Define the outcome
Identify what the team needs to run, who makes decisions and in what sequence.
Install the System · Systems
Business OS
Install an agreed operating system around the records, workflows and decisions your team needs. Start from established CMA systems or define a custom build.
From $7,500 · scoped system installation
Established systems: 30–90 days · custom systems: 90–180 days
The offer
What’s delivered
The outcome
A system your team can use in real work, with clear ownership and handoff.
- An approved system architecture and configured workspace
- Agreed workflows, permissions and bounded data migration
- Acceptance testing, documentation, team training and handoff
Scope and working together
Format
Established systems: 30–90 days · custom systems: 90–180 days
The signed scope defines records, workflows, integrations, migration limits, acceptance criteria, training and any support period. Ongoing operation is a separate engagement.
Not included
Unscoped integrations or migration, third-party subscriptions, indefinite support and ongoing execution ownership.
Before we start
An agreed roadmap or architecture, sample data, system access and an accountable client owner.
Your next step
Share your context. Anthony will respond within two business days to confirm fit and the appropriate scope.
The written agreement defines deliverables, responsibilities, acceptance criteria, schedule, payment milestones and any approved specialist costs.
An example of the output
Illustrative example; not a client result.
Illustrative workflow: a product request creates a record, receives an assigned owner, passes an approval gate and moves to the delivery queue. Acceptance testing confirms that the agreed people can complete each handoff.
Still unsure? Explore offers to see which fits your next decision best.
Choose the question you need answered. You can start with one engagement; these are not mandatory steps in a package.
- I need to define the problem.Clarity Debrief
- I need to know whether this product can make money.Product Economics Review
- I have a product idea or prototype and need a development plan.Product Roadmap
- My team needs clearer responsibilities and workflows.Operations Roadmap
- I need a route to customers for a defined product.Go-to-Market Roadmap
- I have a direction and need the operating system installed.Business OS Build
- I need someone to keep product decisions and delivery moving.Product Office
- I want an original CMA design for my collection.Design Licensing
- I want to develop an opportunity with shared upside.Strategic Collaboration
- I need my group to work through a product challenge together.Product Making Workshop
- I want to work through the economics myself.Aida Product Economics
- I need hardware designed to my specifications or existing IP.Commissioned Hardware Design · Scope agreed together
Start with the decision you need now. A focused review does not commit you to a roadmap, build or retainer.
An Operations Roadmap defines the workflows and responsibilities. A Business OS Build installs the agreed system. Product Office provides ongoing leadership; the scope distinguishes advice from hands-on ownership.
Payment schedule
Payments matched to this engagement.
30% of the agreed project fee at kickoff; 40% at approval of the working configuration; 30% after acceptance and training, before final handoff.
- 0130%
Kickoff
Due before architecture and configuration work begins.
- 0240%
Working configuration approved
Due when the agreed working configuration is accepted.
- 0330%
Acceptance and handoff
Due after acceptance testing and training, before final handoff.
Percentages apply to the agreed fee for the stated scope. The written agreement confirms acceptance criteria, payment dates and approved expenses. Service and payment terms
A Productivity Engine
Make progress easier to run.
Agree the scope and responsibilities first. Then put the right records, routines and decision support to work.
Create the system
Decision-making systems, reference documentation and system roles.
Refine the system
Make improvements based on real usage and confirm the next service period.