Workflow & Operational Improvement Advisory

We help organizations fix how work gets done.

ODTG is a Service-Disabled Veteran-Owned Small Business that helps federal agencies, insurers, and financial institutions see how work actually flows, find the bottlenecks, and build practical processes that improve performance.

MAPCurrent State
FINDBottlenecks,
Risk & Friction
REDESIGNA Better Way
to Work
SDVOSB
U.S. Navy Veteran,
Founder-Led
Section 508
Accessibility Experience

What We Do

When work gets slow, confusing, duplicated, or stuck,
we figure out why and help you fix it.

ODTG helps organizations understand how work actually moves, identify where performance breaks down, and design practical improvements without forcing a system rip-and-replace.

01

Workflow Analysis & Redesign

Through process modeling and workflow mapping, we document how work actually moves through your organization today. Identitify where it slows down or breaks and design a better future state.

02

Process Improvement

We reduce unnecessary steps, duplication, delays, and handoff problems — organizational improvement that lets your team spend time on the work, not the workaround. Cut unnecessary steps, duplication, delays, and handoff problems, whether that's a claims workflow, an underwriting queue, or a case backlog.

03

Operations Advisory

Grounded in business analysis, we assess how your people, processes, and systems interact and recommend practical improvements you can actually implement.

04

Project & Program Advisory

From advisory through hands-on project and program support, we help leadership structure, plan, and monitor the implementation of improvements — so change actually sticks.

Specialized Capabilities
Records ManagementSOP & Process DocumentationPerformance MeasurementRegulatory & Audit ReadinessBusiness AnalysisProcess ModelingProject/Program SupportSection 508 Accessibility Compliance

Who We Serve

Two worlds. The same underlying problem.

Whether you run a federal program or a wealth advisory practice, work gets stuck in the same places: unclear processes, missing documentation, and handoffs that fall through the cracks.

U.S. Capitol building

Federal Agencies & Contractors

Compliance-Driven Operations

    We help agencies and contractors document processes, manage records, modernize workflows, and meet Section 508 accessibility requirements — with the perspective of a founder who ran an 8(a)-certified federal firm for 15 years
Explore Government Advisory
Modern glass office tower

Wealth Advisors & Financial Practices

Practices That Run on Process

    Advisory practices lose hours to client onboarding, review prep, service requests, and compliance documentation. Having worked as a registered representative, we know the workflow behind the client relationship — and how to streamline it.
Explore Advisory Solutions

How It Works

Simple to start. Practical by design.

01LISTEN

You describe what's slow, stuck, or frustrating. We ask questions until we understand the real problem — not just the symptom.

02ASSESS

We document how work flows today, where it bottlenecks, and what it's costing you in time, rework, and missed deadlines.

03DELIVER

Clear recommendations, documented processes, and support through implementation. No jargon, no shelf-ware reports.

Cycle TimeHandoffsReworkBacklogsControlsRisk

About ODTG

Founder-led, veteran-owned,
grounded in real federal experience.

Teresa Norton, Founder of ODTG

Teresa Norton

Principal & Managing
Director

ODTG was founded by Teresa Norton, Principal & Managing Director — an experienced U.S. Navy veteran that helps organizations manage records, document processes, and modernize how work gets done.

For 15 years she ran an SBA 8(a)-certified federal records management firm, working inside the same compliance-driven environments our federal clients navigate every day. That means we understand federal requirements — records management, process documentation, and Section 508 accessibility — from the inside, not from a textbook.

Teresa also spent several years as a registered representativein financial services, giving ODTG firsthand knowledge of how advisory practices operate: client onboarding workflows, documentation demands, and the compliance pressure behind every relationship.

Clients hire ODTG for judgment, experience, credibility, and methodology — and for our ability to understand their problems in their own language, then translate them into workflows that actually work.

At a Glance

Structure
LLC, Founder-Led
Principal
Teresa Norton
SBA Certification
SDVOSB · WOSB · VOSB
Founder
U.S. Navy Veteran
Prior Firm
8(a) Certified, 15 Years
Markets
Federal & Financial Services
UEI
VV97GEJU6616
CAGE
22N27
SAM.gov
Active
Based In
Pinellas County, FL
An ODTG advisor ready to help

Tell us what's slowing your organization down.

The first conversation is free, and it usually takes less than 30 minutes to know whether we can help.

info@odtg.example (727) 243-7226 Pinellas County, FL
Send Us a Message