The Situation
A fast-growing PI firm had hired rapidly but had no documented processes, so quality varied by person and the founder was pulled into everything.
Our Mandate
Install an operating system that makes performance consistent and frees the founder.
Actions Taken
- Built the org chart with accountability for every seat
- Documented intake, case, and billing SOPs
- Installed role scorecards and a weekly/monthly meeting rhythm
- Consolidated reporting into one dashboard
Performance became consistent across the team and the founder stepped out of roughly 40% of daily operations.