For design-build contractor teams of roughly 10–30

Find the estimate bottleneck before paying to automate the wrong thing.

The Estimate Throughput Assessment establishes the baseline, maps the real workflow across roles and tools, tests a controlled prototype, and defines whether a larger implementation is worth doing.

A paid diagnostic recommended after the Estimate Workflow Review when several roles or systems are involved.

Discuss the Assessment Review the Deliverables
Cross-role workflow map Baseline and economics Implementation decision
Paid assessment Diagnostic + prototype
Current-state workflow Bottleneck baseline Stack and ownership review Controlled prototype Fixed-scope recommendation

Good fit

The assessment is for operational complexity that cannot be fixed responsibly in one quick setup.

Good fit

  • At least two roles touch an opportunity before estimating.
  • The firm has roughly 10–30 people or equivalent complexity.
  • Project details move through several channels or systems.
  • The workflow creates measurable delay, re-entry, stale estimates, or owner escalation.
  • An executive sponsor and day-to-day process owner can participate.

Not a fit

  • You only want more leads.
  • The problem is a single reminder owned by one person.
  • Your software vendor can solve the issue through basic onboarding.
  • No baseline, examples, or staff access can be provided.
  • You want a full platform built before the workflow is understood.

Assessment deliverables

Enough evidence to fund, revise, or reject a larger implementation.

Current-state workflow

The inquiry, required information, roles, tools, states, handoffs, approvals, exceptions, and ownership are mapped as they work today.

Baseline and economics

We define the current cycle time, completion, backlog, re-entry, administrative effort, or other measure appropriate to the bottleneck.

Stack assessment

We separate problems solvable through existing configuration and adoption from real integration or custom implementation gaps.

Target-state design

The proposed workflow defines required information, next actions, human controls, system responsibilities, and failure handling.

Controlled prototype

A representative small-batch prototype tests the riskiest part before a production implementation is proposed.

Implementation decision

You receive scope, exclusions, acceptance criteria, responsibilities, timeline, and investment—or a recommendation not to build.

How the assessment runs

Observe the real workflow, test the riskiest assumption, then decide.

01

Recent-event review

Walk through representative inquiries and estimates with the people who actually perform and receive the work.

02

Small-batch prototype

Test the hardest workflow assumption with limited records and explicit human controls.

03

Pivot or persevere

Use the baseline, prototype, adoption risk, economics, and current-stack capabilities to make the implementation decision.

Standard 01 Measurable bottleneck

The target problem has a baseline and an accountable owner.

Standard 02 Bounded solution

The implementation can be scoped without rebuilding the whole company.

Standard 03 Economic decision

The expected value and implementation burden justify a clear go or no-go.

Assessment FAQ

Diagnosis is valuable only when it changes the implementation decision.

Why not scope the implementation on a free call?

A multi-role workflow cannot be scoped responsibly from a short conversation. The assessment establishes ownership, baseline, system constraints, and the actual failure mode before a larger commitment.

Does the assessment include a production implementation?

No. It includes a controlled prototype and the implementation decision. A production build receives its own scope, responsibilities, timeline, and price.

What might the larger implementation cost?

If a production implementation is justified, it receives its own scope, responsibilities, timeline, acceptance criteria, and price.

Can the assessment conclude that we should not hire SWMB?

Yes. The right outcome may be better use of existing software, a process or ownership change, a different specialist, or no project.

Who needs to participate?

An executive sponsor, a day-to-day process owner, and representative users from the roles that create or receive the estimate workflow.

Discuss the assessment

Bring the last estimate that exposed the bottleneck.

We will confirm the firm, problem, sponsor, process owner, systems, urgency, and whether a paid assessment is the right next step.

Prefer email? diagnostic inquiry

Start by email

Share the operating context.

Trade, approximate team size, roles before estimating, current software, and the recent breakdown.