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Levels of Engagement

CANOPY




Level 1

The canopy is the frontline of energy transformation for a tree, influencing all downstream activity. It also signals early warning signs of inefficiency or misalignment in a business.

Role Equivalent: Strategic Operations Advisor

︎ 3-6  mo. Duration
︎ Surface Complexity—Assessment & Direction

Goal:
Highlight surface-level improvements that can enhance efficiency and visibility. Diagnosis rather than any deep implementation.

︎ Output
︎ Summary Report
    - Key Findings
    - Risks
    - Recommendations
    - Next Steps


Example Output Details:

︎ Systems & Reporting
︎Overview of the current system stack (Order-to-Cash, Procurement, Accounting, CRM, etc.).
︎Digital tool review and improvement recommendations.
︎Brief review of financial & operational dashboards
︎Documentation & workflow organization audit.

︎ User Experience
︎UX review of consumer products, internal tools, or packaging.
︎High-level feedback on workflow efficiency and user accessibility.

︎ Strategy
︎Strategic direction recommendations (but not full planning).
︎Overview of tools that could improve feedback loops and operational efficiency.

TRUNK




Level 2
+ Level 1

The trunk gives structure, strength, and alignment—this phase focuses on supporting standardization, deeper process refinements, and KPI tracking.

It connects the roots (foundation) to the canopy (execution), ensuring long-term sustainability.

Role Equivalent: Strategic Operations Director

︎ 6-12 mo. Duration
︎Medium Complexity—Structured Planning & Scalability

Goal:
Reinforce operational and financial stability to support scalability. Pave the way for technological & strategic sophistication.

︎ Output:
 ︎ Detailed Report
    - Summary + Key Findings
    - Risks
    - Recommendations
    - Next Steps

︎ Interviews / Workshops
︎Enhancing Current Systems
︎  Follow-on Quarterly Sessions
(After contract expires)


Example Output Details:

︎ Systems & Reporting
︎Comprehensive analysis of current system stack (eg. Order-to-Cash, Procurement, Accounting, Pipeline + CRM).
︎ERP Scoping and budgeting.
︎Deeper digital tool review (selection recommendations, integration planning).
︎Comprehensive review of financial & operational dashboarding tools.
︎Documentation & workflow organization analysis.
︎Automation recommendations.


︎ User Experience
︎UX review of consumer products, internal tools, or packaging.
︎Detailed feedback with anonymous employee interviews on workflow efficiency and user accessibility.


︎ Strategy
︎Strategic direction with managerial budget review
︎Overview of tools to drive feedback and operational efficiency
︎Operational hiring plan review

ROOTS




Level 3
+ Level 2
+ Level 1

The roots anchor and sustain the entire tree — they also form lasting relationships with the microbes and fungi within the soil they’re planted into.

They absorb resources (data, financial insights, process optimizations) and prevent instability, ensuring a strong, resilient company structure.

Role Equivalent: VP Operations, Fractional COO

︎ 12+ months Duration
︎Advanced Complexity—Execution & Integrated Restructuring

Goal:
Create a deep, scalable, and resilient operational strategy that seeks to allow the company to grow to avoid instability.

︎ Output:
 ︎ Comprehensive Report
    - Summary + Key Findings
    - Recommendations
    - Next Steps
    - Planning & Budgeting
    - Financial Modelling

︎ Interviews / Workshops
︎ Implementation of New Systems
︎  Follow-on Quarterly Sessions
(After contract expires)


Example Output Details:

︎ Systems & Reporting
︎Collaborative overhaul of current system stack (eg. Order-to-Cash, Procurement, Accounting, Pipeline + CRM)
︎Deeper digital tool review with more extensive recommendations, integrations, and automations
︎If applicable: Guided-ERP Implementation with Experienced Team
︎Comprehensive review of financial & operational dashboarding tools.
︎Process documentation & workflow restructuring.

︎ User Experience
︎ Implement researched & refined UX strategies (internal & consumer-facing).
︎Ensure digital workflows align with business strategy


︎ Strategy
︎Strategic direction & full managerial budget execution
︎Process engineering & cost efficiency planning (like roots extracting the right nutrients—ensuring the company only invests in what matters)
︎ Finalized hiring & team structuring plans.







︎Selected
Works









︎Let’s
Groove.

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