SERVICES
Six service areas. One operational framework.
Four that apply broadly to any SaaS ops client, two that are ResearchOps-specific. All rooted in documented results.
Workflow Audit & Systems Design
The diagnostic. Interview every relevant stakeholder, map the current state end-to-end, identify redundancies and gaps, and deliver a prioritized roadmap.
- Stakeholder interviews across all relevant team members
- Current-state workflow and tool audit
- Gap analysis: redundancies, manual bottlenecks, tool overlap
- Prioritized roadmap — what to fix first, second, third, and why
- Stakeholder-ready readout presentation
Tool Stack Consolidation
Audit the current tool sprawl, identify overlap and waste, design the right stack for your team's actual workflows, manage migrations, and onboard the team.
- Full tool inventory and usage audit
- Overlap and waste identification
- Right-sized stack design for actual workflows
- Migration planning and execution
- Team onboarding and documentation
Process Documentation & Knowledge Systems
Building the team's operational brain: SOPs, playbooks, process documentation, onboarding guides, tool wikis, FAQ libraries, and KPI trackers.
- SOPs and process playbooks
- Onboarding guides and tool wikis
- FAQ libraries and KPI trackers
- Built in SharePoint, Notion, Confluence, or wherever your team lives
- Written so a new hire can follow them independently
Automation & Workflow Engineering
Identifying and automating repeatable manual steps. Zapier, native tool automations, email sequences, form-to-CRM flows, scheduled outreach, and reporting triggers.
- Zapier and native tool automation setup
- Email sequences and form-to-CRM flows
- Scheduled outreach and notifications
- Automated reporting and dashboards
- If a human does it the same way every time, a system should do it instead
Research Operations Infrastructure
Building or rebuilding the full recruitment pipeline: participant database architecture, screener design, automated outreach, scheduling, and gratuity processing.
- Participant database architecture
- Screener design and plug-and-play templates
- Automated outreach and scheduling
- Gratuity processing and opt-in campaigns
- Proven: 45% recruitment time reduction at Google
Compliance & Data Governance
GDPR compliance documentation, PII handling frameworks, quarterly audit cadence, and coordination with legal and privacy teams.
- GDPR compliance documentation
- PII handling frameworks
- Quarterly audit cadence
- Legal and privacy team coordination
- Especially valuable for HealthTech and FinTech