
Clarity. Value. Results - One Tier at a Time.
Alleon Group’s Assessment Playbook
When every client journey is different, a one-size-fits-all approach only leads to misalignment. Alleon Group’s tiered engagement model replaces guesswork with clarity—meeting clients where they are and guiding them toward where they need to go, with confidence at every step.
By aligning scope, timeline, and required client input, we deliver decision-ready insights—no more, no less—precisely when you need them.
Why Tiered Assessments?
Every organization wants rapid insight into where money leaks, processes stall, and growth hides – but not every organization needs (or can absorb) the same depth of analysis. Alleon Group’s three-tier assessment model lets you match effort to ambition:
- Light – a fast, low-lift diagnostic for quick clarity
- Standard – a balanced deep dive that marries data and stakeholder insight
- Complex – an enterprise-wide evaluation that sets the stage for large-scale transformation

Light Assessment (≈ 30 days)
Ideal Scenario:
- You need a final check on spend or workflow efficiency before budgeting season
- The board needs quick validation of the potential value before green-lighting next steps.
- Internal bandwidth for interviews and data pulls is tight
Client lift:
- Secure read-only access to 12 months of spend or volume data
- Nominate process owners for brief interviews (Senior Leadership)
Alleon delivers:
- Rapid Data Scrub and Benchmark Comparison
- “Top 5 savings levers” scorecard with order-of-magnitude estimates
- High-Level recommendation on next steps and/or deeper engagement
Outcome
A concise, numbers-backed snapshot you can forward straight to leadership.
Outcome
A board-ready business case + a prioritized roadmap you can execute immediately.
Standard Assessment (≈ 60 days)
Ideal Scenario:
- Multiple functions touch the process (e.g., print/mail + tax ops + IT)
- You need a defendable business case to unlock funding
- Existing vendor contracts are up for renewal within the next 12 months
Client lift:
- Provide 18-24 months of spend, SLA, and invoice data
- Coordinate multiple stakeholder interviews across operations, finance, and procurement
- Share current contracts, SLAs, and process maps
Alleon delivers:
- Full spend, rate, and contract analysis with market benchmarks
- Process-level time-and-touch mapping
- Quantified savings / revenue acceleration model with sensitivity ranges
- Opportunity prioritization matrix (quick wins vs. structural fixes)
- Preliminary solution design options and sourcing strategy
Complex Assessment (≈ 90 days)
Ideal Scenario:
- You’re eyeing an end-to-end transformation affecting multiple business units or geographies
- M&A, ERP migration, or large-scale automation is on the horizon
- You’ve struggled to translate prior consulting advice into actionable change
Client lift:
- Enterprise-wide data extracts (spend, error rates, cycle times, rework, customer impact)
- Additional stakeholder interviews, workshops, and shadowing sessions
- Access to architecture diagrams, future-state plans, and change-management leads
Alleon Group delivers:
- Holistic current-state model (people, process, tech, suppliers, controls)
- Simulation of future-state scenarios with ROI, payback, and risk scoring
- Change-management and communications plan
- Phased investment schedule aligned to EBITDA and cash-flow targets
Outcome
A turnkey blueprint that de-risks large-scale execution and secures executive sponsorship.

Choosing The Right Tier
Light | Standard | Complex | |
Budget / timeline pressure | ✔ | ✔ | — |
Upcoming contract renegotiation | — | ✔ | ✔ |
Cross-functional impact | — | ✔ | ✔ |
Enterprise transformation | — | — | ✔ |
Internal data availability | Limited | Moderate | Robust |
What Stays Constant Across Tiers
- Data-driven methodology. Every assessment anchors on clean data, not anecdotes.
- Transparent pacing. Weekly touchpoints keep you informed without hijacking calendars.
- Action-oriented deliverables. We hand off tangible next steps – no shelf-ware slide decks.
Whether you need a 30-day pulse check or a 90-day enterprise overhaul, Alleon Group’s assessment playbook meets you where you are – and propels you where you want to go. Let’s discuss which tier fits your goals.