Innovating with Structure. Modernizing with Confidence.

Transforming Workflows. Improving Results.

Helping small businesses, wealth advisory practices, and government contractors streamline operations, fix what's slowing them down, and put practical solutions in place that deliver measurable outcomes.

Get a Free Workflow Assessment See How We HelpSBA-Certified Service-Disabled Veteran-Owned Small Business • Woman-Owned • Veteran-Owned
SBA-Certified Service-Disabled Veteran-Owned Small Business
Woman-Owned (WOSB)
Navy Veteran-Led
18 Years in Operations & Records

Who We Serve

Three kinds of organizations, one shared problem: processes that haven't kept pace with the work.

Physician greeting a patient in her practice officeSmall Business

Small Businesses & Professional Practices

Busy front doors, struggling back offices. We stabilize the operations behind your growth.

  • Medical & chiropractic practices
  • Professional services firms
  • Owner-operated businesses
Small business solutions →
Advisor meeting with a client in an officeWealth Advisors

Wealth Advisors & Financial Practices

Built by a former registered representative who knows how an advisory practice really runs.

  • Client onboarding & service workflows
  • Book of business organization
  • Compliance-ready SOPs
Advisor practice solutions →
United States Capitol at golden hourGovernment

Government Contractors & Agencies

A certified SDVOSB and WOSB partner for primes and agencies that need workflow and records expertise.

  • SDVOSB / WOSB subcontracting
  • Records management & Section 508
  • Process documentation & modernization
Government solutions →

Four Core Services. One Goal: Better Performance.

Every engagement draws on the same disciplined approach, scaled to your size and budget. Click any service for the full picture — what we do, what you get, and whether it fits.

Workflow Analysis & Redesign

Process modeling and workflow mapping to document how work moves today, find where it breaks, and design a better future state.

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Process Improvement

Cut unnecessary steps, duplication, delays, and handoff problems so teams spend time on the work, not the workaround.

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Operations Advisory

Business analysis of how your people, processes, and systems interact — with practical recommendations you can actually implement.

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Project & Program Advisory

Structure, planning, and monitoring through implementation — from advisory to hands-on support — so change actually sticks.

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Specialized capabilities: business analysis • process modeling • records & information management • SOP development • performance measurement • Section 508 accessibility compliance

Core Service

Workflow Analysis & Redesign

See how work actually moves through your organization — not how it's supposed to.

Through interviews, observation, and process modeling, we document your current state end to end: every step, handoff, approval, and workaround. Then we find where work slows down, stalls, or breaks — and design a future state that removes the friction instead of adding software on top of it.

  • Current-state workflow mapping and process modeling
  • Bottleneck and root-cause identification
  • Future-state workflow design
  • Prioritized implementation roadmap

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Core Service

Process Improvement

Cut the steps that add no value, so your team spends time on the work — not the workaround.

We target duplication, delays, rework, and unclear ownership, then standardize what works. That includes writing it down: clear, usable SOPs and process documentation that survive staff turnover and make training new people faster. Improvements are measured, so you know what changed — not just that something did.

  • Elimination of duplicate steps, delays, and rework
  • Standard operating procedures (SOPs) and process documentation
  • Performance measures that track the improvement
  • Quick wins implemented early, not just recommended

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Core Service

Operations Advisory

Business analysis of how your people, processes, and systems interact — with recommendations you can actually implement.

Operations problems rarely live in one department. We assess the whole operation — staffing and roles, process health, software and reporting, compliance obligations — and give you practical, prioritized recommendations sized to your budget. For organizations that want ongoing counsel, we serve as a standing operations advisor to leadership.

  • Whole-operation assessment: people, process, systems
  • Software migration and technology-change readiness
  • Reporting and performance visibility for leadership
  • Compliance-aware operations for regulated environments

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Core Service

Project & Program Advisory

Structure, planning, and monitoring through implementation — so change actually sticks.

Good recommendations fail without disciplined follow-through. We help leadership structure improvement initiatives as real projects: scope, schedule, owners, risks, and status you can trust. From advisory through hands-on project and program support, we stay through implementation — applying certified Scrum (PSM) and formal project management discipline, scaled to the size of the effort.

  • Project and program structure, planning, and scheduling
  • Status reporting and governance leadership can rely on
  • Risk identification and tracking
  • Hands-on implementation support through completion

↑ Back to All Services

We map how work actually moves, not how it's supposed to, then fix what's slowing you down.

