Implementation of task and workflow management software (Asana/ClickUp/Monday)
Setup of boards, project dependencies, basic automations and team training.
- Line
- Implementation
- Line price range
- $1,800 to $26,000
Payment by credit or debit card, processed by Etomin. Prices in MXN. After payment we write to you to set the start.
More from implementation
Sessions, workshops, dashboards, manuals and implementations with a fixed scope.
One-to-one strategy session to unblock operations (60 min)
Meeting with a senior consultant to diagnose an urgent bottleneck and outline a 3-step action plan.
Design of a basic KPI dashboard for general management
Definition and setup of 8 to 10 critical business metrics with monthly targets and owners.
Cost leak audit and operating expense (OPEX) optimization
Review of recent financial statements to find redundant expenses and renegotiation proposals.
Mapping and standardization of 1 critical process in a SIPOC diagram
Information gathering, structured flowchart and standard operating procedure format.
Virtual OKR alignment workshop (2 hours for the leadership team)
Guided training to write measurable quarterly Objectives and Key Results.
Design of a variable pay and performance bonus scheme
Mathematical and policy model for sales or operations incentives tied to meeting targets.
Profitability assessment by business line or customer
In-depth financial analysis to find which customers or products absorb resources without real profit.
Structured company welcome and onboarding manual
Corporate onboarding document that brings together history, values, key policies and work guidelines.
Complete policies and procedures manual for one department
Thorough documentation of up to 5 key processes with control forms, sign-offs and related metrics.
Business Continuity Plan and Risk Management design
Matrix of operational, financial and reputational risks with contingency protocols and crisis roles.
Restructuring of the chart of accounts and standard costing model
Technical classification of fixed, variable, direct and indirect costs to make margins transparent.
Comprehensive 360° organizational diagnosis (interviews and data analysis)
Executive report with a financial, operational and human resources snapshot of the whole company.
Design of a succession protocol and basic corporate governance for family businesses
Rules for family members joining and leaving, a board of directors and decision-making.
Executive leadership and change management program (4 virtual modules)
Executive training for middle managers focused on delegation, assertive communication and conflict resolution.
Interactive Power BI or Looker Studio dashboard for management
Connection of sales and finance databases into an automated visual dashboard with periodic updates.