Map and analyse your processes to identify automation opportunities and bottlenecks.
Detailed audit of your business processes mapping workflow, identifying inefficiencies, bottlenecks, and manual steps that could be automated. We document current-state processes and identify high-impact automation opportunities.
A process audit is a structured mapping of how work actually flows through a business, documenting each step to expose bottlenecks, duplicated effort and manual tasks that could be automated, then ranking the opportunities by impact and feasibility. It’s one function of Process Automation within your Operations Hub , part of a connected back office.
Common problems we solve
You manually process invoices one-by-one when they should be automated
Your team spends hours each week on repetitive data entry
Customers wait days for onboarding because multiple people need to take manual steps
Your team doesn't know why their jobs are slow or how to improve
Here's what you receive
Process maps
Current-state maps of your chosen processes showing the real steps, decisions and data flows.
Staff interviews
Conversations with process owners and staff to capture how the work actually happens day to day.
Bottleneck analysis
Identification of the slowdowns and pain points where work gets stuck or repeated.
Automation opportunities
Candidate processes for automation, each with a feasibility and return assessment.
Prioritised roadmap
A recommended sequence for implementation, tackling the highest-impact changes first.
How it works
Most organizations have processes that have evolved haphazardly. Someone invents a workaround, it becomes standard, and no one questions it. Process audit shines light on how work actually happens. Most audits reveal surprising inefficiencies and automation opportunities. Common findings: data re-entry across systems, approval emails going to the wrong person, reporting done manually with spreadsheets.
Comprehensive mapping of current business processes
Identification of manual, repetitive steps
Bottleneck analysis showing process slowdowns
ROI assessment for automation opportunities
Prioritised recommendations based on impact and cost
Documentation enabling future automation implementation
How process audit works
Process selection identifying high-volume or critical processes to audit
Interview with process owners and staff to understand workflow
Process mapping documenting current steps, decisions, and data flows
Bottleneck analysis identifying slowdowns and pain points
Automation opportunity assessment with feasibility and ROI estimates
Prioritised roadmap recommending implementation sequence
Who this service is ideal for
Businesses with high-volume, repetitive processes
Growing companies where manual processes are becoming unsustainable
Organizations wanting to improve efficiency and staff productivity
Related services to explore
Workflow Automation
Implementation of workflow automation using low-code platforms (Power Automate, Zapier, n8n) to automate processes spanning multiple systems and applications. We design workflows, implement automation, and test before production rollout.
Custom Automations
Custom development of business logic and automations specific to your business needs that can't be solved with workflow automation tools. We develop scripts, applications, or integrations solving your unique automation requirements.
Frequently asked questions
The short answers are here. For anything else, ask below or get in touch.
Repetitive, high-volume processes with clear rules: invoice processing, customer onboarding, data entry, approvals, reporting. Processes with judgement and exceptions are harder to automate.
Ready to get started with process audit?
We can help you implement process audit and start seeing results. Talk to an advisor about your specific needs and how this service would fit your business.