Most automation fails because nobody measured first.
Software gets bought against a demo, not against a baseline. Then it sits half-used because it solved a problem the business did not actually have. The audit exists so the decision comes second, after the measurement.
What two days looks like.
Day one is watching and asking. Day two is measuring and writing. Nothing is installed and nothing is sold during either.
I sit with the people doing the work — estimating, sales, delivery — and watch the actual sequence.
We time the real thing: enquiry to quote, tender to estimate, quote to proposal, invoice to paid.
Every step gets written down with its time cost and its dependency, including the ones that are fine.
A ranked list of what to change, what it should return, and what it would cost to build.
A fixed fee agreed before we start. You know the number up front; there is no meter running.
No. The audit is a standalone deliverable. Plenty of it can be actioned by your own team.
A few hours across two days — mostly watching people work normally, not pulling them into meetings.
Then that is what the document says. It has happened, and it is a cheaper answer than finding out after a software purchase.
Book a Workflow Audit.
One to two weeks, a fixed fee, and a prioritized plan you keep either way.
AI workflow consulting for material handling businesses — racking dealers, installers, and distributors across Ontario. Twenty years on the floor, applied to the paperwork.