Ongoing Retainer05

Managed Operational Intelligence

This is not a dashboard subscription. DF verifies data, surfaces exceptions, interprets trends, tracks actions, and joins your leadership cadence every week. We act as an embedded operating intelligence function rather than a vendor you check in with quarterly.

6-Month Minimum
52Weeks per year of active operational oversight
4Hours saved per week on manual reporting on average
6moMinimum term for meaningful compounding of gains

Designed For

Operators who have completed a transformation and want to lock in the gains, or businesses that need senior operational oversight without the cost of a full-time executive hire.

The Problem

Operators who complete a project often revert to old habits within six months. The dashboards go stale. The weekly rhythm breaks down. The exceptions pile up unnoticed. The improvements made during implementation quietly erode because no one is holding the system accountable.

What You Walk Away With

Operational gains compound instead of eroding. Leadership always has a clean picture of performance. Your team spends time on decisions, not data collection. Exceptions are caught early. Actions are tracked to completion.

You Need This If

You have made operational improvements but cannot tell if they are holding

Your KPI pack is a manual spreadsheet exercise every Monday

You are not confident in the numbers your team presents in leadership reviews

You want an expert outside perspective on what to prioritize next

Previous consulting work delivered recommendations that were never fully executed

How It Works
01

Onboarding and Baseline

We establish your current KPI baseline, connect to your data sources, and build the weekly reporting stack in the first two weeks.

02

Weekly KPI Pack

Every week you receive a verified KPI pack covering fulfillment performance, inventory health, order quality, and cost trends. No manual assembly required from your team.

03

Exception Management

When something is off, we flag it before it becomes a crisis. Exception thresholds are calibrated to your specific operation, not generic industry benchmarks.

04

Monthly Executive Review

A structured 90-minute monthly session covering performance against targets, upcoming risks, and prioritized actions for the next 30 days.

05

Optimization Hours

Each month includes a block of optimization hours for process improvements, system configuration changes, or data work that emerges from the reporting.

Deliverables

Everything included at close.

Every item below is produced and handed off before the engagement ends. There are no add-on fees for documentation, session recordings, or follow-up materials.

  • Weekly verified KPI pack delivered every Monday
  • Exception alert system with defined thresholds
  • Monthly executive review session (90 minutes)
  • Action register with owner and status tracking
  • Monthly benefit tracking versus baseline
  • Monthly optimization hours for continuous improvement
Common Questions

Do we need to have worked with DF before?

No. We can onboard any operation onto the managed intelligence service. We run a compressed diagnostic during onboarding to establish the baseline and get familiar with your stack.

How much time does our team need to invest each week?

After onboarding, roughly one hour per week: a brief review of the KPI pack and exception flags. The monthly session runs 90 minutes.

What is included in the optimization hours?

Process documentation updates, WMS configuration changes, dashboard adjustments, data reconciliation, and similar operational work. Large implementation work is scoped separately.

Can we cancel after six months?

After the six-month minimum, the retainer renews monthly with 30 days notice to cancel. We do not allow pauses within the minimum term.

What data access do you need?

Read access to your WMS, ecommerce platform, and ERP or equivalent. We do not need admin or write access to run the reporting layer.

How is this different from hiring an operations manager?

An operations manager is embedded in day-to-day execution. We provide oversight, measurement, and strategic prioritization at the level of a fractional COO, without the cost of a full-time hire.

Ready to get started?

The Operational Intelligence Diagnostic is the natural starting point. It maps your operation and produces a sequenced plan your team can act on.

Apply for Diagnostic

We respond within 2 business days.

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