A thorough assessment of your company's software stack, employee workflows, and data movement to uncover manual bottlenecks, eliminate wasted software fees, and deliver an actionable 90-day technology roadmap.
We review your operations across 8 critical dimensions to identify friction and unlock efficiency.
Audit all paid software subscriptions to identify redundant tools, unused licenses, and unnecessary recurring costs.
Identify where staff spend hours copying information, re-typing PDFs, and handling routine data entry.
Map how customer and order data flows between your website, CRM, invoicing, ERP, and operations.
Evaluate customer response speed, form friction, qualification logic, and automated follow-up sequences.
Pinpoint 1–3 high-value areas where AI knowledge retrieval or document parsing can immediately save time.
Assess executive visibility and identify ways to automate fragmented monthly spreadsheet compilation.
Analyze page load speed, Core Web Vitals, mobile UX, accessibility compliance, and technical SEO structure.
Review access controls, permission levels, off-site backup schedules, and disaster recovery preparedness.
You won't receive a 50-page theoretical document full of fluff. You receive a clear, executive-ready blueprint detailing exact operational bottlenecks, recommended software architecture, automation quick-wins, and a step-by-step implementation plan.
Complete the brief intake below to begin your audit process.
Thank you! Founder & Principal Consultant Stephen Moorhouse will review your software stack and operational context and follow up within 24 hours.
Most growing companies lose $35,000 to $95,000+ per year paying staff to copy-paste data between spreadsheets, chase missed calls, manually build quotes, and reconcile invoices. Calculate your exact annual recovery below.
Adjust the sliders to match your current operations.