Start With The Diagnostic
Before we do any implementation work, we show you the numbers. Every engagement begins with a diagnostic that tells you exactly what undocumented knowledge is costing your business and where your highest-risk knowledge areas sit, and how those gaps would look under investor or buyer scrutiny.
This isn't a generic audit. It's a financially quantified assessment built for the people who make resource allocation decisions, COOs, FDs, and business owners who need to see the cost before they commit to the fix, and who want those numbers in hand before any funding conversation, board discussion, or exit process begins.
The Three-Tool Diagnostic Suite
1
Knowledge Cost Calculator
Question: What is undocumented knowledge costing your business right now?
Quantifies the annual cost through three categories: friction (time lost searching for information), departure loss (what walks out the door when people leave), and errors and rework (mistakes caused by undocumented processes). Produces a precise figure in pound.The cost of the problem.
2
Knowledge Map Diagnostic
Question: Where is your knowledge most concentrated and where is it most at risk?
A structured assessment that maps where critical knowledge lives in your organisation, how well it's documented, who holds it, and how vulnerable it is to loss. Assigns risk scores and staleness ratings. Flags single points of failure. Produces a prioritised action map showing exactly where to focus first.
3
ARG Calculator - Leadership Time Impact
Question: What happens to your P&L when your leaders document their knowledge and delegate?
Models the financial impact of shifting leadership time from Administrative and Revenue work into Strategy. Shows three outputs: revenue leakage reduced, leadership productivity recovered, and strategic capacity unlocked. This is the value of the solution — the return on fixing what the Calculator revealed.
Together, these three tools give you two numbers you've never had: the annual cost of undocumented knowledge, and the leadership capacity you recover by structuring it.
How We Work Together
Once the diagnostic shows you the picture, you choose how deeply you want us involved in fixing it.
Kickstart
See the picture. Start the work
Complete the free Knowledge Cost Calculator to see what undocumented knowledge is costing your business. Then join me for a 2.5-hour virtual Knowledge Map Diagnostic session where we map exactly where your critical knowledge sits, who holds it, and what's most at risk.
You walk away with your personalised Knowledge Map, the diagnostic report, and a step-by-step DIY Knowledge Capture Guide. Everything you need to start documenting your highest-priority knowledge areas on your own terms.
Best for: Business owners who want clarity on the problem and a structured starting point before deciding whether to invest in a full programme.
You receive:
• Your Knowledge Cost Calculator report
• A 2.5-hour guided Knowledge Map Diagnostic session with Tracy
• Your personalised Knowledge Map with risk scores and priority ratings
• The Knowledge Map Diagnostic report
• The DIY Knowledge Capture Guide with templates
Secure
Diagnose and Plan
A guided diagnostic and action plan. I run the full three-tool diagnostic with you, either as a half-day workshop with your leadership team or as a series of focused sessions. We walk through the results together, interpret what they mean for your specific situation, and produce a prioritised knowledge capture plan: what to document first, how to capture it, and who should own it.
Best for: Leadership teams who want expert interpretation and a clear roadmap before committing to implementation. Particularly effective ahead of succession planning, sale preparation, or AI adoption.
Managed
Diagnose, Plan, and Implement
Full knowledge capture implementation. I take ownership of the entire programme from diagnostic through delivery. This includes running the full assessment, designing the knowledge capture framework, facilitating documentation sessions with your team, building the knowledge assets, and embedding the practices your business needs to maintain what's been captured.
Best for: Businesses that want results without the internal overhead of running the project themselves. Leaders who need to free their own time, not spend more of it.
Ongoing Retainer
Embed and Evolve
Knowledge management as an ongoing practice. For businesses that want to embed KM as a long-term capability, not a one-time project. Includes regular knowledge reviews, diagnostic re-runs to track progress, support as your business evolves, and strategic guidance on AI readiness.
Best for: Businesses committed to building knowledge as a durable asset, particularly those preparing for growth, investment, or transition.
For Referral Partners
If you're an accountant, corporate finance advisor, business broker, or commercial solicitor who works with businesses in the £750k–£12m range, the diagnostic platform gives you a structured, evidence-based tool to open the knowledge risk conversation with your clients — particularly in the context of succession, investment readiness, or sale preparation.
Your clients get a different service. You get a diagnostic capability you don't currently have.