Find whatto fix first
We sit with your team, follow the work and the money through every tool you use, and come back with one ranked list: what to fix, what it saves and what it takes. Whether you build it with us or not.
- Looks at
- People, tools, money
- Measures
- Time, errors, cost
- Hands over
- A ranked roadmap
What we look for
[ Typical findings ]
The same numbers typed into two systems
AutoOne source, synced to the other
Approvals that live in someone’s inbox
BuildA visible queue with an owner and a due date
Reports rebuilt by hand every week
AutoReports that fill themselves
Software you pay for and barely use
SaveCancelled, merged or replaced
How things are done lives in one person’s head
BuildWritten steps the whole team can follow
How the audit runs
[ Fixed scope, fixed fee ]
- 01Kick-offGoals, people to talk to, tools to open
- 02 · PersonShadow the workWe watch the real day, not the org chart
- 03Pull the dataExports from the tools you already use
- 04Rank the fixesSaving against effort, one list
- 05Walk-throughWe present it, you keep it
Scope and fee are agreed before we start.
[ What you get ]
A plan you can act on, with or without us.
- 01A map of how work, data and money move today
- 02Every fix ranked by time or money saved and by effort
- 03What to build, what to automate and what to stop
- 04A plan you can hand to anyone — us or another team
[ Who we talk to ]
- Owner
- Managers
- Front-line staff
- Bookkeeper or finance
- Your software, through its exports
A few hours of your team’s time, booked around your busy periods.
Questions
[ FAQ ]
Do we have to build with you afterwards?
No. The audit is its own engagement. The plan is written so anyone can carry it out.
How much of our time does it take?
A kick-off, a few interviews and access to exports from your tools. We work around your hours.
We already know what we want built.
Then skip the audit and start with a build — we scope it directly.
All services
Consulting →Pick one problem.
We’ll fix it
A 30-minute call. We ask how the work gets done today and tell you honestly whether a system would pay for itself.