What is onRetainer?
onRETAINER is a modular consulting framework designed for companies that need high-level operational, analytical, or process support - without adding full-time staff.
Instead of hiring a consultant to "do everything," you choose only the components you need - from a Roadmap and Vision plan to process Documentation, Improvement Analysis, Business Analysis, and more. Each module can stand alone or build seamlessly into the next, creating a flexible system that grows with your organization.
The result is clarity, structure, and forward motion - delivered in focused engagements that save time, money, and mental bandwidth.
EGT onRETAINER adapts to you.
Every company's process is different - and that's exactly what we document. Whether you need a single roadmap, a how-to guide created, an ongoing partnership, or something in between, EGT remains fully flexible to your goals.
Below are ways of how onRETAINER can be used. If you need something else, just reach out - we'll build the plan that fits.
Roadmap & Vision Plan
A Roadmap & Vision plan is the starting point for any organization ready to bring order, clarity, and direction to their technology or operational growth. Through a structured discovery process, we capture where your department is today, define where it needs to go, and outline the precise steps to get there.
Each engagement focuses on uncovering inefficiencies, identifying opportunities for improvement, and designing a forward-looking plan that aligns your systems, people, and process toward a unified direction.
Process & Approach
Every roadmap begins by uncovering the human truth of a department - how it really operates, what's getting in the way, and what's quietly working behind the scenes. Our role is to listen, interpret, and translate those realities into a clear, actionable plan for progress.
We start with focused conversations - first with leadership, then with the people doing the day to day work. These sessions surface the real picture: what's working, what's frustrating, and what's possible. It's not about critique; it's about clarity.
From those discussions, We outline how work actually flows within the department. This isn't a formal SOP, it's a simplified visual or written map that shows where information, tools, and decisions move. It becomes our shared truth.
Next, we identify the recurring themes - inefficiencies, duplicate effort, broken handoffs, and untapped potential. The goal here isn't blame; it's understanding the underlying patterns that shape the team's daily experience.
With the insights gathered, we build a practical, phased roadmap - outlining short-term stabilizations mid-term improvements, and long-term strategic goals. Each phase connects to the team's capacity and real-world rhythm.
When the roadmap is ready, we review it together. This collaborative discussion allows space for questions, fine-tuning, and validation before final delivery - ensuring what's on paper truly reflects what's possible.
Deliverables
At the end of each engagement, you'll receive a complete, ready-to-use roadmap package designed to bring clarity, direction, and alignment across your team. Everything is structured to be easy to share and simple to act on.
- Strategic Roadmap Document - A clear, phased plan outlining priorities, milestones, and dependencies, all written in human language that non-technical teams can follow.
- Current-to-Future Map - A visual or outline-based snapshot showing where the department stands today and where it's headed next.
- Executive Summary - A concise overview that highlights key insights, opportunities, and the reasoning behind recommended actions.
- Delivery Call (30min) - A walkthrough of the roadmap to ensure complete understanding and alignment. This is also your space to ask questions or request light refinements.
- Final Roadmap Package (editable format) - Delivered in an accessible format for easy distribution and future reference.
*AI technology may support administrative or note-taking functions, but all analysis, documentation, and strategic deliverable are 100% human-crafted.
Process Documentation
Process Documentation transforms the way your organization captures knowledge. Instead of outdated SOPs that no one reads, this service creates clear, user-friendly documentation written in your company's language - designed to help teams work faster, train easier, and scale with confidence. Every document is built to evolve with your processes, not become another static artifact.
Share Your Workflow
Before we begin, you'll upload your reference materials to our secure portal:
- Recorded video walkthroughs showing how the work is actually performed.
- Existing artifacts such as checklists, forms, notes, screenshots, or older process documents.
- A department contact for clarifying questions.
- (Optional) Example formatting document or letterhead if you'd like it branded
Deliverables
We'll translate your workflow into a clean, organized Microsoft Word document formatted for clarify and consistency. You'll receive a fully editable file ready for internal training, audits, or system integrations.
- Professionally formatted documentation in Microsoft Word (.docx).
- Version-controlled file naming for easy tracking.
- Secure file delivery through a private upload/download portal.
- 30-minute delivery call for walkthrough, Q&A, and light refinements.
*AI technology may support administrative or note-taking functions, but all analysis, documentation, and strategic deliverable are 100% human-crafted.
Process Improvement Analysis
This phase transforms raw insight into practical, prioritized change.
Once your department's workflows are mapped or documented, the Process Improvement Analysis dives deeper - identifying inefficiencies, redundancies, and friction points, then designing streamlined solutions that align people, systems, and goals.
Think of it as the bridge between how things work today and how they could work better tomorrow.
Process & Approach
This service is for teams who already have their current workflows documented - whether by us or internaly - and are ready to translate that visibility into measurable improvement.
