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Diagnostic

What a diagnostic delivers

A diagnostic gives your firm a clear view of how it works today and of what to improve first, and in what order.

01

What you receive

The diagnostic is the first step of every engagement. It ends with three things you can read, discuss and decide on.

  1. A map of how your firm works today

    We review your tools, routines and handoffs. We talk with the people who do the work and look for where time is lost.

  2. A prioritized list of what to improve

    We then set out what to improve and in what order, so the next step is a decision you can make with clear information.

  3. A scope and a fixed price

    The diagnostic has a fixed price, agreed before we begin. The scope is agreed before any work begins.

02

What the list looks like

This is the shape of the prioritized list. The firm, the areas and the entries are made up to show the structure.

A real diagnostic uses your own firm, your own tools and your own order of priorities.

Firm A: prioritiesIllustrative outline, not a client result

Where the diagnostic fits

The diagnostic is the first of three steps. A project starts only once the diagnostic points to something worth building.

  1. Diagnostic

    We start by learning how your firm works today. The goal is a clear view of what to improve first, and in what order.

  2. Scoped project

    A project starts once the diagnostic points to something worth building. The scope is agreed before any work begins.

  3. Ongoing support

    After launch we stay available. Monthly support keeps what we built working as your firm changes.

03

What we ask at the first meeting

We start from your firm. These are the questions we usually begin with.

  1. How does a new request reach your firm today, and who deals with it first?

  2. Which tools do people use every day, and which do they avoid?

  3. Where does work wait for someone to pick it up?

  4. What do people copy by hand from one place to another?

  5. Who decides what changes, and who needs to be involved?

  6. What would you like to be different once the work is done?

What we ask for

We ask only for the data a task needs. When we can build or test with sample data, we do.

Talk to us about your firm

Book a consultation to tell us about your firm. We will reply to arrange a first conversation.