From Voice → Value
→ CTQ → Results
A 360° financial health scan survey for free and a followup free consultation for 2 hours
The 4C Engine
Four foundational principles that power every step of our process
Collaboration
Understand the customer, confirm resources, and agree the collaboration model.
Communication
Work together with a shared spirit—inside and outside—to solve problems fast.
Commitment
Focus on the objective and deliver consistently against CTQs.
Curiosity
Ask why, challenge assumptions, and keep checking if we're doing the right thing.
Our 5-Step Process
From listening to continuous improvement, we guide you through every stage
Listening First (VOCC)
We start with an intake survey to capture your Voice of the Customer: goals, pain points, constraints, and ambitions.
Identify Value Drivers
From your responses we extract what truly matters—cash flow predictability, subscription accuracy, compliance peace of mind, or cycle‑time speed.
Translate Drivers → CTQs
We convert drivers into Critical‑to‑Quality requirements (CTQs) with clear measurement definitions and owners.
Set Spec Limits
We define specification limits so everyone knows what 'good' means—your thresholds of acceptable performance.
Continuous Monitoring
We track CTQs and KPIs in Exact Online with workflow telemetry. Your FinHealth score updates monthly.
Ready to Start Your Financial Transformation?
Contact us to start your FinHealth intake — we'll complete the intake offline and guide the next steps.