Fractional Analytics & Improvement Services
Three ways to work together based on your needs and timeline
Process Health Check
The risk-free way to start—get clarity on your biggest operational challenges at no cost.
Deliverables
- 2-hour deep-dive session on your top operational challenges
- Lightweight data review + process observation (systems & workflows)
- 1-page executive findings report within 48 hours
- Prioritized recommendations with impact/effort matrix
- 30-minute follow-up to align next steps
Expected Outcomes
- Clarity on top 2–3 bottlenecks and their drivers
- A 30–60–90 day roadmap sized to your capacity
- Confidence to proceed (or defer) with an ROI-backed plan
Transformation Project
Targeted, time-bound delivery for a specific operational win.
Deliverables
- Clearly scoped 6–12 week plan with outcomes, owners, and milestones
- Root-cause analysis (Lean Six Sigma) and redesign with SOPs
- Analytics + KPI dashboard for adoption and monitoring
- Change enablement: playbooks, comms, and training
- Implementation support until results are measurable
Sample Projects
- Month-end close reduction; invoicing accuracy uplift
- Customer service workflow triage + automation
- Power BI/SQL dashboard layer for leadership decisions
- System implementation + process integration
- Vendor management intake and SLA operating system
Expected Outcomes
- 20–40% cycle-time reduction in targeted processes
- Improved accuracy/quality with documented controls
- Team adoption with clear run-state ownership
Fractional Retainer
Ongoing analytics & improvement leadership without the full-time cost.
What's Included
- ~10–15 hours/week as your dedicated improvement officer
- Monthly leadership planning + quarterly architecture reviews
- Continuous bottleneck identification and removal
- Advanced analytics & predictive modeling as needed
- KPI design, tracking, and ops reviews
- Process documentation + standard work across teams
- Priority access for urgent issues
Typical Focus Areas
- Finance and accounting operations optimization
- Technology transformation and integrations
- Customer service and commercial operations
- Data-driven decision support; KPI operating rhythms
Expected Outcomes
- Stable operating system with self-correcting teams
- Quarter-over-quarter performance improvements
- Leadership bandwidth freed from firefighting
Proven Results from Finance, Technology & Commercial Operations
543% Improvement in Vendor Case Closure
Challenge
Global electronics manufacturer struggled with vendor cases taking 45+ days, delaying payments and straining supplier relationships.
Solution
Redesigned intake, SLAs, and queue triage; automated handoffs; deployed KPI dashboards for real-time control.
Results
$9 Trillion Transaction Technology Transformation
Challenge
Financial services leader needed to modernize platforms supporting trillions in annual transactions with zero downtime.
Solution
Directed multi-year modernization; standardized processes; built KPI governance and regulatory controls.
Results
Multi-Million Dollar Customer Service Optimization
Challenge
Global logistics company faced long resolution times and service failures causing churn and high costs.
Solution
Redesigned end-to-end service workflows; added automation and real-time dashboards tracking quality and SLAs.
Results
Why Firms Choose Fractional Over Full-Time
| Factor | Full-Time Hire | Fractional Officer |
|---|---|---|
| Annual Cost | $120,000–$180,000 + benefits | $48,000–$84,000 |
| Time to Start | 3–6 month hiring process | Start immediately |
| Flexibility | Fixed overhead regardless of workload | Scale up/down based on needs |
| Expertise | May lack specialized expertise | 19 years proven results |
| Commitment | Full-time commitment required | Flexible engagement model |
Frequently Asked Questions
How quickly can we get started?
Process Health Checks can usually be scheduled within 1–2 weeks. Projects and retainers typically kick off 2–3 weeks after scoping.
Do you work on-site or remotely?
Primarily remote with occasional on-site visits for diagnostics and key sessions (Philadelphia/Tri-State preferred for in-person).
Which industries do you serve?
Professional services, finance & accounting, technology services, and commercial operations; background spans financial services, electronics manufacturing operations, and global logistics.
How do you measure success?
Each engagement defines KPIs tied to your goals—cycle time, accuracy, cost savings, revenue impact—and we review them on a set cadence.
Not sure which tier to choose?
Start with the Process Health Check. It's designed to size scope and ROI before you commit.
Will you sign an NDA?
Absolutely—confidentiality is standard in every engagement.
Ready to Stop Leaving Operational Efficiency on the Table?
Book a free 30-minute consultation to discuss your operational challenges.
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