Bearings · Diagnose · Ten business days

Find the leak. Then decide what to fix.

The Bearings Report is a paid diagnostic from Compass AI Group: ten business days on the process that hurts most in your business. Bobby Atwal, a Lean Six Sigma Black Belt, maps how the work flows, audits your software spend and ranks three to five fixes by hours and dollars. The fix may be process, technology, marketing or AI.

About one in six Bearings Reports says: do nothing yet.

Plot Your CourseSee how we work
Where the hours go, mapped
Process map of client intake at a sample firm, firm-b.example: an inquiry arrives on day 1, is typed into three systems, the partner reviews it on day 2, the conflict check runs on day 4 and the consult is booked on day 5. The re-keying and the late conflict check are flagged as the two leaks.PROCESS MAP · CLIENT INTAKEDay 1Inquiry by phone or emaillands in two inboxesDay 1Typed into three systemssame details, keyed three timesLeak 01Day 2Partner reviews the filewaits for a free hourDay 4Conflict checkrun after the partner has read itLeak 02Day 5Consult bookedafter two rounds of phone tagProcess map of client intake at a sample firm, firm-b.example: an inquiry arrives on day 1, is typed into three systems, the partner reviews it on day 2, the conflict check runs on day 4 and the consult is booked on day 5. The re-keying and the late conflict check are flagged as the two leaks.PROCESS MAP · CLIENT INTAKEDay 1Inquiry by phone or emaillands in two inboxesDay 1Typed into three systemssame details, keyed three timesDay 2Partner reviews the filewaits for a free hourDay 4Conflict checkrun after the partner has read itDay 5Consult bookedafter two rounds of phone tag
FIG. 00A sample firm on the reserved .example domain, not a client. The report maps how the work actually flows, then ranks the hand-offs that cost the most.

S.01Ten business days

Day 0 to delivered. Then you decide.

A fixed timeline, with the milestones in writing before kickoff. Most of the work is ours; your side is one call, a few short interviews and a walkthrough.

Timeline: kickoff to delivered, in business days

  1. Day 0

    Kickoff call

    Scope what to look at, set up access to your tools, and pick a few people to talk to.

    Your time: 60 minutes

  2. Days 1 to 5

    Discovery

    Process mapping, two or three short interviews, and a review of your software and data.

    Your time: Two or three short interviews, then a quiet week

  3. Days 6 to 10

    Synthesis and delivery

    We draft, check the numbers, and deliver the written report with the recorded walkthrough.

    Your time: One walkthrough call on day 10

  4. After

    You decide

    The report is yours. Build with us, build with someone else, or do nothing yet. All three happen.

    Your time: No obligation

FIG. 01The report is delivered on business day 10, in writing and on a recorded call. The timeline is fixed in writing at kickoff.

S.02What you get

A written report. Ranked decisions.

Not a pitch for a build. A measured read on where the hours and dollars go, and what to fix first, written so anyone on your team can act on it. These are its five parts, in order.

  1. 01

    Process map

    How the workflow that hurts most actually runs today: inputs, hand-offs, decision points, and where the hours go. Mapped with your team, not assumed.

  2. 02

    Stack and software spend

    Every tool you pay for, what it costs, what it is used for, and what is duplicated or idle.

  3. 03

    Three to five ranked fixes

    Each with hours saved, dollars attached, effort and risk. The fix may be process, technology, marketing or AI. Sometimes it is do nothing yet.

  4. 04

    A 90-day plan

    What to do first, what depends on what, and what you can do yourself without us.

  5. 05

    Recorded walkthrough

    We walk you through the report on a call, recorded so your partner or accountant can watch it later.

Price and credit

Scope and price are set on a free 30-minute Bearings call and confirmed in writing before kickoff. There is no public price.

The full Bearings Report fee credits toward any fixed-scope engagement signed within 90 days of delivery.

If you already know what you want built, skip the report and book the free call. Book a Call

S.03One page, sampled

Where the ten days usually go in a mid-sized law firm.

Intake arrives by phone and email, gets typed into three systems, and the partner learns about the conflict check on day four. The map shows which hand-off costs the most. The report ranks whether the fix is a form, a workflow, or a receptionist that books the consult and runs the conflict check on the first call.

Ranked fixes · sample report, firm-b.example
RankFixKindHours back a weekEffort
01One intake form, entered onceProcess6 hLow
02Conflict check on the first callWorkflow4 hMedium
03A receptionist that books the consultAI3 hMedium
04Cancel the duplicate scheduling toolSoftware1 hLow
05Rebuild the websiteDo nothing yetNot yetNot the bottleneck
FIG. 02A sample firm on the reserved .example domain, not a client. The hours are illustrative, not a promised result; a real report attaches dollars and risk to each row too.

S.04Fit

Honest fit signals, both directions.

Who gets real value from the report, and who should skip it and book the call instead.

A good fit

  • You run a Canadian business of roughly 5 to 50 people.
  • Something is costing hours or money every week and you are not sure which fix comes first.
  • You are comparing vendors and want one neutral read before you sign anything.
  • You want a written document you can hand to a partner or your accountant.

Not yet

  • You already know exactly what to build. You only need hands; book the call and skip the report.
  • You need it in three days. The ten days are what make the numbers real.
  • You are pre-revenue. The report reads a running operation, not a strategy debate.

Sometimes the answer is a better process, not AI at all.

S.05Questions

Bearings questions, answered plainly.

What does the Bearings Report deliver?

A written report and a recorded walkthrough, delivered in ten business days. Inside: a process map of the workflow that hurts most, a stack and software-spend audit, three to five ranked opportunities with hours and dollars attached, and a 90-day plan. Written so your business partner or accountant can read it without an interpreter.

Is the Bearings Report different from the free Bearings call?

Yes. The free 30-minute call is a conversation to decide whether paid work makes sense. The Bearings Report is the paid diagnostic: real process mapping, real numbers, ranked fixes. The call is the front door. The report is the first structured step you can take without committing to a build.

What if the report says AI is not the answer?

Then it says so plainly. About one in six Bearings Reports says do nothing yet, or fix the process first. Sometimes the answer is a better process, not AI at all. Better to learn that from a ten-day diagnostic than three months into a build.

Does the report fee credit toward a build?

Yes. The full Bearings Report fee credits toward any fixed-scope engagement signed within 90 days of delivery. There is no pressure to move forward; the credit just removes the friction when it fits.

Who sees my information?

The Compass team, under a mutual NDA signed before kickoff. Documents you share live in a Canadian-residency workspace and are never used to train a public model. The report is yours to show anyone, including other vendors.

S.07Next step

Plot your course.

A free 30-minute Bearings call. You and the Compass team, talking about your business. An honest read on what to fix first, and whether AI belongs in it.

Book Your Bearings Call

Or reach the Compass team directly: batwal@compassaigroup.com, 416-409-2112