What do you get?
Two focused 60‑minute consulting sessions on Microsoft Teams designed to reduce operational costs, simplify your toolset, and strengthen continuity—supported by AI‑driven analysis and a clear, navigable report.
Session 1: Rapid Diagnostic (60 min) — Map your current back‑office landscape, identify redundant subscriptions, process bottlenecks, and low‑utilized features you already pay for.
Session 2: Solution Design & Prioritization (60 min) — Co‑design a practical, phased plan: consolidate tools, target quick wins, define automations, and set guardrails for business continuity and crisis readiness.
AI‑enhanced deliverables — Meeting minutes and a consolidated final report with research, benchmarks, and expert recommendations, structured for easy navigation; includes up to two rounds of revisions.
Cost‑reduction toolkit — A tool overlap heatmap, automation candidates list, and a prioritized action roadmap tied to measurable outcomes (cost, time, risk).
Delivered via Teams — Seamless remote collaboration with clear follow‑ups and ownership next steps.
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Why does it matter?
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Lean, resilient operations — Standardize critical workflows and embed continuity measures (roles, fallbacks, checklists) so your business keeps running under stress.
Automation that pays back — Target high‑ROI automations (intake, approvals, reporting) to shrink cycle times and reduce manual errors.
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Decision‑ready data — KPI suggestions and simple dashboards to measure impact and keep improvements on track.
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What do you need to bring?
Your context — Top 3 business objectives, current constraints (budget, compliance), and where operations feel slow or costly.
System snapshot — List of current tools, user counts, monthly/annual costs, and known overlaps or renewals.
Process examples — A few representative workflows (e.g., quote‑to‑cash, onboarding, support escalation) and sample artifacts/templates.
Risk signals — Any continuity/crisis incidents, outages, or single‑point‑of‑failure concerns to factor into design.
People — One decision‑maker and one operations/process owner available for the two sessions on Microsoft Teams.
Leave with a cost‑focused, risk‑aware plan you can implement immediately—plus the documentation and AI‑backed insights to make it stick.
Infrastructure
Impact on
This is all included
Total Credits
900
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