Evidence
Where margin leaks
Last-minute bookings drive overtime and routing inefficiency. Peak-date pricing stays flat while demand justifies a premium. Maintenance costs swing because service is reactive instead of seasonal.
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Example business assessment · Client details changed
One person coordinates forty monthly events for six drivers.
A private event transportation company where the busiest days depend on the owner handling dispatch, schedule changes and customer decisions.
A composite: an example report with client details changed.
This example assessment report draws on previous client work. Identifying details are changed or combined to protect confidentiality. It shows how I reach a recommendation; proposed AI changes are hypothetical and would need their own testing.
IndustryPrivate event transportation
Revenue~$1.4M
Team9 people
Operating7 years
Primary constraint
On the busiest days the owner is dispatcher, sales desk, conflict resolver, and capacity manager — four roles competing for one attention span.
Bookings grew faster than the shared schedule and rules for handling changes. The owner still has to make decisions about drivers, busy-date prices and vehicle readiness as events unfold.
Five operating functions
These five ratings describe how the business notices incoming work (Sensing), shares information (Signaling), prepares it (Processing), assigns decisions (Deciding) and checks results (Regulating). Functional means reliable in the work examined; Degraded means inconsistent or dependent on workarounds; Absent means there is no repeatable process around that function.
Sensing
Absent
Signaling
Degraded
Processing
Degraded
Deciding
Absent
Regulating
Absent
Evidence
What routes to the owner
Route changes, vehicle problems and schedule conflicts return to the owner. Drivers and office staff need written rules about which decisions they can make themselves and when to ask for help.
What should change first
The changes I’d consider first
1
Build a 30-day event calendar.
Lock driver and vehicle assignments two weeks out, visible to drivers and admin.
2
Write down which decisions drivers can make.
Five recurring situations, five rules, laminated in every vehicle.
3
Set peak-date pricing.
Publish surge dates and apply the multiplier to every new booking.
A possible use of AI · Proposed for this example
Bring the trip details together before confirming a booking.
I would test whether software could read an incoming booking request, gather the trip details and flag missing information. A person would approve unusual arrangements and commitments to the customer. We would compare the time spent handling requests and the accuracy of bookings before and after the change.
This is a possible addition to the example, not a measured result. Before building it, I would check whether the necessary information is available and agree how to test the benefit.
Talk about your business
What would you like the business to handle better?
Tell me what the business does and what you’d like help with. If a detailed assessment would be useful, I’ll explain the $2,500 Read: a 90-minute session and a report with my recommendation.
Show me your workflowStart with a short inquiry. I’ll reply personally, usually within two business days, and arrange a free 20-minute conversation when I can help.