Conducted operationsSeason MMXXVI

Ten soloists.
No conductor.

Your CRM sells. Your ERP bills. Your inbox never stops. Each one excellent — each one playing alone. Podium writes the score between your systems and keeps the time, every night, without you on stage.

Book a first rehearsal Hear the score

EST. 2021 · NEW YORK27 SCORES IN REPERTORYEVERY BAR MONITORED

OVERTURE = 104 · D MINOR

This is an invoice,
leaving on time.

Below is a real workflow we conduct — quote‑to‑cash — written the way we see it. Four systems, one score. Every note is an action. Notes stacked together play at once. The fermata is a person: some calls stay yours.

Press perform — or read along below.

The score, read aloud — eight bars of quote-to-cash:

  1. Bar 1 — CRM: deal marked won; deal data captured.
  2. Bar 2 — Email: welcome note sent; kickoff scheduled.
  3. Bar 3 — ERP and Docs together: invoice drafted, statement of work generated. CRM: records linked.
  4. Bar 4 — ERP: totals checked; then a fermata — a human approves any amount over $10,000. The music waits.
  5. Bar 5 — ERP: invoice posted. Email: invoice sent to the client. Docs: filed to the client folder.
  6. Bar 6 — CRM: stage moved to delivery. Email: reminder scheduled. ERP: payment link issued.
  7. Bar 7 — Email: client pays. ERP: payment matched, three ways.
  8. Bar 8 — all four systems, one chord: reconciled. Every part in its place.
  • A note is one action, in one system.
  • Stacked notes run in parallel.
  • A fermata is human approval — we wait.
  • The double bar means reconciled.

PROGRAMME NOTE

Nobody is keeping time.

Most operations teams don’t have a software problem. The instruments are fine — better than fine. The problem is between them: a deal closes on Tuesday and the invoice leaves on Friday, retyped. A form arrives complete and gets keyed in twice. The month closes late because four systems each believe a different number.

That gap has a job title in an orchestra. Someone stands where every part is visible, gives the downbeat, and takes the blame when an entrance is missed. We built Podium to stand there for your operations — to write what should happen between your systems as plainly as notation, and then to conduct it. Every day. On tempo. With a person still deciding the parts a person should decide.

“We never bought new instruments. We hired the person who could hear all of them at once.”
— COO, MERIDIAN FREIGHT CO. · PROGRAMME, AUTUMN 2024

THE WORK

In three movements.

I.

Discovery — andante

2 WEEKS · FIXED FEE

Walking pace, on purpose. We sit with each section — sales, billing, support, the person who actually runs the spreadsheet — and listen to how the work is really played, not how the org chart says it is. Then we write it down.

  • The score as currently played — your process, mapped end to end
  • Every candidate for automation, ranked by hours returned
  • A fixed quote for the build. No estimates that crescendo.
II.

Build — allegro

4–8 WEEKS · SPRINTS

Quick, and never careless. We write the score: integrations between your systems, approval gates where judgment belongs to you, tests for every entrance. You watch it rehearsed against live data before a single real record moves.

  • Workflows live in your stack — you own every credential
  • Runbooks a new hire can follow, plus recorded walkthroughs
  • A dress rehearsal: new score and old process run in parallel
III.

Run — ostinato

ONGOING · MONTHLY

An ostinato is a figure that repeats — every bar, without applause. This is the movement most firms skip and the one that matters: monitoring on every workflow, alerts that page us before they page you, and re-orchestration as your business changes key.

  • Every run logged; every dropped cue caught and replayed
  • We are paged first. You hear about it in the monthly notes.
  • Quarterly re-scoring as volume, staff, and systems change

First rehearsal

45 minutes. You talk, we listen. Free, and honestly not always followed by a proposal.

The read-through

We present your process as a score — including the parts nobody admits to playing.

Sectionals

Build sprints, one section at a time. Weekly open rehearsals; nothing lands as a surprise.

Dress rehearsal

Old process and new score run side by side until the numbers agree to the cent.

