The Diagnostic Engagement

Let's map how your business actually works.

This is the structured intake that begins your Diagnostic Engagement. Your answers become the raw material for the analysis — so the more candor you bring, the sharper the read you'll get back.

"Most business problems are architecture problems. This is where we start drawing the map."

Sign the agreements

A short set of plain-language agreements covering how we handle your data and how the engagement works. This unlocks everything else.

Tell us about the business

The essentials — who you are, what you do, your scale and sector. This shapes the rest of the diagnostic.

Work through the five domains

Operational, Cognitive, Financial, Cultural, and Strategic — plus an AI readiness read. Take them in any order. Your progress saves as you go.

Set aside 30–45 minutes. You don't have to finish in one sitting — close the tab and your answers will be here when you return.

Section 01

Legal Agreements

Before we begin, three short agreements. We've written them in plain English on purpose — read them, and reach out at MJSolomon@OmniraConsulting.com if anything's unclear. The short version: your data is encrypted, never sold, and never shared.

Data Use & Storage Agreement

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What we collect

The information you provide through this diagnostic, and any materials you choose to share with us during the engagement — documents, data exports, process notes, and similar.

Why we collect it

For one purpose only: to analyze your business and prepare your diagnostic findings and recommendations. We do not use your information for any unrelated purpose.

How it's stored and secured

Your information is encrypted in transit and at rest. Access is limited to Omnira personnel actively working on your engagement.

What we will never do

We will never sell your data — to anyone, for any reason.
We will never share your data with third parties outside your engagement.

Anonymization

If insights from engagements ever inform our research or the improvement of our methods, your information is fully de-identified and anonymized first. Nothing traceable to you, your business, or your people is ever used in any study.

Retention & your control

We retain your information for the duration of the engagement and a reasonable period afterward for continuity. You may request a copy or deletion of your information at any time by emailing us.

I have read and agree to the Data Use & Storage Agreement.

Privacy Statement

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Scope

This statement covers information collected through this diagnostic and through your engagement with Omnira Consulting.

Your information stays yours

We do not sell your information, and we do not share it with third parties. It is encrypted and handled only by the people working on your engagement, as described in our Data Use & Storage Agreement.

Analytics & cookies

We use only what's necessary for the diagnostic to function. Any analytics we employ are limited and privacy-respecting, and we do not use your responses for advertising.

Your rights

You may request access to, correction of, or deletion of your information at any time. We'll honor reasonable requests promptly.

Not directed to children

This diagnostic is intended for businesses and is not directed to anyone under 18.

Updates

If we change this statement, we'll post the updated version. Questions are always welcome at MJSolomon@OmniraConsulting.com.

I have read and agree to the Privacy Statement.

Client Agreement

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What this is

Completing this diagnostic begins Omnira's Diagnostic Engagement, which covers the first phases of our methodology — defining the operating problem, mapping your present architecture, and diagnosing where friction is degrading outcomes.

What we provide

Good-faith, professional analysis of your business and clear, prioritized recommendations. We bring rigor and candor; that's the work.

What this is not

Our findings are advisory. They are not legal, financial, tax, or accounting advice, and they are not a guarantee of any specific business outcome. You remain responsible for the decisions you make for your business.

Confidentiality, both ways

We hold your information in confidence. In return, the frameworks, methods, materials, and recommendations Omnira provides are proprietary and confidential, and are not to be redistributed or disclosed outside your organization without our written permission.

Intellectual property

Omnira's methodology and frameworks remain Omnira's. The deliverables we prepare for you are yours to use within your business.

Candor

The quality of what you get back is bounded by the honesty of what you put in. Straight answers produce a diagnostic worth having.

I have read and agree to the Client Agreement.

Electronic Signature

Typing your full legal name below acts as your electronic signature on all three agreements above.

Full legal name *

Date

Please agree to all three and type your name to continue.

By signing, you confirm you are authorized to enter this agreement on behalf of your business.

Section 02

Business Information

The essentials. A few of these — your sector especially — shape how the rest of the diagnostic adapts to you.

Business name *

We'll need the business name.

Location *

Country and ZIP are enough for U.S. businesses; add city and state if you'd like.

Country and ZIP, please.

Type of company *

Select a company type.

Sector *

Select your sector.

Yearly revenue *

Select a revenue range.

Number of employees *

Select a headcount range.

Owner / principal name *

Who runs the business?

Website

Email *

Where we'll send your confirmation and reach you first.

A valid email, please — that's how we send your copy.

Phone *

So we can reach you if email goes astray.

Business mission

In your own words, not your website's — what is this business for?

Your customers / clients

Who do you serve, and what do they come to you for?

Other services you currently engage

Legal, finance, accounting, staffing, marketing, IT — anyone you rely on outside the business.

Progress saves automatically.

Section 03 · Operational

How the work actually moves

The operational read, through the Flow lens — your overall efficiency first, then the ten tasks nearly every business runs on. Tap each to where it honestly sits.

The ten core tasks

Rate each on how well it runs today

Be honest, not generous — the lowest scores are where we'll dig.

Progress saves automatically.

Section 04 · Cognitive

How the business sees itself

The cognitive read, through the Information lens — what your business knows, when it knows it, and where knowledge slips through the cracks.

Progress saves automatically.

Section 05 · Financial

How the money is seen

The financial read, through the Economics lens — how clearly you see the numbers, and how far ahead they let you look.

Progress saves automatically.

Section 06 · Cultural

What it's like inside

The cultural read, through the Learning lens — engagement, clarity, and whether your people can tell how they're doing.

Progress saves automatically.

Section 07 · Strategic

The view from the bridge

"Your competitors are beating you in all the ways they're not telling you."

The strategic read, through the Decision lens — what you see coming, how you hold up under pressure, and how ready you are for your sector's particular demands.

Progress saves automatically.

Section 08 · AI Readiness

Ready, or just curious?

The same readiness read we offer on its own — how AI shows up in your business today, and whether your guardrails have kept pace with your use.

Progress saves automatically.

Diagnostic received

Thank you.

We've got everything we need to begin. Your responses go straight to us — read personally, not by a machine — and we'll reach out shortly to schedule your working session. This is where the real diagnosis starts.

What happens next

We'll review your responses personally — not a machine, not a sequence — and reach out by email within two business days to set up your working session.