I’m about to upset both my new boss and a client.

But people keep asking what we do, and I’d rather show than tell, so here it is -

The actual roadmap (link in comments) for a project we planned which will give our client:

an estimated $100,000/year in C-suite time savings

• an additional 5-12% on their bottom line in the first year through smarter quoting and cost management

• the data groundwork to enable ML/AI for forecasting, scenario planning, job costing, etc.

• the platform to identify and recapture customers at a fraction of their normal CAC

• remove key-person dependencies

• cut report generation time by 90% (at a conservative estimate)

• more, it’s all laid out there.

That’s what we do – half CFO, half CIO.

Any lower-middle market company in manufacturing, distribution, or construction can get the same benefits by stealing this roadmap.

If you do, let me know – I might be out of a job and down one client.

…..

(Roadmap has been anonymized.)