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."
1
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.
2
Tell us about the business
The essentials — who you are, what you do, your scale and sector. This shapes the rest of the diagnostic.
3
Work through the five domains
Operational, Cognitive, Financial, Cultural, and Strategic — then a Compliance read that cuts across all five, and an AI readiness read. Take them in any order. Every section opens with what we're looking for and what a 5 actually looks like, so the scale means the same thing everywhere.
Set aside 45–60 minutes. You don't have to finish in one sitting — close the tab and your answers will be here when you return.
Welcome back — your saved answers are restored.
Section 01
Legal Agreements
Before we begin, please see three short agreements. We've written them in plain English on purpose — read them, and reach out at
Sales@OmniraConsulting.com
if anything's unclear. The short version: your data is encrypted, never sold, and never shared for anyone else's use.
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 two purposes. The first and main one is to analyze your business and prepare your diagnostic findings and recommendations. The second: once everything identifying you and your people has been removed, your responses may inform aggregate benchmarks, never shown for a group of fewer than five businesses. We do not use your information for any other purpose.
How it's stored and secured
Your information is encrypted in transit and at rest. Access is limited to Omnira personnel working on your engagement and the service providers that host and process it on our behalf under data-protection terms, named in Policy I of our Policies.
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 for their own use. If a court order or subpoena compels disclosure, we disclose only what is required and tell you first unless the law forbids it.
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. The exception is the record of the engagement itself — the signed agreement, your intake, invoices, the delivered report and engagement correspondence — which we keep for four years after delivery for legal, tax and contract reasons, and then delete.
If something goes wrong
If we learn that your information has been accessed without authorization, we will tell you promptly, and always within the time the law requires.
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 for their own use. It is encrypted and handled only by the people working on your engagement and the service providers that host it for us, as described in our Data Use & Storage Agreement.
Analytics & cookies
We use only what's necessary for the diagnostic to function, such as saving your progress in your own browser. We run no advertising trackers, third-party analytics scripts or marketing pixels, and we never 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, subject to the records exception in the Data Use & Storage Agreement.
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 Sales@OmniraConsulting.com.
Client Agreement
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What this is
This intake is part of 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. The engagement is governed by your signed Engagement Agreement. Without a signed agreement and a paid fee, submitting this intake creates no engagement and no obligation on either side. Where anything here differs from your Engagement Agreement, the Engagement Agreement controls.
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. Omnira also offers implementation services, and the findings may recommend them; you are under no obligation to buy them.
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. Either of us may disclose the other's information only where the law compels it, and will tell the other first where the law allows.
Intellectual property
Omnira's methodology and frameworks remain Omnira's. Once the fee is paid, 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.
Electronic Signature
Typing your full legal name below acts as your electronic signature on all three agreements above.
The person or people who can legally bind the business: an owner, managing member, officer, or someone they have formally authorized.
✓Yes, I am
✓No, someone else is
List each person whose signature is needed. You can finish the diagnostic now; Omnira will contact them to collect their signatures before the engagement begins.
Please agree to all three, sign, and answer the authorization question to continue.
By signing, you confirm that what you've entered here is accurate. If you are not authorized to bind the business, the agreements take effect once its authorized signers have signed.
Section 02
Business Information
The essentials. A few of these — your sector especially — shape how the rest of the diagnostic adapts to you.
We'll need the business name.
Country and ZIP are enough for U.S. businesses; add city and state if you'd like.
Country and ZIP, please.
Select a company type.
Select your sector.
Select a revenue range.
Select a headcount range.
Every site the business operates or owns: stores, warehouses, offices, restaurants, plants, apartments, rental properties. Count each one. If you're fully remote, enter 0.
Enter a whole number (0 or more).
Business 1 · this diagnostic is for
—
Each listed business needs at least a name and a sector — or untick the box above.
One or two. Business 1 is already selected; add a second if its sector or its problems are different enough to deserve its own read.
Two at most — pick the two that matter most.
Who runs the business?
Where we'll send your confirmation and reach you first.
A valid email, please — that's how we send your copy.
So we can reach you if email goes astray.
In your own words, not your website's — what is this business for?
Who do you serve, and what do they come to you for?
Legal, finance, accounting, staffing, marketing, IT — anyone you rely on outside the business.
Progress saves automatically.
Section 03 · The Flow lens
Operational
How the work actually moves.
What this is
The Operational domain is how work moves through the business — from the moment a request arrives to the moment it is delivered, invoiced, and recorded. We read it through the Flow lens: your overall efficiency first, then the ten tasks nearly every business runs on.
What we're looking for
Where work waits, loops back, or leans on one person. Margin rarely vanishes in a single failure; it leaks in handoffs, rework, and the quiet hours between one step finishing and the next beginning. We want to know where yours leaks — and where it doesn't.
