When you need it documented

Process Evaluation & Reporting

Most of our work with local government costs nothing and starts with a conversation. This is the deeper option: a structured way to find out what the workarounds are actually costing, written so it can go straight into a budget request without being rewritten.

What it is

A paid engagement where we sit down with your team and walk through your processes step by step — as they actually run, not as they are documented. The output is a written report that belongs to you.

Typically run for clerks, elections offices, and county administration — anywhere a process has been carried by the same three people and the same spreadsheet for longer than anyone can remember.

What it isn’t

  1. A software demo
  2. A needs assessment built around a product we already sell
  3. A proposal
  4. A commitment to anything beyond the report itself

Your people, not your paperwork

The value is in the room. We talk to the people who do the work every day.

One process or several

Scope is agreed up front. It can be narrow — a single pain point — or a full cycle.

Findings, not a proposal

The deliverable is a report. Whether anything follows it is entirely your call.

How it works

Four steps, in this order.

STEP 01

Scope

We agree on which processes we’re looking at and who needs to be in the room.

STEP 02

Walkthrough

On-site working sessions with the staff who actually run the process.

STEP 03

Analysis

We quantify time, cost, and risk exposure in each problem area we found.

STEP 04

Report & readout

Written findings, delivered and walked through with you and your team.

Timeline depends on scope. A single-process evaluation is typically a matter of weeks, not months.

The deliverable

What the report tells you.

The problem

  • What it is, in plain language
  • Where it sits in the process
  • Who owns it today
  • How often it recurs

What it costs

  • Staff hours, with the math shown
  • Dollar impact where we can defend the number
  • Risk and compliance exposure
  • What it costs to keep doing nothing

What to do about it

  • Ranked recommendations
  • Process changes that cost nothing
  • Options that involve buying something
  • What we’d do first, and why

Most vendors never quantify the status quo. The cost column is the reason this report survives contact with a finance office.

A fair question

Why is this a paid engagement?

Because the findings are yours.

You own the report

Use it for a budget request, a board presentation, or nothing at all.

No obligation is attached

Not to us, not to any product, not to a next step.

It can conclude against us

If the right answer is a process change and no software, that is what it will say.

A free assessment is a sales tool

A paid evaluation is a deliverable. The incentive has to point at your outcome.