Engagement
Diagnostic, Build, Operate, Transfer
Four phases. The client keeps the systems, the playbooks, and the data.
01Diagnostic, weeks 2–6
Instrument reality: where the data actually lives, which numbers reconcile, how decisions really get made. Output is a systems map, a problem ledger with costs attached, and a sequenced build plan.
02Build, months 1–4
Stand up the governed data layer, build the first expert systems and their review gates, and install the operating cadence. The advisor operates inside the cadence from day one.
03Operate, months 3–9
The system runs the function's real rhythm. Your operators progressively take the controls; the advisor shifts from driving to reviewing.
04Transfer, by design
Playbooks documented, operators certified on the gates, model review handed to named owners. You keep the capability, the code, the data, and the documentation.
Success is measured in your numbers, not consulting artifacts: days to close, forecast error, cash visibility, pipeline reconciled to the P&L, margin recovered. And your team running the system without us.