You know your business. We help you see it differently.
The Simera Business Assessment is a practical, hands-on review of how your business operates, serves customers, generates revenue and uses its people, technology, space and resources.
We identify what's working, what's getting in the way, where opportunities may be getting missed—and what you should do about it.
Business owners are surrounded by their businesses every day. That experience creates tremendous knowledge—but it can also make certain problems difficult to see.
Maybe sales have stalled. Employees aren't performing the way you'd like. Customers aren't coming back often enough. The business depends too heavily on you. Margins aren't where they should be. Things take longer than they should. Or perhaps nothing is obviously broken—you simply have the feeling that the business should be working better.
You don't need to figure out the cause before calling us. Finding it is part of the Assessment.
We look at your business the way you don't have time to.
Every Assessment is tailored to the business, but our approach follows a practical five-step process designed to understand what's really happening—not just what appears to be happening.
We Start With You
We meet with the owner to understand the business, its customers, employees, products and services, competition, challenges and goals—and what you believe needs attention most.
We See It for Ourselves
Whenever appropriate, we experience the business in action. We observe customer interactions, workflow, employees, the physical environment and the everyday details that can be difficult to see when you're living them.
We Connect the Dots
We evaluate what we've learned across the seven areas of the business, looking for root causes, missed opportunities, inefficiencies and improvements that could make the greatest difference.
We Show You What We'd Do
You receive a Simera Business Blueprint that clearly explains what we found, why it matters and what we recommend doing about it. Recommendations are prioritized so you know what deserves attention first—not just what could theoretically be improved.
We Walk Through It Together
We meet with you to review the Blueprint, discuss our findings, answer questions and talk through the recommended priorities. We'll identify what you can tackle yourself, what may require outside expertise, and where Simera can help with implementation.
The Assessment doesn't end with a list of problems. It ends with a plan.
The Business Assessment doesn't leave you with vague observations or a generic list of recommendations. Your findings are organized into a practical Simera Business Blueprint designed to help you decide what to do first, what can wait, and where your time and resources can have the greatest impact.
Your Blueprint may include findings and recommendations related to operations, leadership, employees, customer experience, sales, technology, workspace, products, services, pricing and market strategy—depending on what we discover in your business.
QUICK WINS
High impact. Lower effort.
Improvements that can be addressed relatively quickly and may produce meaningful results. These are often the first things we'd tackle.
HIGH-VALUE PROJECTS
High impact. Greater effort.
Important improvements that require more time, planning or resources—but may create substantial long-term value.
INCREMENTAL IMPROVEMENTS
Worth doing. Not urgent.
Smaller improvements that can strengthen the business over time without taking priority over more important opportunities.
LOWER PRIORITY
Know it. Don't chase it yet.
Issues or opportunities that may be valid but don't currently justify the time, cost or attention required.
We don't just tell you what could be improved. We help you understand what is most worth improving first.
Change for the sake of change isn't the goal. Every recommendation should connect to a meaningful business outcome.
Where appropriate, your Blueprint will identify the primary reason an improvement is worth considering—so you can evaluate recommendations based on what they may actually do for the business.
INCREASE REVENUE
Create or capture additional sales opportunities.
REDUCE COSTS
Eliminate unnecessary spending, waste or inefficiency.
SAVE TIME
Reduce unnecessary work and free up valuable capacity.
IMPROVE CONVERSION
Turn more leads and customer opportunities into sales.
IMPROVE RETENTION
Give customers more reasons to return and refer others.
REDUCE OWNER DEPENDENCY
Build a business that doesn't require the owner to solve everything.
IMPROVE PERFORMANCE
Help employees and managers perform more effectively.
REDUCE RISK
Address weaknesses that could create avoidable business problems.
Some recommendations may affect several of these areas at once—and those are often among the most valuable opportunities we find.
A five-person business with one location doesn't require the same level of analysis as a 40-person company with multiple departments or locations. That's why the Simera Business Assessment is scoped to fit the complexity of the business.
Starting at $795
Designed for smaller, less complex businesses that need a focused outside perspective.
Includes owner discovery, on-site observation, review across the relevant areas of the business, identification of key opportunities, a concise Simera Business Blueprint, and an owner review meeting.
Starting at $1,950
Our flagship assessment for businesses with more employees, processes or operational complexity.
Includes deeper discovery and observation, selected employee conversations where appropriate, more extensive analysis across the business, and a comprehensive Simera Business Blueprint with prioritized recommendations.
Custom Scope
For larger or more complex businesses, multiple locations, multiple departments, or situations requiring additional interviews, observation or analysis.
We'll define the scope and price before the engagement begins.
Not sure which Assessment you need? You don't have to decide.
Start with a complimentary Discovery Call. We'll learn a little about your business and recommend the level of Assessment that makes sense for your situation.
Your Simera Business Blueprint belongs to you. You can take the recommendations and implement them yourself, use your existing team or vendors, or bring in other professionals where specialized expertise is needed.
But identifying what should change and actually making it happen are two different things. If you'd like help moving from recommendation to implementation, Simera Business Works can stay involved.
Your Blueprint. Your Team.
Use the priorities and recommendations in your Blueprint to guide improvements internally. We're happy to leave you with the plan and let you run with it.
Turn Recommendations Into Action
Simera can help develop processes, train employees, implement systems and automation, improve sales and customer practices, organize projects, and put appropriate recommendations into practice.
Keep the Business Moving Forward
For businesses that benefit from continued support, Simera may remain involved as an ongoing advisor—helping the owner evaluate progress, solve new problems and continue improving the business over time.
The Assessment is valuable on its own. What happens next is entirely up to you.
Practical Business Guidance—With the Right Expertise
Simera Business Works focuses on business management, operations, leadership, customer experience, sales, technology and practical business improvement.
When an issue requires specialized legal, accounting, tax, engineering or other licensed professional expertise, we'll identify the need and recommend that you involve the appropriate qualified professional. Good business advice includes knowing when another expert belongs at the table.
You don't need to know what's wrong, and you don't need to decide which Assessment is right for you before we talk.
Tell us about your business, what's working, what's frustrating you and where you'd like to go. We'll determine whether Simera can help—and what the right next step might be.
It starts with a conversation.
