Businesses Forget. We Codify.™
Expansive EDGE, Chaos to Control
Flagship engagement

ControlShift™ Phase 1

Core Codification · 16 weeks

The flagship engagement. Sixteen weeks covering the first four stages of ControlShift, Insights, Design, Capture, Codify, applied to your 8 to 12 core processes. The deliverable is a working Operational Intelligence Hub, a web application built for your business and owned by it, carrying your Codified Operational Intelligence™.

Book a discovery call See the week-by-week roadmap
What It Is

The codification engagement, scoped honestly.

Most operations work either over-promises (multi-quarter open-ended engagements) or under-delivers (a binder of SOPs that nobody reads). Phase 1 sits in the middle: a focused engagement that produces a real, useable, durable asset on a predictable timeline.

Sixteen weeks. Four ControlShift stages. Your 8 to 12 core processes. One Operational Intelligence Hub at the end, a working web application your business owns, carrying the Codified Operational Intelligence™ that makes it more than just documentation. You can walk through a fully populated one now: the hub tour shows every section, built for a fictional contractor called Alpine Mechanical Systems.

If your team already runs Trainual, Whale, Notion or SharePoint and wants to stay there, say so at scoping and we deliver the same codified material into that platform instead. That is the exception, not the default, because those tools hold documents and the hub runs the operation.

Phase 1 is where the asset gets built. Phase 2 is where it goes live in the team. They're sold separately so you can evaluate Phase 1's output before committing to Phase 2.

Deliverables

What you have at week 16

A working Operational Intelligence Hub

A web application built for your business and owned by it. Inside: the 5P sections (Profile, People, Policies, Process, Procedures), clickable swim-lane process maps, a step-by-step SOP library organised by department, a training module that assigns courses to people and roles and records end-of-course sign-off, a weekly scoreboard, Critical Impact Goals, Time and Pay, role-based permissions, Google SSO, and a "Suggest an update" route on every page. Take the tour.

Codified Operational Intelligence™

The decision rules, reasoning, edge cases, and judgement patterns that make the procedures useful. The intelligence layer that distinguishes a working hub from a polite document.

A Phase 2 handoff plan

A scoped, sequenced plan for deploying the hub to your team, which teams first, which tooling integrations, who owns which section, and the monthly review pass that keeps it current. Ready for the follow-on engagement when you're ready to commit.

How It Works

Four phases of work over 16 weeks

Each phase has its own character because the work is genuinely different. Brief overview below; the 16-Week Roadmap article walks each one week by week.

Weeks 1–3

Diagnose

Identify your 8 to 12 core processes. Map the operational gravity. Produce a written recommendation.

Weeks 4–6

Architect

Design blueprints per core process. Target shape: inputs, activities, outputs, feedback loops, ownership.

Weeks 7–12

Extract

AI-structured interviews surface the operational knowledge in your senior people's heads. The biggest stretch of the engagement.

Weeks 13–16

Structure

Captured material becomes a usable Operational Intelligence Hub: process maps drawn, SOP library built, training courses assembled, permissions set. Phase 2 handoff plan delivered alongside.

Pricing

Starting at $15,000 CAD

Fixed-fee engagement. No hourly billing, no time-and-materials surprises.

Phase 1 starts at $15,000 CAD. Your final quote depends on:

  • Team size
  • Core-process complexity (number of processes, depth of decision-rule capture needed)
  • Existing documentation maturity (starting from scratch vs. refining what exists)

What's in scope

  • 8 to 12 core processes captured and codified
  • ControlShift stages 1–4: Insights, Design, Capture, Codify
  • AI-structured interviews with your senior operators
  • An Operational Intelligence Hub built for your business and owned by it (or delivery into Trainual, Whale, Notion or SharePoint if you already run one and want to stay there)
  • Phase 2 handoff plan delivered at week 16

What's out of scope

Anything outside the bullets above is quoted separately. Common out-of-scope items:

  • Additional processes beyond the 8 to 12 core (quoted as a follow-on cycle)
  • Phase 2 deployment (separate engagement)
  • Custom tooling integrations (typically Phase 2 work)
  • Ongoing maintenance (the ControlShift Retainer)
  • Standalone policy work (the Policy Development service)

Out-of-scope work is honest pricing, not nickel-and-diming. We name the scope upfront and stick to it.

