black and white bed linen

PineSight 80/20 is a clarity-first operating model. We don’t boil oceans — we find leverage. Through process design, CRM optimization, and reporting alignment, we help teams do more with less, faster

Step 1: Observe

"Find the signals in the noise."

  • Audit sales, service, and delivery systems

  • Identify bottlenecks, friction points, and inefficiencies

  • Use CRM & analytics tools (Salesforce, NetSuite, PowerBI, etc.) to spot performance patterns

  • Interview frontline teams to reveal behavioral vs. systemic gaps

Focus: Which 20% of behaviors or workflows are creating 80% of results — or 80% of pain?

Step 3: Implement

"Design for speed, not sprawl."

  • Build repeatable SOPs, toolkits, and automation frameworks

  • Set up scalable CRM pipelines, training programs, and dashboards

  • Deliver only what matters: “vital few” features, flows, and support touchpoints

  • Optimize communication and collaboration tools (Zapier, Mautic, Podio, Trello, etc.)

Focus: Execute lean, high-impact solutions. Avoid overengineering — ship fast, iterate smart.

Step 2: Analyze

"Turn patterns into priorities."

  • Apply the Pareto lens to isolate high-leverage gaps and opportunities

  • Segment and rank processes by impact vs. effort

  • Map workflows visually (BPMN or whiteboarding)

  • Overlay metrics: funnel efficiency, time-to-resolution, adoption, engagement rates

Focus: What critical changes will unlock disproportionate value — and what noise can be ignored?

Step 4: Repeat

"What worked, scales. What didn’t, refines."

  • Build internal rhythms for process review and continuous improvement

  • Equip teams with dashboards and feedback loops

  • Use customer success and post-implementation support to surface new insights

  • Feed successful models back into other departments or business units

Focus: Operationalize learning. Make 80/20 clarity part of the culture.