Operational systems design and implementation
The most common gap in advisory work is between the recommendation and what happens on Monday morning. A report sits on a desk and nothing changes. Operational systems close that gap: clear task ownership, project tracking, reporting and follow-up, built into how your team already works.
How a system is put in place
System design
The workflow structure, task ownership, project hierarchy and reporting are designed first, before any software is configured.
Implementation
Hands-on setup of the chosen platform for your organization: departments, templates, automation and links to the tools you already use.
Team adoption
Training leaders and staff to use the system consistently, so it becomes a habit rather than another login.
The right tool for the business
The design comes first and the software second. Lorne has built systems on Wrike, including inside Ben & Florentine across a 51-location network, and works with the platforms that fit each client, from project management tools to Microsoft 365 and AI-assisted workflows.
For franchise systems, this is where the operations manual becomes something franchisees actually use.
Questions owners ask
Do we have to switch software?
Not necessarily. Lorne starts from how your team works now and recommends a change of tool only when the current one cannot support the design.
Talk it through before you commit
The first consultation is free and carries no obligation. Most clients start with a phone call: describe your business and what you are considering, whether expanding, selling or buying, and Lorne will tell you plainly what it would take.