GSD Solutions – Free Operational Diagnostic

Section 01 / 06

Your Business

Tell us a little about yourself and your organization.

First Name *

Required

Last Name *

Required

Business Email *

Valid email required

Phone (Optional)

Company Name *

Required

Your Title / Role *

Required

Industry

Company Size (Employees)

Annual Revenue (Approx.)

Business Operations

Domestic US only

International operations

Both US & International

Section 02 / 06

Pain Points

Select every challenge that applies to your organization today.

In your own words, what is the single biggest operational problem you face right now?

Section 03 / 06

Functional Areas

Which functions are most impacted? Rate the severity of issues in each area.

Finance & Accounting — Severity of Issues

Not an issueCritical

Back-Office Operations (AP/AR, Collections, GL) — Severity

Not an issueCritical

HR & Payroll — Severity

Not an issueCritical

IT & Systems — Severity

Not an issueCritical

Supply Chain & Procurement — Severity

Not an issueCritical

Which functions are you open to co-sourcing (offshore staffing)?

Accounting

AP / AR / Billing

FP&A / Controllership

HR & Payroll

IT Helpdesk / Admin

PMO & Analytics

Supply Chain / Sourcing

Consulting only (not co-sourcing)

Section 04 / 06

Benchmarking Data

These details allow us to generate specific benefit estimates and ROI ranges for your situation.

Current ERP / Core Financial System

Current Month-End Close (Business Days)

Approximate Monthly Invoice / Transaction Volume

Headcount in Back-Office Functions Today (Finance, Ops, HR, IT, Supply Chain combined)

1–5 FTEs

6–15 FTEs

16–30 FTEs

31–75 FTEs

75+ FTEs

Estimated Fully-Loaded Cost Per Back-Office FTE (Annual, USD)

Under $60K

$60K – $90K

$90K – $130K

Over $130K

Not sure

Estimated Annual Cost of Current Operational Problems (Lost Productivity, Errors, Rework)

Finance / Back-Office Cost as % of Revenue (if known)

Have you attempted to fix these issues before? What happened?

No — first attempt

Hired internally — didn't stick

Used a consultant — poor results

New software — problems remain

Multiple attempts — nothing worked

What does success look like in 12 months? Be specific.

Section 05 / 06

Urgency & Goals

Help us understand your timeline and expected outcomes.

How urgently do you need to address these issues?

Immediate (30 days)

Near-term (90 days)

This fiscal year

Exploring options

What is the primary outcome you're looking for?

Reduce operating costs 20–30%

Fill staffing gaps fast

Standardize & automate processes

Accelerate month-end close

Scale without adding headcount

Improve reporting & visibility

Drive M&A integration

ERP / digital tool optimization

Approximate budget available for this initiative

Under $50K

$50K – $150K

$150K – $500K

$500K+

Not defined yet

Approximate number of FTEs that could be co-sourced (if applicable)

0

Section 06 / 06

Final Details

Last few questions to help us tailor your diagnostic report.

Have you worked with an external consulting or co-sourcing firm before?

Yes — went well

Yes — had challenges

No — first time

How did you hear about GSD Solutions?

Is there anything else you'd like us to know before the diagnostic call?

Preferred contact method for follow-up

Email

Phone call

Video call

OperationalDiagnosticAssessment

Operational
Diagnostic
Assessment