90-day pilot For owner-managed manufacturers · 20–100 employees
Run your factory on systems, not on daily follow-ups.
The BOSS Business Independence Blueprint documents your critical processes, clarifies who owns what, and installs the KPIs and review rhythm that help your team move work forward — with less daily intervention from you.
The discovery call identifies your biggest operational bottlenecks and explores a practical roadmap.
Illustrative sample formats — not client data.
Does this sound familiar?
Your business has a capable team. But too much still runs through you.
-
The same follow-ups, every day
Work moves when you call — and slows down when you don't.
-
Every decision comes back to you
Supervisors escalate routine decisions because no one is sure who owns them.
-
Processes live in people's heads
Each department works its own way, and most of it isn't written down.
-
Key people are single points of failure
When someone is on leave or resigns, part of the process leaves with them.
-
No single view of performance
You have a feel for how things are going, but nothing that shows it clearly.
-
"Just get an ERP"
You've been told software will fix it — but you're not sure your processes are ready.
None of this means your team isn't capable. Usually, it means the system around them hasn't been built yet.
Why now
Growth gets harder when the business depends on a few people.
Undocumented processes, unclear ownership and dependence on key employees can make growth increasingly difficult. Building a structured operating system now helps you prepare for what's next — without rushing into an unnecessary ERP investment.
- 01Expansion — more volume, more people, more complexity
- 02Employee transitions — leave, resignations, new hires
- 03Better delegation — decisions made at the right level
- 04Technology adoption — automation and ERP, in the right order
Free self-assessment
How much does your business depend on you?
Answer 12 quick questions and get an instant score across the four B.O.S.S. areas — with a clear view of where to start.
The method
The B.O.S.S. Framework
Five stages that take you from how work happens today to a system your team can run — and you can review.
Stage 01 · Baseline
See exactly where the business stands.
Assess current business processes, operational bottlenecks and accountability gaps.
What you get
- Business Discovery & SWOT Report
- Process Mapping
Stage 02 · Organize
Make ownership explicit.
Define roles, responsibilities, ownership and escalation paths using KRA and RACI.
What you get
- KRA, KPI & RACI System
Stage 03 · Standardize
Turn good work into repeatable work.
Develop practical SOPs, checklists and repeatable workflows.
What you get
- Custom SOP Playbook
- Business Continuity & Knowledge Capture Kit (bonus)
Stage 04 · Score
Review performance without chasing it.
Establish KPIs, performance dashboards and regular review mechanisms.
What you get
- Management Review Dashboard
Stage 05 · Scale
Make it stick — then automate the right things.
Coach the team through implementation and identify suitable Excel, automation and ERP opportunities.
What you get
- Implementation Coaching
- 30-Day Team Adoption Sprint (bonus)
- Automation & ERP Roadmap
- Automation-Readiness Blueprint (bonus)
What's included
Seven core deliverables. Three bonuses. One working system.
Everything below is built with your team during the 90-day pilot.
- 01See where you stand
Business Discovery & SWOT Report
Identify operational weaknesses, priorities and improvement opportunities.
- 02Map the work
Process Mapping
Document critical workflows, departmental handoffs and bottlenecks.
- 03Repeatable work
Custom SOP Playbook
Practical standard operating procedures and checklists.
- 04Clear ownership
KRA, KPI & RACI System
Clarify responsibilities, ownership and measurable performance expectations.
- 05Visibility
Management Review Dashboard
Visibility into agreed business performance indicators.
- 06Adoption
Implementation Coaching
Structured reviews to support adoption, resolve implementation challenges and improve consistency.
- 07Technology, in order
Automation & ERP Roadmap
Opportunities to streamline processes using existing tools, automation and ERP systems.
- Bonus 1
Business Continuity & Knowledge Capture Kit
Handover checklists, process ownership registers and knowledge-transfer templates to reduce dependence on individual employees.
- Bonus 2
30-Day Team Adoption Sprint
Implementation reviews, issue tracking and corrective-action templates to help employees adopt the documented processes.
- Bonus 3
Automation-Readiness Blueprint
A prioritised roadmap of which processes to automate, which tools to consider and what to standardise first.
Straight talk
What we commit to — and what we don't promise.
Some things are deliverables we're accountable for. Others are outcomes those deliverables are designed to support, which depend on how your team adopts them.
What you'll have
Our commitment, within the agreed scope
- A clear picture of operational weaknesses, priorities and improvement opportunities
- Critical workflows, handoffs and bottlenecks documented
- Practical SOPs and checklists your team can follow
- Defined responsibilities, ownership and escalation paths (KRA and RACI)
- Agreed KPIs and a management review dashboard
- A roadmap for Excel, automation and ERP — and what to standardise first
What it's designed to support
Not guaranteed — depends on adoption
- Fewer routine decisions escalated to you
- Clearer accountability across departments
- Better visibility into agreed performance indicators
- Easier delegation and smoother employee transitions
- A sounder base for expansion and technology investment
Business performance outcomes are not guaranteed. They depend on adoption, team participation and conditions inside your business.
