For Organizations

Operational Maturity
Assessment™

OMA™

PE-backed, SaaS & growth-stage organizations
45–60 minutes
Confidential
Begin Assessment

Overview

What is the Operational Maturity Assessment™?

The OMA™ is a structured executive diagnostic that evaluates how well an organization’s operations support scale, governance, and enterprise value creation. It covers 31 domains across procurement, spend visibility, vendor management, finance alignment, M&A readiness, and more.

The assessment produces a scored Operational Maturity Index™ (OMI™) — a weighted composite score that reflects where the organization sits on the maturity curve — alongside a prioritized 18-month improvement roadmap.

This is not a survey. It is an executive-level diagnostic designed to surface the gaps that are costing the organization money, speed, and strategic optionality.

Key Deliverables

  • Operational Maturity Index™ (OMI™) composite score
  • Domain-by-domain maturity ratings across all 31 areas
  • Leadership radar chart visualization
  • Prioritized gap analysis with executive commentary
  • 18-month operational improvement roadmap
  • M&A readiness assessment
  • Confidential executive report

Methodology

31 Domains. 7 Sections.

The assessment evaluates operational maturity across seven thematic sections. Data and analytics domains carry higher weighting in the OMI™ score, reflecting their disproportionate impact on enterprise value.

Governance & Structure

  • Enterprise Governance & Operating Model
  • Governance, Policy & Decision Authority
  • Strategic Influence

Procurement Maturity

  • Procurement vs. Purchasing Maturity
  • Category Management & Market Intelligence
  • Procurement Tool Investment vs. Expense Framing
  • Procurement Measurement & Performance Metrics

Spend & Financial Discipline

  • Spend Visibility & Analytics
  • Commercial & Financial Discipline
  • Technology, ERP & Tool Usage

Vendor & Supplier Ecosystem

  • Supplier & Vendor Ecosystem
  • Contracts, Legal & Risk
  • Inventory & Supply Chain

Operations & Workforce

  • Team, Talent & Structure
  • Real Estate, Facilities & Location Strategy
  • Workforce Structure & Outsourcing

Finance & Value Creation

  • Budgeting, Forecasting & Finance Alignment
  • Reporting, Measurement & Value Creation
  • Audit, Controls & Compliance

M&A & Integration

  • M&A Integration & Redundancy Elimination
  • Vendor Categorization & Tail Spend
  • Data Integrity & Analytics Maturity

Confidentiality

All assessment responses are treated as strictly confidential. Information shared during the assessment is used solely to produce your diagnostic report and inform the advisory relationship.

No data is shared with third parties, sold, or used for any purpose other than the engagement for which it was provided.

Ready to begin?

The assessment takes 45–60 minutes.

Complete the intake form and Keith will review your responses, score the assessment, and follow up to discuss findings and next steps.