Skip to content
Bullseye Strategies Strategies LLC

The Methodology

The Bullseye Blueprint

Financial strategy cannot exist in a vacuum. Five phases, run in order, each producing something you keep whether or not you continue.

Manual process today Re-keyed between systems, reconciled by hand, and held in one person's head. map what actually happens Documented SOP The process you want, not the one you inherited. Decisions and controls named. automate what repeats Repeating workflow Defined inputs, rules, and checks — producing an output that survives being run twice. two ways to land it OPTION A We build and deploy Built with Claude Code and shipped to Render or your own infrastructure. You get a running system. OPTION B You run it in-house Stood up in your environment, with the prompts and workflows for the first stage your team should tackle. It runs without you Same result every month. No heroics, and no single point of failure wearing a headset.
Every engagement ends one of two ways: a system we build and deploy for you, or a workflow running in your own environment that your team owns outright. The work up to that fork is identical.

Typical Duration

Diagnose runs two to three weeks. A full Diagnose-through-Optimize cycle typically spans six to nine months, depending on system complexity and how much of the work your team absorbs directly.

  1. 01

    Diagnose

    A structured assessment of financials, operations, and systems. We find where the numbers stop being trustworthy and why.

    Two to three weeks. You get a written findings document, not a verbal debrief.

  2. 02

    Architect

    Design the target operating model — the reporting, the controls, the system architecture — and sequence the work by payback, not by tidiness.

    A roadmap with owners, dependencies, and dollar impact per phase.

  3. 03

    Implement

    Hands-on execution. ERP configuration, SOP rollout, financial controls, close calendar. We do the work alongside your team.

    This is the phase most consultants hand off. It is the phase that determines whether any of it sticks.

  4. 04

    Optimize

    Tighten the workflows, automate the reporting, and remove the manual steps that quietly consume your controller's month.

    Measured against the baseline captured in Diagnose.

  5. 05

    Scale

    Growth planning, capital readiness, and the operational maturity a buyer or lender will diligence you on.

    Whether or not you are selling, this is what makes the business worth more.

Why It Is Sequenced This Way

Skipping Diagnose is the most expensive shortcut in consulting.

Nearly every failed ERP implementation we are asked to rescue skipped straight to Implement. The software got configured around a process nobody had mapped, using data nobody had validated, to produce reports nobody had agreed on. The result is an expensive system that the finance team works around rather than through.

Architecting before implementing costs a few weeks. Not doing it costs the implementation.

Start With a Diagnosis