1. Workflow Review - Evaluate the current documentation or recorded process to understand intent, handoffs, and decision points.
2. Bottleneck Discovery - Identify pain points, redundancies, and any workarounds that have evolved over time.
3. Future State Modeling - Redesign key workflows or steps using practical, scalable improvements that align with operational goals.
4. Impact Analysis - Each recommendation is ranked by effort, cost, and benefit - so you know where to start and what delivers the biggest return.
5. Executive Review Call - A 30min debrief session ensures full understanding, alignment, and next steps before delivery is finalized.
Deliverables
You'll receive a complete, easy-to-understand report designed to make improvement decisions clear and actionable - not buried in jargon.
Each engagement includes:
- Process Improvement Report - A detailed breakdown of findings, inefficiencies, and opportunities for change.
- Before-and-After Visuals - Side-by-side process maps (current vs optimized future state) for easy comparison and leadership visibility.
- Prioritized Recommendations List- Each item ranked by impact, effort, and estimated ROI so you can take immediate, focused action.
- 30min Review Call - Walk through the findings, clarify next steps, and capture any quick refinements you'd like made before final delivery.
*AI technology may support administrative or note-taking functions, but all analysis, documentation, and strategic deliverable are 100% human-crafted.
Business Analysis/User Story Creation
This service is designed for organization that have a clear project goal - a system enhancement, new automation, or process improvement - but need expert help translating that vision into detailed, developer-ready requirements. It's ideal for teams who know what outcome they want but need support defining scope, structure, and acceptance criteria.
Here are a few ways organizations typically use this service:
- Moving from roadmap or process improvement work into development.
- Resolving breakdowns in communication between business users and technical teams.
- Creating clear, detailed documentation that keeps everyone aligned before development begins.
Whether you're automating workflows, integrating new systems, or improving internal operations, this service bridges the gap between ideas and implementation - giving your team clarity, alignment, and confidence before the build even starts.
Process & Approach
Every engagement focuses on turning conversation and chaos into clarity.
Here is how it works:
1. Discovery Alignment - We start with a focused 60-90 minute session to align on the initiative's goals, current blockers, and success measures. This ensures both leadership and the development team are working from the same understanding.
2. Requirements Deep Dive - Through guided interviews and documentation review, we extract the detailed business logic, decision points, data flows, and dependencies. The goal is to uncover not just what needs to happen - but why.
3. Story Translation - Each requirement is converted into a clear, testable user story or use case that reflects both user intent and system behavior. This includes written acceptance criteria and supporting context to eliminate amiguity.
4. Review & Refinement Call - Before delivery, we hold a collaborative call to validate assumptions, ensure mutual understanding, and adjust language or priortization as needed.
Deliverables
Each engagement results in a clearly structured User Story Report, designed for direct transfer into your internal track tools (e.g., JIRA, ClickUp, Monday, etc.).
Every User Story includes:
- Title/Epic Name - A clear label that groups related work.
- Feature Description/Goal - Summarizes what's being requested or improved and why it matters.
- As a/I want/So that Statement - Written in natural language to describe the user's need.
- Acceptance Criteria - Measurable outcomes that define when the work is complete.
- Notes & Clarifications - Contextual details or team insights captured during discussions.
- Dependencies & Assumptions - High-level placeholders where known, with a note that technical validation must come from internal SMEs or dev teams.
System dependencies, configurations, or logic validations cannot be confirmed externally. Any such dependencies must be provided or verified by the client's internal technical team before implementation.
Each User Story Report includes:
- A cover summary outlining the purpose, scope, and total stories created.
- Optional section for future recommendations or follow-on roadmap actions.
- A 30 minute review call to walk through the content and answer questions.
*AI technology may support administrative or note-taking functions, but all analysis, documentation, and strategic deliverable are 100% human-crafted.
The Value of the onRETAINER Model
Traditional corporate structures are slow, fragmented, and expensive. A single in-house business analyst can cost well over $100,000 per year - and that's before benefits, overhead, and the months of meetings, delays, and rework that often stretch even simple initiatives across a full fiscal year.
Through the onRETAINER model, the same results are achieved faster, cleaner, and without internal red tape. Because we operate independently and focus solely on execution, a project that would take an internal team 12-24 months can often be completed within a single quarter.
For example, when breaking down the full suite of services - roadmapping, process documentation, and analysis - the total investment across four departments would come to roughly $80,000.
That same company could not hire, onboard, and maintain even one experienced analyst for that amount, let alone achieve completion in the same timeframe.
In other words:
- Save time. What would normally take years happens in months.
- Save money. No salaries, benefits, or management layers.
- Gain clarity. The final deliverables are actionable, cohesive, and built from a human-first perspective.
This isn't just consulting - it's operational acceleration. It's what happens when deep expertise meets efficiency and purpose.