SAMPLE ASSESSMENT ILLUSTRATIVE EXAMPLE

What you receive from a Reclaim Assessment.

A prioritized, quantified roadmap of where capacity is trapped and what to fix first. The company and figures below are illustrative.

Company profileExample: 140-employee distributor
Areas assessed10
Opportunities identified6
Hours / week at stake73
RECLAIM OPPORTUNITY ROADMAPILLUSTRATIVE EXAMPLE
OpportunityCurrent ImpactRoot CauseRecommendationComplexityAnnual Capacity OpportunityPriority
Customer onboarding26 hrs/weekManual handoffsAutomate + redesign workflowMedium$54,000HIGH
Weekly reporting14 hrs/weekDisconnected systemsIntegrate CRM + ERPLow$31,000HIGH
Purchase approvals9 hrs/weekExcess approval layersRedesign approval workflowLow$18,000MEDIUM
Invoice processing11 hrs/weekRe-keying from email to accountingAutomated data extraction + exception reviewMedium$23,000MEDIUM
Scheduling & dispatch8 hrs/weekSpreadsheet-based coordinationIntegrate scheduling with project systemMedium$17,000MEDIUM
Employee onboarding5 hrs/weekChecklist tracked by emailStandardize + automate workflowLow$10,000LOW
Total identified opportunity$153,000

WHAT WE EVALUATE

Ten areas. One prioritized roadmap.

  • 01People
  • 02Processes
  • 03Workflows
  • 04Systems
  • 05Software
  • 06Reporting
  • 07Approvals
  • 08Repetitive work
  • 09Automation opportunities
  • 10AI opportunities

WHAT HAPPENS NEXT

Book an Executive Capacity Review.

In 30 minutes, we'll discuss where operational capacity may be getting trapped inside your business and whether a Reclaim Assessment makes sense.

Book My Capacity Review