Automation Audit & Strategy
A comprehensive consulting engagement designed to uncover inefficiencies and unlock automation opportunities across your business. We conduct a full business requirements analysis, audit your current workflows, and deliver a tailored strategic report with recommendations for technology adoption, automation implementation, or delegated operations.
Business Analysis & Systems Design
We help small and medium-sized businesses uncover inefficiencies, improve decision-making, and build smarter systems through strategic business analysis.
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What We Offer
Our business analysis services are designed to give you clarity, confidence, and actionable insight. We focus on:
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Operational Reviews
Deep dive into your current workflows, systems, and financial processes to identify bottlenecks, risks, and opportunities. -
Custom Reporting & Dashboards
Tailored reports and Power BI dashboards that turn your data into decisions from cash flow trends to compliance metrics. -
Process Mapping & Documentation
Visual maps and written documentation of your key business processes to support training, compliance, and future automation. -
Systems Design & Recommendations
Strategic advice on tools, integrations, and workflows to improve efficiency, reduce manual work, and support growth. -
Implementation Support
Hands-on help to roll out new systems, train your team, and ensure changes stick whether it’s a new payroll process or a custom GPT assistant.
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Our Approach
We start with a structured review, deliver a clear report with recommendations, and support you through implementation. Whether you're preparing for growth, compliance, or digital transformation, we help you build systems that scale
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Price from $ 2,500
Now to implement changes
Implmentation and support
Once your strategic report is delivered, we offer tailored implementation support to help you bring recommendations to life. From system setup and process redesign to team training and AI deployment, we work alongside you to ensure changes are practical, effective, and aligned with your business goals. Our hands-on approach ensures your automation strategy delivers measurable results.
Implementation Plans
Once your audit and strategic report are complete, we offer hands-on support to bring your recommendations to life. Implementation plans are tailored to your business and may include:
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System Setup & Configuration
We help you select and configure the right tools from accounting platforms to automation apps aligned with your business goals. -
Process Redesign & Documentation
We work with your team to redesign workflows, document new procedures, and ensure compliance and clarity. -
Team Training & Onboarding
We deliver training sessions and onboarding materials to ensure your staff can confidently use new systems and follow updated processes. -
AI Assistant Deployment
For clients using custom GPTs, we manage deployment, access controls, and feedback loops to ensure your assistant delivers consistent value. -
Performance Monitoring & Support
We track implementation progress, troubleshoot issues, and refine systems based on real-world usage.
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Pricing: Quoted based on scope and complexity. Implementation support can be bundled with your audit or delivered as a standalone engagement.
