Operations Assessment

Organization Snapshot

Organization Name Organization name is required

Primary Contact Name

Contact Email Please enter a valid email

Organization Type Organization type is required

Assets / Revenue Range Assets/revenue range is required

Operations Staff Count

Service Lines

Select all operational areas that apply to your organization.

Operations Focus Areas

Select your top 2 priority areas for this assessment.

Priority Focus (Select up to 2)

Cycle Time Reduction (loan processing, claims, onboarding) Error/Exception Rate Reduction Compliance Efficiency (audit, reporting, controls) Customer Experience / NPS Improvement Cost-to-Serve Reduction Process Automation / Digital Transformation

Select 1-2 focus areas

Current Challenges

Describe your primary operational challenges

Known Problem Areas

High exception/error rate (>5%) Slow cycle times vs. industry benchmarks Recent compliance/audit findings Legacy system limitations High staff turnover in operations Excessive manual / paper-based processes Customer complaints / low NPS Data quality / reconciliation issues

Regulatory Boundaries

IMPORTANT: These constraints define what the assessment will NOT recommend. All outputs will respect these regulatory boundaries.

Additional Compliance Notes

Success Criteria

How will you measure success?

Implementation Timeline

Engagement Preference

Preferred Engagement Model

Standard Assessment — Structured analysis with recommendations report Premium Engagement — Deep-dive assessment with implementation roadmap and executive briefing

Please select an engagement model

Before submitting: Ensure no customer PII, account numbers, or sensitive data is included. This assessment is for operational evaluation purposes only.

You will receive your assessment link via email and can view it immediately.