Illustrative, simplified public excerpt
Sample Flight Plan
Fictional, generalized, simplified, and incomplete · not a client result
Executive diagnosis
The evidence supports a smaller operating fix before any new system.
Four of 12 reviewed jobs reached scheduling without visible deposit status.
Evidence: measured/observed · fictional job records · medium confidence
Limitation: delay exposure is visible; lost cash is unknown.
Seven of 12 records required the coordinator to reconstruct intake context.
Evidence: records plus reported time · medium confidence
Limitation: minutes per case remain a modelling assumption.
Eight of 12 records lacked one visible next owner or exception status.
Evidence: measured/observed · fictional job records · medium confidence
Limitation: one location and a short evidence period.
Ranked opportunity decisions
Choose the least-complex intervention the evidence can defend
- Now / 01Standardize the minimum intake record in current tools.
Intervention fit: standardize/document. It addresses the strongest Control and Capacity evidence before adding technology.
- Owner
- Operations lead
- Measure
- Records with owner and deposit status
- Evidence date
- After the next 10 jobs
- Decision gate
- Continue only if staff can use the fields and exceptions stay visible.
- Validate first / 02Test whether deposit visibility changes scheduling decisions.
Intervention fit: simplify first. The Finance lead owns the test; the current sample does not establish recoverable cash.
- Do not pursue / 03Replace the core system or deploy a managed AI agent.
The evidence does not justify the cost, risk, or complexity. Revisit only if the simpler operating change proves insufficient.
Range-based economics
Model capacity first; claim cash only when the mechanism is supported
Assumptions used in this fictional model
- Eligible volume
- 48 intakes per month Reported · medium confidence
- Avoidable effort
- 12 to 18 minutes per intake Assumption · low confidence
- Loaded labour cost
- CAD $42 per hour Reported · medium confidence
- One-time change cost
- CAD $1,500 to $3,000 Assumption · low confidence
A planning range, not a promised result.
An equivalent value, not booked cash savings.
Requires evidence of redeployment, avoided overtime, or another cash mechanism.
Track records with a visible owner, status, and exception path.
Most decision-sensitive assumption: minutes actually removed after adoption. Payback remains unreported until the cash mechanism and implementation cost are verified.
Prioritized 30 / 60 / 90 strategy
Each evidence gate earns the next move
01 Days 1–30
Baseline and standardize
Result sought: one minimum intake record, visible owner, and measured starting point.
- Owner
- Operations lead
- Measure
- Complete owner and deposit status across the next 10 jobs
- Dependency
- Decision-owner approval and baseline access
- Gate
- Continue if the fields are usable and exceptions remain visible; otherwise adjust.
02 Days 31–60
Operate in current tools
Result sought: fewer context chases without slower customer response.
- Owner
- Service coordinator
- Measure
- Manual context chases per job
- Dependency
- Approved fields and clear exception authority
- Gate
- Continue if observed effort declines; stop or adjust if delay or errors increase.
03 Days 61–90
Choose the durable fit
Result sought: retain, adjust, automate one stable step, or stop based on evidence.
- Owner
- Executive sponsor
- Measure
- Released hours and records with a visible next action
- Dependency
- 30 days of operating evidence and verified cost
- Gate
- Approve only the least-complex option that clears the measure and authority checks.