Process audit

Business process audit: where time and money leak and what to automate first

Before writing code — let's find where it hurts. We interview the team, map current processes, count losses in hours and money and deliver a prioritised plan: what to automate, in which order and what it pays back.

See examples
from $300
audit cost
1–2 days
to a report with a plan
100%
credited towards development

01

When you need an audit

An audit is the cheapest way not to spend budget on the wrong system.

01

"Something's wrong" but unclear what

The team is overloaded, clients wait, but no one can say which process is breaking.

02

Before choosing a system

CRM, ERP, off-the-shelf or custom — a decision worth thousands of dollars, better made with a process map in front of you.

03

Automation had no effect

A system was implemented but people work in Excel next to it. You need to understand why.

04

Growth and scaling

Opening a branch, doubling the team — processes that rested on people must become rules.

05

Handing over operations

The owner wants to step out of operations or hand a department to a new manager — you need a described way of working.

06

Preparing for investment or sale

Described processes and numbers on losses and efficiency raise the value of the business.

02

What you get

The audit result is a concrete document, not a presentation of generalities.

1

AS-IS process map

End-to-end processes "as they are" in BPMN: roles, steps, tools, hand-off points.

2

Bottlenecks

Where data is duplicated, where approvals wait, where mistakes happen — with examples from your own documents.

3

Losses in numbers

Hours on manual operations, delays, errors, lost clients — converted to money per month.

4

Tool inventory

Which apps, spreadsheets and chats are used, what moves between them by hand.

5

TO-BE plan

How processes should work after changes: what to automate, what to simply change by procedure.

6

Priorities and payback

A list of initiatives with effect, cost and timeline estimates — starting with the most profitable.

7

Solution recommendation

An honest answer: a ready service, an integration, development or just a procedure change.

8

Team presentation

Results review with managers, answers to questions, agreement on the next step.

Don't see your process?

Describe how it works today — we'll propose a module around your logic.

03

Delivered projects

Live systems our clients use every day. Company names are anonymised by agreement.

System development2026

TMS platform for a freight company

Built a dispatch platform from scratch: weekly board, billing workflow with PDF invoices, payroll module, ApexCharts dashboard, cross-dock management and PRO# autofill.

20 modules4 RBAC roles0 Excel files
Read more5 months
Industry CRM2026

Print shop CRM — from order to signed act

Full CRM for a Kyiv print shop: orders with line items and margin, a 9-stage kanban with design sub-stages, finances across multiple legal entities, PDF documents built from the client's real templates, calendar and logistics.

9 workflow stages4 PDF doc types0 Excel & chats
Read more6 weeks
🔒 erp.your-carrier.com/round-tripsUAHEURUSDRON⛽ Fuel in tanks (Wialon) = assetΣ trucks − overhead = net ✓ 900+ tests
Fleet ERP2026

ERP for an international carrier — trips, fuel, multi-currency

A dedicated back-office system for a 10-truck carrier: round trips, multi-currency driver cash desks, a fuel warehouse with weighted-average pricing, fuel-station statement imports, Wialon GPS and per-truck P&L.

900+ automated tests5 currenciesPer-truck P&L
Read more2 months

04

How the audit goes

  1. 01

    Preparation

    0.5 day

    We get access to current spreadsheets, documents, systems. Agree the list of people to interview.

  2. 02

    Team interviews

    0.5–1 day

    30–45 minutes with each role: owner, managers, staff. We ask "how it really is", not "how it should be".

  3. 03

    Analysis and mapping

    0.5 day

    We build AS-IS processes, count losses, test hypotheses on your data.

  4. 04

    Report and TO-BE plan

    0.5 day

    A document with the map, bottlenecks, numbers and a prioritised initiative plan.

  5. 05

    Presentation

    1 hour

    We review results together, answer questions, agree the next step.

05

Pricing for your task

Pricing

from $300

An audit of one area (sales, logistics, production) — from $300. A whole company up to 50 people — $600–1,200. The cost is fully credited if we then do the spec or development.

What's included

  • Interviews with all key roles
  • AS-IS process map in BPMN
  • Bottleneck list with loss estimates
  • TO-BE plan with priorities and payback
  • Solution type recommendation
  • Results presentation to the team
  • Credit towards spec or development

What affects the final price

  • Number of departments and processes in focus
  • Number of people to interview
  • Need for data analysis (exports, reports)
  • On-site visit or remote format
  • Depth of the TO-BE plan (initiatives or spec level)

06

What we work with

We pick the stack for the task and your team, not the other way round. Code and data are fully yours.

BPMN 2.0InterviewsValue Stream MappingMiroGoogle SheetsData analysisLoss estimationPriority matrix

07

Frequently asked questions

Team interviews, an AS-IS process map, a bottleneck list with losses in hours and money, a TO-BE plan with priorities and rough implementation cost, a solution type recommendation and a results presentation.

Deeper dive

Process audit before automation: what it gives

Why automation without an audit costs three times more

A typical scenario: a company orders a CRM because "everyone does", spends the budget, and six months later the team works in Excel next to the system. The reason — the wrong process was automated, or chaos was. A 1–2 day audit shows where the real losses are, and often the first step turns out smaller and cheaper.

How we find losses

We ask each role: what do you do daily, where do you get data, where do you pass it, where do you wait, where do you make mistakes. We check answers against real documents and spreadsheets. We convert findings into hours per month and multiply by the cost of an hour — that's how the numbers appear.

AS-IS and TO-BE

AS-IS is an honest map of how the business really works, workarounds included. TO-BE is how it should work after changes: where a system, where a procedure, where just removing a redundant step. The difference between them is the project plan.

What we often find

The same data entered 3–4 times in different places. Approvals waiting in chats for days. Owner reports assembled by hand for half a day. New staff learning "by word of mouth". Key knowledge in one person's head. All of it has a price.

The next step after the audit

Depending on the result: a spec for your team, an integration of two systems, CRM/ERP/TMS development or just a procedure change. The audit cost is credited towards the next stage if we do it.

08

Other services

Let's find where your business loses money

Describe which process raises the most questions right now — we'll propose an audit format and a start date.

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