Core Offer
The 14-Day
Margin Triage.
A structured diagnostic that identifies where margin is being lost, establishes contribution margin guardrails, and produces a Board-ready Action Blueprint — in 14 business days.
Schedule a Margin Review
Diagnostic Scope
What the Triage Covers.
Margin Leakage Identification
A systematic review of where contribution margin is being absorbed — through pricing inconsistency, override behavior, or approval friction.
Quote-to-Decision Latency Measurement
Quantification of how long quoting decisions take, where they slow down, and the operational cost of that latency.
Senior-Review Dependency Quantification
An assessment of how much quoting throughput depends on senior personnel — and what that dependency costs in time and scalability.
Override Pattern Detection
Analysis of how often pricing rules are bypassed, by whom, and whether those overrides are tracked or invisible to leadership.
Contribution Margin Guardrail Establishment
Definition of minimum margin thresholds, review-by-exception protocols, and approval rules that govern quoting without slowing throughput.
Board-Ready Action Blueprint
A structured, sequenced action plan with clear ownership, milestones, and success metrics — formatted for executive review.
The Process
Structured. Time-Bounded.
Board-Ready.
Days 1–3
Data Collection & Process Mapping
Review of quoting data, approval logs, pricing history, and system architecture. Initial interviews with key personnel.
Days 4–7
Leakage Analysis & Latency Baseline
Quantification of margin exposure, decision latency, and override frequency. Identification of structural patterns.
Days 8–11
Guardrail Design & Impact Prioritization
Development of contribution margin floors, approval thresholds, and the Impact vs. Effort Matrix.
Days 12–14
Blueprint Delivery & Executive Briefing
Delivery of the 90-Day Stabilization Plan, Governance Framework, and Board-ready Action Blueprint. Executive briefing session.
On Assistive Analytics
"Where assistive analytics are applied, they function as human-supervised workflow intelligence — not autonomous decision-making systems."
Every recommendation produced by the Margin Triage is reviewed, validated, and owned by a human practitioner. Technology accelerates analysis. Judgment remains with your team.
Ready to quantify the margin exposure?
The initial margin review is a 45-minute conversation. No obligation.