Operations Maturity Audit — Professional Services

Score how mature Professional Services operations are — and pinpoint the weakest handoff to fix first.

What this audit examines in Professional Services

Productize repeatable services into fixed-fee or subscription offerings.
Replace utilization-only KPIs with engagement margin and value delivered.
Knowledge graph or vector store of firm intellectual capital.
Workflow automation between CRM, project management, time tracking, and billing.

Section 1 of 5 · Data & Reporting0/13 answered

Data & Reporting

Whether you can see the business clearly and act on it.

1.Can you see your core KPIs without manual effort?

2.Is there a single source of truth for key data?

3.Are decisions actually driven by the data?

Send us the result and the constraint behind it. We’ll scope the diagnostic, sprint, or build that fixes what the score reveals.