Get Clarity Before You Commit.
A focused 3 to 4 week engagement, scoped to your situation, that maps what's breaking, quantifies the cost, and gives you a decision-ready plan.
Most companies already know something isn't working. What they don't have is a clear picture of what it's actually costing them, which fixes deliver the fastest ROI, and what sequence avoids wasted effort.
That's what the Diagnostic delivers. Not a pitch for more work, but a standalone deliverable you can act on with or without us.
The structure is the same across engagements. The scope adapts. We look at the systems, handoffs, and stakeholders that actually matter for your problem, not a generic checklist.
What You Walk Away With
Current-State Map
Your systems, handoffs, definitions, and failure points, documented and visualized. A working reference, not a slide deck.
Bottleneck Analysis
Where manual work, misaligned definitions, or broken handoffs cost you time and money. Quantified, not assumed.
Quick Wins
3 to 5 improvements you can implement immediately, some before the diagnostic is even finished.
Prioritized Roadmap
What to fix first, what can wait, and the expected ROI at each step. Sequenced for your situation.
Proof Point
Where feasible, a small working prototype on your actual data. Not a mockup. A working example.
Security by Default
Enterprise-grade protection is built into every solution.
What the Diagnostic Looks Like by Problem
Same structure. Adapted to your situation.
Disconnected Operations
Who we interview
CFO, Controller, VP Ops, IT/Data leads across business units
What we look at
System maps, data flows between entities, definition conflicts, cross-unit handoff points
Typical proof point
Prototype unified view across 2 to 3 systems showing aligned definitions and automated refresh
Where the roadmap leads
Integration, then Automation
Spreadsheet Fire Drills
Who we interview
FP&A leads, Ops managers, analysts who own the manual cycles
What we look at
Spreadsheet volumes, reporting cycle times, manual handoff steps, source system exports
Typical proof point
Automated pipeline demo replacing one manual reporting cycle end-to-end
Where the roadmap leads
Automation, then Integration if needed
Operational Bottlenecks
Who we interview
Ops managers, volume team leads, process owners who handle intake queues
What we look at
Intake queues, document types and volumes, classification patterns, processing time per item
Typical proof point
AI classification and extraction sample on your top document types with confidence scoring
Where the roadmap leads
Automation plus Applied AI
How It Works
Three steps. Three weeks. One clear plan.
Interview and Review (Week 1)
Interview 2 to 3 key stakeholders. Review sample outputs, reports, and data flows. Understand what's working and where it breaks.
Map and Quantify (Week 2 to 3)
Map failure points across systems and handoffs. Quantify the time, rework, and cost. Identify quick wins. Build a proof point where feasible.
Deliver and Readout (Week 3 to 4)
Deliver the full diagnostic package: current-state map, bottleneck analysis, quick wins, roadmap, and proof point. Executive readout with clear next steps.
This Is Not a Free Assessment.
How a Reliancy Diagnostic differs from what you've seen before.
Fixed Scope, Fixed Price
You know the cost, timeline, and deliverables before you start. No scope creep, no surprise invoices.
Standalone Value
The diagnostic is a complete deliverable. If you stop here, you leave with a clear picture and a plan you can execute internally.
Findings, Not a Pitch
We document what we find, including when the answer is 'this isn't worth fixing.' We don't manufacture reasons to sell you more work.
Founder-level engagement. The people who run the diagnostic are the people who do the work, not junior analysts gathering requirements for a partner who shows up at the readout.
What We Need From You
Low lift. High signal.
Stakeholder Interviews
2 to 3 conversations with the people closest to the problem. Ops, Finance, Data, or IT depending on scope. 45 to 60 minutes each.
Sample Data Access
Read-only access to a small set of reports, exports, or sample data. Just enough to see the shape of the problem.
One Working Session
A single session to confirm priorities, constraints, and what success looks like. Usually 60 to 90 minutes.
What Happens After
You decide. No pressure. No lock-in.
Typical duration: 3 to 4 weeks. Weekly touchpoints throughout. Final executive readout with your leadership team.
Use the roadmap and quick wins to execute with your own team.
Move into Integration and Automation. Typical timeline: 12 to 24 weeks depending on scope.
We handle the hard parts, your team handles the rest.
You own everything we deliver. No lock-in. No proprietary platforms.
Ready to Get Started?
Tell us which problem fits your situation and we'll set up a 15-minute intro call to confirm scope and next steps. We'll follow up within 1 business day.
Not ready for a diagnostic yet? Start with a general inquiry
5775 Wayzata Blvd #700
Saint Louis Park, MN 55416
USA
(952) 406-8591
info@reliancy.com