Understand
Learn the business model, team, goals, systems, workflows, pain points, vendors, constraints and priorities.
Assess
Identify unnecessary spend, process gaps, risk, duplicate tools, weak handoffs and opportunities to simplify.
Recommend
Compare realistic options based on business fit, total cost, implementation effort, security, adoption and expected value.
Execute
Implement the solution, build the site or workflow, coordinate vendors, clean the data or take ownership of the operational work.
Improve
Review what changed, measure the result and stay available for maintenance, ongoing support or the next ad hoc need.
