Business Audit
A focused diagnostic that shows where your data lives, how reporting works, where manual work slows decisions, and where automation can create real business value
What the audit is
A short, structured engagement: we document the current process before recommending any technology. We look at the systems and reports you already use and the people who operate them, and map how the business actually works today.
It's for product businesses whose sales, stock, and reporting are spread across ERP, CRM, POS, spreadsheets, and undocumented knowledge, and who want automation to help without unnecessarily replacing the existing stack.
The audit stands on its own. You can implement the roadmap internally, hand it to another team, or build it with us as Process Automation.
What we inspect
Where business data lives: ERP, CRM, spreadsheets, email, folders, PDF reports.
How reporting flows today, and where it stalls on manual work.
What internal knowledge is undocumented or held by individuals only.
Which decisions are delayed because the required data arrives late or incomplete.
Where AI can realistically help, and where it cannot yet.
What you receive
Data source map
Every system and file that holds operational data, and how they connect.
Reporting & workflow map
How information moves today, with the manual bottlenecks marked.
AI-readiness assessment
An evidence-based assessment of what your current data and processes can support.
Priority opportunities
The highest-value places to start, ranked by effort and impact.
Implementation roadmap
A staged plan from connected data through to automation, delivered as a standalone client-owned document.
When the audit is the right first step
If reporting takes manual effort, if decision-making is delayed because required data arrives late or incomplete, or if you want AI but aren't sure your data can support it, start hereYou receive the roadmap whether or not you continue with us