ClearXO
From Insight to Impact.
A one-week operational assessment that maps your people, processes, systems, and data to a complete, prioritized roadmap.
ClearXO is a structured assessment that reveals how your business actually runs. In one week, our team maps your workflows, identifies what creates drag and what creates value, and delivers a prioritized roadmap with named owners and measurable KPIs. No slideware. No shelf reports. Workable documents you can act on immediately.
Is ClearXO Right for You?
Most clients come to ClearXO through one of four scenarios. If any of these sound familiar, we should talk.
ERP Evaluation or Transition
You're evaluating, replacing, or have just implemented an ERP. Your implementation partner can tell you what the system does. ClearXO tells you whether your organization is ready for it.
Implementation That Hasn't Delivered
An ERP, CRM, or similar system went live but hasn't produced the results you expected. You know something is wrong but can't pinpoint the structural cause. ClearXO surfaces it.
AI with an Unclear Foundation
You have a specific operational problem and want to know if AI is feasible. ClearXO assesses your data foundation, governance gaps, and reporting maturity so you invest in AI where it will actually work.
Growth, Transition, or Scale
Founder transition, M&A, leadership change, or scaling pains. You know something has to change but you don't know where to start. ClearXO gives your leadership team a shared starting point.
It's Hard to See Around Corners
Flat Visibility
Leaders often operate with a flat view of their business, missing hidden dependencies between people, systems, and processes.
Blind Spots
Critical issues hide until they stall projects or damage performance. By then, the cost of fixing them has multiplied.
Siloed Decisions
Without a holistic view, decisions get made in silos and execution slows. Teams optimize locally while the organization suffers globally.
The CLEAR Method
Five phases. One week. Every finding tied to a concrete next step.
C
Capture
On-site sessions with your teams to map how work actually happens. Every system, every handoff, every workaround.
L
Leverage
Separate the drag from the value. Quick wins you can act on in 30 days from the strategic initiatives that need planning.
E
Evaluate
Build the action plan with named owners, timelines, effort levels, and dependencies. Every item is a verb, not a suggestion.
A
Align
Define KPIs with baselines and targets. Measurable, dashboard-ready, owned by a named person.
R
Resolve
Install a governance rhythm so improvements stick. Monthly reviews, quarterly resets, accountability that outlives the engagement.
What You Walk Away With
Workable documents, not slideware. Every deliverable is built for your team to use immediately.
Systems Map
A current-state diagram of every system your business uses, the data flows between them, integration points, manual handoffs, and gaps where data does not flow at all.
Systems Matrix
An ownership map tying every system to its executive sponsor, business process owner, and technical owner. The single source of truth for who owns what.
Comprehensive Report
A narrative report structured around the CLEAR phases: findings by functional area, prioritized action plan with named owners, KPIs with baselines and targets, and your governance rhythm.
Diagnostic and Execution from the Same Firm
ClearXO is backed by Altus CXO's five-discipline fractional executive bench: CFO, CHRO, CMO, COO, and CTO/CIO. The assessment maps every finding to the right discipline. When you're ready to act, the leadership to execute is already here.
A Fast, Focused Engagement
Two to three days on site with your team. Report delivered within one week. No long-term contracts required.
PHASE 01
Discovery & Capture
On Site
Structured sessions with leadership and functional teams. We map workflows, document systems, and surface what's working and what's not.
PHASE 02
Analysis & Synthesis
Behind the Scenes
Our team builds the Systems Map and Matrix, identifies drag points and opportunities, separates quick wins from strategic initiatives, and drafts your action plan.
PHASE 03
Report-Out & Handoff
Within One Week
Full deliverables reviewed with your leadership team. Walk the action plan, confirm ownership, surface objections, and agree on next steps.
ClearXO in Action
Agriculture Enterprise
Selecting the Right ERP for the Future
A well-established Midwest enterprise with deep agricultural roots was approaching a critical ERP transition. ClearXO helped leadership align around a system that could support the complexity of the organization while positioning the business for the future.
"The real win wasn't the ERP. It was aligning the organization."
Manufacturing
Building a Roadmap to Support Growth
A Midwest manufacturer's systems had evolved separately across departments, leaving information spread across multiple platforms. ClearXO mapped how work and information flowed, surfacing opportunities to better connect systems and reduce operational friction.
"What we really gained was clarity on where to focus next."
See Your Business in 3D.
Act with Clarity.
Schedule a complimentary strategy session to discuss how ClearXO can give your leadership team the clarity to prioritize and act.