Who this is for
- Owners of firms with 10–500 staff where the work runs on Tally, Excel, WhatsApp and a few people's memory.
- COOs who have been quoted for an ERP, a custom app or an “AI solution” and want an independent view before spending.
- Family businesses planning a handover, where the process needs to be written down and simplified first.
- Companies that bought an automation tool or ERP module and it stalled because the process underneath was never fixed.
- Firms with a UAE branch or back office that want one clear picture across both locations before changing anything.
What we build
- A current-state process map: who does what, in which system (Tally, Sheets, WhatsApp, email, ERP), and where work waits.
- A friction-cost sheet: hours per week spent on re-keying, chasing, checking and fixing, priced at your actual staff cost. Our assumptions are shown, not hidden.
- A data-readiness check: what lives in Tally, POS, Sheets or your ERP, and whether it is clean and complete enough to automate or report on.
- A ranked opportunity register: every fix scored on money saved, how hard it is, and what could go wrong.
- A buy-not-build list: where a cheap off-the-shelf tool or a setting you already pay for solves the problem, so you do not hire us for it.
- A sequenced roadmap: what to do first, what to do later, what to leave alone, with rough costs in INR and USD.
- A fixed-price pilot proposal for the top item, with a written success metric you can hold us to.
Typical scope
A Sprint usually covers two or three departments that touch each other, such as sales, dispatch and accounts, or enquiry, quotation and billing. We interview the people doing the work, sit with them for a few hours, and pull sample data from Tally, Sheets and whatever else you use. The Sprint is not an ERP selection, not a software build, and not a slide deck that sits in a drawer; every item on the roadmap has a cost and a next step. If your problem is one clear task you already understand, such as sending overdue-payment reminders, you do not need a Sprint. A reminder feature inside Zoho Books or Tally, or a small automation, will do, and we will say so in the free audit.
What you receive
- Process map as a PDF and an editable file your team can keep updating.
- Friction-cost workbook with your numbers and our assumptions side by side.
- Opportunity register, ranked, with a one-line reason for each rank.
- Roadmap with sequence, owner, dependency and cost band for each step.
- Pilot proposal with scope, price, timeline and success metric.
- A readout session with the owner and department heads, plus a written summary.