Assess • Stabilize • Improve • Sustain

Small Business Solutions

Helping Small Businesses Run Smarter

Growing businesses rarely struggle for lack of customers. They struggle when operations haven't kept pace with growth.

Workflow bottlenecks, undocumented procedures, staff turnover, rushed software migrations, and poor reporting quietly drain productivity and cash. ODTG finds the gaps, puts interim fixes in place fast, and builds the processes that keep your business running smoothly.

Common Challenges We Solve

  • Inefficient workflows
  • Software migration disruptions
  • Undocumented procedures
  • Inconsistent staff processes
  • Poor reporting visibility
  • Vendor accountability gaps
Start With a Free Assessment
Physician reviewing information on a tablet with patients

Industries Served

Medical PracticesChiropractic OfficesProfessional ServicesFinancial AdvisorsInsurance AgenciesVeteran-Owned BusinessesGovernment Contractors

How an Engagement Works

  1. Rapid triage. We assess what's broken and what it's costing you.
  2. Stabilize. Interim procedures stop the bleeding in week one.
  3. Improve. Documented processes, training, and accountability.
  4. Sustain. Ongoing support and reporting, priced to your cash flow.
Advisor meeting with a client to review her plan
Wealth Advisor Solutions

Spend Less Time on Paperwork and More Time With Clients

Advisory practices lose hours to scattered client files, inconsistent onboarding, and processes that live in one assistant's head. ODTG brings structure to the back office so you can grow your book without growing the chaos.

Teresa spent six years as a registered representative and still holds her FINRA Series 6, so she speaks your language and understands the compliance realities you work within.

  • Client onboarding workflows
  • Household & book consolidation
  • Service request tracking
  • Documented SOPs for staff
  • CRM & records cleanup
  • Review-meeting preparation
Book a Practice Assessment
Client Spotlight

Independent Healthcare Practice

A busy single-provider practice seeing roughly 130 patients a week.

The Challenge

A rushed transition to a new practice-management platform, with limited training and unfinished templates, broke the office's workflows. Staff procedures became inconsistent and vendor reporting stopped, leaving a growing administrative backlog.

Our Approach

ODTG conducted a rapid operational assessment, documented workflow gaps, and put an interim paper-based procedure in place within the first week to restore day-to-day processing while the system was stabilized.

The Plan

A phased improvement plan covering process stabilization, staff training, vendor accountability, and regular operational reporting, structured around the practice's cash flow.

Workflow AssessmentProcess DocumentationTechnology TransitionStaff TrainingOperational Reporting

Experience You Can Verify

New firm. Proven operator. ODTG is built on nearly two decades of running a certified federal contracting business.

18yrs

Federal Records Firm

Founded and operated an SBA 8(a)-certified records management company.

3

SBA Certifications

Service-Disabled Veteran-, Woman-, and Veteran-Owned Small Business.

PSM

Certified Scrum Master

Professional Scrum Master certified through Scrum.org.

ISO

Standards-Based Work

Claims processing delivered to ISO standards for a third-party administrator.

Past Performance

Florida Department of HealthTennessee Emergency Management AgencyTGH (Third-Party Administrator)
Teresa Norton, Principal and Managing Director of ODTG
Built on Service. Driven by Results.

Teresa Norton

Principal & Managing Director

Teresa founded ODTG to help organizations solve the operational problems that slow growth, drain resources, and limit impact.

A Navy veteran, she spent 18 years leading an SBA 8(a)-certified federal records management firm, delivering for state agencies and healthcare administrators. She later spent six years in financial services, giving her a front-row view of how small practices run and where their operations break down.

Today she brings that mix of federal discipline and small-business practicality to every engagement: assess quickly, stabilize first, then build processes that last.

U.S. Navy VeteranFormer 8(a) Firm OwnerPSM CertifiedFINRA Series 6

Rooted in Service

A Navy veteran-owned firm based in Pinellas County, ODTG gives back through leadership roles with local veteran and community organizations.

No Cost. No Obligation.

Free 30-Minute Workflow Assessment

Whether you're a practice owner, wealth advisor, or government contractor, we'll take a focused look at your operations and identify:

Process bottlenecks
Duplicate effort
Documentation gaps
Quick-win improvements
Schedule My Free Assessment

Let's Talk

Tell us what's slowing your organization down. We'll respond within one business day.

Email

info@optimaldtg.com

Phone

(830) 889-3539

Location

Pinellas County, Florida
Serving clients nationwide