Operations

• End-to-End Process Mapping (Weeks 1-2): Rapidly interview stakeholders and review documentation from the acquired portfolio to fully map their service delivery workflows, which include both field and back-office activities. This mapping must explicitly cover:
• Field Execution: On-site O&M, inventory consumption, and work completion by both W2 and 1099 personnel.
• Back Office Oversight: Processes for dispatching, quality assurance (QA), invoicing, and compliance tracking for both employee and contractor networks.
• W2 vs. 1099 Gap Analysis: Document key differences, inefficiencies, and risks between the acquired portfolio's processes and our company's established standards for managing both internal employees and external contractors.
• Remediation and Recommendation: Develop and present a prioritized list of clear, concise, and resource-efficient process remediation recommendations necessary for rapid and compliant Field Service integration.
• Documentation & Deliverables: Produce high-quality, standardized documentation, including detailed Process Flow Diagrams, comprehensive Work Instructions, and a final Executive Summary report outlining integration findings.

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