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Services · Operational excellence audit

Know exactly how your business runs, and then reach operational excellence.

We spend one to three weeks inside your operation, take it apart activity by activity, and hand back a clear picture of where the time and the money are going, what to fix first, and what a human should stop doing by hand.

1–3wDuration
45minPer person interviewed
3Maps you keep
FreeDiscovery call to start
Why this comes first

See where you're losing time and money, down to the single activity.

  • 01
    What the work is costing you today. Measured activity by activity, with the volumes and the hours attached, not estimated by department.
  • 02
    Which of it an agent should be doing. Ranked by return, each with the effort and the build cost next to it, so the trade-off is visible before you commit.
  • 03
    What to do first. A 90-day sequence you can start on, and the reasons the rest can wait.

AI programs rarely fail in the build. They fail because the wrong thing got built, very well.

Method

Six phases, in order

Nothing here is improvised for the occasion. The sequence is standard operational excellence practice; what's specific to us is what happens at the end of it.

01 · Scope

Scoping

Half a day, with your sponsor

We fix the perimeter in writing: what's in, what's out, who we speak to.

SIPOCPerimeter sheetInterview plan
02 · Discovery

Discovery

Days 1–4

Interviews by role, plus the work captured as it's actually performed.

Role interviewsWork captureArtifact inventory
03 · Current state

Current state

Days 4–7

How the work flows, who owns each decision, and where the data lives.

Swimlane mapsRACI matrixSystems & data map
04 · Priorities

Prioritization

Days 7–10

Every activity scored on impact and complexity, on weights you agree in advance.

Activity scoringOpportunity cardsImpact / complexity matrix
05 · Target state

Target state and roadmap

Days 10–14

The priority flows redesigned, sequenced and costed, with the human checkpoints marked.

TO-BE flows30 / 90 / 180 roadmapBusiness case
06 · Decision

Readout and decision

Final week

We present to the room, then book the go/no-go two weeks out.

Executive summaryFull audit packGo / no-go session
Current state

Three maps

An operation is described properly only when you can see the flow, the accountability and the data at the same time. Any one alone will mislead you.

ACCOUNT ANALYST CLIENT Brief in Pull data Build Approve REWORK LOOP · 2 OF 5 RUNS

Process flow

Every actor gets a lane. You see the handoffs, the waiting, and the rework loops that don't appear on anyone's plan but eat a third of the week.

  • Where work sits waiting
  • Who hands off to whom
  • Loops that repeat, and how often
RACI · WEEKLY CLIENT REPORTING LEAD ANALYST OPS Collect the brief ARI Reconcile naming AAC Interpret results ARC Run the agent NOT ASSIGNED R RESPONSIBLE · A ACCOUNTABLE · C CONSULTED · I INFORMED TWO ACCOUNTABLE ON ONE ROW · NONE ON ANOTHER

Actors and accountability

Who executes, who decides, who signs off, activity by activity. Two owners on one row, or none at all, is usually the real finding, and no agent will fix it.

  • Duplicated ownership
  • Decisions with nobody behind them
  • Who owns the agent after go-live
CRM GA4 Warehouse Sheets Slides API MANUAL · SCREEN ONLY

Systems and data

Where each piece of data lives and how it can be reached. Solid means there's an API. Dashed means someone is moving it by hand, and that is where the hours hide.

  • API access versus manual steps
  • Permission and credential bottlenecks
  • What is buildable, and how fast

These are illustrative. The maps we hand over are yours to keep and reuse, whatever you decide to do next.

Deliverables

What lands on your desk

One consolidated pack. Scope determines depth, not which of these you receive.

DeliverableWhat it is
Executive summaryOne page: the finding, the recommendation, the number.
BaselineHours, volumes, unit costs and error rates as they stand today, with the assumptions visible.
Current-state mapsProcess flow, accountability and systems, in a form your team can edit and reuse.
Opportunity backlogEvery candidate activity as a card: what it costs today, what it takes to change, what it returns.
Prioritization matrixImpact against complexity, scored on weights agreed with you in advance.
Target-state designThe priority flows redesigned, with the human checkpoints marked.
Roadmap and caseA 30, 90 and 180 day sequence, with a working model behind the numbers.
Readiness and ownersWhat has to be true before the roadmap is realistic, and who runs each change once it is live.
Prioritization

Every opportunity, placed

Each candidate activity is scored on what it returns and what it takes to build, then plotted. The weights behind both axes are agreed with you before anything is scored, so the picture is defensible inside your own organization.

BUSINESS IMPACT HIGH LOW IMPLEMENTATION COMPLEXITY LOW HIGH QUICK WINS TRANSFORMATIONAL FILL-INS PARK IT Weekly report assembly Invoice data entry Lead routing and enrichment Client onboarding, end to end Quote to order handover Meeting notes into the CRM Internal status updates Bespoke per-client formats

Illustrative placements. Yours come out of the scoring, and every point on the chart traces back to a card with the hours, the volumes and the build effort behind it.

Scope

Sized to the perimeter, not to a package

Effort is driven by three things: how many processes are in scope, how many distinct people we have to talk to, and how many business units are involved. We set all three before the audit starts.

SizePerimeterDurationBest when
Micro One process, one function 1 week You already know where it hurts and want it properly quantified
Focus Two to three processes, one function 2 weeks One area of the business is visibly straining
Standard Four to six processes, up to two functions 3 weeks You want the full picture across more than one team
Extended Three or more functions Set at scoping Operations-wide review across several teams
Who you are working with

Your trusted expert partner in operations.

Our team comes from management consulting and from operations inside large organizations, where process mapping, platform governance and large operating programs were the day job rather than a side interest. We've been on the client side of these reviews, which is mostly why this one is short, quantified, and ends in a decision.

How we work
ClarityNo licences to sell you and no vendor commissions. Every number in the report traces back to how we got it.
Unleash capacityWe look for the hours your team can win back, and what they could be doing with them instead.
Solution-agnosticWe recommend what moves the needle, whether that means an agent, a different process, or nothing at all.

Your margins are hiding in your processes.

Keep guessing: fix the loudest complaint first, spend the budget on it, and end up with nothing you can reuse.

Or find out: what the work costs you, what to change first, and what to leave alone.

Book a free discovery call →

Curious, weighing it up, or just want to walk us through what you're dealing with? Call us. Nothing to prepare.