Consulting / Audit / Structuring

Diagnostic & Vision pack

Pinpoint exactly where you lose time and money before you invest.

Before investing in a new tool, a certification, a reorganisation or a service, identify what is actually blocking you and in what order to act.

€3,000–7,000
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Included in this pack

  • Performance & operations
  • Organisation
  • Compliance
  • Tools & processes
  • Complete executive restitution
  • Prioritised action plan

A global analysis to identify blockers and define strategic priorities — before committing budgets in the wrong order.

At the end of the pack, you leave with

Executive diagnostic

A leadership-readable summary of the main findings and issues.

Blocker map

Problems identified by function, process or theme.

Impact / Urgency / Effort matrix

To distinguish what must be handled now, next, or not at all.

Prioritised roadmap

Actions ranked in the right order.

Indicative budget per workstream

Ranges so you can anticipate the investments.

Quick wins

Actions that can be started quickly.

Structural workstreams

Transformations that need more scoping or resources.

Make or Buy recommendation

What you can handle in-house, outsource or automate.

Your priorities ranked in the right order

Fictional example

  1. Priority 1 — 0 to 30 days

    Clarify commercial responsibilities

    • Impact high
    • Effort low
  2. Priority 2 — 30 to 60 days

    Review the lead handling process

    • Impact high
    • Effort medium
  3. Priority 3 — 60 to 90 days

    Roll out a suitable CRM

    • Impact high
    • Effort significant
  4. Postpone

    Full IT overhaul

    Not needed at this stage.

You know what to do first, what to scope next, and what to postpone.

We do not stop at the symptom

  • Observed symptom

    Salespeople lack time

    Possible cause identified

    Process tool organisation
  • Observed symptom

    Projects run late

    Possible cause identified

    Governance responsibilities
  • Observed symptom

    Data is scattered

    Possible cause identified

    IT processes tools
  • Observed symptom

    Teams do a lot of manual work

    Possible cause identified

    Process automation
  • Observed symptom

    Decisions are difficult

    Possible cause identified

    KPI data steering
  • Observed symptom

    Risks are increasing

    Possible cause identified

    Compliance security governance

The same symptom can have several causes. That is precisely why the diagnostic comes before choosing the solution.

What the Diagnostic & Vision pack saves you from

  • Buying a tool before understanding the problem
  • Hiring to compensate for a failing process
  • Automating a bad process
  • Launching several workstreams at once
  • Spending on symptoms rather than causes
  • Confusing urgency with priority

The goal is not to sell you more services: it is to determine which ones actually make sense, in what order and at what priority level.

The Diagnostic & Vision pack is relevant if you recognise yourself in one of these situations

1

You know there is a problem, but not exactly where

Delays, wasted time, duplicates, costs, steering difficulties…

2

You are considering several investments

ERP, CRM, automation, recruitment, certification, reorganisation…

3

Everything seems to be a priority

You have too many concurrent topics and no longer know in which order to address them.

4

Your organisation has grown quickly

Methods and tools have not necessarily kept up with the company’s evolution.

5

Several providers are proposing different solutions

You first want an independent reading of your needs.

6

You are preparing a major transformation

New offer, growth, restructuring, acquisition, digitalisation…

When should you go straight to a specialised service?

3

You are only looking for execution of an already scoped project

The Diagnostic & Vision pack is mainly relevant when the need still has to be analysed, structured or prioritised.

Do you need a global diagnostic or a targeted assignment?

Recommended orientation

Diagnostic & Vision pack

Your issue spans several dimensions and needs cross-cutting scoping before you choose solutions.

3 areas to analyse

  • organisation
  • tools & processes
  • performance

How the pack works

  1. 1

    Scoping & collection

    • objectives
    • context
    • stakeholders
    • documentation
    • available data
  2. 2

    Diagnostic & analysis

    • interviews
    • analysis
    • cross-checking issues
    • identifying causes
    • prioritisation
  3. 3

    Restitution & action plan

    • leadership summary
    • roadmap
    • recommendations
    • budget
    • next decisions

The diagnostic does not start from a solution already decided

We do not assume that you necessarily need a new ERP, more staff, automation or a new certification. The diagnostic first determines the cause of the problem and the response that actually makes sense.

Keep

What already works.

Fix

What creates friction.

Simplify

What has become unnecessarily complex.

Invest

Only where the expected value justifies it.

The dimensions analysed in your diagnostic

We mobilise the building blocks needed for your diagnostic, at a depth adapted to the Diagnostic & Vision pack objective.

Compliance

Identification of the main compliance topics to deepen according to your activity and context.

See the full service

Tools & processes

Analysis of the fit between your tools, actual usage and operational processes.

Explore this workstream

Characteristics

  • Duration: 2 to 4 weeks depending on scope and availability.
  • 2 to 4 sessions with leadership (and key stakeholders).
  • Targeted document review + structured interviews.
  • Full restitution: summary report and presentation (video or on-site).
  • Prioritised action plan with effort levels and milestones.
  • Post-restitution support: 15 days for targeted clarifications.

Why does the price range from €3,000 to €7,000 excl. VAT?

  • organisation size
  • number of functions analysed
  • number of stakeholders
  • document volume
  • number of processes
  • number of entities
  • IT complexity
  • diagnostic depth

Scope and fee are confirmed before we start.

Example: an SME that thinks it needs a new ERP

Fictional example

Situation

The company is wasting time, data is scattered and leadership is considering replacing its management software.

Diagnostic

The pack reveals:

  • sales processes not formalised
  • duplicate tools
  • poor allocation of responsibilities
  • manual reporting
  • existing ERP underused

Recommendation

No immediate ERP replacement.

Priorities:

  • clarify the processes
  • remove two redundant tools
  • reconfigure the ERP
  • automate reporting
  • reassess the need in six months

Expected result

Avoid a costly migration project that would not have addressed the real cause of the problem.

Frequently asked questions

Indicative answers — your account manager adapts scope to your context.

Does the diagnostic then require us to work with Complianz?

No. Delivery of the restitution is not conditional on purchasing any additional service. You can implement the roadmap internally, hand it to your usual providers, or entrust some workstreams to us — only if that makes sense.

Can we run the pack if we already have providers?

Yes. The diagnostic is independent of your current providers. We can hand over the scoping and recommendations to them at the end of the assignment.

How many people need to take part?

Leadership and the key contacts in the functions concerned. In practice, 2 to 4 working sessions are enough: we do not tie up the whole company.

How long does the Diagnostic & Vision pack take?

2 to 4 weeks, depending on scope and your teams’ availability.

What information do you need from us?

Your objectives, the context, the relevant contacts, existing documentation and the data already available. We define exactly what is useful before we start.

Does the pack cover all of the company’s functions?

It depends on the scope. It can cover the whole organisation or targeted functions, sites or entities. Scope is confirmed before we start.

Is this a full regulatory audit?

No. Topics requiring specialist expertise or an in-depth regulatory audit are covered in a dedicated scope.

Can we start with a diagnostic and decide the budget afterwards?

Yes. That is precisely the point of the pack: identify the priorities and an indicative budget per workstream before committing to heavier investments.

Does the restitution include an order of priority?

Yes — that is the very core of the assignment. You leave with an Impact / Urgency / Effort matrix and a roadmap ranked in the right order.

Ready to take action?

€3,000–7,000

Indicative pricing — tailored quote within 24 business hours on average after qualification.

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