WEEKS01–02
01Choose and baseline
Select one repeatable workflow, name its owners and agree the current operational baseline.
Design-partner programme
Prove the method on real work, in twelve weeks.
Start with one high-value workflow across two regulated portfolio companies. Leave with measured operational value, a control record and a tested path to reuse.
Discuss a portfolio pilot ↗The programme
One workflow. Two companies. A real second-company test.
WEEKS03–05
02Design the control pack
Map the process, data, tools, human checkpoints, exception routes and evidence requirements.
WEEKS06–08
03Release at company one
Configure the local runtime, complete maker-checker approval and operate with a bounded cohort.
WEEKS09–10
04Adapt at company two
Reuse the common pack, document local differences and measure the cost and speed of second deployment.
WEEKS11–12
05Prove and decide
Review the control record, outcomes and portfolio reuse case; agree the next workflow or stop.
A strong fit
You have a portfolio operating thesis and a workflow worth repeating.
✓Two portfolio companies willing to participate
✓A named sponsor and accountable local owners
✓A workflow with visible cost, quality or cycle-time friction
✓A need for human approval, evidence or sensitive-data boundaries
✓A decision to make within the next three to six months
What we measure
The pilot succeeds only if the operating model travels.
Cycle time, quality, coverage, rework or unit economics against the baseline.
Approval coverage, evidence completeness, exceptions and human interventions.
Time, configuration effort and control changes required at company two.
Operator confidence, accountable ownership and readiness for continued use.
Next step
Tell us the workflow you want to make repeatable.
We will respond personally within two working days.