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Operational Intelligence Diagnostic

In 20 business days, DF traces every constraint across your fulfillment, inventory, systems, and management layer. You leave with a clear picture of where margin and capacity are being lost and a roadmap your team can act on immediately. No guesswork. No generic recommendations.

4 to 6 Weeks
20Business days to a complete operating picture
6Functional areas assessed in every engagement
90Day sequenced action plan delivered at close

Designed For

Ecommerce operators and 3PLs with $10M or more in revenue who sense their operation is not keeping pace with growth and want a clear, expert view of what to address first.

The Problem

Most operators sense something is off but cannot pinpoint where the drag lives or how much it costs. They rely on gut feel, fragmented reports, and siloed team views. The result is reactive management, misallocated attention, and slow, expensive improvement cycles. Teams add headcount, buy software, and hire consultants — and the same problems keep returning because no one has ever mapped the whole system at once.

What You Walk Away With

Leadership walks away with a quantified operating map, a ranked list of improvement opportunities, and a 90-day plan with owners, KPIs, and estimated value recovery. You get a sequenced decision, not a list of ideas. The roadmap is executable regardless of who runs it.

You Need This If

Revenue is growing but margins are shrinking

Leadership decisions are made on conflicting data

You know something is wrong but cannot pinpoint where

Every team blames a different bottleneck

You are about to invest in new software but want confidence first

A new executive or investor wants a clear operating picture

How It Works
01

Data Submission

You upload 12 months of standardized data: orders, SKU master, inventory snapshots, carrier invoices, and support tickets. Our intake checklist eliminates back-and-forth before work begins.

02

Structured Questionnaire

Your team completes a structured operating questionnaire covering systems, ownership, and decision cadence. No lengthy interviews. No workshop days.

03

Constraint Mapping

We trace every constraint across fulfillment, inventory, systems, and management. Every issue is connected to a financial outcome: margin, cash, service, or executive capacity.

04

Leakage Quantification

Each constraint is sized in dollars. You see exactly how much revenue, margin, and capacity each issue is costing you today, and what it will cost if left unaddressed.

05

Opportunity Sequencing

We rank improvements by impact, feasibility, dependency, and time to value. You receive a sequenced decision, not a flat list of recommendations.

06

Executive Readout

We present the full picture in a live session with your leadership team. Every finding is supported by data. Every recommendation comes with a rationale and an owner.

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.

  • Current-state operations map
  • Quantified leakage model with dollar values
  • System architecture and gap analysis
  • KPI pack and operational maturity score
  • Sequenced 30/60/90-day prioritized roadmap
  • Executive readout session with Q&A
Common Questions

Is this just a sales tool for future engagements?

No. The diagnostic is a standalone paid product. The roadmap it produces is executable regardless of who runs the implementation. Up to 25% of the fee may be credited to an implementation signed within 30 days, but that is your choice.

How much access to our team does this require?

Minimal. We work from your data and a structured questionnaire. We do not require weeks of interviews or workshop sessions. You will be asked to join one readout at the close.

What if our data is messy or incomplete?

We have an intake checklist that identifies gaps before the engagement starts. Imperfect data is normal. We will flag where confidence is lower and what a data quality improvement would unlock.

How is this different from hiring a consultant for a few weeks?

The diagnostic is a structured product with a fixed scope, a defined output, and a measurable outcome. You get a quantified leakage model and a sequenced plan, not a narrative deck with generic recommendations.

Do we need to do anything with the roadmap afterward?

The roadmap is yours to use however you choose. Some clients execute it internally. Others engage DF for implementation. Some share it with their existing team and vendors. There is no obligation.

What is the payment structure?

60% at signature, 40% before the executive readout. Work begins after deposit and a data-readiness check is passed.

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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