Trades first. Any small business that runs on paperwork.
The Lean Six Sigma and program-governance toolkit works across industries. The judgement about which lever to pull is what changes from one to the next.
Signal
$211M+
Set aside for homeowner rebuilding by Hillsborough County (2026)
Subcontractors & Trades
Tampa Bay and Naples are deep into a Helene and Milton rebuild cycle, and GCs are getting pickier about who they hire. The subs who get the next job are the ones with clean pay apps, change orders signed before the work, current insurance and fast answers. Most trade contractors are great in the field and stretched thin in the office. That's the gap we close.
How we help
- Money Audits on recent jobs: every dollar tied to the bank
- Change order, pay app and insurance templates for HVAC, electrical, plumbing, framing, drywall and concrete trades
- AI Office Training: change orders, pay apps and follow-ups in minutes
- CDBG-DR and FEMA compliance for rebuild work
Signal
Utilization
The number that decides profit in a partner-led firm
Professional Services
Accounting practices, law firms, engineering consultancies, marketing agencies. Revenue is up but profit isn't. Utilization is soft, intake is leaky, delivery varies by partner. Standardized process and governance close the gap.
How we help
- Intake-to-delivery value-stream mapping
- Utilization and realization KPI dashboards
- Engagement delivery standardization
- Fractional PMO for partner-led firms
Signal
Front desk
Where a small practice loses office hours: intake, follow-ups, insurance questions and vendor paperwork
Medical & Dental Practices
Small medical, dental and therapy practices run on the same office minutiae as a trade business. The owner is with patients all day and the front desk is buried. We teach the office manager and front desk to use AI for the drafting, with clear rules for what patient information never goes into an AI tool.
How we help
- Front-desk email, reminder and follow-up templates
- A one-page AI use policy that keeps patient information out of AI tools
- Intake-to-billing process mapping with Lean Six Sigma
- Office dashboards for no-shows and days to payment
Signal
Dock to stock
Where warehouse margin leaks: receiving, putaway, picking and labor
Logistics & 3PL
Tampa Bay is a growing distribution hub, and new warehouse space keeps coming online. When capacity grows faster than process discipline, throughput, putaway, picking and labor productivity are where the margin leaks out.
How we help
- Warehouse DMAIC projects (dock-to-stock, pick accuracy, shrink)
- Labor productivity KPI design and Power BI dashboards
- Transportation and routing process improvement
- Fractional CI lead for growing 3PLs
Signal
Pass-through
Federal funds that come with federal paperwork
Government & Nonprofit
County emergency management, municipal subrecipients, small cities, and nonprofits managing federal pass-through funds. Federal-scale discipline applied at a budget and pace that fits a county EM office or a $5M nonprofit.
How we help
- Post-event After-Action Reviews (AARs)
- EMPG and Public Assistance grant compliance
- Hazard mitigation and continuity-of-operations planning
- Federal program management for HUD, HHS, and FEMA pass-through funds
Don't see your industry?
If you have a process, a P&L, and a willingness to measure, the toolkit applies. Bring a real problem.