Business Information,
Workflow & Risk Mapping,
AI Productivity Strategies

VISUALIZE | PLAN | ACT | PROFIT

We help you know your business even better!

We are small business and business tech experts who love to help! We help small businesses improve workflow, information flow, and implement strategic back office automation solutions.

ServiceS

Level 1: The Assessment > Start Here!

Let's build your Operational Clarity Map.

See your business like never before, as a single page you can act on. We deliver a one-page Operational Clarity Map that shows workflow, information flow, and decision flow at a glance.

While developing the business map, we conduct and present a priority-ranked risks and opportunities scan. We trace how work, information, and decisions actually move through your business, help you set a workflow performance baseline, and provide a concise, ranked list of risks and identified quick wins!

Level 2: Workflow Risks and Opportunities Ledger

We'll build your Opportunities Ledger.

Know exactly what to do first! Together, we examine your workflows and deliver a ranked ledger of operational risks and opportunities, all aligned to stakeholder goals, so you can prioritize with confidence.

Level 3: Transformations Partnership

It's time to apply what we have learned.

We become your change planning and change management partner. We support the implementation of your transformation plans, turning selected priorities into executed changes. We build realistic timelines, develop and drive staff buy-in strategies, and run adoption checkpoints that verify outcomes.

We validate priorities with focused cost-benefit analysis and research, turning chosen options into executable work. You get clear procedures, concise per-job impact and mitigation plans, and plain-language policies for consistent workflows. We implement approved back-office and AI automation opportunities. When needed, we use our network of on-demand subject-matter experts and specialized subcontractors.

Customized Programs

Looking for back-office automation, sales workflow support, and support to integrate recommendations? Need to solve a single workflow problem? Need help navigating current economic conditions and vendor relationships? Looking for a new critical path for business development? Need an information management overhaul? We help small businesses improve workflow, information flow, and automation.

Before We Start

We interview key stakeholders to understand operational history, past roadblocks and successes, current targets, and future goals. The result is a clear, stakeholder-aligned mission for assessment and improvement work. This anchors the scope, expectations, and what success looks like.

Our knowledge perspective brings fresh insights, with 30+ years of experience and education, We’re here to help you streamline your work-flow and information management processes. Service IQ is committed to strengthening your business with practical, scalable solutions.

Our knowledge perspective brings fresh insights, with 30+ years of experience and education, We’re here to help you streamline your work-flow and information management processes. Service IQ is committed to strengthening your business with practical, scalable solutions.

- Chris May | Senior Consultant