Business Information,
Workflow & Risk Mapping,
AI Productivity Strategies

VISUALIZE | PLAN | ACT | PROFIT

Want to take your business to the next level? Your story starts here!

We help small businesses improve workflow, information flow, and implement strategic back-office automation solutions. You are the hero in your business story, and we are your guide to your next phase of business.

We help conquer the dilemma of hidden operational hangups and are here to help you win the day. You know your business, let’s get to know your business even better together!

ServiceS

Level 1: The Assessment > Start Here!

Let’s build your Operational Clarity Map.

What You Need: You want to scale your business or do more without onboarding more people and ballooning expenses. You need clear efficiency gains and a simple way to track how work, information, and decisions flow.

The Problem: Hidden operational friction is draining your time and resources66. You’re missing easy “quick wins” because the full picture of your workflows and risks is trapped in daily chaos.

The Solution: The Operational Clarity Map

We trace how work and information actually move through your business.
We present a one-page Operational Clarity Map showing workflow and decision flow at a glance.
You receive a priority-ranked list of risks and identified quick wins.

Success!: Gain immediate clarity on a single page you can act on, securing ranked quick wins to achieve scalable efficiency.

Take the first step! Call us now to get on your way to the next level!

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.

What You Need: You have the map, but now you need to know exactly what to do first. You want a clear roadmap to prioritize improvements that align with your business goals.

The Problem: You have a clearer understanding, but lack the time or perspective to develop the detailed plan (impact, cost, effort) to confidently choose the right place to invest your time and money first. Are you unsure which opportunities yield the highest impact and return on investment?

Our Solution: Workflow Risks and Opportunities Ledger.

We examine your workflows with your Level 1 map in hand.
We deliver a mission-aligned, ranked ledger of operational risks and opportunities.
Every item’s impact, priority, preliminary cost-benefit, and estimated effort and cost benefit are outlined.

Success!: Prioritize with confidence because you know exactly what to do first to achieve your stakeholder goals. Stop Guessing Which Challenge to Focus on Next.

Take the first step! Call us now to get on your way to the next level!

Level 3: Transformations Partnership

It’s time to apply what we have learned.

What You Need: You need clarity and capacity to drive change, to get true team buy-in and assistance with change planning and ensuring plans are implemented.

The Problem? You have your map and the ledger, but you’re worried about implementation, team capacity, snags, team buy-in and alignment and losing momentum. The stakes are high: without proper change management, even great plans stall.

Our Solution: We’re Your Partner in Transformation.

We validate your priorities, turning chosen options into executable work
We build realistic timelines, develop staff buy-in strategies, and help implement approved back-office automation opportunities.
You get clear, succinct procedures, plain-language policies, and adoption checkpoints that verify consistent outcomes.

Success!: Achieve lasting change and consistent workflows with verified outcomes, clear procedures, and plain-language policies

Take the first step! Call us now to get on your way to the next level!

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: Defining Objectives and Success

Your story is the one that matters. Before we begin any work, we interview you, your key stakeholders and your operations team to understand your history, past roadblocks, and future goals

Discovery: Understand your operational history, past roadblocks, and future goals.
Alignment: Demystify metrics and align the assessment plan with your objectives.
Define: Set clear, measurable objectives for our engagement and define true success!.
The Result: A clear, stakeholder-aligned mission for our work that sets the scope, expectations, and defines exactly what success looks like for you.

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.

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.

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