A fixed-scope diagnostic that maps your workflows, quantifies the capacity your current setup is leaking, and gives you a prioritized plan for what to fix, replace, automate, or harden first.
Most mid-market teams we assess are living with one of these problems. If you recognize your operation here, the assessment is built for you.
You pay for it every year — and your team hates using it.
You bought an ERP or industry platform. Modules go unused. Your team has workarounds for the parts that don’t fit, and the license renews regardless. We assess whether to extend it, replace it, or build around it.
The real system is Sheets, email, and what’s in people’s heads.
Work moves through spreadsheets, inboxes, side conversations, and tribal knowledge. It holds together until someone is out, a handoff breaks, or the team tries to grow. We map where the process leaks and what a real system would replace.
Someone built an app that works — until it doesn’t.
A team member or AI helped build an internal tool that is genuinely useful, but it is fragile, undocumented, and dependent on one person. We assess what it would take to harden it for production, reliability, security, and scale.
It still runs the business and nobody wants to break it.
An aging ERP, terminal system, or homegrown platform is brittle, undocumented, and dependent on one or two people. The maintenance keeps getting patched, the risk keeps compounding, and everyone delays the decision another quarter. We assess what it is really costing you and what to modernize first.
You could fix ten things. Building the wrong one first is how companies spend serious money and still end up with the same operational drag. A few weeks of diagnosis makes sure the budget goes toward the problem that actually moves the needle.
Work still gets done, but only because spreadsheets, workarounds, and a few key people drag it across the finish line every week.
Five things could be the problem. Which one should come first? Without numbers, even the right instinct is still a gamble.
We sit with the people doing the work, map the workflow behind the workflow, and put real numbers on the leak.
The worst leak, the cost, and the recommended first move are clear enough to defend internally.
A ranked inventory of your operational pains
Worst first, so the priority is not up for debate.
Your #1 capacity leak, quantified
In hours and dollars — not vibes.
A current-state map
The workflow and technology behind it, as it actually works today.
The recommended first workflow to systematize
With enough scope to understand what fixing it would take.
A clear first move — and where it leads
The assessment names what to build first and how it can connect to a larger roadmap.
A business-case section built to forward
Written so your CFO, CEO, or leadership team can understand the next step.
It starts with a 45-minute discovery call — no cost, no pressure.
No payment until after the discovery call. If it is not the right fit, we will tell you before you spend a dollar.
Up to 45 minutes, in person or virtual. We confirm fit and agree on exactly what the assessment will target.
Up to three hours with your team. We map the priority workflows and the technology running behind them.
Short conversations with the people who actually do the work, where hidden person-by-person process sprawl usually shows up.
We walk you and your stakeholders through what we found, what it is costing, and the recommended first move.
These are outcomes of the systems we build. The assessment does not promise the destination on day one. It tells you which workflow is most likely to get you there first.
reclaimed per employee, per week, once the right workflow is systematized
how fast leadership can get to operational data when reporting is no longer trapped in the old system
estimated capacity value reclaimed at a 75-person company
It is so great to finally see our data. I can ask for all sorts of data, based on how I would naturally search for things. I actually used it most recently in one of our meetings and everyone else wondered how I was getting the data so fast.
It’s so nice to finally have access to the data that we’ve always had. We’re already really starting to see tangible benefits to our investment, all while not impacting our day-to-day operations.
Moonello has been a great partner to SGS! They have helped us grow and scale our business over the last 7 years. Moonello's knowledge of Software and IT is invaluable to SGS. If you are looking for a team to help grow your business, look no further!
I've watched too many vendors take checks and disappear, leaving owners holding the bag. That's not how we work. If the readout doesn't hand you a clear, ranked plan worth acting on, your fee comes back, and you keep the full report regardless. You're risking a meeting or two, not a six-figure build.
— Matt Trueblood, Founder
It starts with a quick discovery call, up to 45 minutes, no cost, no pressure. We’ll confirm whether we’re the right fit and agree on exactly what the assessment should target. If we’re not, we’ll tell you before you spend a dollar.