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.


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