Find the margin trapped in your frontline operations.

A Margin Walkthrough is a structured assessment of how work gets identified, planned, prepared, executed, and handed off across frontline operations. It combines operational data, process analysis, and frontline observations to identify opportunities to improve throughput, reduce costs, and unlock capacity.

The assessment combines stakeholder discussions, operational data analysis, and frontline observations. We look at how work actually flows across operations and maintenance, identify constraints and sources of lost time or capacity, and connect those findings to measurable business outcomes.

The core Margin Walkthrough typically takes two days. The assessment includes discussions with relevant stakeholders, review of operational data, and observation of frontline work.

The assessment typically involves the people closest to the processes being evaluated, including operations, maintenance, reliability, supervisors, managers, IT, and frontline personnel. The exact participants depend on the scope of the assessment.

The level of involvement depends on the scope of the assessment. The team will need access to relevant stakeholders, operational information, and frontline personnel to understand how work is performed and where opportunities exist.

We start with your current operating baseline and examine where time, capacity, productivity, and cost are being lost. We analyze operational data and frontline workflows to identify constraints and connect them to value levers such as throughput, maintenance cost, labor productivity, and capacity.

We establish a baseline using operational data, performance metrics, and frontline observations. Throughput opportunities can be assessed using OEE, production targets, and loss codes, while workforce productivity opportunities can be assessed through observations of how frontline time is spent.

We establish a baseline and connect improvement opportunities to measurable operational metrics. Depending on the opportunity, this can include OEE, production targets, loss codes, work-order data, labor productivity, and direct observations of frontline work.

The business case breaks the opportunity into specific value components rather than presenting a single top-line number. These can include contractor spend, overtime, labor productivity, maintenance spend, and other identified opportunities. The analysis can distinguish between conservative value, realistic potential, and upside.

The value estimate is built from the operational baseline and the specific improvement opportunities identified. The assumptions behind the calculation are made visible, allowing the business to distinguish between conservative value, realistic potential, and upside rather than treating every identified opportunity as guaranteed savings.

The assessment does not depend on a single data source. Available operational data can be combined with frontline observations, stakeholder discussions, and process analysis to establish the baseline and validate the opportunity. The objective is to build the value case from multiple sources of evidence.

The assessment looks across the flow of work—from identification and planning through preparation, execution, and handoff—to understand how operational decisions translate into frontline execution. This helps identify constraints that may not be visible when individual processes or metrics are evaluated in isolation.

The walkthrough establishes the baseline, identifies the operational constraints, quantifies the associated opportunity, and translates the findings into a business case and recommended next steps. Where appropriate, the next step can include a pilot or implementation focused on the identified opportunity.

You receive a clear view of the operational opportunities identified, the underlying constraints, and the potential business value associated with them. These findings form the basis for the Margin Improvement Report and the recommended next steps.

The findings are used to identify the highest-value opportunities, quantify their potential impact, and determine the appropriate next step. Depending on the opportunity, this may include developing a detailed business case, conducting a pilot, or moving toward implementation.

The timeline depends on the opportunity identified, implementation scope, site requirements, and processes involved. The Margin Walkthrough establishes the opportunity and business case first, after which an appropriate implementation and value-realization timeline can be defined.

The assessment may use work-order data, maintenance and production KPIs, OEE data, inspection and checklist information, asset hierarchies, and other operational information. The specific data required depends on the scope of the assessment.

No. You don't need perfect data to begin. Available operational data can be combined with frontline observations, stakeholder discussions, and process analysis to establish a baseline and identify improvement opportunities.

The level of access depends on the scope of the assessment. The Margin Walkthrough can work with relevant data extracts and operational information without requiring unrestricted system access. Data access, security, and IT requirements are defined upfront.

Yes. The Margin Walkthrough evaluates the operational processes and data supporting them rather than requiring a specific technology environment. Existing platforms such as SAP, Maximo, and other work-execution or operational systems can be incorporated into the assessment based on the scope.

Security and IT requirements are addressed as part of the assessment. This can include data access, network requirements, security protocols, integrations, and data-handling requirements. The assessment is structured around the information required to establish the operational baseline.

No. The initial Margin Walkthrough is offered at no cost. The objective is to identify and quantify opportunities before recommending an implementation or broader engagement.

The assessment is built around your specific operating environment, processes, data, and business priorities. The value levers evaluated can vary by site and industry, including throughput, maintenance cost, labor productivity, capacity, and other operational constraints.

The assessment can be scoped to an individual site or broader environment depending on the business objective. The approach can establish an opportunity at one site and provide the basis for evaluating how the opportunity may apply across additional sites.