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A battle-tested four-phase process that transforms operational complexity into actionable intelligence — typically completed in 4-5 weeks.
Executive leadership interviews, organizational structure review, strategic priorities mapping.
Frontline shadowing, workflow walkthroughs, bottleneck identification, tool usage patterns.
Technology stack audit, integration mapping, data flow tracing, redundancy flagging.
Call listening sessions, ticket sampling, journey mapping, NPS/CSAT analysis.
Preliminary findings debrief, quick win identification, stakeholder alignment session.