Houston, Texas · Operational Intelligence & Digital Strategy

Your business has outgrown
its operating model.

Revenue is growing. Margins are flat. Every dollar of new business requires another body to process it. Your best people are trapped in administrative work instead of the strategic work that drives growth. The systems that got you here won't get you there.

Digital Transformation / dij·i·tl trans·fôr·mā·shən /

The systematic process of identifying every core business process where human time is consumed by work that machines should be doing — data entry between disconnected systems, manual approvals, spreadsheet reconciliation, status reporting — and replacing that hidden labor with automation, system integration, and AI. It is not a technology project. It is an operational discipline that connects automation investments directly to the financial metrics that matter: revenue per employee, cost per transaction, gross margin, and EBITDA.

20–35%
of total labor cost typically consumed by automatable work
< 0.5
target Friction Coefficient — revenue grows 2× faster than headcount
40+
metrics tracked across five operational domains
5
phase methodology — discovery through sustained optimization
The Diagnosis

The Linear Scaling Trap.

Your team spends hours moving data between systems that don't talk to each other. Decisions are based on information that's weeks old. Your best people — the ones you hired for expertise and judgment — spend seventy percent of their time on repetitive administrative tasks.

New clients, new contracts, new markets should accelerate your business. Instead, they overwhelm existing processes, increase error rates, and require emergency hiring that further compresses margins.

If your revenue grew 20% last year but your headcount grew 25%, you are in the Linear Scaling Trap. Our framework identifies exactly where the friction lives and builds the roadmap to eliminate it.

The Friction Coefficient

Ratio of headcount growth to revenue growth. The single number that tells you whether your organization scales or suffocates.

0.42
Post-engagement target
1.15
Typical pre-engagement
+18%
Revenue / employee
−34%
Cycle time
+6.2
Margin pts
The Methodology

Five phases. Measurable at every stage.

We don't sell technology. We diagnose operational bottlenecks, design solutions that eliminate them, and implement those solutions with measurable accountability. Every recommendation is tied to a business case with clear payback period calculations.

Not every process should be automated first. We score each opportunity on two dimensions: how easily can it be automated, and how much financial impact will automation deliver. High-return, lowest-risk initiatives go first.

Discovery & Baseline

Map every core process. Count human touchpoints, measure cycle times, calculate error rates, determine fully loaded cost per transaction. 3–6 weeks.

Strategy & Prioritization

Score each opportunity on automation ease and financial impact. Define target-state workflows, technology requirements, and rigorous business cases. 3–4 weeks.

Implementation

Build and deploy in focused 2–4 week sprints. Automation, AI integration, system connection. Measurable results at each sprint. 16–36 weeks.

Optimization & Scaling

Quarterly performance reviews. Actual results versus baseline. Metric trends, new opportunities, next-quarter priorities. Improvements compound.

Maintenance & Evolution

Digital transformation is not a project — it's a permanent operational capability. Ownership models, technology monitoring, annual strategic reassessment.

For Private Equity

EBITDA expansion beyond cost-cutting.

During diligence, our Friction Coefficient and metric taxonomy assess a target's digital maturity and quantify the transformation opportunity. Post-acquisition, the five-phase roadmap becomes the value creation execution plan.

The framework connects technology investment decisions to enterprise value creation — reframing digital transformation from a cost center to a value driver that compounds through the hold period.

Value Creation Thesis
From Diligence Through Exit
Operational Due Diligence
Friction Coefficient assessment · digital maturity scoring
Pre-close
Friction Coefficient Baseline
Process mapping · hidden labor cost quantification
Day 1
Process Automation Sprints
2–4 week builds · measurable ROI at each sprint
Months 1–9
AI Integration & Scaling
Predictive systems · compounding competitive moats
Months 6–18
EBITDA Expansion Realized
Margin expansion + revenue acceleration + multiple expansion
Exit
Compounding Advantages

The cost of catching up increases every quarter.

01 — DATA

Organizations collecting structured operational data now will have years of insight competitors cannot backfill. Better data → better decisions → better outcomes → more data.

02 — TALENT

Employees freed from tactical work develop strategic capabilities — better analysts, better strategists, better innovators. Competitors are still hiring people to do data entry.

03 — SPEED

Low-friction operations respond to market changes in hours instead of weeks. In volatile markets — reimbursement shifts, commodity prices, regulatory changes — speed is survival.

04 — COST STRUCTURE

Fixed technology costs replace variable labor costs. Lower marginal cost per dollar of revenue growth. Profitably serve segments unprofitable for higher-cost competitors.

05 — INTELLIGENCE

AI systems trained on your operational data make predictions specific to your business. Pricing, demand, staffing, risk — calibrated to your patterns, not industry averages.

18mo
Average window before a non-transformed competitor can no longer close the gap at reasonable cost
Who We Serve

Operationally complex businesses where growth has outpaced infrastructure.

