Back

Process Discovery
Audit

We map your workflows, find the bottlenecks, and show you exactly where time and money are being lost.

We map how your business actually works.

Stakeholder interviews

We talk to the people who do the work, not just management. The ground-level team know where time is wasted.

Process mapping

Every workflow documented visually. Who does what, when, and how information moves between people and systems.

Systems analysis

Your tools, how they connect, where data gets stuck, and where manual handoffs slow things down.

Time and cost assessment

How long each process takes and what it costs. Real numbers that become your baseline for measuring improvement.

Opportunity scoring

Every automation opportunity ranked by impact, effort, and risk. You see exactly where to start and why.

Data flow mapping

Where information enters the business, how it moves, and where it gets lost or duplicated.

Five deliverables. A clear path forward.

Every process mapped, every bottleneck flagged, every opportunity scored and ranked.

Evidence-based, not opinion.

Process Discovery Report Acme Professional Services
ProcessWeekly hoursPriorityFinding
Invoice processing4.2 hrsHigh3 manual handoffs, 2.3 day approval wait
Client onboarding3.5 hrsHigh6 manual steps, no system integration
Proposal follow-up2.1 hrsMediumRelies on memory, no tracking system
Weekly reporting1.8 hrsMediumData pulled manually from 3 systems
Expense approvals0.8 hrsLowWorks but could be faster
Leave requests0.4 hrsLowMostly digital, minor manual steps
6 processes reviewed12.8 hours per week recoverable2 quick wins identified
01

Written audit report

Clear findings for every process reviewed. Written so anyone in the business can read it.

02

Visual process maps

Every workflow documented visually. Current state with bottlenecks and manual handoffs clearly flagged.

03

Prioritised action plan

Quick wins and strategic projects ranked by impact. You know what to tackle first and what can wait.

04

Savings estimates

Time and cost savings for each recommendation. Conservative numbers for your board.

05

Implementation roadmap

Suggested phasing with dependencies mapped out. A realistic plan for what to do and when, not a wish list.

Same audit. Two ways to get there.

Both options deliver the same report, process maps, and action plan.

The difference is how the evidence is gathered.

Self-Guided

You document the processes.
We do the analysis.

We send you a structured discovery pack. Your team documents their workflows and pain points. We analyse everything, build the process maps, and deliver the report.

How it works
1We send you the structured discovery pack
2Your team completes it. Responses come directly to us
3We map, score, and build the report and action plan
4Video call to walk through findings and priorities
Best for

Businesses that have someone internally who can distribute the pack and want the audit without external interviews disrupting the team.

Typically three to four weeks

Both options include the same five deliverables: written audit report, visual process maps, prioritised action plan, savings estimates, and implementation roadmap.

Confidential by design. In the self-guided option, staff send responses directly to us. In the fully managed option, all interviews are conducted by us. Either way, individual responses are never shared with management.

Built for businesses ready to improve

You know processes are inefficient but cannot pinpoint where
You are growing and the admin is not scaling with you
You want to automate but need to know what to automate first

Already using AI and want to assess how well? The AI Implementation Audit is a better fit.

Our services evolve as the technology does. What we agree with you in writing is what we deliver.
These pages reflect our current offerings and may be updated from time to time.

Not sure where to start?

Start with a conversation. No commitment, no sales pitch.

Chat with us