D01 / Professional diagnostic
Before buying technology, find the source of loss.
If your business is losing time, follow-up or visibility, the diagnostic turns scattered symptoms into a prioritized action route.
From B/.350 before ITBMS. Scope is confirmed according to processes, participants and sources.
Clarity before implementation
The diagnostic does not end with a list of problems.
It defines what to correct, in what order and with what expected outcome.
It is an independent product. You receive a useful recommendation even if you decide to implement later.
From symptom to route
What you receive
Each stage reduces uncertainty before a tool is recommended or an implementation is prepared.
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01
Discovery
What we doWe conduct a questionnaire and conversation with the owner, manager or process lead.
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02
Current process
What we doWe review the flow, tools and authorized information sources.
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03
Sources of loss
What we doWe identify bottlenecks, duplication, risks and manual work.
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04
Priorities
What we doWe rank decisions by impact, urgency and effort.
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05
Improvement route
What we doWe recommend a solution and the order of execution.
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06
Executive delivery
What we doWe present findings and decisions in a meeting.
When it makes sense
A diagnostic is useful when there are more questions than defined scope.
- You have several connected symptoms and do not know which one to solve first.
- You are evaluating CRM, automation, dashboards or a system change.
- You already tried to implement a tool, but adoption or continuity did not follow.
- You need to prioritize and justify an investment to management or partners.
Clear boundary: analysis is not implementation.
Includes: review, map, findings, priorities and roadmap.
Does not include: configuration, implementation, complete data cleaning, licenses or extensive proofs of concept.
If several areas, locations or sources are involved, a business or complex diagnostic is defined.
Next decision
Tell us where time, follow-up or information is being lost.
We will review the context and confirm whether a diagnostic is the right next step.