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Purpose of This Form

This intake form is the first step in EvolvAQ’s structured engagement process. It is designed to help us understand your organization, your challenges, and your readiness for transformation, before any scoping conversations take place.

Your responses are treated as strictly confidential and privileged. They will be reviewed exclusively by our Principal at EvolvAQ Inc. and will not be shared with any third-party without your written consent.

Completing this form thoroughly, and honestly, is the single most important thing you can do to make our first conversation productive. There are no right or wrong answers.

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1 What is your organization’s legal structure?

2 What sector best describes your primary operations?

3 Organizational Size *

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4 Primary Contact Completing This Form *

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5 Who is the executive sponsor for this initiative? *

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6 Has your organization engaged external consultants or advisors previously?

If yes, briefly describe the nature of that engagement and its outcome.

7 What is your organization’s primary strategic objective for the next 12-24 months?

8 How would you describe your organization’s current strategic position?

9 What external factors are most significantly affecting your operations right now?

Describe the most significant external factor in more detail

10 What decisions are currently blocked or delayed because of the challenges you are facing?

11 What does success look like for your organization in 24 months? Be specific.

12 Describe the primary challenge or opportunity that has promoted you to seek advisory support.

13 How long has this challenge been present or recognized?

14 What would you believe is the root cause of this challenge?

What do others in your organization believe the root cause is?

15 What has already been attempted to address this challenge?

What worked, partially or fully?

What did not work, and why?

16 What is estimated cost or business impact of this challenge remaining unresolved?

Describe the impact in your own terms

17 Which operational areas are involved in or affected by this challenge?

18 How would you describe your current operational performance overall?

1= Severely underperforming | 3 = Functioning but well below potential | 5 = Fully optimized

What does this rating mean in practice for your organization?

19 How would you describe your current technology environment?

List your primary operational systems (TMS, WMS, ERP, CRM, etc)

20 How would you rate your organization’s current data maturity?

Describe any specific cultural dynamics we should understand before engaging:

21 How would you describe the current organizational culture as it relates to change?

What are the biggest gaps in your current data environment?

22 How would you describe your current logistics model?

23 What is the approximate scale of your logistics operations? *

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24 Where are the most significant inefficiencies in your logistics operations?

Describe the most operationally costly inefficiency in plain terms:

25 What does your current supply chain risk environment look like?

months? on would

26 Have you completed any formal logistics or supply chain assessments previously?

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No
Informal review only

If yes, summarize key findings and what action was taken:

27 What internal resources are available to support this engagement?

28 How aligned is your leadership team on the need for transformation?

2= Severely underperforming | 3 = Functioning but well below potential | 5 = Fully optimized

Describe the nature of any misalignment or resistance at the leadership level:

29 Does your organization have budget allocated or in principle approved for this initiative?

30 What is your target timeline to begin?

31 What would cause this initiative to stall or fail internally?

32 What does a successful engagement with EvolvAQ look like for your organization?

33 What are your expectations of an external advisory partner?

34 What concerns, if any, do you have about engaging external advisors?

35 Is there anything about your organization’s current situation that would be important for us to know before our first conversation, that you have not yet shared?

36 How did you hear about EvolvAQ?

Confidentiality & Use of Information

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Confidentiality & Use of Information

The information provided in this form is collected exclusively for the purpose of assessing organizational fit and preparing for a structured discovery conversation with EvolvAQ Inc. It will not be shared with any third-party, used for any commercial purpose, or retained beyond the engagement assessment without the express written consent of the submitting organization.

EvolvAQ Inc. operates under the CMC-Canada Code of Professional Conduct, which includes strict obligations of confidentiality, objectivity, and ethical practice.

Contact Info

Our Email

Janet@evolvaq.com

Our Location

Toronto, Ontario, Canada