RDC Operating System Assessment

Operating System Assessment

Building disciplined restoration operating systems that help companies perform better, grow faster, and command greater enterprise value. Score each category from 1 to 5 to evaluate operating maturity and identify the first implementation priorities.

Operating System Self-Assessment

Score each category from 1 to 5. A score of 1 indicates no consistent process. A score of 5 indicates a documented, trained, measured, and consistently followed process.

Maturity Scale

1Reactive

No consistent process; performance depends heavily on individuals.

2Informal

Some process exists but is inconsistently followed or undocumented.

3Defined

Process exists and is generally understood, but training and accountability are inconsistent.

4Managed

Process is documented, trained, monitored, and reviewed.

5Scalable

Process is measured, audited, improved, and supports growth or acquisition readiness.

Leadership and Accountability

Leadership reviews a scorecard of key operating metrics on a defined schedule.

Accountability for each operating area is clearly assigned to a named role.

The business can operate without the owner driving daily decisions.

Intake and Dispatch

Intake process is documented and followed consistently.

Speed-to-site expectations are defined and tracked.

Lead follow-up has a defined owner and cadence.

Inspection and Sales Process

Sales process follows a consistent structure from inspection through authorization.

Scope of loss is documented in a standard format on every job.

Conversion from inspection to signed authorization is tracked.

Mitigation Production

Production workflows are documented and followed consistently.

Equipment placement and removal is documented on every job.

Field performance is reviewed against defined production standards.

Documentation Discipline

Daily Field Reports (DFRs) are completed on every active job.

Files are complete enough to support billing without rework.

Closeout documentation is completed before the job is marked complete.

Communication Cadence

Customer update frequency and format is defined and followed.

Adjuster communication has a clear owner and cadence.

Exceptions and escalations have a clear path to leadership.

Commercial T&M Readiness

Time and material documentation standards are defined and followed.

Vendor and subcontractor costs are tracked against job records.

Commercial billing packages are complete and defensible.

Billing and Collections

Documentation is reviewed for completeness before invoicing.

AR aging is reviewed on a defined schedule with a named owner.

Outstanding balances are visible to leadership at all times.

Vendor and Subcontractor Readiness

Vendor invoices are matched to job records before payment.

Vendor payment terms are managed consistently.

AP aging is reviewed regularly by leadership.

Data and Enterprise Value Readiness

Key operating metrics are tracked and reviewed on a defined schedule.

Job-level profitability is tracked and reviewed.

Reporting exists that a buyer, investor, or lender would find credible.

Discovery Questions

Help RDC Group understand your situation before the follow-up conversation.

1. Where does the company lose the most time from first call through job closeout?

2. What documentation is most commonly missing when the invoice is ready to be prepared?

3. Where do clients, adjusters, or consultants ask the most questions?

4. Which roles are unclear or inconsistently followed?

5. What data would a buyer, investor, or leadership team want that is difficult to produce today?

Your information is sent directly to Chris Laney at RDC Group. We do not share or sell your data.