Systems Audit
Identify exactly where your operations are losing time.
Before investing in new software or additional administrative staff, establish a clear picture of what is constraining your business. The Systems Audit maps how work flows today, pinpoints the problems, and gives you a prioritised plan to fix them.
- Best for
- Growing businesses where work runs on memory, messages and spreadsheets
- Format
- Conversations with you and your team, plus a look at the tools and documents you use
- You receive
- Findings report, process maps and a prioritised roadmap
- Fee & timing
- Fixed and agreed upfront, based on how many processes are in scope
- Commitment
- None beyond the audit. The plan is yours to use however you like
What we look for
The inefficiencies hidden in established routines.
Bottlenecks
Where work queues up waiting for a person, an approval or information, and how long it sits there.
Duplicate effort
The same information captured more than once, and manual steps that a system could handle.
Ownership gaps
Handovers with no clear owner, tasks that fall between roles, and decisions that wait on one person.
Scattered information
Where important information lives, how hard it is to find, and what happens when someone's away.
Tool fit
What your current tools can already do, where they overlap, and where the gaps are filled by hand.
Risk points
Missed deadlines, compliance documents, follow ups and anything that relies on someone remembering.
How the audit runs
Four stages, one clear plan.
We keep disruption to your team low. Most of the work happens in a few focused conversations and a review of what you already use.
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Stage 1
Scope
We agree which processes matter most, what "better" looks like for you, and who we should speak to.
Output: agreed scope and success measures
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Stage 2
Discover
We talk to the people doing the work and look at the real tools, spreadsheets, forms and message threads involved.
Output: notes on how work really happens
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Stage 3
Map & analyse
We map each process end to end, mark where time is lost and why, and separate symptoms from root causes.
Output: current-state process maps with problem points
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Stage 4
Recommend
We walk you through the findings and a roadmap ranked by impact and effort, from quick wins to larger builds.
Output: findings report and prioritised roadmap
What you walk away with
Clarity you can act on, with or without us.
The audit is useful on its own. Some clients implement the quick wins themselves; others ask us to build the solution. Either way, you'll know where to start.
- A findings report in plain language, no jargon
- Process maps showing how work flows today and where it breaks
- A list of quick wins you can implement straight away
- A prioritised roadmap ranked by impact and effort
- Honest advice on which tools to keep, connect or replace
- A walkthrough session to answer your questions
Establish where your time is going.
Tell us a bit about your business. We'll come back with questions and a proposed scope, fee and timeline.