Opening night

Cutover. We stand side-stage for the first month — then the ostinato carries it.

FROM THE REPERTORY

Concert programmes.

Three engagements, printed the way we file them. Numbers verified by the client’s own ledger, not ours.

PROGRAMME · AUTUMN 2024

Meridian Freight Co.

Quote-to-cash, in four movements

  1. Rate quoted → order enteredwk 1–2
  2. Delivery confirmed → invoice draftedwk 3–4
  3. Approval fermata — disputes & creditskept human
  4. Payment matched → ledger reconciledwk 5–6
Invoices conducted monthly
1,400
Days sales outstanding
47 → 31
Running without a dropped cue
19 months

PROGRAMME · SPRING 2025

Halloway Clinics

Patient intake, transcribed for three sites

  1. Web form → records system, verbatimwk 1–2
  2. Insurance verified before the visitwk 3–5
  3. Fermata — clinical review stays clinicalkept human
  4. Reminders in the patient’s own languagewk 6
Front-desk hours returned weekly
22
Double-entered records
0
No-show rate
18% → 9%

PROGRAMME · WINTER 2025

Brindle Manufacturing

Purchase-order counterpoint

  1. PO, receipt & invoice matched three wayswk 1–3
  2. Exceptions routed to one queue, not six inboxeswk 4
  3. Fermata — any variance over 2%kept human
  4. Vendor statements answered from the ledgerwk 5–7
Match rate, untouched
94%
Close, days after month end
9 → 4
AP headcount redeployed, not cut
2

THE ENSEMBLE

Twelve chairs, by section.

A small ensemble on purpose. Every chair is senior; nobody here is learning the instrument on your engagement.

Strings

5 CHAIRS

Automation engineers

Carry the melody — the code that plays every day. They write the workflows, the tests, and the graceful failures.

Woodwinds

2 CHAIRS

Process analysts

Hear the detail everyone else has stopped noticing. They find where the tempo drags and why the same field gets typed three times.

Brass

2 CHAIRS

Integration specialists

The loud entrances: ERPs from 2009, APIs with opinions, the vendor who answers in six weeks. They get through.

Percussion

2 CHAIRS

Quality & monitoring

Keep time. They watch every bar of every run and catch the dropped beat before anyone in the hall hears it.

The podium

1 PER CLIENT

Your conductor

One named person accountable for your whole score — in the first rehearsal, at three a.m. if it comes to that, and in every monthly note. You will never be handed to a rotation.

ADMISSION

Season tickets.

Plain prices, printed where everyone can read them. No rider, no surprise second act.

SINGLE PERFORMANCE

$12,000 fixed

  • One workflow, scored and staged end to end
  • Discovery, build, and dress rehearsal included
  • 90 days of Run — monitoring and fixes on us
  • Everything lives in your accounts, from day one

ADMIT ONE WORKFLOW · ROW A · SEAT 1

Reserve

MOST SUBSCRIBED

SEASON PASS

$4,800/month

  • The running ensemble: every score monitored, nightly
  • Up to three new workflows scored each quarter
  • We are paged first — you read about it later
  • Monthly programme notes: hours returned, in writing

FULL SEASON · CENTER ORCHESTRA · TRANSFERABLE

Subscribe

RESIDENT CONDUCTOR

From $15,000/month

  • For operations with forty desks and no downbeat
  • A conductor and section embedded with your team
  • Unlimited scoring across departments
  • Quarterly repertory review with your leadership

HOUSE SEATS · BY ARRANGEMENT

Enquire

Every engagement begins the same way regardless of ticket: a first rehearsal, free, and occasionally ending with us telling you not to hire us.

REHEARSAL MARK A

Book a first rehearsal.

Forty-five minutes. Bring the process that hurts — the one with the spreadsheet named FINAL_v7. We’ll listen, then tell you plainly whether it’s worth conducting. Some things aren’t; we’ll say so.

We reply within one business day — usually with questions, never with a deck.