How to get a specific quote

Two routes:

Common Questions

Phase 1, answered.

What is ControlShift Phase 1?

A 16-week engagement that captures and codifies the 8 to 12 core processes that drive most of your business's value. Covers the first four stages of ControlShift: Insights (diagnose), Design (architect target state), Capture (extract operational knowledge), and Codify (structure it into a working system).

Deliverable is an Operational Intelligence Hub built for your business and owned by it, carrying the underlying Codified Operational Intelligence, ready for deployment in Phase 2.

Why 16 weeks and only core processes?

Service businesses have 20 to 50 distinguishable processes. Eight to twelve of them carry most of the value, the ones that drive revenue, carry key-person risk, or shape everything downstream.

Scoping Phase 1 to those processes makes the timeline real (16 weeks versus an open-ended engagement) and produces meaningful depth in each core process rather than shallow coverage of everything. Non-core processes get tackled in follow-on cycles once the foundation is in place.

What's the deliverable at week 16?

Three concrete artifacts:

  1. A working Operational Intelligence Hub for your core processes: the 5P sections, clickable swim-lane process maps, a step-by-step SOP library organised by department, a training module (courses assembled from the codified pages, assigned to people and roles, end-of-course sign-off, audit record), a weekly scoreboard, Critical Impact Goals (annual and quarterly), Time and Pay, role-based permissions, Google SSO, and a "Suggest an update" route on every page.
  2. The underlying Codified Operational Intelligence, decision rules with reasoning, edge cases, judgement patterns.
  3. A Phase 2 handoff plan that scopes the deployment work.

The hub is yours. It is built for your business, owned by your business, and Expansive EDGE doesn't charge subscription access to it. Two clients are running on one today, and you can walk a fully populated example on the hub tour.

Already committed to Trainual, Whale, Notion or SharePoint? We can deliver the same codified material into that platform instead. It is the exception rather than the default, and we will be straight with you about what those tools can and can't do.

Do I need to do Phase 2 after Phase 1?

Not contractually. Phase 1 delivers a tangible asset you can evaluate. Some clients pause between phases to operate with the Phase 1 deliverable for a quarter before committing to deployment.

Most do continue into Phase 2 within 30 to 60 days because the asset is most valuable once it's deployed into the team's daily workflow. The split exists so you can evaluate, not because the two phases are independent.

What does Phase 1 cost?

Phase 1 starts at $15,000 CAD as a fixed-fee engagement. Your final quote depends on team size, core-process complexity, and existing documentation maturity.

Anything outside the defined scope, additional processes beyond the 8 to 12 core, Phase 2 deployment, custom tooling integrations, is quoted separately. Out-of-scope work is honest pricing, not nickel-and-diming. We name the scope upfront and stick to it.

Two entry points to a specific quote: a free 30-minute discovery call, followed by a specific written number, or the $997 CAD ControlShift Insights Assessment as a deeper self-serve diagnostic.

What's the difference between Phase 1 and a standalone Business Process Assessment?

A Business Process Assessment is a standalone 2 to 3 week diagnostic, Stage 1 (Insights) of ControlShift, done as its own engagement. Useful when you want a structured read on operations without committing to the full codification work.

Phase 1 is the full 16-week codification engagement that includes the Insights stage but goes through Design, Capture, and Codify to produce a working Operational Intelligence Hub. Many clients start with an Assessment to scope Phase 1; some go straight into Phase 1 from a discovery call.

Ready to scope a Phase 1?

A 30-minute discovery call to talk through which of your processes belong in scope. No obligation regardless of whether you engage further.

Book a discovery call Or take the $997 Insights Assessment