Process Research & Optimization
Process Research & Optimization is a bootstrapped management consulting firm that delivers enterprise process optimization using a 30+ year knowledgebase of BPMN 2.0 process templates and industry benchmarks, serving clients across manufacturing, banking, utilities, insurance, and technology.
- Company typePrivate
- Founded2014
- HeadquartersBonita Springs, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Process Research & Optimization does
Process Research & Optimization (PRO) is a privately held management and operational consulting firm founded in 2014 by Phil Spencer and Jim Duffy, headquartered in Bonita Springs, Florida, with a regional office in London serving clients globally. The firm specializes in process optimization engagements for enterprise clients across five primary verticals — Manufacturing, Banking and Finance, Utilities, Insurance, and Technology — and five functional areas — Finance and Accounting, Supply Chain, Human Resources, Operations and Customer Service, and Sales and Onboarding. PRO's integrated offering is structured around three core services: Process (digitized process transformation using BPMN 2.0 dynamic simulation models), Research (a 30+ year knowledgebase of industry-specific process templates, taxonomies, and benchmarks), and Optimization (ROI-focused implementation tracked through a Project Benefits Matrix covering Revenue, Cost, Culture, and Service quadrants).
Methodologically, PRO applies a proprietary three-step approach: identification of a step-change mandate at no cost, accelerated process mapping and data analytics producing a self-funding business case, and mobilization to implementation. The firm's knowledgebase is described as the world's largest library of leading process templates, built using BPMN 2.0 dynamic simulation models and supported by thousands of process-level benchmark metrics across all major industries and functions. This catalog is claimed to reduce analysis and design cycle times by approximately 60% and to enable clients to recover their investment within the first 12 months after analysis completion.
Commercialy, PRO generates revenue through professional services consulting engagements sold directly to enterprise clients via a field/consultative sales motion, with no intermediary channels. Pricing is quote-based and outcome/performance-aligned, leveraging a self-funding guarantee in which project benefits are committed to cover PRO's fees on every phase of every project. The firm reports 150+ completed projects with an 80% repeat client rate and supports delivery through a small core team (11-50 employees) augmented by an external partner network of technology providers, service firms, and solution innovators. PRO is bootstrapped, founder-controlled, and has no external parent, PE/VC backing, or institutional investment disclosed.
Process Research & Optimization firmographics
Firmographics- Name
- Process Research & Optimization
- Legal name
- Process Research & Optimization, LLC
- Website
- https://processreopt.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Process Research & Optimization is a bootstrapped management consulting firm that delivers enterprise process optimization using a 30+ year knowledgebase of BPMN 2.0 process templates and industry benchmarks, serving clients across manufacturing, banking, utilities, insurance, and technology.
- Ownership category
- akta.pro rank
Process Research & Optimization industry classification
Industry- Product category
- Management Consulting
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Operations & Process Improvement Consulting (BPAHACAB)
- akta.pro secondary industry
- Risk, Compliance & Internal Controls Consulting (BPAHACAJ)
Keywords
Where Process Research & Optimization is headquartered
LocationHeadquarters
- HQ city
- Bonita Springs
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Process Research & Optimization business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Consulting Services: PRO generates revenue through consulting engagements with a unique self-funding guarantee model. They offer a three-step approach where project benefits will cover their fees on every phase of every project. Clients recover their investment within the first 12 months after completion of analysis. The company describes a performance-based model ensuring shared accountability.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Multi-year contract | Consulting engagement with self-funding guarantee |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Process Research & Optimization product offering
Product offeringCore offering
Process Research & Optimization (PRO) is a management and operational consulting firm that delivers end-to-end process optimization through three core services: Process (BPMN 2.0 dynamic simulation modeling, customer journey mapping, and process repositories), Research (a 30+ year proprietary knowledgebase of leading process templates, taxonomies, and benchmark metrics), and Optimization (ROI-focused implementation with a self-funding guarantee). Services are sold as multi-year consulting engagements to enterprise clients across manufacturing, banking/finance, utilities, insurance, and technology.
Product overview
PRO (Process Research & Optimization) is a management and operational consulting firm operating as a single integrated service rather than a platform with separate modules. The company delivers process optimization through three core services: Process (digitized process transformation using BPMN 2.0), Research (a 30+ year knowledgebase with industry templates, taxonomies, and benchmarks), and Optimization (ROI-focused implementation). These services are delivered through a unified three-step approach that combines mandate identification, accelerated process mapping with data analytics, and mobilization to implementation. Supporting service components include Business Process Repository setup, Customer Journey Mapping, Value Stream Metrics, and Project Benefits Matrix analysis. PRO serves industries including Manufacturing, Banking/Finance, Utilities, Insurance, and Technology, and covers business functions such as Finance/Accounting, Supply Chain, Human Resources, Operations/Customer Service, and Sales/Onboarding.
Differentiator
Problem solved
Functional benefit
Products and services
- Process Service PRO's Process service delivers digitized process transformation using BPMN 2.0 dynamic simulation models, enabling end-to-end process optimization, customer journey mapping, and breaking organizational silos to maximize customer value.
