Ops Audit

Most organizations know something is not working. They are just not sure exactly what or where to start. The Ops Audit finds out. It is the starting point and the foundation for everything that comes after.

 

What I look at:

• Goals and performance — whether organizational goals connect to how work actually gets done

• People and roles — whether job descriptions reflect reality, and where roles have drifted

• Onboarding and knowledge — how institutional knowledge is protected and how new people get up to speed

• Communication patterns — where information breaks down and what gets in the way

• Policies and procedures — whether they are being followed, ignored, or simply outdated

• Systems and tools — whether what you have is being used effectively, and whether data is being protected

• AI usage — whether AI is being used across your team, how, and whether any guidelines exist

• Supervision and oversight — whether work is being managed in a way that supports the team

 

What you walk away with:

A prioritized findings report in plain language. Not a list of everything that needs fixing, but a sequenced action plan that tells you what to address first and why, what comes next, and what can wait. The Ops Audit is standalone service. You can implement the recommendations on your own or bring me in to do it.

 

Timeframe: Usually, one to two weeks, depending on the size of your organization.

 

Click the Talk to me button on the right to get started.

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Operations in Order

Growing organizations reach a point where the way things have always been done stops working. People are busy but accountability is unclear, tools are underused, and nobody has full visibility into what is actually getting done. This service fixes that.

 

This service is right for you if:

• You have grown faster than your processes and things are starting to break down

• Your team is working hard but work keeps getting missed and ownership is unclear

• You use tools like Microsoft 365 or Zoho and they are sitting underused

• Your policies and procedures are outdated or not being followed

 

What you get:

• SOPs, updated policies, and a knowledge base that protects institutional knowledge

• Systems configured and used as intended with data cleaned up and ready for reporting

• Real-time dashboards that give you visibility without overwhelming your team

• Skills gap training so your team can do their jobs with less friction

• Compliance documentation and controls that hold up under scrutiny

 

Timeframe: Two weeks to six months, depending on scope. Always begins with the Ops Audit.

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Click the Talk to me button on the right to get started.

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Responsible AI Adoption​​

AI is already in your organization whether you planned for it or not. Employees are using it, sometimes helpfully, sometimes in ways that put your data and your clients at risk. This service brings structure to something that is already happening.

 

This service is right for you if:

• Your team is using AI tools like Copilot, ChatGPT, or others and there are little to no guidelines around it

• You are not sure what employees are putting into AI tools or whether sensitive information is at risk

• You have no AI policy and are not sure where to start

• You want to use AI responsibly but do not know what that looks like in practice

 

What you get:

• A clear picture of how AI is currently being used across your organization, including shadow AI

• AI usage guidelines and a do-not-use policy that protect your business and your clients

• An issue log to track problems as they come up

• A customized prompt library your team can actually use in their daily work

• SOPs, user guides, and training with up to three months of support

 

Timeframe: Scope varies. Can stand alone or follow the Operations in Order service.  

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Click the Talk to me button on the right to get started.

 

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