Services · Workflow diagnostic
We read the systems you already run and find the revenue, margin, and cash you earned but never collected.
A read-only pass through your CRM, accounting, and service desk. You get an executive report with the value at stake, every number traceable to a source record, and a ranked recommendation of which workflow to automate first. Fixed fee, no production writes, no contact with your customers.
What it finds
Value that already exists in your records and goes unresolved. Four patterns account for most of it. Each one is a recurring workflow an agent can own, with a person at the approval boundary.
Quotes never followed up
Sent, went quiet, and nobody owned the next touch. The order is still winnable.
Renewals that start late
The conversation opened after the customer had already decided. Price and terms were never on the table.
Delivered work that does not match what was billed
Scope grew, hours grew, the invoice did not. Margin left with the delivery.
Invoices with no owner
Sent, disputed or ignored, and not on anyone's list. Cash sits in receivables.
What we read
One recurring process and the records around it. The point is to establish what is eligible, what it is worth, what your software already does about it, and whether a pilot could be measured.
Population
Eligible eventsValue representedCurrent resolution baselineExisting software
Native automation in useAvailable but unusedRequires configurationData
CompletenessOutcome traceabilityConsent where outreach is contemplatedCapacity
Human exception capacityMinimum pilot populationRequired approvals and controlsWhat you get: a decision package
Six parts a CFO can trace to a frozen source snapshot, an explicit eligibility rule, a visible exclusion, a labeled input, and a reproducible formula.
Opportunity ledger
Eligible events, contactable events, average event value, current resolution rate, and the mature economic outcome. Example values on this site are illustrative.
Native-feature audit
What is already enabled, what is available but unused, what needs configuration, and where a genuine workflow gap remains.
Data-quality determination
Complete, repairable, or insufficient. If insufficient, what would have to change before a pilot could be measured.
Pilot power and timing
Minimum treatment and holdout populations, the observation period, and how long the economics take to mature.
Economic range
Downside, base, and upside, with Kadre fees, third-party costs, and your review labor shown separately.
Decision and sequence
One of five verdicts, below, and a ranked recommendation of which workflow to automate first. One failed critical gate means no production deployment.
Five verdicts. Two of them mean stop.
The diagnostic is designed to reject bad fits. That is a feature of the product, not a failure of the sale.
The gate a workflow must clear
A workflow advances only when it clears every critical gate. We check these before recommending anything.
For PE portfolio companies this runs as the Commercial leakage diagnostic: the same review, aimed at commercial events that already exist and go unresolved. For PE portfolio companies
Start with what you already earned.
Bring us read-only access to one system. We will show you what is sitting in it, and whether an agent should own the workflow that collects it.