Our Services

We don't advise.
We execute.

Every engagement is built around one goal: making your business run better, faster, and with less friction. Here's how we do it.

01

Leadership

Fractional VP of
Operations

Executive leadership. Fractional cost.

You need someone who can walk into your business, understand how every department connects, identify what's breaking, and fix it — without a 6-month onboarding process.

BGM provides senior operational leadership on a part-time retainer basis. We attend your planning meetings, manage cross-functional priorities, coach your team, and make the calls that keep things moving.

Discuss This Service

What This Includes

Weekly or bi-weekly operational leadership meetings
Cross-departmental coordination and priority management
SOP development and process documentation
Team coaching and operational accountability
Vendor and client escalation support
KPI tracking and executive reporting
On-call availability for urgent operational decisions
Best for: Companies between $3M–$20M with growing pains, leadership gaps, or an owner who is still running day-to-day operations.
02

Efficiency

Process & Workflow
Automation

Stop doing manually what a system can do for you.

We audit your current workflows, identify the bottlenecks and redundancies costing you time and money, and build automated systems using the tools you already have.

The result is less manual input, fewer errors, and more time for your team to focus on work that actually moves the business forward.

Discuss This Service

Platforms We Work With

Monday.com — board design, automations, dashboards
Microsoft Power Automate — cross-platform workflow triggers
QuickBooks — accounting integrations and sync
SharePoint & Microsoft 365 — document automation and storage
JotForm — custom forms, field submissions, data routing
Eledo & SuperMail — automated document and email generation
Best for: Companies still running core processes through email chains, spreadsheets, or verbal handoffs.
03

Deployment

Field Service
Operations

Your technicians in the right place, at the right time, with everything they need.

Managing a distributed technical workforce is one of the most complex operational challenges a service company faces. One missed detail — wrong credentials, no work order, unconfirmed travel — can derail an entire project.

BGM builds and manages the systems that handle the full deployment lifecycle, so nothing falls through the cracks.

Discuss This Service

Full Deployment Lifecycle

Technician scheduling and availability management
Travel coordination and booking workflows
Automated work order generation and delivery
Credential and certification tracking
International assignment documentation (invitation letters, visa support)
Field service report tracking and compliance
Customer communication and project oversight
Best for: Industrial service, equipment maintenance, installation, and commissioning companies deploying technical staff domestically or internationally.
04

Technology

Systems
Integration

Your tools should talk to each other. Most don't.

The average growing company uses 6–10 software platforms that don't share data — creating duplicate entry, blind spots, and constant manual reconciliation that costs hours every week.

We map your data ecosystem, connect your platforms, and build a unified operational picture so your leadership team has real-time visibility into what's actually happening.

Discuss This Service

What We Build

Data architecture mapping across all platforms
API and automation-based platform connections
Elimination of duplicate data entry points
Real-time operational dashboards in Power BI
Three-layer data governance frameworks
Automated reporting and executive visibility tools
Best for: Companies with multiple software platforms creating data silos or requiring manual data transfer between systems.
05

Revenue

Sales Operations
Support

Sales closes the deal. Operations makes it deliverable.

We build the operational layer behind your sales function — quoting workflows, customer onboarding, vendor registration, contract templates, CRM structure, and the handoff between sales and service delivery.

The result is faster quote turnaround, fewer handoff errors, and a customer experience that builds loyalty from the first interaction.

Discuss This Service

What We Build

CRM and pipeline structure in Monday.com
Automated quoting workflows with PDF generation
Customer onboarding and NDA processes
Vendor portal registration (Ariba, Avetta, Coupa)
Email campaign templates and communication frameworks
Sales-to-operations handoff systems
Pricing governance and approval workflows
Best for: B2B service companies where sales and operations teams work in silos, causing delays, errors, or customer friction.

How We Work

Three ways to engage.
One standard of execution.

01

Fractional Retainer

Ongoing operational leadership and execution support. Best for companies that need consistent, senior-level operations management month over month.

02

Project Engagement

Defined scope, clear deliverables, fixed timeline. Best for specific system builds, process overhauls, or operational audits.

03

Advisory

Strategic guidance and accountability for operational decisions. Best for leadership teams who have the execution capacity but need senior operational input.

Next Step

Not sure which service
fits your situation?

Let's figure it out together. A 30-minute strategy call is free and comes with no obligation.

Book a Free Strategy Call