Business operations consulting
Stop running the business from memory.
We document how your operation actually works, install the recurring rhythms that keep it running, and hand the procedures to your team. For any operation where the process still lives in someone's head instead of on paper.
Defined scope · Findings in writing · No retainer to start
The problem
The work gets done. The system holding it is you.
Most businesses do not have an operations problem in the abstract. They have three specific ones, and all three cost money quietly.
Work that never gets billed
It got delivered. It got logged somewhere, or it did not. By the time anyone looks, the window to charge for it has closed.
Reporting that only happens when asked
Nobody can tell you where the month stands without a day of digging, so the answer arrives too late to change anything.
Procedures that live in one head
The repeating work runs correctly because a specific person remembers it. That is not a process. That is a risk with a good attitude.
Services
Four things, done properly, in this order.
Every engagement starts with the one that pays for itself, then works outward. Scope is quoted per business. The order is not negotiable, because each one depends on the last.
Revenue and billing cycle
We audit your last 90 days of delivered work against what actually got invoiced, put a number on the gap, and install the cycle that stops it reopening.
- Unbilled and under billed work identified line by line
- A written figure for what slipped, not an estimate
- A repeating billing rhythm with an owner and a due date
Recurring reporting
The numbers you need weekly and monthly, produced on a schedule instead of on request, in the same format every time so they can be compared.
- A standing weekly and monthly reporting pack
- One page at the top, the detail underneath it
- Built from the systems you already pay for
Procedure documentation
Every repeating task written down as a tested procedure, so the work survives a vacation, a sick day, and the next person to hold the job.
- Step by step, with the failure modes named
- Tested by someone who has never run it before
- Yours to keep, in plain files you own
Workflow automation
Once a procedure is written down and proven, the mechanical parts get handled by tooling, and the steps that still need judgment stay clearly marked as yours.
- Manual weekly cycles reduced to a review
- No new subscriptions unless they earn their keep
- A documented fallback for when the tooling fails
How it works
A short path from audit to a rhythm that holds.
Audit
A defined scope with a start and an end. We look at your last 90 days and hand back findings in writing, including a figure for what is leaking.
Document
The repeating work becomes tested procedures, each with an owner, a trigger, and a due date. This is the part most businesses skip.
Install
The rhythm starts running for real, with us in the room, until your team runs a full cycle without asking us anything.
Run
Monthly review against the baseline from step one. Either the numbers moved or they did not, and you can see which.
Proof
Already running, in a real business.
OpExChange currently runs the back office operations of a North Carolina professional practice on a weekly rhythm. Four recurring workstreams running on a schedule, with the people accountable reviewing the work instead of producing it.
- Workstream Recurring financial reporting on a fixed cycle
- Workstream A maintained client and calendar list, refreshed weekly
- Workstream The billing and collections cycle, start to finish
- Workstream A filing workflow written up as a tested procedure
- Status Live, on a recurring weekly rhythm
Approach
Precision. Progress. Performance.
Precision
We measure before we change anything. A baseline you can defend is the whole difference between an improvement and an opinion.
Progress
Visible wins on a schedule. Nothing here needs a twelve month program before it shows you its first result.
Performance
The goal is a business that runs correctly without you in the loop. We are finished when the rhythm holds without us in it.
Built by an operator, not a consultancy.
20+ years leading operations and teams, spent building the systems that make repeating work repeatable, then proving they hold once the person who built them walks away. You work directly with the person doing the work. There is no bench, no handoff to a junior, and no deck that restates your own problem back to you at the end of week one.
Get started
Start with the audit.
A defined scope, a start and an end, and findings in writing. If the audit does not find enough to pay for itself, you will have that in writing too, and you will know where you actually stand.
Tell us what is not working. You will get a reply from a person, not a sequence, and nothing is sold to you before anyone has looked at your numbers.
Or email info@opexchangepro.com
Thank you. Your message is in. You will get a reply from a person, usually within one business day.
Something went wrong sending that. Please email info@opexchangepro.com directly and it will get to the same place.