Find Out Where Your Data Gets Stuck
Fixed-price process and systems mapping for growing Australian businesses that want up-to-date numbers without starting another big systems project. We work with builders and contractors, trades, wholesalers, manufacturers, transport businesses and more.
$5,000, fixed price. You get a 2-hour discovery session, a written Systems Integration Report (10-15 pages) and a 30-minute walkthrough call.
Not ready for a paid diagnostic? Start with a free initial chat instead.
Is This for You?
If any of these sound like your business, the audit is a good place to start.
“Our systems don’t agree.”
Xero or MYOB says one thing, the job or stock system says another, and someone has to work out which number is right.
“We type the same information in again.”
An order, timesheet or invoice gets keyed into two or three places. That’s double entry (the same information typed into more than one system).
“We’re not sure what to fix first.”
You can’t tell whether you need to replace a system at all, or just connect the ones you have.
“The team grows, and so does the office.”
Every bit of growth seems to need more admin: more checking, more chasing, more spreadsheets.
Not ready for the audit? Start with a free initial chat. It's a no-obligation conversation about your problem.
Sound Familiar?
Your Numbers Are Always Slightly Wrong
By the time you see your stock counts, job costs or margin reports, they're already out of date, so decisions get made on old figures.
Same Data, Entered Multiple Times
An order gets keyed into sales, then the warehouse, then shipping, then accounts. Every retype is another chance for a mistake, and another chunk of your team’s day spent on admin.
Month-End Is a Marathon
Reconciling takes days, with finance chasing numbers, operations explaining the differences and people working late just to close the books.
Your Best System Is a Spreadsheet
There’s a critical Excel file that only one person understands, with dozens of tabs and links to other files. It started years ago as a "temporary fix".
Usually the software isn't the problem. The trouble is in the gaps between your systems.
What You Get for $5,000
Discovery Session (2 hours)
We walk through your key processes and systems with you over video: who does what, which systems and spreadsheets are involved, and where work waits or gets retyped.
Systems Integration Report (10-15 pages)
A map of your key processes and systems, a data flow diagram showing where information gets retyped or stuck, gap analysis, 3 quick-win recommendations, a prioritised 12-month roadmap and an ROI estimate.
Walkthrough Call (30 minutes)
We present the findings, answer your questions, and discuss next steps—no obligation.
What You Have at the End
A written report you can act on, whether or not you work with us afterwards. Inside it:
A map of how work and information move. Your key processes and systems on one page: who does what, in which system or spreadsheet, and where it goes next.
A data flow diagram. Exactly where information gets retyped, waits for someone, or stops before it reaches the people who need it.
A gap analysis. Where your systems disagree or leave holes, and why.
3 quick wins. Changes you can act on first, before any bigger project.
A prioritised 12-month roadmap. What to fix first, what can wait, and the order that makes sense for your business.
A measured baseline. A few counted measures of where things stand today, so improvements can be checked later.
An ROI estimate. So you can weigh each recommendation against what it would take.
Put simply: you'll know what to fix first, what it involves, and what can wait.
The honest answer, even if it's a small one. If a setting, a low-cost app or a change to how the team works is enough, we'll say so. We don't sell software, so we have no reason to recommend more than you need.
The price is set before we start, so there are no extra fees and you know exactly what you're getting.
A Measured Baseline
Before anything changes, we count a few things from your own records and your team's estimates, so any improvement can be measured later instead of guessed.
Hours spent re-keying or chasing
Roughly how many hours a week your team spends typing the same details into another system or chasing missing information.
Hand-offs per job or order
How many times a job or order changes hands, or systems, between start and finish.
Month-end days
How many working days it takes to close the month and trust the figures.
Job-to-invoice days
How long finished work waits before the customer is invoiced.
Errors and credit notes
How often mistakes reach a customer or supplier and have to be fixed.
Approval turnaround
How long purchase orders, timesheets or bills wait for someone to approve them.
We pick the measures that matter for your business, not all of them, and write them into your report with where each figure came from.
If you go ahead with a First Workflow Sprint, part of your audit fee comes off the sprint. Every sprint includes a re-measure 60 to 90 days later against this baseline.
Who It's For
Builders and Contractors
Commercial and residential builders, civil and specialist contractors. If job costs, WIP, progress claims and retentions live in spreadsheets beside your job system and Xero or MYOB, this is for you.
Trades and Field Service
Plumbing, electrical, HVAC, fire and maintenance businesses. If timesheets, jobs and invoices get retyped between your job app, payroll and accounts, this is for you.
Wholesale Distributors
Building materials, industrial supplies, electrical, plumbing, food & beverage. If you're juggling inventory, orders and different pricing tiers for different customers, this is for you.
Manufacturers
Metal fabrication, custom manufacturing, job shops, food processing. If you track jobs, materials and labour but struggle to see your costs in time to act on them, this is for you.
The Right Fit If:
- You have multiple systems that don't talk to each other
- You suspect you're wasting time on manual data handling
- You want clarity before committing to a big project
- You've been burned by systems projects before
- Your business has grown faster than its systems
Not The Right Fit If:
- You just want a software product picked for you (we don't sell software)
- You need someone to run your IT department
- You only want a free conversation (this is a paid engagement with a written report; book a free initial chat instead)
How It Works
Book
Confirmed within 1 business day
Fill in the form below. We'll confirm the details and schedule your discovery session.
Discovery session
2 hours, over video
We map your key processes and systems, and talk through what’s going wrong and what matters most.
Your report
Typically 5-7 business days
We work through what we found and write your Systems Integration Report (10-15 pages).
Walkthrough call
30 minutes
We walk you through the findings and answer your questions. Then it’s entirely up to you whether you work with us on the next steps.
You'll have a clear picture within 2 weeks.
Australia-wide
Mostly remote, on site when needed
No lock-in
Standalone engagement
Independent advice
We don't sell software
Common Questions
What Happens After You Book
Three plain steps, and no payment until your session is scheduled.
We confirm a time
We'll confirm your booking within 1 business day and schedule your 2-hour discovery session. No payment is required until we've scheduled your session.
What to have handy
Nothing formal. A list of the systems and key spreadsheets you use, a few reports or numbers you rely on, and the problems that frustrate your team most.
Who should attend
You (the owner or finance manager), plus the people who do the day-to-day work in the processes you want looked at, such as someone from operations and someone from accounts.
Book Your Process & Systems Audit
Find out where your work and data get stuck, with a clear picture within 2 weeks.
We'll confirm your booking within 1 business day. No payment required until we've scheduled your session.
Not ready for the audit?
Start with a free initial chat. It's a no-obligation conversation about your problem, and if the audit isn't the right next step, we'll tell you.
Questions before booking? Email [email protected] or call 1300 470 091.
Your information is secure. We never share client data with third parties.
Not Sure If You Need a Process & Systems Audit?
Try our free Admin Time Count to see how many hours your recurring admin takes, at your own rates, and where it sits between systems.
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