Process audit
Not sure where to start? Let's start with how you work today.
The process audit shows where automation and artificial intelligence bring the most value, before you spend on development.
Objectives of the audit
What we set out to understand
How you really work today
Understand how your tools are actually used in day-to-day work.
Where inefficiencies come from
Pinpoint the friction points in your processes.
What adds no value
Find features and steps that are rarely used or barely useful.
Where work leaves the system
Understand when and why things end up on Excel, WhatsApp or the phone.
How it works
The method, in four steps
Interviews
One person per department walks us through a typical day. Up to 10 interviews, recorded.
Extracting the insights
From the interviews we pull out pain points, wishes and neutral observations, in people's exact words.
Process mapping
We draw every workflow in detail.
Grouping by theme
We organise the insights by area (affinity diagram) and find the main problems.
Sometimes it takes artificial intelligence, sometimes a simple automation is enough, sometimes all it takes is a change in the way you work.
Process map · Rossi Impianti Srl
From the customer's request to the invoice
Grouping by theme
The words from the interviews, put in order
What the audit reveals
Three problems that feed each other
The management system isn't where the work gets done
People use it to record things, while the real work happens on Excel, in chats and on the phone.
Duplicated, scattered data
Parallel tools create duplicates and manual entry: the database becomes unreliable.
Knowledge lives in people's heads instead of the system
It becomes hard to get visibility, coordinate and make processes the same for everyone.
Priority matrix
Where it pays to start
Click a bubble to see the problem it solves, the departments involved and the type of solution.
The rest still gets done. What this tells us is where it pays to start: less effort, more results.
Action plan and development path
The first steps, and how it grows over time
Single customer master data
One place to find everything about every customer.
Structured order handover
From the signed order to the technical office without losing information.
Tracked support
Every request recorded, with time and costs visible.
The summit is the final goal, the complete tool. Each sprint is a step. After every release, priorities are updated based on real usage.
What you get
At the end of the audit, this is what you have in hand
Final report
The results of the audit, explained.
Complete process map
Every workflow, drawn out.
Priority matrix
Where it pays to start, and why.
Action plan
With the recommended development path.
You can buy the audit on its own or as the first step of a development project.
The first step is understanding how you work. Everything else follows from there.
