Clear options for process diagnosis, task digitalization, and KPI tracking, each with a defined scope and a practical starting point for your small business.
Scope, definitions, and conditions that clarify how BizOptim works with small businesses.
A process review covers the main operational flows you run weekly: order handling, client communication, inventory checks, invoicing, and task assignment. We do not audit financial statements or legal compliance. The review focuses on time spent, repeated steps, and handoffs between people or tools.
We automate tasks that are rule-based and repeatable, such as data entry, appointment reminders, and report generation. Work that requires judgment, negotiation, or personal contact stays manual. You decide which tasks move to automation after we show the expected time savings.
Key indicators are defined per business and per goal. Common examples include order cycle time, response time to client inquiries, task completion rate, and rework frequency. We agree on each metric, its source, and its review cadence before tracking begins.
Support means guided setup of routines, templates, and simple dashboards. It does not include custom software development, hardware installation, or ongoing IT maintenance. If your business needs those, we will point you to a specialist outside our scope.
Each engagement has a defined duration based on the number of processes covered. Follow-up sessions are scheduled at agreed intervals, usually two to four weeks apart, to check adoption and adjust routines. Additional sessions can be added if the initial scope changes.
You provide access to current workflows, tools, and team members involved in the processes under review. You also confirm which decisions can be changed during the engagement. Without this access, the diagnostic and recommendations lose accuracy.
Diagnostic Session — A focused 90-minute review of your current workflows, bottlenecks, and quick wins. You leave with a written action list you can start the same week. Best for owners who want a clear starting point before committing to deeper work.
Process Digitalization Sprint — A two-week engagement to map your repetitive tasks, select affordable tools, and set up the first automations. We work alongside your team so nothing gets handed over as a black box. You keep full control of the systems we build.
KPI & Continuous Improvement Program — A monthly rhythm of indicator reviews, routine adjustments, and team coaching. We help you pick the metrics that matter, review them together, and refine your processes as the business changes. Built for owners who want steady, measurable progress.
Implementation Support — Hands-on help during the first weeks of a new system or routine. We join your meetings, answer team questions, and adjust the setup when reality differs from the plan. Useful when you have the direction but need backup to make it stick.
Not sure which format fits your situation? Start with a diagnostic session and we will point you to the right path. See the full service overview or compare what each option includes.