What a 5 looks like
On the first question, a 5 means work moves end to end without heroics: the steps are known, the handoffs are clean, nothing depends on one person remembering, and doubling your volume would strain you but not break you. If "we get it done" needs a story to go with it, that is a 3.
Rate each on how well it runs today
The ten core tasks
Be honest, not generous. Once all ten are rated, we'll ask about your highest and your lowest — however many share the score.
Progress saves automatically.
Section 04 · The Information lens
Cognitive
How the business sees itself.
What this is
The Cognitive domain is what the business knows, when it knows it, and whether two people looking at the same thing see the same thing. We read it through the Information lens.
What we're looking for
The gap between what is happening and what leadership can see. Late, fragmented, or contested information turns capable people into confident guessers. We're mapping where your signals come from, where they stall, and who owns them when they fire.
What a 5 looks like
On the first question, a 5 means your reporting shows the past, the present, and the projected future in one view — and the forward view warns you, before the fact, about the things that would hurt. Clean monthly statements that tell you what already happened are a 3. A 5 tells you what is about to.
Progress saves automatically.
Section 05 · The Economics lens
Financial
How the money is seen.
What this is
The Financial domain is your financial architecture — how the numbers are produced, how soon you see them, who owns the read, and whether they explain the business or merely record it. We read it through the Economics lens.
What we're looking for
Whether you can tell which parts of the business carry the others. A business can be profitable in aggregate and losing money on half of what it does. We look at visibility, unit economics, cash, pricing, control, and how far ahead the numbers let you see.
What a 5 looks like
On the first question, a 5 means the numbers explain why, not just what: you can see margin by job, client, or line; you know which costs flex and which don't; and a surprise in the P&L has a story you can read on sight. Tidy books that arrive weeks late and need the accountant to translate them are a 2.
Progress saves automatically.
Section 06 · The Learning lens
Cultural
What it's like inside.
What this is
The Cultural domain is whether the business can hear bad news and change because of it. Engagement, clarity, and morale are all downstream of that one loop. We read it through the Learning lens.
What we're looking for
Whether your people know how they're doing, have room to think, can raise a problem without paying for it — and whether anything changes when they do. We also compare your read with theirs; that is what the confidential staff survey at the end of this section is for.
What a 5 looks like
On the first question, a 5 means that if we asked your people what it's like to work here, their answer would match yours — rough edges included. Not because the answer is flattering, but because you already know what they would say. If you'd be nervous to hear the recording, that is a 2.
Progress saves automatically.
Section 07 · The Decision lens
Strategic
The view from the bridge.
"Your competitors are beating you in all the ways they're not telling you."
What this is
The Strategic domain is not the plan. It is the quality and speed of the decisions the business makes under pressure, and how much it knows about the field it plays on. We read it through the Decision lens.
What we're looking for
Whether the direction is clear enough to be stated and shared; what you know about your customers and competitors and what you do with it; what is coming at the business model; and how the business behaves on its worst week.
What a 5 looks like
On the first question, a 5 means you can say where the business is going in one sentence, and it holds up. (Whether the people who run it with you would say the same sentence is the very next question.) A strategy that lives in your head and is "understood" is a 2. Written down and loosely followed is a 3.
Progress saves automatically.
Section 08 · Across all five domains
Compliance
The obligations that touch everything.
What this is
Compliance is not one of the five domains; it touches all of them. It is the set of rules the business is bound by — regulatory, statutory, contractual — and the governance that keeps you inside them: policies that stay current, risk that is actually managed, and a named owner.
What we're looking for
Whether compliance is a program or a hope. We ask about your confidence and who owns it, then your sector's particular exposures for each business you selected, then how policies and risk are governed day to day.
What a 5 looks like
On the first question, a 5 means you could prove compliance on demand: the obligations are listed, each has an owner, evidence is kept as a matter of routine, and an auditor arriving unannounced would be an inconvenience, not a crisis. "We've never had a problem" is a 2.
Progress saves automatically.
Section 09 · Adoption × Governance
AI Readiness
Ready, or just curious?
What this is
The same readiness read we offer on its own: how far AI has actually entered the business (adoption), and whether the guardrails kept pace (governance). The two are scored separately, because the gap between them is the finding.
What we're looking for
Where AI is already in use — including the AI quietly switched on inside the tools you already pay for, and the agents that act without a person in the loop — whether anyone can see it, whether your data is fit to feed it, and whether your people and your policies are ready for what it does when it's wrong.
What a 5 looks like
On the first question, a 5 means AI is load-bearing: named workflows depend on it, someone owns each one, the outputs are checked, and if it went down tomorrow you would notice by lunch. A few people using a chatbot for drafts, however enthusiastically, is a 2.
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 Ernie will reach out shortly to schedule your working session. This is where the real diagnosis starts.
What happens next
We review your responses personally — not a machine, not a sequence — and Ernie will reach out by email within two business days to set up your working session.