01 · Workflow Diagnostic

Know exactly what to fix, in ten business days.

One workflow, up to 50 of your real cases. You get a measured baseline, the root causes, a prioritized fix list, acceptance criteria and a fixed-price Build quote.

Commercial
$7,500–$12,500
Federal
Fixed ≤ $15,000
Duration
10 business days
Scope
1 workflow · ≤ 50 cases
Credit
100% toward a Build in 30 days
How the ten days run

A fixed plan, not an open-ended study.

You provide a workflow owner who can answer questions, read access to the systems involved, and the cases. We do the rest.

  1. Days 1–2 · Kickoff

    Confirm the workflow owner, access and the 50 cases. Map the systems and the decisions involved.

  2. Days 3–6 · Measure

    Run the cases through today’s process. Time, error rate, rework and where judgment is really needed.

  3. Days 7–8 · Diagnose

    Root causes, a prioritized fix list, and acceptance criteria written from your own cases.

  4. Days 9–10 · Readout

    Findings walkthrough with your team and a fixed-price Build quote you can sign or shelve.

Five named deliverables
01

Baseline

Measured time, volume, error and rework on up to 50 real cases.

02

Findings

Root causes with the evidence behind each one.

03

Prioritized plan

What to automate, what to fix in the process, and what to leave alone.

04

Acceptance criteria

The test a Build must pass, built from your cases.

05

Fixed-price quote

Scope, timeline and price for the Build, plus the Run option.

Credit

The fee comes back.

Sign a Fixed-Scope Build within 30 days and the full Diagnostic fee is credited against it.

A good fit

You have a repetitive workflow and a person who owns it.

  • Dozens to thousands of similar cases a month: invoices, contracts, forms, reconciliations, research questions.
  • The rules exist, even if they live in someone’s head.
  • Errors or delays cost real money or real hours.
  • You want a fixed price before committing to a build.
Not a fit

You want a strategy deck or an SI roadmap for the whole company.

  • No single workflow or owner identified yet. Start with a free fit call.
  • Cases cannot be shared, even in a controlled environment.
  • The goal is replacing people’s judgment on consequential decisions without review.
Score your workflow: 10-point readiness checklist →
What “acceptance criteria” means

Exceptions stop. Approvals are explicit.

This sample shows the behavior a Diagnostic writes into your acceptance test: a mismatch cannot be released until a person resolves it, and every step is logged.

01Read02Validate03Route04ReleaseNamed reviewerAudit log01 Read02 Validate03 Route04 ReleaseReviewerAudit log
Clean cases flow straight throughExceptions wait for a named reviewerEvery step is logged

An invoice becomes a reviewed accounting record.

Compare extracted fields against a purchase order, resolve discrepancies, and prepare a controlled handoff.

  1. 01Read input
  2. 02Check evidence
  3. 03Review decision
  4. 04Prepare handoff
Input & evidence

Supplier invoice · INV-1042

Northline Supply
PO-2187
Equipment: $4,820.00
Payment terms: Net 30

Purchase order · PO-2187

Approved supplier: Northline Supply
Authorized total: $4,500.00
Payment terms: Net 30
Validation & review

Inspect the source, then run the checks.

Follow a case from input to a reviewed output. Try the exception and the matching scenario.

Ready to run

Every action is written to the decision trail.

Decision trail
  1. Sample loaded. No external systems connected.
Prepared output

Nothing is released until the case passes validation and a reviewer approves it.

Fictional data and scripted outcomes that explain the design. Not a live SI system or a client result. See the document operations offer →

Request

Start with one workflow.

No payment now. Jacob replies within one business day with a short scoping note and a one-page SOW to approve before any work starts.

  • Fixed fee, agreed in writing
  • Federal: purchase-card friendly, at or under $15,000
  • Unclassified material only through this form
Request a Workflow Diagnostic

Which workflow should we measure?

No payment now. You receive a one-page SOW to approve before any work starts.

FAQ

Diagnostic questions.

What happens to the Diagnostic fee if we go ahead?

It is credited in full toward a Fixed-Scope Build signed within 30 days of the readout. The 50-case evidence set from the Diagnostic becomes the acceptance test for the Build.

Do we need perfect data first?

No. We need enough real cases to measure today’s baseline and write an acceptance test. The Diagnostic separates what must be fixed now from what can be handled with controls.

Who will actually do the work?

Jacob Hicks, OptiSyn’s founder: a Marine Corps veteran with an active TS/SCI clearance who builds production SI in federal and Fortune 10 environments. You talk to the engineer, not an account manager. When a scope needs more hands, specialists are named in the proposal before you sign.

Can a federal office buy this quickly?

Yes. The federal Workflow Diagnostic is fixed at or under the $15,000 micro-purchase threshold. OptiSyn is an SBA-certified SDVOSB, so larger work can be awarded sole-source up to $5M under FAR 19.1406.