The Efficiency Sprint
The Efficiency Sprint Roadmap
The core philosophy is to identify the operational constraints dictating company velocity, standardize surrounding workflows, and synchronize the supply chain.
Phase 0
Phase 1
Phase 2
Phase 3
0
Implementation & Data Foundation
Weeks 1–4
// Objective
Connect ERP and Accounting data to establish a pipeline for data connectivity.
// Action Steps
- Identify key data and establish connectivity and data intake pipelines for them
// Linked Models
Key Deliverable
A Data Connectivity Report quantifying the financial cost of manual data rework and technological fragmentation.
1
Diagnostic Foundation
Weeks 5–8
// Objective
Standardize data and set up dashboard with baseline costs and margins
// Action Steps
- Cleanse data to ensure data is workable and concise
- Set up dashboard for client visibility and utilization
- Establish baseline costs and margins
// Linked Models
Key Deliverable
Preliminary Centralized Dashboard, displaying relevant and live KPIs that identify the baseline metrics of the firm. Initial Company Status Report discussing key performance indicators (KPIs).
2
The Bottleneck Hunt and Friction Removal
Weeks 9–14
// Objective
Identify the constraint limiting enterprise velocity and to permanently reduce error-driven variance surrounding it.
// Action Steps
- Map the total time from “order received” to “invoice paid” across all offerings
- Identify the largest bottleneck in output processes
- Quantify how much revenue is lost as a result of the bottleneck
// Linked Models
Key Deliverable
A Constraint Impact Report (quantifying revenue lost per hour of downtime) and recommendations for Standard Operating Procedures formalizations or amendments.
3
Workforce Alignment and Supply Chain Synchronization
Weeks 15–20
// Objective
Realign human capital to support new throughput goals, and establish raw material buffers against external supply shocks. Low-value administrative tasks are stripped from key operators to maximize billability at the bottleneck.
// Action Steps
- Quantify the amount of “productive hours” towards an offering compared to “administrative hours” logged, decomposed into the firm’s various departments
- Quantify and formalize lead times for raw materials in output process
- Quantify current raw material supply and forecast changes to supply schedule necessary to maintain a buffer
// Linked Models
Key Deliverable
A Labor Optimization Plan, Inventory Optimization Policy, and a 60-Day Evaluation Report.