: where time, margin, and information leak — and what each leak costs.
We walk leadership through the map and the Three Moves Memo. You leave knowing your first win, its expected payback, and how it will be measured.
Our promise: we don't sell software, and we don't take commissions from anyone who does. If the most valuable fix isn't an AI fix, the memo says so. The measurement for any next step is defined before the spend — in hours, margin points, or days of cycle time your CFO can audit. Half your Assessment fee credits toward the First Win if you move ahead within 60 days.
Who does the work: Cory Haldeman scopes, owns, and stands behind every engagement — bringing in the right help for each piece of the work, always to his standard. What's guaranteed is the quality of the work, not a headcount. We're a new practice, and we say so: early clients get founding terms — pricing that reflects it, and the exit clause in writing before you ask.