Business systems assessment · St. Louis & remote

Know what to fix before you buy more software.

A Business Systems Assessment helps owners and operations leaders untangle manual reporting, duplicate data entry, and broken handoffs. Andrew Naron reviews how your people, processes, and tools work together, then gives you a written plan for what to keep, fix, connect, or replace.

Published assessment range: $5,500–$18,500. Scope and fee agreed in writing before paid work begins. See scope and pricing →

Work directly with Andrew No software resale or commissions You own the findings and roadmap
When this is useful

Start with a decision that is costing you time or money.

This assessment is designed for growing businesses of roughly 10–250 people with connected problems across several workflows or systems.

Your reports do not agree

Someone rebuilds the numbers in spreadsheets each week. Find the conflicting definitions, data sources, and manual steps before commissioning another dashboard.

Work stalls between teams

A quote becomes a job only after someone retypes it and chases missing details. Identify the handoff, ownership, and information changes that would make the work repeatable.

You are about to choose software

CRM or ERP demos look promising, but your requirements are unclear. Document what the business needs and where the existing tools fall short before committing.

Have one narrow problem, or a smaller business? Start with the same free call. We can discuss a focused service instead of assuming you need a full assessment.

What you receive

Written findings your team can use.

The agreed scope identifies which workflows, systems, people, and locations are covered. The review brings eight assessment areas together into these practical outputs.

Current-state and workflow review

A documented view of how the selected work moves: its steps, people, tools, handoffs, and dependencies. It includes where work waits, repeats, or relies on one person.

Systems, process, and risk findings

An inventory of the relevant applications and spreadsheets, how information moves between them, and the gaps in reporting, ownership, repeatability, or continuity.

Improvement recommendations

Specific changes to the processes and systems reviewed, with the reasoning behind what to keep, fix, connect, or replace. New software is an option to assess, not a required outcome.

A prioritized roadmap

The recommended changes in order, so you can decide what to tackle first and discuss execution with your team or implementation partner. You keep the written findings and roadmap.

Illustrative deliverable excerpt

What a useful finding looks like.

This example shows how a quote-to-job handoff could be reviewed. It is a sample of the method, not a client case or a promised result.

1
Workflow to traceAccepted quote → job record → scheduling. Identify what information moves at each step and who is responsible for it.
2
Illustrative findingThe scheduler re-enters an accepted quote from email. Missing job details require a call back to sales, and nobody owns checking that the handoff is complete.
3
First change to evaluateDefine one handoff checklist and a single place for accepted quotes. Agree who checks it before evaluating an integration between the quoting and scheduling tools.
4
Owner and measure to agreeProposed owner: operations lead, with sales and scheduling. Establish a baseline for time from quote acceptance to a job ready to schedule, and count handoffs returned for missing information.

Actual findings depend on the evidence in your business. No savings figure or improvement is assumed before that work.

Who does the work

Andrew Naron, Founder & Principal.

You discuss the problem and the assessment with Andrew directly.

Andrew Naron, Founder and Principal

Enterprise systems experience. Small-business ownership.

Based in Ballwin, Missouri

Andrew has spent 20+ years inside a Fortune 30 enterprise, with responsibility for production data, applications, integration, automation, reliability, and governance. He has also owned and operated small businesses since 1999.

His background includes hands-on Microsoft 365 and Azure architecture, data pipelines, and secure file-transfer work. That experience informs the assessment; the recommendations are based on how your business operates.

Read Andrew’s background →
Scope, cost, and commitment

Understand the engagement before you pay for it.

Published planning ranges

$5,500–$18,500 for a small or mid-sized business assessment. The published range for businesses under 100 employees is $5,500–$11,500.

These are planning figures, not a quote. Workflows, systems, locations, access needs, and analytical depth determine the written scope and fee. Read the pricing guide →

What the agreement covers

The focus areas, deliverables, timeline, required team input, access arrangements, and fixed fee are agreed before work starts. Additional scope is priced and agreed separately before it begins.

The assessment delivers analysis and a roadmap. Software licenses, configuration, migration, and implementation are not included unless separately agreed in writing.

How it starts

One conversation, then a written decision.

1
Free 20-minute scoping callDescribe the problem, your current tools, and the decision you need to make. Andrew confirms whether an assessment or a narrower service fits.
2
Review the proposed scopeIf there is a fit, agree the focus, deliverables, team involvement, timeline, and fee in writing. Requesting a call does not commit you to paid work.
3
Review the work, then the findingsThe assessment uses focused conversations and review of the agreed workflows, systems, and information. A findings readout explains the recommendations and prioritized roadmap.
Common questions

Before you request a call.

How long does a Business Systems Assessment take?

A focused small-business assessment is scoped to run over a few weeks. The actual timeline depends on the workflows, systems, people, and access involved and is agreed before work begins. Larger or enterprise work needs a separate scope and may take months.

How much does a Business Systems Assessment cost?

The published planning range is $5,500–$18,500 for small and mid-sized businesses, with a $5,500–$11,500 range for businesses under 100 employees. These figures are not a quote. The fee is fixed against a written scope before paid work begins, and any added scope is priced and agreed separately.

What do we actually receive at the end?

Written current-state and workflow findings, a review of systems, processes, and risks, improvement recommendations, and a prioritized roadmap. You own the findings and roadmap and can use them with your team or implementation partner.

Do we have to buy software afterward?

No. AAG does not resell software or take platform commissions. The recommendation may be a process change or better use of tools you already own. Software purchasing and implementation are separate from the assessment unless explicitly agreed.

What will you need from our team?

A decision owner, focused conversations with the people involved, and the agreed workflow documentation or system information. We confirm the time commitment and any access requirements during scoping so your team can plan for them.

How do we get started?

Request a free 20-minute call with Andrew. Include the problem and the tools involved if you can. He replies within one business day to arrange the conversation. No paid work starts without a written agreement.

Which workflow or software decision needs sorting out?

Tell Andrew what is happening and what you need to decide. Start with a free 20-minute call to work out whether this assessment fits.

Andrew replies within one business day. St. Louis metro and remote nationwide.

Call (314) 529-1233