Advisory — Operational Systems Health Check
Before you automate, understand the work.
A structured diagnostic of how your business actually operates — processes, systems, integrations, data flows — ending in a practical roadmap for automation, AI enablement, and platform improvement. Not a generic IT audit. Not a compliance exercise. Not AI magic.
Why it matters
Bad processes don't get better because they're connected to more software.
Poorly scoped automation creates expensive complexity — cost overruns, adoption failures, bad data, and process confusion that outlives the project.
The Health Check exists to prevent that. Define the work first. Then apply the right technology with discipline.
The diagnostic
Six steps. No theory binder.
Step one
Process mapping
Document how work actually happens — across teams, systems, approvals, handoffs, and exceptions. The point is the real operating model, not the imaginary process in someone's SOP.
Step two
Systems review
How Salesforce, ServiceNow, Jira, Microsoft 365, Google Workspace, Slack, accounting, HR, and ticketing tools are actually being used today — versus what they're capable of.
Step three
Integration & data flow assessment
Duplicate data entry, broken handoffs, manual exports, disconnected systems, unclear ownership, weak reporting — found and named.
Step four
Automation opportunity map
Where workflow automation, alerts, routing, forms, approvals, dashboards, or AI assistance would reduce real friction — ranked by value and effort.
Step five
AI readiness review
Real AI opportunities separated from hype. Does the process clarity, data quality, permissioning, and governance exist to use AI responsibly? Where it doesn't, what would it take?
Step six
Prioritized roadmap
Quick wins, medium-term improvements, larger implementation opportunities — with estimated complexity, dependencies, and recommended next steps. A plan you can execute with us or without us.
01
Step one
Process mapping
Document how work actually happens — across teams, systems, approvals, handoffs, and exceptions. The point is the real operating model, not the imaginary process in someone's SOP.
02
Step two
Systems review
How Salesforce, ServiceNow, Jira, Microsoft 365, Google Workspace, Slack, accounting, HR, and ticketing tools are actually being used today — versus what they're capable of.
03
Step three
Integration & data flow assessment
Duplicate data entry, broken handoffs, manual exports, disconnected systems, unclear ownership, weak reporting — found and named.
04
Step four
Automation opportunity map
Where workflow automation, alerts, routing, forms, approvals, dashboards, or AI assistance would reduce real friction — ranked by value and effort.
05
Step five
AI readiness review
Real AI opportunities separated from hype. Does the process clarity, data quality, permissioning, and governance exist to use AI responsibly? Where it doesn't, what would it take?
06
Step six
Prioritized roadmap
Quick wins, medium-term improvements, larger implementation opportunities — with estimated complexity, dependencies, and recommended next steps. A plan you can execute with us or without us.
What we assess
- Current workflows and business processes
- CRM, ERP, service management, finance, HR, and document systems
- System integrations and data handoffs
- Manual workarounds and duplicate data entry
- Reporting gaps and visibility problems
- Approval flows and process bottlenecks
- Customer-facing and internal service workflows
- AI-readiness: data, permissions, governance
What you receive
- Current-state process map
- Systems and integration inventory
- Workflow friction analysis
- Automation opportunity map
- AI-readiness findings
- Prioritized roadmap with quick wins
- Suggested implementation phases
- Scoping guidance for platform or integration work
The first engagement
Find the friction. Then decide.
The roadmap is yours either way — execute it with us, with your team, or with another partner. That's what makes it worth doing first.