Three phases.
Same sequence
every time.
Process before the build. Always.
We go in before the tool.
We build before we leave.
We map what's really happening — the workarounds, the handoffs, the steps that live in someone's head.
- The operational truth
- A map of every failure point
- A scoped blueprint for Phase II
- Yours to keep regardless
Process redesign, infrastructure, custom tooling, and AI — only where the process can hold it.
- A working system, not a report
- Infrastructure built for how you really run
- AI deployed only where the process is ready
- Measurable before and after baselines
We transfer ownership and exit. Boring and predictable on purpose.
- Full operational ownership transferred
- A system your team runs independently
- Infrastructure that scales without headcount
- We don't leave until it holds
Truth Audit — 14 days, end to end.
Day 5: your top three money leaks, in priority order. The full audit lands at day 14.
Your team's role: about five hours total. Three interview hours, two of observation. No prep on your side.
Operations continue. Nothing freezes.
If the Truth Audit doesn't surface at least three named, fixable money leaks within fourteen days, the audit fee comes back.
What we find when we go looking.
Different industries. Same pattern.
This is what Process Archaeology finds.Some ops work enables the business.
Some ops work moves the P&L.
You need both, in the right order.
The Truth Audit makes the line explicit: what has to be in place to operate, and what moves your margin.
- Customer intake and lead routing
- Internal hubs and operational dashboards
- Workflow automation across teams
- Tool stack and tech debt cleanup
Doesn't show up in the P&L on its own.
- Bestseller margin recovery (sourcing, weight, mix)
- Inventory accuracy and shrinkage reduction
- Profitability rebalancing across the product portfolio
- COGS and operational cost takedowns
You feel it the next quarter.
Most engagements need both. Phase I tells us the order.
AI is how we deliver.
AI changed the math. We use it in three layers — because AI on a broken process breaks it faster.
AI accelerates research and standardizes how findings get written. The diagnostic eye stays on the operator.
Custom infrastructure built with AI-assisted development. Six-figure dev work ships in weeks.
Rules-based steps that pass the filter below. The rest stays human.
- Rules-based logic
- Happens at least weekly
- Low-stakes if wrong
- Data lives in a system
- Requires shifting context
- Failure is costly or irreversible
- Rules change by situation
- Knowledge lives in someone's head
Process before tools. AI on top of process. Never the other way around.
Meet the operator who built this methodology →What our clients experience.
"She's the best. We now have a plan for when productions need to be fulfilled and how to add a growth model. We can forecast difficult-to-get ingredients and get better costing based on our analyses."
"Working with Ysi has been like turning the lights on in our operations. She built systems that gave us visibility we didn't know we were missing. She doesn't just fix chaos, she teaches us how to think operationally."
"Ysi opened my eyes to parts of my business I didn't even know mattered and changed the way I viewed my administrative tasks. She gave me tools creating more profit. So professional yet friendly and calming."
"So friendly and knowledgeable. Really enjoyed our meeting and how much info she provided."
What the work produces.
Bestseller margin recovery
A top SKU selling fast, losing money per unit. Cost stack rebuilt, ingredient swapped, weights rebalanced. Margin restored.
Inventory accuracy: 70% → 99%
Physical inventory and supply chain controls rebuilt under SOX-adjacent compliance. Audit findings: zero.
Customer ops independent from the founder
Intake, scheduling, follow-up: one workflow. The founder is no longer the routing layer.
The OpsHub — custom infrastructure at SMB cost
The platform we ship inside Phase II for Canadian F&B operators with distributors and a co-packer.
- Multi-level Bill of Materials with cost rollup
- AI-powered PDF order import and validation
- Inventory allocation across warehouses (FIFO)
- MRP demand planning and forecasting
- One-click export to Excel and accounting tools
Not ready to talk? Start with the diagnostic.
Five questions, instant score, no email required. The Operational Readiness Assessment runs the same eight numbers we audit against in the first phase of an engagement. Two minutes in your browser.
Take the assessmentTell us what's
broken.
No pitch. No proposal. Six questions to understand what's happening inside your business. We read every inquiry ourselves and reply within two business days to see if a Truth Audit fits. Ready for a call instead? That option's on the form too.
Start HereOr reach us at