Typical pain points

When companies come in.

Everything goes through the owner

Decisions, approvals, collections, purchases — all depend on one person. The company doesn't scale because there are no processes, just one brain. We document processes, define approvals by amount and type, delegate with controls.

Money or inventory leaks but you don't know where

Cash that 'disappears', inventory that doesn't match, phantom vendor purchases, broken reconciliations. We implement controls that make the invisible visible — segregation of duties, dual signatures, automated reconciliations.

Each employee does it their own way

Everyone improvises. New customers get different experiences. Hiring and training is chaotic. We write manuals that standardize 'how we do things here'.

No visibility until month-end

Problems surface when they're already large. We design operational dashboards with daily/weekly indicators so the owner/manager sees operations live.

What we do

Scope.

  • Administrative diagnosis: current process map, bottlenecks, missing controls
  • Functional org chart with job descriptions and RACI
  • Procedure manuals for critical processes (sales, purchasing, treasury, inventory, HR)
  • Internal control design and implementation: segregation of duties, authorizations by amount, reconciliations, counts
  • Structured collections (tiered AR management)
  • Controlled purchasing cycle (request, quote, approval, PO, receipt)
  • Petty cash and representation expense policy
  • Operational dashboards (non-financial KPIs): lead times, defect rate, productivity, customer retention
  • Assistance in selection and implementation of ERP, CRM or operational software
  • Team training on new processes and controls
  • Periodic operational audit to validate adherence

Not included

Scope definition.

  • Operational recruitment (coordinated with HR partners)
  • Bookkeeping (under Accounting & SAT)
  • External audit (under Financial Audit)
  • Commercial or marketing consulting (not our focus)
  • Software technical implementation (coordinated with tech vendor)

Execution

From disorder to predictability in 60–90 days.

  1. 01

    Operational diagnosis

    Tour areas, interview key staff, review current flows. Identify 10–15 prioritized opportunities.

    Weeks 1–2
  2. 02

    Improvement plan

    Priority by impact and ease. Plan with owners, timing, deliverables.

    Weeks 2–3
  3. 03

    Process and control design

    Write procedures, flowcharts, control matrices, templates. Review with owner and process owners.

    Weeks 3–6
  4. 04

    Rollout and training

    Area-by-area rollout. Staff training. Adjustments on the fly. Operational metrics to measure adherence.

    Weeks 6–10
  5. 05

    Compliance audit

    30 days after rollout, audit execution. Findings and adjustments report.

    Week 14

Models

Administrative advisory plans.

Adapted to size and scope. Indicative ranges:

Administrative diagnosis

from Q6,500

Process map + findings + prioritized plan.

Process implementation

from Q18,000

Critical processes + manuals + controls. 60–90 days.

Monthly support

from Q3,800/mo

Periodic audits + adjustments + ongoing training.

Administrative outsourcing

quote

Full admin takeover for 6–12 months.

Specific project

quote

ERP/CRM implementation, reorg, expansion.

Software, licenses and IT resources borne by the company.

FAQ

SMB administrative advisory.

When is it time to organize administration?

Typical signs: 10+ employees, multiple sites, revenue grew 50%+ in a year, recent investment or large credit, owner overwhelmed. If any of those, processes are needed now.

Admin vs financial advisory?

Administrative orders the 'how' — processes, controls, org chart, manuals. Financial orders the 'how much costs, earns and decisions' — cash, budget, financial KPIs. Complementary: one organizes operations, the other interprets them economically.

Do I need ERP or CRM to get organized?

Not at the start. First simple processes and manual controls working. When the operation has discipline, software accelerates. Installing ERP on chaos just digitizes chaos. We advise on software when the moment arrives (SAP, Oracle, Odoo, Bind, local systems).

How long until real impact?

Simple improvements (cash control, expense policy, collections flow) show in 30 days. Structural changes and culture take 6–12 months. We manage expectations from diagnosis.

Can I reject recommendations?

Absolutely. No generic recipes. Every recommendation is discussed with owner and team and adjusted to company culture. The goal is a process that holds over time, not textbook-perfect but fragile.

How to avoid team resistance?

Involve them from diagnosis. Staff who designs the new process adopts it; staff who receives it imposed sabotages it. We run participatory workshops, explain the 'why', measure adherence without punishing upfront.

Full administrative outsourcing possible?

Yes. For small or transitioning companies, we take on the admin function (collections, payments, payroll, billing, filing) for a defined period. Meanwhile we organize so your team eventually takes over. A bridge during critical times.

Organize operations, scale without chaos.

Free 45-minute initial diagnosis. We identify 3 quick wins and scope the right implementation.