People & workflow
Role design, repetitive work, rework, handoffs, bottlenecks, training gaps, tool adoption, and capacity that can be redirected or transitioned.
Human-led assessment / Business performance
Find the drag.
Build the advantage.
Team357 examines how work moves across the company, then identifies where people, AI, automation, robotics, and better systems can reduce cost, strengthen margins, and improve performance.
Format Remote or on-siteFocus Measurable leverageAudience Owners and leadership
01 / What we examine
Look across the
whole business.
This is not an automated scan. Recommendations follow leadership sessions, employee interviews, direct observation, system review, and operating data.
Sales & customer path
Lead intake, response time, quoting, follow-up, conversion friction, service, and retention.
Technology, data & AI
Software, applications, subscriptions, integrations, reporting, data flow, AI use cases, reliability, and vendor overlap.
Manufacturing & production
Line balance, human–machine work allocation, material flow, throughput, downtime, changeovers, quality, robotics, and automation opportunities.
Inventory, supply & shipping
Purchasing, supplier flow, stock visibility, warehousing, picking, packing, fulfillment, scheduling, and delivery friction.
Strategy, cost & return
Margins, recurring cost, capital priorities, cyber exposure, continuity, ownership, measurable return, sequencing, and change management.
Find the leverage.
02 / How the assessment works
Listen first.
Measure the opportunity.
Every engagement is scaled to the company. The goal is a concise decision plan, not a report that sits unused.
Prepare
Define leadership goals, collect essential operating information, and select the teams, workflows, and locations to examine.
Observe & interview
Speak with leaders and employees, watch the work, and compare the written process with what actually happens.
Analyze
Map friction, establish cost and capacity baselines, identify AI, automation, robotics, and workforce opportunities, and evaluate transition risk.
Prioritize
Deliver a ranked roadmap showing expected financial and operating value, investment, ownership, timing, measures, and next steps.
Measure the opportunity.
03 / Engagements
Start with
a defined decision.
Fixed-fee discovery keeps the first engagement clear. Pricing reflects company size, locations, systems, interviews, and depth of analysis.
01From $12,000
Executive AI & productivity review
A leadership diagnostic of where AI, automation, and operating redesign can reduce cost, expand capacity, improve decisions, and strengthen returns.
Executive interviews / AI opportunity and risk / Value priorities / 90-day action brief
Request a private consultation ↗02From $22,000
Whole-business performance assessment
A human-led examination of roles, workflows, technology, customer operations, cost structure, production, inventory, supply, and fulfillment.
Workforce and process findings / Cost and capacity analysis / Value cases / Transformation roadmap
Request a private consultation ↗03From $45,000 + travel
On-site operations & manufacturing assessment
A structured operational site survey combining leadership and employee interviews with direct observation of daily work across office, production, inventory, and shipping.
Remote preparation / 3–5 days on-site / Operational site survey / Workforce and line study / Executive workshop / Investment roadmap
Request a private consultation ↗04From $15,000 / month
Implementation & transformation advisory
Ongoing senior-level guidance to convert the roadmap into operating change, including technology selection, workforce transition, implementation governance, and measured return.
Executive cadence / Vendor oversight / Roadmap execution / KPI and return tracking / Site visits as scoped
Request a private consultation ↗04 / Responsible productivity
Expand capacity.
Improve the work.
The first objective is to help capable people do more by removing duplicate entry, rework, slow handoffs, errors, and low-value administration. Recommendations begin with measured baselines and the work as it is actually performed.
Where work can be automated reliably, we evaluate whether roles should be redesigned, consolidated, transitioned, or reskilled to supervise AI, automation, and robotics. Leaders receive evidence, implementation options, transition considerations, and measures of financial and operating impact.
05 / AI and cyber governance
Move faster.
Know the exposure.
Advisory work considers AI reliability, sensitive data, oversight, vendor risk, access, continuity, and governance. Specialized security, legal, and compliance work is referred to qualified professionals.
Confidential owner-level conversation