Most firms invest heavily in transformation and then struggle to sustain momentum once the project concludes. Systems drift, workflows stagnate, and the operational capability built during engagement erodes. Ops Pulse exists to prevent that.
Through a tiered retained model, we provide ongoing strategic oversight, operational support, systems governance and continuous improvement, giving firms embedded digital operations expertise at a fraction of the cost of an in-house function
Embedded operational partnership from day one
Continuous transformation support and accountability
Workflow, systems and automation optimisation
Operational reporting and management visibility
AI and technology enablement, grounded and practical
Senior-level operational leadership, without the full-time overhead
Ops Pulse is structured across four tiers: Pulse Core, Pulse Growth, Pulse Embedded and Enterprise. Every engagement begins with an Operational Health Check, a structured Day 1 baseline assessment of systems, workflows, team capacity and current bottlenecks.
This anchors everything that follows and gives the firm an immediate, tangible output. Services and deliverables are broadly consistent across all firm types, scaling in depth and capacity with each tier. Firms can move between tiers as their needs evolve. Pricing reflects operational complexity, stakeholder involvement, systems landscape and delivery capacity.
All prices are monthly retainer fees. Pricing scales with firm size, operational complexity and delivery capacity requirements. Core and Growth tiers can be transacted online. Embedded and Enterprise follow a consultative onboarding process.
Select Firm size to view pricing
The right foundation for firms that want structured oversight and visibility without a heavy operational commitment.
Operational health check (Day 1)
Quarterly operational review
Quarterly written summary report
Monthly check-in & action log Async
Systems & tech stack health monitoring Limited
For firms ready to actively optimise operations, with live oversight, workflow support and a maintained roadmap.
Operational health check (Day 1)
Quarterly operational review
Quarterly written summary report
Monthly operational meeting (live)
Monthly operational check-in & action log
Workflow optimisation support
Automation monitoring Limited
Systems & tech stack monitoring
Vendor management Limited
Team training & adoption support Limited
Operational roadmap (maintained live)
Quarterly AI opportunity review Limited
Dedicated transformation capacity 4 hrs/mo
Full operational partnership. Proactive, embedded and continuous. The closest model to an in-house ops function.
Operational health check (Day 1)
Quarterly review & written report
Monthly live operational meeting
Monthly check-in & action log
Workflow optimisation support
Full automation monitoring & failure response
Systems & tech stack monitoring
Operational reporting & dashboards
Vendor management & renewal oversight
Team training & systems adoption
People ops & system access management
Operational roadmap (maintained live)
Quarterly AI opportunity review
AI implementation support
Dedicated transformation capacity 8 hrs/mo
Tailored for complex, multi-workstream firms that need senior operational leadership and bespoke governance structures.
Fractional operational leadership
Strategic transformation oversight
Compliance & data governance oversight
Agreed capacity allocation
Bespoke onboarding & governance structures
The following boundaries apply across all Ops Pulse packages to ensure clarity of scope andprotect both delivery quality and client expectations.
• Ops Pulse does not include reactive IT helpdesk support, hardware management or softwarelicensing costs.
• All packages operate within agreed delivery boundaries and monthly capacity allocations.
• Dedicated transformation capacity hours do not roll over. Additional hours are available at an agreed day rate.
• Compliance and data governance oversight is an operational service, not a legal or regulatorycompliance function.
• Implementation work outside retained capacity will be scoped and priced separately as projectwork.
• Enterprise-level firms require tailored onboarding, governance structures and bespoke serviceagreements.
