Operations as a Service (OaaS) Assessment Worksheet

Use this assessment to determine how your business could improve by hiring an Operations as a Service firm

For Canadian Small and Medium Businesses

PART 1: CURRENT OPERATIONAL CHALLENGES

Rate each statement from 1 (strongly disagree) to 5 (strongly agree):

Operational Challenge

1) We struggle to find qualified operational talent

2) Our operational costs are unpredictable or too high

3) Our core team spends too much time on administrative tasks

4) We lack expertise in specific operational areas

5) Our operational processes are inefficient or outdated

6) We have difficulty scaling operations during growth periods

7) We can't afford specialized full-time operational staff

8) Our operational technology is inadequate or underutilized

Scoring: Add up your total points.

• 8-16: Your operational challenges are minimal

• 17-27: You have moderate operational challenges that could benefit from support

• 28-40: Your business is experiencing significant operational challenges that OaaS could address

PART 2: SPECIFIC OPERATIONAL NEEDS ASSESSMENT

Check all areas where your business could benefit from external expertise:

Finance Operations

• [ ] Bookkeeping and accounting

• [ ] Financial reporting and analysis

• [ ] Cash flow management

• [ ] Budgeting and forecasting

• [ ] Cost reduction strategies

• [ ] Financial compliance

Human Resources

• [ ] Recruitment and hiring

• [ ] Employee onboarding and training

• [ ] Performance management

• [ ] Policy development

• [ ] Benefits administration

• [ ] Compliance and documentation

Business Process Management

• [ ] Process mapping and optimization

• [ ] Standard operating procedure development

• [ ] Quality control systems

• [ ] Efficiency improvement

• [ ] Continuous improvement programs

Technology Operations

• [ ] Software selection and implementation

• [ ] IT infrastructure management

• [ ] Technology stack optimization

• [ ] Digital transformation initiatives

• [ ] Data management and security

Supply Chain & Procurement

• [ ] Vendor management

• [ ] Procurement processes

• [ ] Inventory management

• [ ] Logistics coordination

• [ ] Supply chain optimization

Project Management

• [ ] Project planning and execution

• [ ] Resource allocation

• [ ] Timeline management

• [ ]Risk management

• [ ] Project tracking and reporting

Scoring: Count the total number of checked items.

• 1-5: You have specific targeted needs that could be addressed through project-based OaaS

• 6-15: You have multiple operational needs that a hybrid OaaS model could support

• 16+: Your business could benefit significantly from comprehensive OaaS support

PART 3: OaaS READINESS ASSESSMENT

Answer Yes or No to the following questions:

Readiness Factor

Yes

No

Is your business open to partnering with external operational experts?

Do you have clear operational goals and metrics?

Is your leadership team willing to delegate operational control?

Can your business support a monthly operational service fee?

Do you have the ability to share necessary business information securely?

Is your team open to adopting new processes and tools?

Do you value operational excellence as a competitive advantage?

Are you seeking ways to make your operational costs more predictable?

Scoring: Count your "Yes" responses.

• 0-3: Your business may not be ready for OaaS implementation

• 4-6: Your business shows promising readiness for OaaS with some preparation needed

• 7-8: Your business is well-positioned to implement and benefit from OaaS

PART 4: OaaS ENGAGEMENT MODEL SELECTION

Based on your assessments above, which engagement model seems most appropriate for your business?

• [ ] Hybrid Support Model: Combining your internal team with external expertise

• [ ] Standalone Project Support: Focused assistance on specific operational initiatives

• [ ] Full Operational Management: Comprehensive handling of operational functions

• [ ] Fixed Monthly Package: Predictable cost structure with defined service scope

PART 5: EXPECTED BENEFITS & ROI CALCULATION

Complete the following to estimate potential benefits:

1. Current annual operational costs: $__________

2. Estimated time your leadership team spends on operations weekly: ________ hours

3. Hourly value of leadership time: $__________

4. Number of operational staff currently employed: __________

5. Average annual cost per operational staff member: $__________

Potential Annual Savings Calculation:

• Leadership time value: ________ hours/week × $________ × 52 weeks = $__________

• Potential operational cost reduction (20-30% of current costs): $__________

• Total potential annual benefit: $__________

• Estimated annual OaaS investment: $__________

• Projected net benefit: $__________

PART 6: NEXT STEPS CHECKLIST

• [ ] Schedule a consultation with Intero Solutions

• [ ] Identify key stakeholders for OaaS implementation

• [ ] Establish priority operational areas for improvement

• [ ] Gather current process documentation

• [ ] Set clear objectives and KPIs for OaaS implementation

• [ ] Develop an internal communication plan about OaaS partnership

• [ ] Create a timeline for transition and implementation

CONTACT INFORMATION

Ready to explore how Operations as a Service can transform your business? Contact Intero Solutions today:

Website: www.interosolutions.ca Email: info@interosolutions.ca Phone: 1-800-640-1240

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