An audit is a short call with a long tail. In twenty minutes we walk through one workflow with the person who does it every day, and we leave with enough to price the build and estimate what it would save.
What we write down
How often the task happens, per day or per week.
How long one run takes, from opening the first tool to closing the last.
Where the information comes from, and where it has to end up.
What goes wrong today, and how anyone finds out.
What we ignore
Tool wish lists, and how impressive a demo would look. If the numbers don’t show a payback within a year, we say so, and we suggest a cheaper fix when there is one.
