We audit businesses that recognize themselves here.
If three or more of these are true, the audit was built for you.
You don't need new software. You need a system. The audit tells you which.
- SYM/01
You run operations on WhatsApp.
- SYM/02
Excel is your ERP.
- SYM/03
One person is the bottleneck for every decision.
- SYM/04
Your workflows live in someone's head.
- SYM/05
Every new hire takes months to onboard.
- SYM/06
You bought software that no one fully uses.
You don't need new software. You need a system. The audit tells you which.
What the audit is, and isn't.
Two weeks of structured work. Fixed scope. No surprises.
What we do
IN- Interview your operators and decision-makers
- Map every workflow, end to end
- Inventory every tool, license, and data source
- Identify role gaps and bottlenecks
- Draft your Operational Architecture Blueprint
What we don't do
OUT- Write any code
- Sell or resell software licenses
- Refer you to vendors for commission
- Bundle a sales pitch into the deliverable
- Disappear after delivery
What you get
GET- A 40-60 page State-of-the-System Report
- Workflow diagrams you can hand to any vendor
- A prioritized bottleneck index
- A clear recommendation: stay manual, automate, or rebuild
- Yours to keep, with us or without us
The State-of-the-System Report.
A single document that captures how your business actually operates today, and where the structural cracks are.
Inside the report
- 01Workflow map across every department
- 02Role-clarity matrix and decision-rights audit
- 03Tool, license, and data-source inventory
- 04Bottleneck index, ranked by cost and risk
- 05Operational Architecture Blueprint preview
- 06Structural risk register
- 07Phase-by-phase recommendation
Yours to act on with us, or with any other partner you choose.
State-of-the-System Report
40-60 pages · Delivered Day 14
How the two weeks run.
Fixed cadence. You know what's happening on what day.
Capture
Stakeholder interviews. Workflow walk-throughs. Tool and data inventory. Shadowing your operators.
Synthesize
Bottleneck analysis. Blueprint drafting. Internal review. Final-pass tightening.
Deliver
Report handover and walkthrough call. You leave with a document and a clear next step.
PH/04 · the audit in the field
Diagnosis happens where the work happens.
Where the audit sits in the method.
Audit is the first of four phases. Each phase is opt-in and fixed-fee. You're not signing up for anything beyond Week 2.
Audit
Diagnose how the business actually operates today.
Architect
Design the operating layer: workflows, roles, tooling, data.
Automate
Build and integrate the system on top of the architecture.
Adopt
Embed the system in daily operations. Hand over the keys.
What audits have surfaced.
Real outcomes from prior engagements.
Fixed fee. Posted, not quoted.
The audit is one number. No discovery calls to extract a budget. No tiers. No upsells.
Contact for current pricing
Two weeks of senior-led work, deliverable included.
- Up to 8 stakeholder interviews
- Full workflow and tool inventory
- 40-60 page State-of-the-System Report
- Walkthrough call on Day 14
Travel for on-site sessions billed at cost.
Who this is for, and isn't.
Built for
FIT- Founders, COOs, ops leads at 10-150-person businesses
- $250K-$5M annual revenue
- Distribution, retail, services, logistics, education, healthcare
- Teams ready to restructure how they operate, not just buy software
Not for
NO FIT- Anyone shopping for a cheap website
- Businesses unwilling to revisit how they work
- Quick-fix or vanity-project requests
- Pre-revenue or pre-team operations
Before you book.
Book the audit.
Two ways to start. Both end with a confirmed slot on the calendar.
Book directly
Pick a slot for a 25-minute discovery call. We confirm fit, scope, and start date.
Booking link coming soon. Use the form for now.
Why the audit exists.
We spent years building software for clients who, in hindsight, didn't need software. They needed structure. Most projects failed not because the code was wrong but because the operations underneath it were undefined. The audit is the part we used to do for free and badly. We charge for it now so we can do it properly, and so the clients who book it have already decided that structure matters.
Joseph A. Flerime, Founder