Operations Flow · For the COO and CFO
Let people approve decisions, not move paper.
Finance, HR and legal run on documents and approvals. Each contract, invoice and request passes through several people, most of whom check the same fields, copy the same numbers and forward the same email.
The Leverage Diagnostic takes about 6 minutes. No call required.
Why it matters
Finance, HR, legal, approvals, reporting.
That is where operational leverage hides. When intake, checking, routing and reporting run on their own, your experts spend their time on the decisions only they can make.
We find the point where a small change moves the number, build the system, and measure what it moves.
Where it hides
Four places operations flow leverage leaks.
01
Manual document checks
Contracts, invoices and HR files read and re-keyed by people, line by line.
02
Reports built by hand
Weekly KPIs and financial summaries assembled from spreadsheets every week.
03
Approvals that wait
A request passes through four or five people, and spends most of its life in someone's queue.
04
Policy questions
The same finance, HR and legal questions answered by the same few people.
What the Diagnostic asks
Three questions that score your Operations Flow.
Answer them with the rest of the Leverage Diagnostic and you get a score, a priced gap with the math shown, and the moves that pay back first.
Score your Operations Flow- 01What share of your operational documents (contracts, invoices, HR files) is processed or checked by AI?
- 02How are your regular reports (weekly KPIs, financial summaries) produced?
- 03How many people or teams does a typical approval pass through?
What we build
Document and approval automation
Intake, checking, routing and reporting run on their own, with people approving decisions instead of moving paper.
- Document intake and checking that extracts, validates and flags exceptions for a person
- Approval routing with the source documents and a recommendation attached
- Reports that build themselves from your systems, ready for review
Built inside your accounts and security rules, tested on known answers, and live with people reviewing every output on day one. See the company brain it runs on.
Proof and method
FBI · DOJ
message-switching software built by Mike Kohl, where every message had to arrive. The same discipline goes into every workflow.
DOI
engineering work for the U.S. Department of the Interior under federal security clearance.
Read the thinking
AI Won't Save Your Company. Choosing the Lever Will.
Most companies automate their busywork and call it transformation. A five-question test to run before any AI purchase, and what the right leverage point looks like.
What a $500M Platform Architect Sees in Your Operating Model
Single points of failure, dark data, unversioned expertise, expensive talent on cheap work. An architect's audit of a mid-market company, in the order the findings would appear in the report.
The AI Leverage Blueprint
The six moves from AI activity to results your CFO can audit.
Questions
Which process should go first?
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The one where work waits the longest. The Diagnostic's Operations Flow questions point to it, and the pilot confirms it with the people doing the work.
Is our data safe?
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Everything runs in your accounts, inside your security rules and approved vendors, with a full audit trail. NDAs come before any data is shared.
Who stays accountable?
+
Your people. The system prepares, checks and routes. Decisions stay with the person who owns them.
The other five places leverage hides
Score your Operations Flow in six minutes.
A Leverage Score, a priced gap with the math shown, and the three moves that pay back first.
Start with Operations Flow