Provident Logic
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Systems Review + Build Roadmap

For companies that want the full map before building: we talk to the people living in the worst processes every day — then deliver a prioritized Opportunity Map of what to build first, with a fixed price on every item. $1,997, credited toward your first build. (Just need one system for one team? Start with a free demo build instead.)

We start with the people in the seats

A Systems Review is not a leadership-only workshop. We get feedback from the people dealing with the broken workflows every day — the reps, coordinators, ops leads, and managers who know where the process actually fails. That ground truth is what makes the build roadmap real.

What the review covers

  • →conversations with the people doing the work — not just leadership
  • →the worst day-to-day processes and workarounds
  • →current systems and tools (including multiple CRMs)
  • →manual reports and spreadsheet-dependent steps
  • →data sources and handoffs that break
  • →operational blind spots and recurring delays
  • →places where managers find out too late
  • →what operational systems and tools to build and ship first

What you receive

A prioritized Opportunity Map grounded in how the work actually happens — what to build first, why it matters to the people in the seats, what data is involved, and rough scope so building can start. You own the full deliverable.

What the Opportunity Map looks like

Provident Logic · Opportunity Map

Sample excerpt · fictionalized composite

Regional engineering platform · 3 acquisitions · ~220 staff

2-week review9 people interviewed11 systems inventoried

Executive summary

26 hrs/mo

leadership time on manual report assembly

Sales director + 2 ops managers rebuilding the same picture from exports every week.

11 days

average lag from proposal win to project kickoff

Estimating and PM systems don't talk — every won job is re-typed by hand.

3 projects

finished over budget before anyone flagged margin drift (last quarter)

Labor burn vs. percent-complete lives in two systems nobody reconciles mid-project.

What the people in the seats told us

“I export from both CRMs every Monday and rebuild the same spreadsheet. It takes my morning, and by Wednesday it's stale.”
— Regional sales manager
“When we win a job, I re-enter everything from the estimate into the PM system. Same numbers, three screens, every time.”
— Senior estimator
“We find out a project lost money at closeout. By then there's nothing to do but eat it.”
— Controller

Composite quotes — representative of real interview findings, no client attribution.

Prioritized opportunities

Excerpt — 4 of 10 opportunities shown

01

Multi-CRM sales visibility layer

Build first

Finding. Sales director assembles Monday reports by hand from two CRMs and four spreadsheets; leadership finds out about stalled opportunities 5 to 9 days late. Follow-up gaps between systems are invisible until the weekly meeting.

TodayManual exports → spreadsheet reconciliation → stale Monday deck

With the systemLive operating view → exception flags → manager action queue

Rough scope. Read-only centralization layer across both CRMs. Exception views for activity gaps and stalled opportunities. Manager action queue. No CRM migration required.

Why it pays. Recovers ~26 hrs/mo of leadership assembly time; surfaces stalls while intervention is still possible.

Impact
High
Effort
Medium
Timeline
6–8 weeks, demo-first
Data
2 CRMs · email exports · regional spreadsheets
People affected
Sales director · 4 regional managers · 23 reps
02

Proposal-to-project handoff automation

Second

Finding. Every won proposal is re-typed from the estimating tool into the PM system — same scope, budget, and milestones, entered twice. Kickoff waits an average of 11 days, and transcription errors surface mid-project as scope disputes.

TodayWin → manual re-entry across 3 screens → 11-day kickoff lag

With the systemWin → structured handoff → project shell created same day

Rough scope. Automated handoff that creates the project record from the winning estimate — scope, budget, milestones, and owner — with a review step before it goes live.

Why it pays. Cuts kickoff lag from 11 days toward same-week; kills transcription-error disputes.

Impact
High
Effort
Low
Timeline
3–4 weeks after #1
Data
Estimating tool · PM system · proposal documents
People affected
3 estimators · 8 project managers · operations director
03

Project margin early-warning view

Third

Finding. Labor hours accumulate in timekeeping while budget burn lives in accounting — nobody reconciles them until closeout. Three projects finished over budget last quarter with zero mid-project warning.

TodayMargin known at closeout — too late to act

With the systemWeekly burn-vs-complete flags while intervention is possible

Rough scope. Margin dashboard joining labor burn against percent-complete, with drift thresholds that flag a project to its PM and the controller before it goes red.

Why it pays. One caught project pays for the system; protects the number the board actually reads.

Impact
High
Effort
Medium
Timeline
5–6 weeks, parallel-capable
Data
Timekeeping · accounting exports · project schedules
People affected
Controller · 8 project managers · regional president
04

ERP consolidation

Defer

Finding. High cost, low near-term visibility gain. The pain leadership feels day-to-day is upstream of the ERP — consolidating it first would burn a year without touching the Monday-morning problem.

