The entry point
Find out what one workflow is actually costing you.
The Workflow Performance Audit maps a single high-impact workflow as it really runs, prices every gap in it, and hands you a prioritized plan for what to fix first. Starts at $3,500, credited in full toward implementation.
What the audit answers
Six questions, answered with evidence rather than opinion. What is actually broken. What is causing it. What it costs you per month. Whether automation or AI is the right response. What to fix first. And what success should be measured against.
How it runs
Four moves, in order.
Scoping call
We pick the workflow. Usually the one with the highest volume or the loudest complaints, and occasionally neither of those once we look at the numbers.
Mapping
Interviews with the people who actually do the work, an inventory of the systems involved, and access to whatever data shows current performance.
Evaluation
Every bottleneck gets a root cause, a frequency, an operational effect, a monthly financial effect, and a risk level. Then they get ranked by impact against effort and time to value.
Readout
You get the document and a live executive session, including what we recommend you leave manual.
What you receive
The document, and the session that walks you through it.
- Executive summary: situation, findings, highest-impact opportunity, recommended next action
- Workflow inventory: the functions, systems, process owners, and existing automations in scope
- Current-state process map: trigger, inputs, steps, systems, owners, handoffs, delays, failure points, outputs
- Bottleneck analysis: description, root cause, frequency, operational effect, monthly financial effect, risk level
- Technology and data review: system usage, integration gaps, data quality, reporting capability, tool redundancy, access and security
- Opportunity matrix: impact, effort, time to value, data readiness, adoption risk, dependencies
- ROI estimate: hours saved, capacity recovered, response time, conversion opportunity, error reduction, cost avoided
- Prioritized roadmap: immediate fixes, 30-day priorities, 90-day opportunities
- Live executive readout
Is this you?
The audit is built for operations at a certain scale.
A rough filter:
- 300 or more units under management, or comparable transaction volume
- Five or more operational employees
- Established core software already in place
- Recurring workflow volume measured in hundreds per month
- A named internal owner for the process in question
Under that, the honest answer is usually that the fix is a process change you can make yourself, and we will point at it on the call.
Before you book
The questions we get most.
Is this a sales pitch with a price tag?
The deliverable is a document you keep and can act on with any vendor or your own team. Some of what it recommends is a process change or a feature you already pay for, which costs nothing to implement.
What do you need from us?
Two to five hours from the people who run the workflow, read access to the relevant systems, and one internal decision-maker who can approve what comes next.
What if the answer is that we do not need you?
Then the report says so, and a fixed fee has saved you from a much larger mistaken one.
Can we start smaller?
The audit is already the smallest useful unit. Anything below it is a conversation, and conversations do not produce maps.
Start with the diagnosis.
One call to scope it. If an audit is not the right next step, we will say so.