- Research Service PRO's Research service provides access to a 30+ year knowledgebase containing industry-specific process templates, taxonomies, benchmarks, and improvement themes that accelerate analysis and design cycles by up to 60%.
- Optimization Service PRO's Optimization service implements process optimization through business case development, ROI-focused implementation, and benefit tracking across revenue, cost, culture, and service dimensions.
- Three-Step PRO Approach (How We Work) PRO's proprietary three-step consulting engagement combining mandate identification, accelerated process mapping with data analytics, and mobilization to implementation, with a self-funding guarantee that clients recover their investment within 12 months after analysis completion.
Quantifiable outcome
- Analysis and design cycle reduced by 60%
- +4 more outcomes
Companies that use Process Research & Optimization
Customer profileNamed customers1 record
Segments10 records
Ideal customer profiles1 record
Process Research & Optimization technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature4 records
Process Research & Optimization partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- External Partner NetworkminorPRO leverages strategic collaborations with trusted external partners including technology providers, service firms, and solution innovators who share their commitment to excellence. These partnerships are powered by PRO's world-class knowledgebase of leading process models across industries and business functions, serving as a force multiplier in the marketplace. Specific partner names are not disclosed on their website.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Process Research & Optimization competitors and assessment
Company assessmentBroad incumbents
- Accenture: Global incumbent with deep process consulting, operations transformation, and BPM practices; routinely competes for the same enterprise process optimization mandates PRO targets.
- Infosys BPM / Consulting: Global consulting and business process services firm with operations transformation and process re-engineering practices; comparable offerings delivered through a much larger delivery model.
- Deloitte Consulting: Where co-founder Jim Duffy was a Senior Partner; offers large-scale operations transformation, finance transformation, and process re-engineering practices that directly overlap with PRO's offerings at far greater scale.
- McKinsey & Company (Operations Practice): Global strategy incumbent with a dedicated Operations Practice that delivers process redesign, transformation, and operational improvement at the largest enterprises — same buyer (COO/CFO), much larger footprint.
Emerging players
- Tatum: Executive and operational consulting firm where Andrew Reckner previously led the Philadelphia practice. Similar boutique scale, operations-oriented engagements, and enterprise client base.
- o9 Solutions: Technology-enabled supply chain and operations planning platform where PRO's President Andrew Reckner was previously GM of Manufacturing. Adjacent in customer (manufacturing/operations leaders) and problem (process optimization) but delivered via software rather than services.
Direct peers
- The Lab: Direct predecessor firm co-founded by Phil Spencer (1999-2014), where the underlying process templates and benchmark knowledgebase were developed. Same founder lineage, same methodology — the original version of PRO's current offering.
- West Monroe Partners: Mid-sized US operations and technology consulting firm serving banking, insurance, healthcare, and utilities — directly comparable in scale, vertical mix, and operations/process improvement orientation.
- Genpact: Large-scale process and business operations services firm that delivers process re-engineering, transformation, and digital operations consulting to enterprises — same end-customer problem (operational efficiency), delivered through a much larger bench.
- Slalom: Mid-sized consulting firm with deep operations/process transformation and industry-vertical practices (financial services, manufacturing, energy). Comparable boutique-to-mid scale and similar enterprise field-sales motion.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Process Research & Optimization social profiles
Digital presenceProcess Research & Optimization financial estimates
Financial estimateRevenue estimate
Valuation estimate
Process Research & Optimization leadership team
Management profileNumber of profiles
Profiles7 records
Process Research & Optimization funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Process Research & Optimization M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Process Research & Optimization
What does Process Research & Optimization do?
Process Research & Optimization (PRO) is a management and operational consulting firm that delivers end-to-end process optimization through three core services: Process (BPMN 2.0 dynamic simulation modeling, customer journey mapping, and process repositories), Research (a 30+ year proprietary knowledgebase of leading process templates, taxonomies, and benchmark metrics), and Optimization (ROI-focused implementation with a self-funding guarantee). Services are sold as multi-year consulting engagements to enterprise clients across manufacturing, banking/finance, utilities, insurance, and technology.
Is Process Research & Optimization a public or private company?
Process Research & Optimization is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Process Research & Optimization founded?
Process Research & Optimization was founded in 2014. It employs 11 to 50 people.
Where is Process Research & Optimization based?
Process Research & Optimization is headquartered in Bonita Springs, United States, in the North America region.
How does Process Research & Optimization make money?
One revenue line is on record: consulting Services.
Who are Process Research & Optimization's main competitors?
Broad incumbents on record are Accenture, Infosys BPM / Consulting, Deloitte Consulting and McKinsey & Company (Operations Practice). Emerging players are Tatum and o9 Solutions. Direct peers are The Lab, West Monroe Partners, Genpact and Slalom.
Does Process Research & Optimization have an API?
No public API is recorded for Process Research & Optimization.
What industry is Process Research & Optimization in?
Process Research & Optimization's product category is Management Consulting. Its primary akta.pro industry code is BPAHACAB, Operations & Process Improvement Consulting, with a secondary code of BPAHACAJ, Risk, Compliance & Internal Controls Consulting. Its NAICS code is 54161 and its SIC code is 8742.