Impact
Medium
Effort
Very high
Timeline
Revisit in 12+ months

Recommended build sequence

  1. Weeks 1–2

    Systems Review

    Interviews + systems inventory

  2. Weeks 3–10

    Build #1

    Multi-CRM visibility layer, demo-first

  3. Weeks 11–14

    Build #2

    Proposal-to-project handoff

  4. Ongoing

    Expand

    Only where the ROI is proven

The full map covers every opportunity found — scored, sequenced, and scoped. You own the document.

Excerpt · pages 3–5 of 14

What happens after you book

Paying for the Systems Review is not the review itself — it starts a clear sequence so we talk to the right people and deliver a roadmap you can act on.

  1. 1

    Pay for the Systems Review

    Fixed-price $1,997 via Stripe. You are buying the Opportunity Map and build roadmap — not locking into a large software engagement.

  2. 2

    Book a short kickoff call

    After payment you land on a scheduling page. On the kickoff call we identify the general areas you want to work on and get pointed to the right people in those systems.

  3. 3

    We talk to those people individually

    We reach out to the people in the seats to gather context about their roles and processes — the ground truth behind how the work actually runs.

  4. 4

    You receive the Opportunity Map

    A prioritized roadmap of what Operational AI Systems to build and ship first — what to build, why it matters, what data is involved, and rough scope.

Get the Systems Review

Fixed-price Systems Review — $1,997. Pay securely with Stripe. Or request a free consult first if you want to talk it through.

Systems Review + Build Roadmap

$1,997

One-time · you own the deliverable

  • →Feedback from the people in the seats — the ones living the worst processes every day
  • →Review of systems, workflows, and reporting blind spots
  • →Prioritized Opportunity Map of what Operational AI Systems to build next
  • →Not a sales call disguised as discovery — we actually build what we recommend

Reviews are founder-led, so monthly capacity is limited.

Get the Systems Review – $1,997

The $1,997 credits toward your first build. If we move forward together, the review is effectively free. If we don't, you still own the full Opportunity Map.

See the full pricing model →

Secure checkout powered by Stripe

Or request a free consult first

FAQ

What does the $1,997 include?
A fixed-price Systems Review + Build Roadmap. We talk with the people living in the processes, examine systems and reporting blind spots, and deliver a prioritized Opportunity Map — what to build first, why it matters, what data is involved, and rough scope so building can start. You own the full deliverable.
Do you only talk to leadership?
No. Leadership sets priorities; the people in the seats know where the process breaks. A big part of the review is getting that day-to-day feedback — the workarounds, the manual steps, the places the CRM lies — so we do not build the wrong system.
What happens after I pay?
Stripe confirms the payment, then you book a short kickoff call. On that call we identify the general areas you want to work on and get pointed to the right people in those systems. We then reach out to those people individually to gather context about their roles and processes. You get the Opportunity Map — the roadmap of what we should build and ship next.
Can I talk to you before paying?
Yes. Use “request a free consult first” next to the pay button and submit the short form. We’ll talk through your situation and see if a Systems Review makes sense before moving into building work.
Is this just a sales call?
No. The $1,997 buys a concrete deliverable — the Opportunity Map and build roadmap, informed by the people doing the work. It is not a discovery call used to push a giant software engagement. We actually build what we recommend when you’re ready to move forward.
Do we need to be ready for a full software build?
No. The Systems Review is the low-risk entry point. You are not signing up for a large build when you pay for the review — but the whole point is clarity on what to build and ship first.
What happens to pricing if we move into a build?
Each Opportunity Map item carries a fixed build price and an operations estimate, so you see the full cost of every recommendation before committing to anything. Focused single-team systems start at $3,500; larger systems typically range $10K to $50K, paid on demo-gated milestones, with the $1,997 review credited against the first one. See the pricing page for the complete model.
Should we start with the review or a First Build?
If one team has one clear pain — a report assembled by hand, a dashboard that doesn't exist, alerts nobody gets — skip the review and request a free demo build. The review earns its price when the problem spans teams and you want the whole map, prioritized and priced, before choosing where to start.
Does the $1,997 apply to a build?
Yes. If you move into a build with us, the full $1,997 is credited against the first engagement. If you do not, you keep the complete Opportunity Map and owe nothing further.
Who should be involved?
An operational leader who can prioritize (VP Sales, COO, Operations Director) plus the people closest to the broken process — the ones in the seats every day. Keep it practical: enough ground truth to build the right thing, not a multi-month committee.

Clarity on what to build — then we build it.

Fixed-price entry. Ground truth from the people in the seats. A roadmap you own.

Get the Systems Review – $1,997
Systems Review + Build Roadmap | Provident Logic