How it runs
From first conversation to a working system.
Discovery call
We look at your biggest operational bottlenecks and whether the blueprint is the right fit.
Written proposal
A clearly scoped proposal: deliverables, review deadlines and anything included beyond the standard pilot.
Kickoff — day 1 of 90
The engagement begins on the agreed scope.
Baseline → Organize → Standardize → Score
We build the system with your team, stage by stage.
Scale
Implementation coaching and structured reviews help your team adopt the system, alongside your automation and ERP roadmap.
Inside the deliverables
Working documents, not slide decks.
Here's the shape of what your team will use day to day. Formats are illustrative and tailored to your business.
RACI matrix — excerpt
Illustrative sample — not client data| Activity | Owner | Production Head | Purchase | Quality | Stores |
|---|---|---|---|---|---|
| Purchase order approval | A | C | R | I | I |
| Daily production plan | I | A | C | C | R |
| Quality check sign-off | I | C | I | A | I |
| Dispatch scheduling | I | A | I | C | R |
R Responsible · A Accountable · C Consulted · I Informed
SOP: Shift handover
Illustrative sample — not client data- Record output against plan
- Log machine issues and downtime
- Hand over open quality concerns
- Update material shortages
- Sign-off by incoming supervisor
Management review dashboard — structure
Illustrative sample — not client data| KPI | Owned by | Target | Actual | Review |
|---|---|---|---|---|
| On-time dispatch | Dispatch | — | — | Weekly |
| Rejection rate | Quality | — | — | Weekly |
| Pending purchase orders | Purchase | — | — | Weekly |
Targets, owners and review frequency are agreed with you during the Score stage.
What clients say
Is it right for you?
Built for one kind of business — on purpose.
A strong fit if you…
- Run an owner-managed manufacturing business in India with roughly 20–100 employees
- Are heavily involved in daily follow-ups, people management, operational decisions and problem-solving
- Want structure and accountability before investing in new software
- Can give timely access to information and the employees involved
Probably not right if you…
- Need a guaranteed increase in revenue or profit
- Want an ERP implemented immediately rather than a readiness roadmap first
- Are looking for someone to run day-to-day operations on your behalf
- Can't make key people available for reviews during the 90 days
How it's scoped
One clearly scoped 90-day pilot. Agreed in writing.
Before any work begins, you receive a written proposal that sets out:
- The agreed scope and deliverables✓
- Mutually agreed review deadlines✓
- Fees and payment terms✓
- Anything included beyond the standard pilot✓
Applicable taxes, if any, and third-party software costs are additional unless included in your written proposal.
Our deliverables commitment
If agreed deliverables are not completed within the contracted timeline for reasons within our control, we will complete the missing deliverables without additional professional fees.
This commitment is subject to an agreed scope, timely access to required information and employees, and mutually agreed review deadlines. Business performance outcomes are not guaranteed.
- 7 core deliverables, built with your team
- 3 bonuses: continuity kit, adoption sprint, automation-readiness blueprint
- Written proposal with agreed scope before you commit
FAQ
Questions owners usually ask.
Still unsure whether this fits? The scorecard takes about three minutes.
Take the free scorecard →No. The blueprint standardises and clarifies your processes first, then identifies where Excel, automation or an ERP could genuinely help — and what should be standardised before any software decision. That helps you avoid rushing into an ERP investment you don't need yet.
Adoption is built into the program. Implementation Coaching provides structured reviews to resolve challenges, and the 30-Day Team Adoption Sprint adds implementation reviews, issue tracking and corrective-action templates. Adoption still depends on your team's participation, which is why outcomes aren't guaranteed.
The initial, clearly scoped implementation pilot: the seven core deliverables and three bonuses over 90 days, as defined in your written proposal. Fees and payment terms are set out in that proposal, so you know exactly what is included before you commit.
If agreed deliverables aren't completed within the contracted timeline for reasons within our control, we complete them without additional professional fees — provided the scope was agreed, information and employees were accessible on time, and agreed review deadlines were met.
No. We commit to delivering the agreed system. Performance outcomes depend on adoption and on factors inside your business, so they're not guaranteed.
Your critical workflows and the handoffs between departments. Exactly which ones are prioritised comes out of the Baseline stage and is agreed in your scope.
We discuss your biggest operational bottlenecks and explore a practical roadmap for a more system-driven business. If the blueprint is a fit, the next step is a written proposal.
No. The discovery call is a paid consultation. After you share your details, we confirm your slot and the consultation fee — you pay only once your booking is finalised.
Next step
Stop being the person who keeps every process moving.
Build the systems, accountability and performance visibility that help your manufacturing business move forward with less daily owner intervention.