Selecting a new system?

The software you choose forms the backbone of your operations, shaping everything your team need.
Start strong by ensuring your software aligns with your business needs, avoid costly mistakes and maximise your potential for growth.

PERFORM A SYSTEMS AUDIT

What is the best way to do this?

You have two options to get started: request our detailed templates to DIY or let us guide you through a comprehensive systems audit.

With demand for our services growing, now is the perfect time to take action and ensure your business is on the right track. Don’t wait—get started today to stay ahead.

System Audit: Your Strategic Advantage

The System Audit doesn’t attempt to sell you software or push a point of view. You are the expert in your business, and we know how to help articulate your needs so that you can confidently work with vendors to evaluate systems.

1. Mapping Your Current Landscape

We create an Overview Diagram that illustrates your existing systems and how they interact, identifying gaps or overlaps that may affect performance.

2. Visualising Your Processes

Our Process Flows document highlights every step in your key business processes, uncovering strengths and pinpointing areas for improvement.

3. Defining Your Future Needs

Through User Story Requirements, we help you articulate exactly what you need from your software, creating a clear framework for evaluating new systems and optimising existing ones.

Why Choose a System Audit?

What’s the worst that can happen? You decide not to go ahead with a new system. That’s OK, you still have a full set of process documents that you can use to build onboarding and training materials as well as up to date documentation of all your existing systems.

Some teams find solutions to their process problems just by doing the system audit – even before they’ve updated systems!

mastering systems and software

What You Gain

  • Clarity and Confidence: You will understand where your current systems excel and where they fall short, helping you make informed decisions about future investments.
  • Customised Insights: Receive tailored documentation that reflects your unique processes and needs.
  • Real-World Benefits: Use your findings to improve onboarding, training, and cross-team communication, even if you decide not to pursue new software immediately.

System Audit

We call it a System Audit. But it’s entirely the kind of thing you could DIY. If you think you would like to have a go at that you can sign up here for our templates and examples.

The Benefits of Reviewing Your Processes and Systems

Discover how a comprehensive review of your processes and systems can foster improved communication, streamline operations, and provide a clear roadmap for your business’s future.

Getting longer life out of existing systems by working on improving communication between teams.

Reducing the steps in a process by understanding the end to end needs of everyone in the business.

Using the process flow documents as onboarding /training materials to share with others how the business functions.

Gaining clarity around what does/ doesn’t serve your business and making a decision.

Moving faster through the selection process because you know what you want.

Who is this for?

  • If you’re considering a new system and are not quite sure where to start.
  • If you’re stuck on a process and haven’t been able to figure out how to improve it.
  • If you’re looking to get better value and leverage out of what you’re already using, this is a useful exercise.Typically, clients get insight on where things are working and where they’re not, what they might do (even with your current systems) to improve and finesse the situation.

Who is it not suited to?

  • If you want someone to tell you which system to use (we don’t do this, we can help guide your questions and selection process but the choice is yours).
  • If you’ve already decided which system to go with then likely you’ve already done this work (we can support you with implementation too if you need).
  • If you’re clear on what you need to do to improve, how your processes work and what the plan of action is to get that done.
  • If you’re already using your core systems to do everything and align your team.

How much does it cost?

  • We provide you with an estimate at the start of the job and complete the work for that price. The caveat being that we rely on you to be ready and commit to the process.

How long does it take?

In a hurry? We can go as fast as you can.

We have done this in as little as 3 weeks, but that assumes that you’ve got everyone in your business available.

Typically, it takes clients somewhere between 6-8 weeks to organise team members, book sessions and work through the review process.

What results can you expect?

At the very least you get a set of documents that you can align on and clearly communicate with vendors. However, clients report getting a great deal more out of this process than documentation and a path forward.

The process of working together to agree on what’s needed is the first step in building your teams capability at communicating and navigating all the elements that are needed to implement a change project.

We have a long-standing client who are very technology savvy, they invest early and often. They do their homework; they’ve learnt the hard way that all is not what it seems and put lots of checks in place to ascertain if the software they’re selecting is right before they do so. Guess what? It still happens that the expectations and the reality are not aligned, it never hurts to sense check your thinking with others.