Strong revenue. Capable teams. Systems that are no longer keeping up. The processes that worked at ten million are breaking at fifty million.

Healthcare

Insurance alignment, RPM, capital raises, PE operational due diligence, medical real estate, management consulting.

Deep vertical — 6 service lines

Oil & Gas

Process digitization, field operations automation, compliance workflows, reporting modernization, safety system integration.

Midstream · Upstream · Services

Financial Services

Workflow automation, regulatory reporting, AI integration, client delivery optimization, risk analytics.

Banking · Advisory · Insurance

Professional Services

Utilization analytics, knowledge management, proposal automation, project delivery systems.

Consulting · Legal · Engineering

Manufacturing

Supply chain digitization, quality management systems, ERP optimization, production analytics.

Industrial · Consumer · Specialty

Construction & Real Estate

Project tracking automation, bid management, tenant analytics, property operations, compliance documentation.

Commercial · Residential · Infrastructure

Energy & Utilities

Grid operations, asset management, regulatory compliance automation, predictive maintenance, meter data analytics.

Power · Renewables · Water

Transportation & Logistics

Fleet management, route optimization, warehouse automation, shipment tracking, vendor portal integration.

Freight · Distribution · 3PL
Healthcare Practice — Specialized Capabilities

Six integrated service lines for healthcare organizations.

Our deepest vertical. Proprietary data stacking across CMS, NPI, Census, lease comparables, and payer mix — powered by our subsidiary, Digi-Health Tech Solutions.

01

Insurance Alignment

Panel intelligence that identifies payer gaps relative to local market share. Revenue quantification, carrier scoring, contracting execution.

From $2,500 assessment
02

Remote Patient Monitoring

Full turn-key RPM through Digi-Health Tech Solutions. Enrollment, devices, daily monitoring, billing. AI-augmented care coordination.

Free panel assessment
03

Capital Raises

Growth capital sourcing for practice expansion, acquisitions, equipment. Structured transactions, investor-ready materials.

Transaction-based
04

PE Due Diligence

Operational diligence for PE healthcare acquisitions. Physician value intelligence, value creation thesis, post-acquisition roadmaps.

Project-based
05

Medical Real Estate

Tenant representation and gap analysis for medical office properties. Undersupplied specialty identification and multi-clinic recruitment.

Commission-based
06

Management Consulting

Operational assessment, process redesign, organizational effectiveness. Business-first, technology-enabled.

From $4,000/mo
Why Axiom

We build,
not just advise.

Operator Mindset

Our team has managed P&Ls, run operations, and made the decisions your team makes every day. We understand business first — then we ensure the technology actually gets used because it's designed around your workflows, not the other way around.

Full-Stack Implementation

Most consultants hand you a report and leave. We implement — from diagnostic assessment through workflow automation, AI agent development, and system integration. One partner, one methodology, complete accountability.

Financial Language

Every recommendation is framed in ROI, payback period, and EBITDA impact. We do not present technology proposals. We present financial business cases with measurable returns. If we cannot measure the improvement, we do not recommend the investment.

Common Questions

What clients ask
before they engage.

What is digital transformation?

The systematic process of identifying every core business process where human time is consumed by automatable work — and replacing that hidden labor with automation, integration, and AI. It connects technology investments directly to financial outcomes: revenue per employee, cost per transaction, gross margin, and EBITDA. Phase 1 typically reveals that 20–35% of total labor cost is consumed by work that should be automated.

What is the Friction Coefficient?

Ratio of headcount growth to revenue growth. Above 0.8 means you're in the Linear Scaling Trap. Our target is below 0.5 — revenue grows at twice the rate of headcount through automation and process design.

What industries do you serve?

Any operationally complex business where growth has outpaced infrastructure — healthcare, oil and gas, banking, professional services, manufacturing. Middle-market companies with revenues between ten million and one billion dollars.

How does this apply to PE value creation?

During diligence, the Friction Coefficient assesses a target's operational efficiency and quantifies the transformation opportunity. Post-acquisition, the five-phase roadmap provides the execution plan. It reframes digital transformation from cost center to EBITDA driver that compounds through the hold period.

How does Axiom differ from traditional consultants?

We are operators, not just advisors. We deliver from diagnostic assessment through implementation — workflow automation, AI development, system integration. Every recommendation is framed in ROI, payback period, and EBITDA impact. We build what the assessment identifies and stay until it works.

What does a typical engagement look like?

Five phases: Discovery maps processes and quantifies hidden costs (3–6 weeks). Strategy scores opportunities and builds business cases (3–4 weeks). Implementation builds in 2–4 week sprints (16–36 weeks). Optimization establishes quarterly reviews. Maintenance ensures sustained advantage.


Every engagement starts with a conversation.

Where your organization is today, where you want it to be, and what stands in the way. We scope a discovery assessment tailored to your industry, complexity, and priorities.

Schedule Your Consultation
SMU Cox MBA Houston, TX Healthcare · Oil & Gas · Financial Services