Diagnosis before development
Pre-project company audit
Mid-market companies already have people, CRM, ERP, sites, telephony, documents, and several IT systems — and still work less productively than they could. A pre-project company audit is how we find out why, before anyone writes code.
What the pre-project company audit covers
We study how the company earns money, where losses appear, which processes slow growth, and how the current IT landscape is arranged. The output is a digital model of key processes, a list of bottlenecks, and a sequenced map of change.
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Business model
How value is created and captured today.
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Processes and organisation
Owners, hand-offs, waiting, duplication.
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Data
What is trusted, what is missing, what cannot yet feed automation.
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IT systems
CRM, ERP, BI, APIs, documents — and the gaps between them.
Why this comes before AI
Buying a model does not fix a process that has no owner, no baseline, and no clean data. Research on enterprise AI keeps returning to the same point: the effect appears when the work is redesigned, not when a tool is added to the existing queue. We baseline the metric first. If the case is weak, we recommend not to build.
What you leave with
A process map, a digital model of key flows, scored opportunities, and a statement of work you can take in-house. The pre-project company audit is useful even if you later build with another team.
Related
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AI audit
AI business audit: we find the processes where artificial intelligence will produce a real effect — and where it will not. Not every process should be automated.
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Method
Digital transformation methodology: we start from the business process, digitize it, find growth points, then build, integrate, and grow the system. AI is a means, not the brand.
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Automation
Business process automation for mid-market companies: remove routine, connect systems, and automate only the steps that have economic sense.
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Integration
Integration of CRM, ERP, BI, APIs, telephony, documents, and databases. The value is not another system — it is connecting technology to the business you already run.
Questions companies actually ask
How much does a pre-project company audit cost?
A fixed-scope diagnostic typically starts from USD 8,000 and takes two to three weeks. The number moves with the number of systems, sites, and process owners involved. We quote the pre-project company audit before we quote the build.
What is included in a pre-project company audit?
A map of how the company actually earns money; the processes, data, organisation, and IT systems behind it; bottlenecks and growth points; and a sequenced change plan. You leave with a document you can take in-house — not a slide that only we can interpret.
Do we have to replace our CRM or ERP?
Usually no. We start from the systems you already run. Replacing a system of record is a last resort, not a default. The typical job is to connect new capability to what already holds the truth.
How is ROI calculated?
From a baseline taken in the pre-project company audit: time per task, cost per case, error rate, cycle time, or revenue leakage. We estimate effect on that metric before the build and measure it after go-live. If the case is weak, we recommend not to build.
Not sure where your business needs AI?
That is normal. We will not start with a tool. We will start with an analysis of your business.