Rapid Developments
Business Consultation Analysis
Monthly Costs
$0
Identified Savings
$0
Per Month
Revenue Opportunity
$0
Per Month
Total Annual Impact
$0
Potential Gain

01 Pre-Assessment Briefing

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Complete before on-site visit
Client Information
Pre-Visit Intelligence
Research Notes

02 Current State Analysis

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Financial Baseline
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Cost Structure
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Time & Efficiency
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Customer & Sales Metrics
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Current State Notes

03 Tech Stack & Systems Audit

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Current Software & Platforms
Other Tools & Platforms
Integration Assessment
  • Systems are connected / data flows automatically
  • Manual data re-entry between systems
  • Single source of truth for customer data
  • Automated reporting in place
  • Regular backups / disaster recovery
  • Mobile-accessible systems
  • Staff training on current tools adequate
  • Paying for unused software licences
  • Spreadsheets used as primary data store
  • API integrations available but unused
System Pain Points & Workarounds
Data Flow Observations

04 People & Process Mapping

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Team Structure
Roles & Responsibilities
Process Assessment
  • Documented SOPs / procedures exist
  • Onboarding process is documented
  • Clear escalation paths
  • Regular team meetings / standups
  • Performance review process
  • Cross-training between roles
  • Bottleneck roles identified
  • Customer feedback loop to team
  • Decision-making authority is clear
  • Delegation is effective
Skills Gaps & Training Needs
Communication Flow
Core Business Processes (map the critical path)

05 Compliance, Risk & Business Continuity

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Compliance Requirements
Risk Assessment
  • Business continuity plan exists
  • Data backup strategy in place
  • Cybersecurity measures current
  • Key person insurance
  • Supplier / vendor diversification
  • Contract review process
  • IP protection (trademarks, patents)
  • Financial reserves / line of credit
  • Succession plan for owner
  • WHS / workplace safety compliance
Risk & Compliance Notes

06 Culture & Change Readiness

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Change Readiness Assessment

Rate each factor 1 (Low) to 5 (High)

Adoption Barriers
  • Fear of job displacement
  • "We've always done it this way" mindset
  • Bad past experience with tech/consultants
  • Budget constraints
  • Time constraints for implementation
  • Key stakeholder resistance
  • Lack of internal champion
  • Unclear ROI expectations
Culture & Team Observations
Training Needs Assessment

07 Opportunity Identification

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Efficiency Improvements
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Revenue Growth Opportunities
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08 Action & Discovery Matrix

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Categorise items by what you know vs need to discover, and by their priority level.

Item Category Status Priority Tags

09 Future State Projection

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Business Transformation Snapshot

Current State

Projected Future State

10 Return on Investment Analysis

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$

Investment Returns

ROI Percentage

0%

Payback Period

0 months

12-Month Net Gain

$0

Monthly Impact

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11 Consultant Notes & Recommendations

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Executive Summary
Quick Wins (Implement Immediately)
Strategic Recommendations
Follow-Up Actions
Red Flags / Concerns

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