Advisory and audits
Know what to automate before you start
An audit describes a process as it runs today, not as the written procedure says it should. We measure the effort each step takes, check the state of the data, and separate the processes worth automating from those where the cost would exceed the saving.
The audit is commissioned as a separate service. A follow-on project is not a condition of carrying it out.
- 01
The real course
We record who performs each step, in which tool, and what they do when an exception comes up.
- 02
A recommendation with limits
We identify the processes worth automating, and those we would leave as they are.
- 03
The document is yours
The report stays with your company whatever you decide about working together further.
What we examine
We start with one area where the manual work is visible and can be counted. Tools are chosen later.
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Process
A map of how the work really runs
We talk to the people who perform each step and record the route a case actually takes.
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Time
The effort each step takes
We measure how long a step takes and how many cases pass through it in a typical month.
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Cost
The work required after launch
We estimate the upkeep: rule changes, exception handling and oversight of results. That figure decides whether a solution pays off as often as the cost of building it does.
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Data
Readiness of the data
We check whether the information is complete, held in one format and available without manual retyping.
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Selection
What is and is not worth automating
Steps with repeatable rules go into the recommendation. The rest are described together with the reason for setting them aside.
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Policy
A policy for using AI
We set out which data staff may put into AI tools, which tools they may use, and who approves new uses.
What drives the recommendation
Every process is judged against the same four criteria, so the conclusions can be compared across areas.
- 01
Number of cases
A step performed a few times a month rarely repays the cost of building. We count the repetitions in a typical month and set them against the effort involved.
- 02
Stability of the rules
A decision that can be described by conditions is a candidate for automation. A judgement that needs context and accountability stays with a person.
- 03
State of the data
We check where the information comes from, how often it is updated, and how many fields have to be filled in by hand before it can be used.
- 04
Cost of upkeep
Every recommendation carries an estimate of the work after launch. A solution that needs constant oversight is judged differently from one that runs unchanged.
Scope of the work
The scope depends on the number of processes, the availability of the people who do the work, and the state of the existing documentation.
On our side
- a map of the process together with its exceptions
- measurement of the effort and the number of cases
- assessment of the data and the source systems
- a recommendation with an estimated cost of upkeep
- a final document handed over to your company
What we need from you
- conversations with the people who carry out the process
- sample documents and data from the process
- information about the tools used in the work today
- a decision-maker who will receive the conclusions
From conversation to document
Stage 1
Choosing the area
We agree which process is being examined and who knows it from the doing side.
Stage 2
Recording the course
We talk to the team and describe each step, along with the exceptions and the corrections.
Stage 3
Measurement and data review
We measure the effort involved, check the sources of the information and how complete the fields are.
Stage 4
Document and debrief
We hand over the report with its recommendation and go through it with the people responsible for the process.
Common questions
Answers on commitments, on the outcome of the audit, on data and on the policy for using AI.
No. The document with the process map, the measurements and the recommendation stays with your company. You can act on it yourselves, come back to it later, or give the work to another supplier.
Contact
Discuss the audit scope
In the first conversation you describe the process that takes the most time and the people who carry it out. Afterwards we set out the scope of the audit and the material needed to run it.
- 01
Area
You point to the process that absorbs the most manual work, or the one that most often needs correcting.
- 02
People and data
We establish who knows the course from the doing side and which data can be made available to us.
- 03
Audit scope
We set out what the assessment will cover and which document you receive at the end.