Consulting · The process audit
Process audit with prioritised recommendations
We audit how work moves through the areas you choose, watching the work as it is actually done, and hand back a findings deck that scores every opportunity on effort and impact and tags it automate now, augment, or not yet. It is the document every engagement with us starts from, and it is yours to keep and act on with or without us.
- 1Scope
- 2Interview and shadow
- 3Map and score
- 4Findings deck
How the audit runs
- 1
Scoping and prep
The org chart, the systems and tools in use, any AI policy already in place, and the pain points already raised, so the audit starts where the business is.
- 2
Stakeholder interviews
The manager plus two or three of the people doing the work, 45 to 60 minutes each. The people doing the work know where the hours go; the interviews are where they say so.
- 3
Process shadowing and walkthroughs
Watching how the work is actually done today, which is where the manual workarounds nobody mentions in an interview show up.
- 4
Current state process mapping
What we saw, turned into workflow maps: the steps, the hand-offs, the re-keying and the waiting, drawn so the business can see itself.
- 5
Opportunity scoring
Each sub-process scored on effort and impact against the MyBizz maturity ladder, and tagged one of three ways: automate now, augment, or not yet.
- 6
Report and findings deck
The deliverable, formatted for executive hand-off with the practical caveats stated, so it can go to the owner or the board as it stands.
Each area follows the same path, and the hours for each step are estimated in the proposal before anything starts.
What you actually get
A findings deck, formatted for executive hand-off. It sets out the current-state maps, every opportunity scored on effort and impact, what we would leave alone and why, and the practical caveats stated plainly. Where an opportunity is tagged automate now, the deck says whether it is a role for an AI Employee, a change to a process, or something to build. It is specific enough that you could hand it to another provider and act on it.
Where the fruit usually hangs lowest
The areas you choose are yours to choose. In most businesses the order runs roughly like this.
- Finance
- Invoice processing, purchase order matching, month-end reconciliation, expense claims. High volume and highly structured, usually the fastest win.
- Procurement and supply chain admin
- Supplier queries, purchase order generation, contract renewal tracking. Long supplier lists and a lot of it still done by hand.
- People and culture
- Onboarding paperwork, roster admin, and tracking the inductions, tickets and medicals that expire.
- Statutory and compliance reporting
- Deadline-driven reporting and board pack drafting, where senior time goes on formatting and assembly instead of judgement.
- Health and safety
- Incident and near-miss logging, inspection scheduling, trend reporting. Decision support only, never automated action.
How we work with you
We sit behind the person leading AI inside your business. We carry the workload, we provide independent evidence for the decisions you take upward, and everything we produce is handed to you in full. Progress is visible as it happens: a fortnightly 30-minute check-in with a short written update, weekly if you prefer, for as long as the consulting runs.
What usually follows
The audit sits alongside the rest of the consulting: AI governance and policy, an AI roadmap the board can act on, and champion training for the people who will carry it. Where the findings point to a role, the agent workforce is the second part of what we do. Pick whichever parts you want, in any combination.
Start with a conversation
Contact us to talk through which areas to audit first. That conversation scopes the audit and gives you the proposal for it, with the hours estimated per step.