Ops Diagnostic
- Full audit across strategy, people, sales & finance ops
- Scorecard identifying gaps and quick-win automations
- Prioritized roadmap: report + working session
Trellis Group builds the strategy, people, sales, and finance systems your business needs to grow — with technology embedded into every engagement, not bolted on after.
| Tier 1 | Tier 2 | Tier 3 | |
|---|---|---|---|
| Diagnostic & roadmap | ✓ | ✓ | ✓ |
| Implementation (1–2 pillars) | — | ✓ | ✓ |
| Ongoing embedded support | — | — | ✓ |
Tier 1 is a standalone option. Tiers 2 and 3 each include everything above them — a client never loses what they started with.
Mike has spent 18+ years figuring out how businesses actually work — not the version in the org chart, the real one. As COO of XRI Global, he splits his time between technical execution, business development, and strategic partnerships. Before that, as Managing Partner at Cornerstone Technologies, he helped grow annual recurring revenue by 30% by expanding into new international markets.
Dave has spent over a decade figuring out how organizations actually run — not the version in the strategic plan, the one that shows up in payroll, benefits, and board meetings. As founder of a regional nonprofit training network, he built and scaled a partner network coordinating 25+ organizations across Northwest Arkansas. Before that, as Director of Operations for a multi-site nonprofit, he built the HR, compliance, and financial reporting infrastructure across four locations in three cities.
Start with a discovery call — we'll scope the right engagement together.