Business Process & Automation Audit

A fixed-scope consulting engagement where we perform a deep-dive analysis of your high-pain internal business processes. We map existing manual workflows, quantify hidden costs in time and errors, and deliver a detailed automation blueprint with clear ROI calculation and implementation plan.

Move from vague feelings of “we are inefficient” to concrete, quantified understanding of problems with a clear, prioritized plan to solve them. We de-risk your future automation investments with data-driven business cases.

Perfect for mid-market to enterprise companies with heads of Operations, Finance, Sales, or HR who need formal business cases to secure budget for technology solutions to fix broken, manual processes.

What to Expect

Our 4-5 Week Comprehensive Audit Process:

Scoping & Stakeholder Alignment (Week 1)

• Kickoff workshop to define process boundaries and success metrics
• Identify key employees involved in the target process
• Schedule interviews with all process stakeholders

Process Discovery & “As-Is” Mapping (Weeks 1-2)

• One-on-one interviews and employee “shadowing” sessions
• Document every task, tool (spreadsheets, email, etc.), and decision point
• Collect all process artifacts (forms, templates, checklists, spreadsheets)
• Create detailed visual “As-Is” Process Map of current state

Analysis & Cost Quantification (Week 3)

• Identify bottlenecks, redundant steps, error points, and data silos
• Calculate total employee hours spent on these tasks per week/month/year
• Translate time cost into financial cost based on average salary data

Solution Design & ROI Calculation (Week 4)

• Design streamlined “To-Be” Process Map leveraging automation
• Recommend specific technology (n8n, Make.com, API integrations)
• Project time savings and error reduction of automated process
• Calculate projected ROI and payback period

Your Automation Audit Report Includes

• Executive Summary: Key findings, quantified cost of current process, and projected ROI
• “As-Is” Process Analysis: Detailed visual workflow map with bottlenecks highlighted
• Quantified Cost of Inefficiency: Clear calculation of time and financial cost of manual process
• “To-Be” Automated Workflow Design: New streamlined process showing automatic data flow
• Prioritized Automation Roadmap: Step-by-step implementation plan with technologies, timelines, and costs
• ROI & Business Case: Clear financial justification for proceeding with automation

Business Outcomes

• Clear, Indisputable Business Case: Empowers securing budget and leadership buy-in
• De-Risked Implementation: Detailed blueprint eliminates guesswork before technical build
• Prioritized Action Plan: Clear, step-by-step plan to fix identified problems
• Revealed Hidden Costs: Makes invisible administrative drag visible and tangible
• Measurable Results: Focus on processes that provide maximum automation ROI