From analysis to implementation

Operations and automation that actually get implemented

SG Consulting helps healthcare, insurance, distribution, and other service driven businesses fix bottlenecks, streamline workflows, and build practical systems and processes that your team will actually use.

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About SG Consulting

Practical, hands on support to move your operations from friction to flow.

SG Consulting helps growing organizations uncover hidden inefficiencies, redesign workflows, and build simple systems around the way they actually operate, not the way a slide deck says they should.

With experience across operations leadership, technology, and risk or insurance, we bridge strategy and execution. Clients receive clear analysis, realistic recommendations, and hands on support so new processes are implemented without overwhelming their teams.

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More than 15 years in operations and technology leadership.
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Experience with healthcare, insurance, distribution, and public sector environments.
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From short assessments to hands on implementation work for key initiatives.

What we do

Focused support across analysis, process, automation, and implementation.

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Operational analysis

Department by department reviews that map workflows, quantify waste, and identify quick wins and structural issues. You receive a clear picture of what is slowing you down and what to fix first.

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Process optimization

Redesign tasks, handoffs, and approvals to reduce duplication and close gaps. We create simple procedures and KPI views so leaders can monitor performance and keep improvements in place.

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Automation and systems

Select and implement tools, dashboards, and automations that remove manual work without creating complexity. This may include spreadsheets, Access, databases, cloud platforms, or integrations with systems you already use.

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Hands on implementation

We do not stop at the recommendation stage. We work with your staff, vendors, and partners to put new processes into production, train users, and adjust until the system is stable and self sustaining.

Why SG Consulting

What clients value when they bring us into their operations.

Operator first, consultant second

Experience running operations and technology in real organizations, not only observing from the outside. We understand the trade offs, constraints, and practical realities your teams face.

Data and accountability built in

Every engagement includes clear metrics, reporting, and ownership. You can see what improved, by how much, and who is responsible for keeping results on track.

Simple and practical solutions

We look for the smallest change that creates a meaningful result. Often we begin with process and basic tools before recommending heavy platforms or complex system changes.

Flexible engagement

From short diagnostic work to deeper implementation support, the scope is tailored to your size, budget, and urgency. We stay involved as needed to make sure changes are fully adopted.

Selected results

Examples of how structured operations work produces measurable improvements.

Healthcare operations

Reworked visit tracking, compliance workflows, and communication between offices for a multi site homecare provider.

Visibility into missed visits and follow up actions improved, and teams had clearer responsibilities.

Result: approximately 25 percent fewer contract and compliance errors.

Government and public sector

Supported a boutique insurance brokerage that serves municipalities and airports by aligning internal processes, data, and positioning for complex RFP work.

Built reusable checklists, intake templates, and timelines that shortened response cycles and improved consistency.

Result: stronger, more repeatable RFP responses with clearer internal coordination.

Distribution and logistics

Analyzed order to delivery workflows for a distribution firm that relied on thin margins and time sensitive products.

Identified delays, rework, and manual steps across departments, then implemented clearer handoffs and simple tracking.

Result: fewer errors and a clearer foundation for future automation projects.

Professional services and agencies

Designed reporting and automation around CRM, payroll, and analytics for service organizations that needed better visibility across locations.

Leadership received consistent KPI views and spent less time building manual spreadsheets every month.

Result: more informed decisions and time returned to revenue producing work.

Client feedback

What leaders say about working with SG Consulting.

“Sam has exceptional technical acumen. He created real operational efficiencies, advanced reporting, and meaningful data mining. Just as important, he fostered a culture of learning and collaboration.”
James, CEO
Training company, Canada
“Sam significantly improved our operational efficiencies. He combines sharp analysis with a proactive approach and does not hesitate to take on complex challenges directly. He is a strong asset to any project or team.”
David, CEO
IT company
“Sam is one of the best people I have worked with. He stood up a back office quickly and helped the client generate revenue faster than expected. He asks smart questions and understands industries from healthcare to fintech.”
Alan, CEO
Consulting firm
“Sam is exceptional at problem solving and performance optimization. He understands the drivers behind complex issues and breaks them into manageable steps. Through hands on work and coaching, he lifts the performance of the whole team.”
Sean, CEO
Warranty company
“Sam is a doer, not just a talker. He is loyal, reliable, and highly responsive. He balances attention to detail with a clear view of strategy and delivers pragmatic solutions that drive value. His performance was consistently above expectations.”
Ariel, Executive VP
Insurance company
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Let’s talk

If you are dealing with bottlenecks, scattered systems, or processes that do not scale, a short conversation is often enough to see whether SG Consulting can help. If it is not a fit, you will hear that as well.