The Audit

The Systems & Workflow Audit

Find every workflow, rate where it stands, and cost the gaps.

Three to four weeks. At the end you know how your business actually runs, where it breaks, what that costs you now, and what to fix first. The menu of fixes is yours whether you buy anything else or not.

Book a thirty-minute conversation

Who it's for

Owner-led companies of ten to two hundred people, in any industry, where the work still runs on people and memory. If most answers come back to you, or to one person who has always done it, this is where to start.

How it runs

Kickoff and intake. We agree on one primary contact, ideally someone other than you, so the work doesn't wait on your calendar. You send a short intake packet: your positions, the systems you use, and any procedures that already exist.

Interviews with every position. About an hour with each role, by video. We find every workflow the business runs, including the ones nobody wrote down.

You confirm the top fifteen. From the full list, we propose the fifteen workflows that matter most. You confirm them before we rate anything.

Rating and sizing. Each of the fifteen is rated where it stands today and where it should be, on six measures. Each gap gets a size, an estimated range to close it, and a rough sense of what it costs you now.

The readout. We walk you through what we found and the ranked menu of fixes.

The six measures

Every one of the fifteen workflows is rated on the same six questions.

Measure	The question
Defined	Does anyone know how it actually runs?
Owned	Is one position accountable for it?
Consistent	Is it done the same way every time?
Tooled	Do the systems fit the work?
Measured	Does anyone know whether it's working?
Governed	Do written policies, procedures, and standards exist and stay current?

What you get

The spreadsheet. Every rated workflow, with its scores, its gap, what it costs you now, the size of the fix, and a suggested owner. Sort and filter it to decide what to tackle first. This is the master record.
The readout deck. The key findings and the ranked menu, drawn from the spreadsheet.
The report. The full workflow list, which positions touch which workflows, and the evidence behind every score.
A ranked menu of fixes. Expensive problems with small fixes come first.
Up to two leverage points. Changes that feel hard at first but free up capacity and keep paying back for years. We only name them if the evidence supports them. If none clear the bar, we say so.

What one row looks like

Example only. A made-up workflow with made-up scores.

Workflow	Defined	Owned	Consistent	Tooled	Measured	Governed	Cost now	Size to fix	Suggested owner
Quote to scheduled job	1 → 3	1 → 3	1 → 2	2 → 3	0 → 2	0 → 2	High	L	Operations manager

Scores run from 0 to 3: where it stands today, and where it should be. The gap between them, the cost now, and the size of the fix decide where the row lands on the menu.

What it isn't

We don't write your policies. Where a policy is missing or unclear, we name the gap and say who should own it: your leadership, or a specialist in legal, HR, finance, or risk.
We don't write software. Where a fix needs new tools, we help you choose them, and the accounts stay in your name.
We don't need sensitive data. No payment details, Social Security numbers, or HR records. Blank forms and sample records are enough.
Not every fix is ours. Some you can do yourself next week at no cost. Some belong to somebody else, and we say so.

After the audit

The audit is finished work on its own. If you want to keep going, the next stages take the menu one workflow at a time:

Document: map each chosen workflow and write down how it should run.
Build: train your people and set up the tools.
Automate: hand the repeatable work to software or AI.

Each is proposed after the audit, from what it found, and fitted to your budget. You can stop after any stage and keep what you have.

See the four stages

The honest comparison

Four ways to fix this, and where each one stops

Three of these are the right answer in the right circumstance, and we will say so in the first conversation if that is what you are in. Here is what each is genuinely for.

Hire for it

Right whenThe work is already written down and somebody needs to run it day to day.

Where it stopsYou are asking a new person to document a business they have just joined, in the gaps between doing the job. It is a second full-time role, and the urgent one always wins.

Call a consultant

Right whenYou have one hard question and need an answer from somebody who has seen it before.

Where it stopsYou get a report and a recommendation. The building is left with you, and the building is the part that was always going to be hard.

Buy software

Right whenThe process exists, people follow it, and it needs a better home than a spreadsheet.

Where it stopsSoftware encodes a process. It does not have one. Configured against an undefined process, it mirrors the confusion back at you with a login screen.

Bring in Fulcrum

Right whenThe process is real but unwritten, and it lives in the heads of the people doing it.

What we doWe map how the work operates today, design how it should run, and build that into the software people actually use.

Start with a conversation

Thirty minutes, no pitch. Tell me what you're building toward and where the work still runs on people and memory. I'll tell you plainly whether the audit is the right place to start.

Book a thirty-minute conversation