Diagnostic Results: B2B Case Examples

Illustrative scenario - not a specific client engagement

1. Situation

   Inbound leads were falling between marketing and sales: no defined handoff owner, no SLA, and 3 duplicate CRM fields creating confusion.

2. Diagnostic found

   4 undocumented handoff points across 2 teams with no shared visibility.

3. Delivered

   Handoff process reduced from 5 steps to 2. Single ownership assigned per lead stage. Estimated revenue at risk from dropped handoffs: $180K-$240K annually. 30-day cleanup priority list adopted by both teams.

Illustrative scenario - not a specific client engagement

1. Situation

   Leadership did not trust dashboard numbers because 3 departments used different definitions for the same metrics.

2. Diagnostic found

   7 inconsistent metric definitions and 2 disconnected data sources feeding the same dashboard.

3. Delivered

   Unified reporting definitions document covering 7 previously inconsistent metrics. Data-source consolidation plan projected to remove 40+ hours/month of manual reconciliation. BI roadmap prioritized by stakeholder impact with 90-day execution timeline.

Illustrative scenario - not a specific client engagement

1. Situation

   4 locations running different approval workflows with 6 overlapping tools and no shared process documentation.

2. Diagnostic found

   11 manual approval steps that could be reduced to 4 with workflow consolidation.

3. Delivered

   Bottleneck map identified an estimated $320K in annual labor cost tied to manual approvals. Automation backlog ranked by effort and impact. 90-day roadmap adopted by operations leadership with projected 60% reduction in approval cycle time.