Process Audit
Deep analysis of your current processes to find automation opportunities
The problem
You know your business needs to modernize, but the landscape of tools, platforms, and approaches is overwhelming. Without expert guidance, analysis paralysis sets in.
Analysis paralysis delays modernization while competitors move ahead
Clear recommendations with supporting data give you confidence to move forward
The solution
We build a custom process audit system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Gather information through stakeholder interviews and system review
- Evaluate alternatives against your specific business requirements
- Build a recommendation framework with pros, cons, and risk factors
- Deliver strategic guidance with a clear path forward
Expected results
Routine tasks handled automatically with consistent quality
Error rate drops as manual data entry is eliminated
Team morale improves as tedious work disappears
How we'd approach this
This is typically a Automate a Task engagement (1-2 weeks).
Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.
Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.
What's included
- Working automation deployed in your environment
- Documentation and training
- 30 days of support
FAQ
1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.
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