Type
Operations AssessmentStructured intake + analysis
Seven operational dimensions. One structured assessment. A scored findings report that tells you exactly where Catalyst OS fits — and where to start.
A 60-minute structured call with your team works through your stack, workflows, data hygiene, and compliance exposure. We follow a scored questionnaire — not a freestyle conversation.
We score your operation across seven dimensions that determine how well Catalyst OS can be installed and how quickly it will produce results. Each dimension gets a readiness rating.
You receive an executive scorecard and a 4–6 page findings report within five business days. The last page is a specific module recommendation with a proposed starting scope.
| Dimension | Status | What we evaluate | Why it matters |
|---|---|---|---|
| Data Quality | scored | Ticket completeness, client record hygiene, historical depth in PSA/RMM | M.01 · M.02 readiness |
| Security Posture | scored | Access controls, credential hygiene, API exposure surface | Integration gate |
| Permissions | scored | Role-based access, data segmentation, team-level visibility boundaries | Data governance |
| Compliance Risks | scored | Regulated-client scope (HIPAA, PCI, CMMC), documented segmentation | Scope boundary |
| Workflow Maturity | scored | Process repeatability, exception rate, documented versus ad hoc operations | M.01 · M.03 readiness |
| Documentation Quality | scored | SOPs, runbooks, ticket templates — current, enforced, and owned | M.05 readiness |
| Integration Readiness | scored | PSA/RMM API availability, connector compatibility, credential delegation | All modules |
Structured intake call, seven-dimension scoring, executive scorecard, and a 4–6 page findings report with a specific module recommendation.
The full assessment fee is credited toward your first Catalyst OS module setup if you move forward within 60 days. The assessment pays for itself.
A single-page readiness score across all seven dimensions with a RAG rating per area. Built to be shared with your leadership team or board without additional context.
4–6 pages covering each scored dimension: what we found, what it means for Catalyst OS deployment, and what needs to be true before the relevant module goes live.
A specific proposed starting module, integration scope, expected timeline, and measurable outcomes — the document that becomes your SOW if you choose to proceed.