How we work

The ACE framework: Assess, Configure, Execute.

A practical method for improving how a firm runs, built from 30 years of doing it from the inside. Each phase stands on its own, and each one sets up the next.

A · Assess C · Configure E · Execute
A C E Assess Configure Execute
A

Phase 1 of 3

Assess

See how your firm really runs.

We map how work moves through your firm today across all six pillars, from the first prospect to the final margin, and find where time, scope and money slip away.

What happens

  1. Leadership interviews and conversations with each team
  2. A review of pipeline, budgets, timesheets and financials
  3. A value stream map of a typical job, brief to invoice
  4. A maturity benchmark across the six pillars

What you get

  • An operations scorecard across the six pillars
  • Bottlenecks and margin leaks, ranked by impact
  • A prioritized roadmap of recommendations

Your team's role: a handful of interviews, plus access to the reports and data you already have.

C

Phase 2 of 3

Configure

Design the way you want to work.

We turn the roadmap into an operating model: who owns what, how work is trafficked, how capacity is planned, and the tools that hold it all together.

What happens

  1. Redesign roles, handoffs and approvals with a clear RACI
  2. Set trafficking and resourcing rhythms
  3. Set role-based utilization targets and budget controls
  4. Select and configure tools, including Kerdion OPS where it fits
  5. Connect to your accounting platform

What you get

  • A documented operating model your team can follow
  • Configured tools and dashboards
  • A clear owner for every step

Your team's role: working sessions with the leads from each department.

E

Phase 3 of 3

Execute

Make the new way the everyday way.

A plan only matters if people use it. We stay close while your team adopts the new rhythms, and we measure the results against where you started.

What happens

  1. Train leaders and teams on the new way of working
  2. Run the new weekly rhythms alongside you
  3. Track results against the baseline from Assess
  4. Adjust whatever is not working

What you get

  • A team running the new process on its own
  • Measured before-and-after results
  • A plan for the next round of improvements

Your team's role: adopt the new rhythms. We coach until they stick.

What makes it different

Built from the inside, measured from the start.

Built from the inside

Our method comes from 30 years of founding and running agencies, not from a textbook. We have sat in your seat.

Process first, then tools

We fix how work flows before we touch software. When software helps, we configure it around you, not the other way around.

Measured, not guessed

Every recommendation ties back to a measure across the six pillars, so you can see what changed and what it was worth.

Built to stick

We stay through execution and coaching, because a new process only counts once it becomes habit.

Ways to engage

Start where it makes sense for you.

Every engagement begins with Assess. From there, you decide how far to go with us.

A

Assessment

A clear, prioritized picture of how your firm runs today. Take the roadmap and run with it yourselves, or keep going with us.

[PRICING OR "FROM $X"]

A + C

Assess and configure

We redesign the operating model and set up the tools, then hand over a documented system your leads can run.

[PRICING OR "FROM $X"]

A + C + E

The full ACE engagement

We stay with you through rollout, coaching and measurement until the new way of working is simply how you work.

[PRICING OR "FROM $X"]

Every ACE engagement starts with a conversation.

Two easy ways to start. Neither comes with a pitch deck.

Get a free operations evaluation Book a 30-minute call

Or reach us directly: mark@pensumllc.com · 412.659.5859